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About the Role

The Director, Advisor Experience leads Wealth field activation and sustained adoption by translating business priorities and enterprise programs into clear advisor and leader action through communication, engagement, coaching, change adoption, and field enablement. This role is accountable for strengthening advisor and leader effectiveness, improving execution consistency and productivity, and ensuring strategic initiatives are launched with appropriate readiness, support, and reinforcement. The role owns the 'how' of field execution, including change sequencing, advisor and leader readiness, communications, coaching reinforcement, support deployment, feedback loops, and sustained adoption.

Responsibilities

Own and continuously improve the Wealth advisor and leader experience, including support structures, engagement practices, listening channels, and field-effectiveness priorities that enable strong business and member outcomes.
Define and advance the multi-year Wealth advisor and leader experience strategy, establishing the vision, priorities, service standards, and roadmap required to improve advisor effectiveness, engagement, productivity, and the consistent delivery of advice.
Establish a clear advisor-support operating model, including roles, decision rights, service expectations, and escalation pathways across Wealth, Sales Effectiveness, and enterprise support functions.
Lead integrated activation, readiness, and reinforcement for strategic initiatives, operating-model changes, technology implementations, regulatory requirements, and growth programs.
Apply field-readiness gates and manage change sequencing.
Monitor adoption and effectiveness of tools, programs, and initiatives; identify barriers and recommend enhancements.
Establish and govern the Wealth change-activation framework, including readiness criteria, implementation standards, decision rights, and escalation protocols for initiatives affecting advisors and field leaders.
Assess the cumulative impact of concurrent initiatives on field capacity and recommend changes to scope, sequencing, timing, or resource allocation where readiness, member experience, or business performance may be at risk.
Define the Wealth leadership enablement strategy and establish consistent expectations for coaching quality, business planning, performance routines, and change reinforcement across the distribution network.
Sponsor the development of scalable tools, frameworks, and leader resources that strengthen accountability, improve execution consistency, and reduce dependency on reactive support.
Partner with Sales Effectiveness, Learning, and RVPs to activate and continuously amplify coaching frameworks, business-planning disciplines, and leader routines.
Set strategic priorities for Advisor Support and field activation resources, leveraging performance data, advisor productivity metrics, member insights, and business results to optimize resource allocation, inform investment decisions, and drive sustainable growth outcomes.
Set the strategic narrative and communication approach for key Wealth priorities, ensuring leaders and advisors understand the business rationale, expected behaviors, implementation requirements, and measures of success.
Establish clear ownership, response expectations, and reporting mechanisms for issues raised through advisor listening channels, ensuring important themes result in visible decisions, actions, or escalation.
Govern the Wealth communication calendar, channel mix, field memos, newsletters, calls, town halls, and sales meetings.
Lead Wealth Advisor Council governance and convert field feedback into accountable actions and escalations.
Establish and oversee enterprise measurements for adoption, engagement, communication effectiveness, leadership readiness, and recurring friction, proactively identifying risks and implementing strategies that accelerate business results and organizational effectiveness.
Lead advisor-facing governance through the Wealth Operating Council and manage assigned teams with clear priorities and performance expectations.
Lead and develop a team of specialized professionals and leaders, fostering a culture of accountability, collaboration, and continuous improvement.
Build succession depth across Wealth distribution functions through coaching, talent development, and workforce planning.

Requirements

Expertise in field enablement, change activation, communications governance, advisor experience, and sales execution.
Strong knowledge of wealth advice delivery, advisor and leader operating routines, coaching models, and support services.
Ability to translate complex enterprise initiatives and quantitative and qualitative insights into practical, role-specific actions, tools, messages, and reinforcement plans.
Advanced facilitation, executive communication, stakeholder management, and council-governance skills.
Strong analytical ability to assess adoption, engagement, readiness, productivity, and experience insights.
Knowledge of regulated financial services change, conduct expectations, technology adoption, and operational readiness.
Demonstrated experience leading and developing high-performing employees and an ability to influence through matrix relationships across Sales Effectiveness, Operations, HR, Risk, and field leadership.

Skills

AI and emerging technologies integration
Low/no code tools (e.g., Microsoft Power Platform)
Generative AI productivity tools (e.g., Microsoft Copilot)
Critical Thinking
Data Driven decision making
Curiosity & Flexibility

Location

Toronto Corporate Office
St. Catharines office (travel as needed)

Work Type

Hybrid

Experience Level

Fourteen plus years (14+) of significant progressive experience in wealth management, sales enablement, change management, field communications, advisor support or distribution leadership.
Demonstrated experience developing and executing multi-year strategies, operating plans and enterprise roadmaps with measurable business outcomes.
Demonstrated experience leading enterprise change activation, executive and field engagement, governance forums and people teams.

Education Level

Undergraduate degree in business, communications, organizational change, adult learning or a related discipline, or an equivalent combination of education and experience.
Change-management, coaching, learning or wealth management designation is preferred.
Experience operating in a regulated financial services environment and supporting advisor-facing technology or operating-model change is preferred.

Salary/Compensations

$123,400.00 to $185,200.00 CAD

Benefits

Inclusive and collaborative working environment
Tools and technology needed to delight candidates and clients
Opportunity to work with and learn from diverse industry leaders and colleagues
Hybrid work arrangements
Work hard and have fun environment

About the Company

Meridian's aspiration is to integrate purpose into everything they do for people, the planet, and communities.
Meridian believes that their greatest opportunity is to create opportunity and meet people where they are.
Meridian wants employees to grow with them and have a different experience.
Meridian is not just adapting to the future—they are shaping it.
Meridian sees talent as a catalyst for sustainable growth, community impact, and future-readiness.
Meridian is looking for team members who embed & leverage technology, possess critical thinking skills, are data-driven, and demonstrate curiosity & flexibility.

Equal Opportunity

Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported.
Meridian is dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.
Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.