Regional Vice President Wealth Management
Meridian Credit Union Limited
Lead Meridian Wealth Management strategy from Toronto in a hybrid regional leadership role requiring financial services sales management expertise.The Regional Vice President Wealth provides direction for implementation and ongoing support of Meridian’s Wealth Management strategy. You will lead Senior Financial Planners, Financial Planners, Private Investment Advisors, and Associates while supporting sales plans, budgets, operational goals, and member experience. The role includes regular travel throughout Central and Eastern Ontario.Key Responsibilities:
Lead, coach, develop, and recruit wealth advisory teamsEnforce practice management standards and conduct performance reviewsSupport complex financial planning and investment solutionsLead change initiatives and manage regional wealth resultsMonitor audits, compliance requirements, and advisor file reviewsRequirements:
Bachelor’s degree, diploma, or equivalent experienceSeven to ten years’ related financial services sales management experienceIIROC or MFDA licensingIn-depth Wealth Management products and services knowledgeFinancial Planning designation or insurance license is an assetApply regional leadership, wealth expertise, coaching, and compliance knowledge to support Meridian members and advisors.
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Lead, coach, develop, and recruit wealth advisory teamsEnforce practice management standards and conduct performance reviewsSupport complex financial planning and investment solutionsLead change initiatives and manage regional wealth resultsMonitor audits, compliance requirements, and advisor file reviewsRequirements:
Bachelor’s degree, diploma, or equivalent experienceSeven to ten years’ related financial services sales management experienceIIROC or MFDA licensingIn-depth Wealth Management products and services knowledgeFinancial Planning designation or insurance license is an assetApply regional leadership, wealth expertise, coaching, and compliance knowledge to support Meridian members and advisors.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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