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Wealth Distribution Strategy Director

Meridian Credit Union

Lead Wealth growth strategy and distribution at Meridian from the Toronto Corporate Office through a hybrid work opportunity. Shape advisor capacity and commercial mobilization.This Director of Distribution and Activation role owns Wealth growth priorities, distribution strategy, advisor capacity, practice-model evolution, and business requirements. You will guide referral ecosystems, segment expansion, channel strategy, advisor recruitment, onboarding, and measurable commercial outcomes. The position supports sustainable growth in assets under administration, insurance revenue, advice penetration, and advisor productivity.Key Responsibilities:
Develop and execute prioritized Wealth growth strategiesGovern referral ecosystems, campaigns, and lead managementMaintain multi-year distribution and growth roadmapsSet direction for Wealth distribution channelsChampion enterprise and external wealth-partner collaborationRequirements:
Fourteen plus years of progressive wealth experienceExpertise in wealth distribution and growth strategyExperience leading growth programs and cross-functional deliveryUndergraduate degree or equivalent education and experienceExecutive communication and governance capabilitiesDirect Meridian’s Wealth distribution strategy with referral, channel, capacity, and commercial growth expertise across Toronto and St. Catharines.
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Vacancy posted more than 2 months ago

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