Vice President, Wealth (Etobicoke)
Meridian Credit Union • toronto, Canada
Role Description
Meridian is on an ambitious growth journey, with Wealth Management as a critical strategic engine. We are seeking a VP, Wealth to lead the continued evolution and expansion of our Wealth business—growing our Wealth sales and assets under management by scaling advice, deepening member relationships, and building a future‑ready Wealth team that leverages AI, member insights and referral-driven commercialization across the enterprise.
Responsibilities
Drive Wealth Growth and Performance
- Own end‑to‑end P&L; accountability for the Wealth line of business driving revenue and AUM growth, strengthening profitability, and increasing market share
- Set and execute a multi‑year Wealth strategy to improve sales performance and advisor productivity, re‑imagine virtual and ‘human in the loop’ financial planning and advice and increase member share of wallet, virtual delivery, insurance, and intergenerational wealth
- Scale the virtual Wealth Advice C...