Director, Wealth Sales Enablement
Meridian Credit Union Voir toutes les offres
- Etobicoke, ON
- 123.400-150.000 $ par an
- Permanent
- Temps-plein
- Act as the Wealth subject-matter expert on enterprise initiatives that enhance wealth distribution, advisor effectiveness, and member experience.
- Partner with Transformation Team and senior leaders to identify, assess, and launch new growth opportunities, including channel strategy reviews and distribution model evolution.
- Develop and execute Wealth channel strategies for mass-market & mass-affluent member segments, including:
- Evolution of the Licensed FSA role
- Coaching and enablement models
- A long-term hybrid and virtual advice strategy
- Lead distribution-focused initiatives such as advisor compensation reviews, book optimization programs, evolution of our investment planning consultant operating model, private wealth offering assessments, and segmented service standards.
- Monitor regulatory, dealer, and industry developments and translate impacts into clear strategic priorities.
- Provide strategic input into Wealth’s annual operating plan and multi-year initiative roadmap.
- Own the strategy, build-out, and performance of the Wealth Advice Centre (WAC), comprised of Virtual Financial Planners and Investment Specialists.
- Accountable for WAC growth outcomes, including AUA growth, sales results, productivity, and overall channel performance.
- Establish annual sales targets, performance scorecards, and operating priorities for the virtual team.
- Design and implement operating models, workflows, and technology enablement that maximize virtual advisor productivity and scalability.
- Develop and source new referral and lead-generation opportunities to fuel sustained WAC growth.
- Build a high-performing, engaged virtual advice culture aligned to Meridian’s values and growth ambition.
- Provide strategic oversight for all Financial Planner best practices, onboarding, and development pathways, in partnership with Sales Effectiveness and regional leaders.
- Serve as the primary liaison with Meridian’s investment dealer (Aviso) and other external partners to coordinate practice management programs and learning initiatives.
- Enable advisor capability through high-impact training and coaching, including group and 1:1 delivery models.
- Support advisor adoption of goal-based financial planning, with strong emphasis on discovery, plan creation, and fulfillment using Conquest (or equivalent).
- Champion adoption of advisor technology platforms (eg CRM, Conquest Financial Planning, AdvisorStream, Capintel, etc.) by providing training, best practices, and ongoing support.
- Own and govern key Wealth policies, including product, fee, and financial planning standards.
- Contribute to enterprise Wealth communications, including internal channels, Town Halls, and leadership updates.
- Lead and develop a senior team of managers and indirectly lead virtual and hybrid advisors.
- Set clear expectations, priorities, and performance objectives aligned to Wealth strategy.
- Coach, mentor, and develop leaders to build a strong succession pipeline and high-performance culture.
- Act as a trusted leader on the Wealth Leadership Team, contributing to Meridian’s broader growth, transformation, and long-term strategy.
- 12+ years of progressive experience in Wealth Management, including advisory, sales leadership, and practice management.
- 5+ years of senior leadership experience, leading advisors and managers in complex environments.
- University degree in Business, Commerce, Economics, or related discipline.
- Wealth or financial planning accreditations considered an asset.
- Proven experience building and scaling sales or advice channels, including virtual or distributed teams and developing leaders.
- Strong strategic capability with demonstrated success delivering enterprise-level initiatives and change portfolios.
- Deep knowledge of Wealth products, fee structures, planning standards, and regulatory expectations.
- Expertise in practice optimization, sales processes, financial planning workflows, and advisor technology platforms (e.g., CRM, Conquest Financial Planning, AdvisorStream, Capintel).
- Comfort learning and adopting new digital tools, with an openness to using AI-enabled technology to enhance productivity, accuracy, and the Member experience.
- Highly analytical with the ability to translate data into clear, compelling executive insights.
- Exceptional communication skills with confidence engaging senior leaders and influencing outcomes.
- Thrives in a fast-paced, evolving environment with multiple priorities.
- We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success!
- We provide you with the tools and technology needed to delight your candidates and clients!
- You'll get to work with and learn from diverse industry leaders, who have hailed from top organizations around the world
- Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleagues
- This isn't your typical "corporate" job. We work hard and we have fun!
- Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working. Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset
- Critical Thinking – The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.
- Data Driven– Leverage data and insights to identify, prioritize and improve member experience and business efficiency.
- Curiosity & Flexibility – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.