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    Vice President, Asset Management - Ontario, Canada - Meridian Credit Union Ltd

    Meridian Credit Union Ltd
    Meridian Credit Union Ltd Ontario, Canada

    1 week ago

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    Description
    Full-Time

    At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities.

    At Meridian Wealth, we believe that investing is personal and our mission is to help our Members on their financial journey regardless of where they are on this journey.

    You will provide leadership and direction for the implementation and ongoing support of Meridian's Wealth Management strategy.

    This role would develop practice management standards; assist in the development of annual sales plans and budgets for the Wealth Management line of the business.

    This role is accountable overall for leading and developing a team Financial Planners and Senior Financial Planners, whose competencies include financial planning and investment services, to achieve established sales targets and operational goals.

    The Regional Vice President, Wealth also provides consultative support to Branch Managers and other licensed positions within their region.

    This role will also support an integrated approach to wealth within Meridian by researching and recommending strategies to expand products and services offered by Wealth Management.

    Manage a team of Investment Specialists, Financial Planners and Senior Financial Planners by establishing and enforcing practice management standards, conducting performance reviews, assisting in the development of annual sales plans, coaching for success of sales and services targets, and providing ongoing training and development, for the overall accountability of performance for your region.

    Provide insights to the team to help them develop business, grow portfolios according to established segment targets, and deliver excellent Wealth advice resulting in exceptional Member experiences.

    Attract and retain a team of Investment Specialists, Financial Planners and Senior Financial Planners by building upon a succession plan strategy and engage in the recruitment process of new advisors.

    Work collaboratively with internal partners and key external partners in order to maximize the effectiveness of the distribution network and develop an integrated, seamless experience for our Members.

    Collaborate effectively with the Retail District Vice Presidents in the region to support community events, business development activities, and other business partnerships.

    Develop and share ongoing industry wide best practices, sales, marketing and business development ideas and strategies with peers, Financial Planners, Senior Wealth Advisors and Wealth management leadership.

    Provide input on the development of annual sales targets, performance criteria, reward and recognition programs, compensation programs and integrated key performance indicators.

    Conduct regular reviews with your team to ensure proper execution of policies and procedures, and adherence to compliance requirements and standards.

    Promote and champion Wealth Management throughout the delivery channel, and Meridian.
    Bachelor's Degree or diploma preferred, or equivalent experience
    ~7-10 years of related experience in financial services sales management
    ~ Certified Financial Planner (CFP) designation & other wealth accreditations are an asset
    ~ MFDA or IIROC license required
    ~ In-depth knowledge and understanding of Wealth Management products and services
    ~ Effective planning, analytical, organizational and time management skills
    ~ Ability to travel throughout the Greater Niagara Region, as well as occasionally to our head office in Etobicoke

    This position is work from home, however, travel to various locations within the province is required to effectively lead the team, be present at in-person leadership meetings and be a Meridian Wealth ambassador at events.

    Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleagues
    This isn't your typical "corporate" job.

    Meridian is Ontario's largest credit union, and second largest in Canada, helping to grow the lives of our more than 360,000 Members.

    With 89 retail branches and 15 Business Banking Centers across Ontario and $ 30B in assets under management, Meridian offers a full range of financial products and services to its retail, business banking and wealth members.

    With over 2000 employees and corporate offices located in Toronto and St.

    Catharines, Meridian has a track record of creating and delivering innovative new offerings and is committed to investing in the communities that we serve.

    Our plan is to build on our momentum as we deliver on our purpose - helping our members achieve their best life.

    We are 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.

    We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

    Inspired to perform well by the ability to contribute to the success of a project or the organization Goal Completion
    Inspired to perform without outside help #J-18808-Ljbffr
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