Aviso wealth Jobs

Vice President, Wealth
Meridian Credit Union —Etobicoke, ON
- $166,600–$250,000 a year
- Hybrid work
- Sales
- No university degree
- Travel
Wealth Coordinator - Partner - Avanti Wealth
Aviso Wealth —Windsor, ON
- Microsoft Word
- Microsoft Excel
- Computer skills
Quick apply
Wealth Planning Specialist
Island Savings, a division of First West Credit Union —Nanaimo, BC
- $50,000 a year
- Full-time
- Sales
- Microsoft Office
- Bachelor's
- Paid time off
12d
Senior Manager, Workforce Management
Aviso Wealth —Vancouver, BC
- $115,000–$130,000 a year
- Full-time
- Hybrid work
- Customer service
- Salesforce
- English
- Dental care
Quick apply
Wealth Planning Specialist
Valley First, a division of First West Credit Union —Kamloops, BC
- $50,000 a year
- Full-time
- Sales
- Microsoft Office
- Bachelor's
- Paid time off
Bilingual Investment Representative
Aviso Wealth —Vancouver, BC
- $68,000–$78,000 a year
- Full-time
- Hybrid work
- Bilingual
- English
- Finance
- Dental care
Quick apply
Bilingual Learning Development Specialist, Temporary
Aviso Wealth —Vancouver, BC
- $80,000–$90,000 a year
- Temporary
- Hybrid work
- Bilingual
- Customer service
- English
- Dental care
Quick apply
Investment Representative
Aviso Wealth —Vancouver, BC
- $68,000–$78,000 a year
- Full-time
- Hybrid work
- Bilingual
- English
- Finance
- Dental care
Quick apply
Personal Relationship Manager - Listowel
Libro Credit Union —Listowel, ON
- Full-time
- Finance
- Business development
- Bachelor's
- Wellness program
- Tuition reimbursement
Trade Compliance Officer
Aviso Wealth —Toronto, ON
- $85,000–$90,000 a year
- Full-time
- Hybrid work
- Bilingual
- Microsoft Word
- Microsoft Excel
- Dental care
Quick apply
Senior Analyst, Fund Reporting
Aviso Wealth —Vancouver, BC
- $83,000–$100,000 a year
- Full-time
- Hybrid work
- Bilingual
- Microsoft Excel
- English
- Dental care
Quick apply
Wealth Planning Specialist
Envision Financial, a division of First West Credit Union —Langley, BC
- $50,000 a year
- Full-time
- Sales
- Microsoft Office
- Bachelor's
- Paid time off
Senior Specialist, Tax & Fund Reporting
Aviso Wealth —Vancouver, BC
- $93,000–$113,000 a year
- Full-time
- Hybrid work
- Bilingual
- English
- Analysis skills
- Dental care
Quick apply
Senior Internal Auditor
Aviso Wealth —Toronto, ON
- $83,000–$100,000 a year
- Full-time
- Hybrid work
- Bilingual
- English
- Finance
- Dental care
Quick apply
13d
Registered Representative
Aviso Wealth —Vancouver, BC
- $74,000–$84,000 a year
- Full-time
- Hybrid work
- Bilingual
- Customer service
- English
- Dental care
Quick apply
Transfers Administrator, Temporary
Aviso Wealth —Vancouver, BC
- $46,000–$55,000 a year
- Temporary
- Hybrid work
- Bilingual
- English
- Administrative experience
- Dental care
Quick apply
Business Analyst
Aviso Wealth —Vancouver, BC
- $90,000–$100,000 a year
- Full-time
- Hybrid work
- Bilingual
- English
- Microsoft Office
- Dental care
Quick apply
Trade Services Administrator
Aviso Wealth —Vancouver, BC
- $46,000–$55,000 a year
- Full-time
- Hybrid work
- Bilingual
- Microsoft Excel
- Customer service
- Dental care
Quick apply
Bilingual Banking Administrator, Temporary
Aviso Wealth —Vancouver, BC
- $46,000–$55,000 a year
- Temporary
- Hybrid work
- Bilingual
- Microsoft Excel
- Customer service
- Dental care
Quick apply
Branch Compliance Manager, Temporary
Aviso Wealth —Vancouver, BC
- $83,000–$90,000 a year
- Temporary
- Hybrid work
- Bilingual
- Microsoft Word
- Microsoft Excel
- Dental care
Quick apply

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Vice President, Wealth

Meridian Credit Union -
Etobicoke, ON

Apply Now

Job details

Permanent
$166,600–$250,000 a year

Qualifications

Sales
Ecosystems
CFP
AI
Chartered Financial Analyst
Leadership
Communication skills

Full job description

Why Meridian?

At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

Find our story here: About Meridian (https://www.meridiancu.ca/About-Meridian.aspx)

The Opportunity:

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.

This role is the single-point leader accountable for Wealth revenue growth, advisor productivity, and enterprise referral conversion outcomes, and is ideal for a seasoned Wealth leader who combines business acumen, sales performance expertise, a passion for democratizing advice and leading with purpose.

What you will do:

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 Centre and model to grow our Wealth membership while improving Financial Advisor productivity and member experience
Own consistent go-to-market execution for wealth member propositions and advice offerings, strengthen sales practices and pipeline discipline, working in partnership with marketing and other lines of business to lead referral-driven commercialization across the enterprise
Lead organic and inorganic growth of our Wealth assets under management, including advisor recruitment and expansion of Meridian’s Wealth ecosystem and partnerships
Leverage AI and technology solutions to drive efficiencies and smarter ways of working within the Wealth team
Represent Meridian Wealth externally, strengthening brand presence and industry profile

Lead Transformation and Enterprise Change

Champion and drive digital, data, and operational excellence transformation across Wealth, in partnership with enterprise technology teams, Aviso, and fintech partners
Embed data‑driven decision making, continuous improvement, and modern delivery practices (Lean, Agile, automation)
Anticipate industry, regulatory, and economic change—turning complexity into clear direction and action

Build High-Performing Future Ready Teams

Lead, coach, and develop senior leaders with a focus on improving performance outcomes, building succession, and enhancing employee engagement
Create an inclusive, accountable culture that attracts and retains top Wealth sales talent and builds long‑term leadership bench strength
Act as a trusted, collaborative partner across Retail, Business Banking, Risk, and Corporate functions

Key Decisions You Own:

Advisor coverage, capacity, and deployment model
Wealth Go to Market execution priorities and sequencing
Design of referral execution models with Retail and Business Banking
Performance interventions when wealth conversion or productivity slips
Escalation of barriers to advice conversion (risk, service, tech)

How You Lead (What Matters at Meridian)

At Meridian, leaders are expected to deliver results and build culture. The Head of Wealth is a role model for:

Inclusive, values‑based leadership that builds trust, belonging, and psychological safety
Outside‑in thinking, bringing market best practices, member, and industry insights into strategy and execution
Change leadership and resilience, guiding teams through transformation with clarity and empathy
Coaching and development, actively growing future‑ready skills and next‑generation leaders

You will be expected to demonstrate strong capability in:

Technology enablement and digital fluency to improve team performance outcomes and gain efficiencies
Data‑driven problem solving and critical thinking
Collaboration and enterprise influence
Curiosity, adaptability, and innovation
Empathy and member‑centred design

What success looks like:

Sustained growth in Wealth revenue, AUM, and non‑interest income
Material improvement in advisor productivity and conversion rates
Scaled and measurable Retail Wealth referral performance
Modernized advice models delivering both growth and member trust
Strong Member Wealth Satisfaction/Net Promoter Scores

What you bring

10+ years of progressive leadership experience in Wealth Management
Proven track record of building and scaling a wealth sales team with tangible performance outcomes and results
Demonstrated ability to manage and grow a Wealth line of business, increase Advisor productivity, and drive large‑scale change and new ways of working
Proven ability to design a Wealth sales strategy and execute at scale
Strong understanding of financial planning and advice models, insurance, and complementary product offerings Experience driving a shift toward more digital solutions and service delivery models with the optimal balance of in-person member advice and support
Demonstrated ability to build and leverage Wealth ecosystem partnerships
Exceptional written and verbal communication skills and executive presence
Industry designations (e.g., CFP, CFA, CIM) or equivalent experience preferred
Comfort learning and adopting new digital tools, with an openness to using AI‑enabled technology to enhance productivity, accuracy, and the Member experience

This role represents an existing vacancy. Internal candidates are being considered as part of our standard process.

Salary Range: CAD $166,600 - $250,000

Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role’s requirements may be placed higher within the range. Your recruiter will share more information about our total rewards package during the hiring process.

Join us! This role is hybrid. Our offices are located at 3280 Bloor St W, Etobicoke, and 75 Corporate Park Dr, St. Catharines. Travel between these offices may be required, as well as occasional travel to branches.

Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is very important to us.

What's in it for you?

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!

Build the Future of Banking with Us

At Meridian, we’re not just adapting to the future—we’re shaping it. We see talent as a catalyst for sustainable growth, community impact, and future-readiness. As the financial landscape evolves, we’re looking for team members who bring:

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.

Our Commitment to You

Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported. 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. Please contact us to request accommodation.

Please note that due to the volume of applications, only those under consideration will be contacted for an interview.

Thank you for your interest in Meridian Credit Union.

Follow us on Twitter at

@MeridianCareers (https://twitter.com/MeridianCareers)

Connect with us on LinkedIn (https://www.linkedin.com/company/meridian-credit-union/)

Meridian only posts jobs on our official Careers Site, LinkedIn, and Indeed. If you find a Meridian job posting on any other site, please verify it by ensuring it directs back to our official career page. Meridian never asks candidates to apply through third‑party links that do not redirect to our Careers portal (UltiPro). For more tips on how to protect yourself from job scams visit Protect yourself from job scams | Meridian (https://www.meridiancu.ca/about-meridian/security-centre/common-scams/job-scams)

Apply Now

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