Director, Advisor Experience

Meridian Credit Union; St. Catharines; Hybrid; CAD 123,000 - 185,000; Full time

Job summary

Meridian Credit Union in Toronto (with hybrid work and travel to St. Catharines as needed) seeks a Director, Advisor Experience to lead wealth field activation, advisor readiness, and leadership development.

You will drive adoption of strategic initiatives, strengthen advisor effectiveness, and align engagement with business outcomes. The role focuses on change sequencing, governance, coaching programs, and field communication to ensure successful implementation and sustained performance across

Qualifications

• Fourteen plus years (14+) of significant progressive experience in wealth management, sales enablement, change management, field communications, advisor support or distribution leadership.
• Undergraduate degree in business, communications, organizational change, adult learning or a related discipline, or an equivalent combination of education and experience.
• Experience leading enterprise change activation, executive and field engagement, governance forums and people teams.

Responsibilities

• Own and continuously improve the Wealth advisor and leader experience, including support structures and field-effectiveness priorities.
• Define and advance the multi-year Wealth advisor and leader experience strategy, with vision and roadmaps.
• Lead integrated activation, readiness and reinforcement for strategic initiatives and technology implementations.

Skills

Advisor experience

Change activation

Leadership development

Strategic communication

Data-driven decision making

Education

Undergraduate degree in business, communications, organizational change, adult learning or a related discipline

Tools

Microsoft Power Platform

Microsoft Copilot

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.

Factor us into your next career opportunity. We want you to grow with us and have an experience that’s different. This is a place where you can expect the unexpected.

Find our story here: About Meridian

The role:

The Director, Advisor Experience leads Wealth field activation and sustained adoption by translating business priorities and enterprise programs into clear advisor and leader action through communication, engagement, coaching, change adoption and field enablement. Accountable for strengthening advisor and leader effectiveness, improving execution consistency and productivity, and ensuring strategic initiatives are launched with appropriate readiness, support and reinforcement. This role owns the how of field execution: change sequencing, advisor and leader readiness, communications, coaching reinforcement, support deployment, feedback loops and sustained adoption.

Key Responsibilities

Advisor and leader experience strategy - 20%

• Own and continuously improve the Wealth advisor and leader experience, including support structures, engagement practices, listening channels and field-effectiveness priorities that enable strong business and member outcomes.
• Define and advance the multi-year Wealth advisor and leader experience strategy, establishing the vision, priorities, service standards and roadmap required to improve advisor effectiveness, engagement, productivity and the consistent delivery of advice.
• Establish a clear advisor-support operating model, including roles, decision rights, service expectations and escalation pathways across Wealth, Sales Effectiveness and enterprise support functions.

Change activation and field readiness - 25%

• Lead integrated activation, readiness and reinforcement for strategic initiatives, operating-model changes, technology implementations, regulatory requirements and growth programs.
• Apply field-readiness gates and manage change sequencing.
• Monitor adoption and effectiveness of tools, programs and initiatives; identify barriers and recommend enhancements.
• Establish and govern the Wealth change-activation framework, including readiness criteria, implementation standards, decision rights and escalation protocols for initiatives affecting advisors and field leaders.
• Assess the cumulative impact of concurrent initiatives on field capacity and recommend changes to scope, sequencing, timing or resource allocation where readiness, member experience or business performance may be at risk.

Leadership capability, coaching and support deployment - 20%

• Define the Wealth leadership enablement strategy and establish consistent expectations for coaching quality, business planning, performance routines and change reinforcement across the distribution network.
• Sponsor the development of scalable tools, frameworks and leader resources that strengthen accountability, improve execution consistency and reduce dependency on reactive support.
• Partner with Sales Effectiveness, Learning and RVPs to activate and continuously amplify coaching frameworks, business-planning disciplines and leader routines. Set strategic priorities for Advisor Support and field activation resources, leveraging performance data, advisor productivity metrics, member insights and business results to optimize resource allocation, inform investment decisions and drive sustainable growth outcomes.

Communications, engagement and voice of field - 20%

• Set the strategic narrative and communication approach for key Wealth priorities, ensuring leaders and advisors understand the business rationale, expected behaviours, implementation requirements and measures of success.
• Establish clear ownership, response expectations and reporting mechanisms for issues raised through advisor listening channels, ensuring important themes result in visible decisions, actions or escalation.
• Govern the Wealth communication calendar, channel mix, field memos, newsletters, calls, town halls and sales meetings.
• Lead Wealth Advisor Council governance and convert field feedback into accountable actions and escalations.

Insights, governance and people leadership - 15%

• Establish and oversee enterprise measurements for adoption, engagement, communication effectiveness, leadership readiness and recurring friction, proactively identifying risks and implementing strategies that accelerate business results and organizational effectiveness.
• Lead advisor-facing governance through the Wealth Operating Council and manage assigned teams with clear priorities and performance expectations.
• Lead and develop a team of specialized professionals and leaders, fostering a culture of accountability, collaboration and continuous improvement.
• Build succession depth across Wealth distribution functions through coaching, talent development and workforce planning.

Knowledge, Skills & Abilities

• Expertise in field enablement, change activation, communications governance, advisor experience and sales execution.
• Strong knowledge of wealth advice delivery, advisor and leader operating routines, coaching models and support services.
• Ability to translate complex enterprise initiatives and quantitative and qualitative insights into practical, role‑specific actions, tools, messages and reinforcement plans.
• Advanced facilitation, executive communication, stakeholder management and council‑governance skills.
• Strong analytical ability to assess adoption, engagement, readiness, productivity and experience insights.
• Knowledge of regulated financial services change, conduct expectations, technology adoption and operational readiness.
• Demonstrated experience leading and developing high‑performing employees and an ability to influence through matrix relationships across Sales Effectiveness, Operations, HR, Risk and field leadership.

Education, Work Experience, And Professional Designations/Certifications

• Undergraduate degree in business, communications, organizational change, adult learning or a related discipline, or an equivalent combination of education and experience.
• Fourteen plus years (14+) of significant progressive experience in wealth management, sales enablement, change management, field communications, advisor support or distribution leadership.
• Demonstrated experience developing and executing multi-year strategies, operating plans and enterprise roadmaps with measurable business outcomes.
• Demonstrated experience leading enterprise change activation, executive and field engagement, governance forums and people teams.
• Change‑management, coaching, learning or wealth management designation is preferred.
• Experience operating in a regulated financial services environment and supporting advisor‑facing technology or operating‑model change is preferred.
• If Backfill: This role represents an existing vacancy. Internal candidates are being considered as part of our standard process.

• If New Role: This posting is for a newly created position. Internal candidates are being considered.

Salary Range: $123,400.00 to $185,200.00 CAD

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.

Office Location: Toronto Corporate Office with the ability to travel to our St. Catharines office as needed. This is a hybrid work opportunity. Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires a minimum of one day per week in the office for purposeful meetings to collaborate, innovate, and build effective relationships with your team, your colleagues, and your leader, which is important to us.

What’s in it for you?

• We have an inclusive and collaborative working environment that encourages teamwork, creativity, curiosity, and celebrates success.
• We provide you with the tools and technology needed to delight your candidates and clients.
• You will get to work with and learn from diverse industry leaders and colleagues, who have hailed from top organizations.
• Hybrid work arrangements with in‑person office time to collaborate, innovate, and build relationships with your colleagues.
• This is not your typical “corporate” job. We work hard and we have fun!

Build the Future of Banking with Us

• 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.
• Meridian 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.

Experience the Difference!

Meridian 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.

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.