Assistant Manager, Wealth Sales Support
St. Catharines, ON +1Meridian Credit Union Limited: As a company that puts people first.
Candidates need progressive experience in financial-services operations, wealth administration or mutual fund sales support, including leading or coaching staff. A mutual fund licence is a requirement, and post-secondary education in business, finance or a related field is expected, or an equivalent mix of education and experience.
Microsoft Office, wealth platforms, workflow systems, document-management systems, AI-enabled tools
Director, Distribution & Activation
Etobicoke, ON +1Meridian Credit Union Limited: As a company that puts people first.
14+ ansCandidates need 14+ years of progressive experience in wealth management, distribution strategy or sales leadership, plus a business or finance undergraduate degree or equivalent. Strong analytical skills, executive communication and proven people leadership are essential, and a wealth-related designation is preferred.
CRM, Microsoft Power Platform, Microsoft Copilot