Toronto Corporate Office, Etobicoke, ON M8X 2X3, CAN
Description
About this opportunity
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.
The IT Risk Oversight Specialist is a member of Meridian Credit Union’s Risk Management Team. The IT Risk Oversight Specialist is responsible to build, own, and manage an IT risk oversight program providing analysis, independent oversight reporting, and overall second line oversight and effective challenge of Meridian’s IT Governance and Information Security programs. The role will act as a trusted business advisor to internal partners with respect to IT risk management best practices, processes, and procedures.
Key Responsibilities
Lead/participate in all internal and external IT Audit and assessment activities. This includes working with the IT Governance and InfoSec team to develop, communicate, and maintain an annual audit plan and schedule, working with executives, senior management, IT subject matter experts, and third-party auditors and assessors.
Work with Internal Audit Services and External Auditors on planning and executing audit engagements, including independent control testing as appropriate.
Monitor and track IT Audit management commitments and remediation activities to ensure commitment dates are met.
Oversee the centralized tracking of internal IT & InfoSec documentation to meet regulatory objectives (e.g. COBIT, ISO), ensuring all documentation required for audit and assessments are maintained and kept updated on required cycles.
Develop, maintain, collect, challenge, and oversee metrics related to 1st line activities.
Oversight of IT Governance and InfoSec function :
Create and maintain second line of defence oversight role, program, responsibilities, and processes related to IT Governance and InfoSec’s management of IT and Information Security risks.
Partner with IT Governance and InfoSec to actively contribute to the development of IT risk policies, frameworks, and mandates.
Monitor IT and Information Security measures and key risk indicators and review and challenge IT Governance and InfoSec's functional designs, data, and processes.
Assess the adequacy of IT and Information Security risk appetite and recommend updates.
Participate in risk policy and metrics development and maintenance.
Report on Meridian’s compliance with Policies, risk appetite, etc. to Meridian management and Board of Directors.
Support Risk Leadership in the management and execution of several enterprise-wide risk programs that have a strong focus on IT risk elements, including:
Enterprise Risk Management (ERM) programs, including quarterly ERM assessments, risk appetite setting/monitoring, and initiative risk assessments.
Operational Risk Management Framework;
Business Continuity Management Program, including elements of the Crisis Management Team (CMT) and Computer Security Incident Response Team (CSIRT); and
Scenario analysis, including inputs to the Internal Capital Adequacy Assessment Process (ICAAP)
Assist with the completion of Risk and Control Self-Assessments (RCSA) for IT and related departments.
Support and manage the broader IT risk management programs of all Meridian subsidiaries as required.
AI and Data oversight
Support Risk Leadership to develop/maintain the framework through which AI and Data risks are identified and assessed by the 2nd line.
Maintain close relationships with Enterprise Analytics & Data team to provide oversight of AI and Data risk management programs.
Oversee and provide reporting to management and the Board of Directors on the overall status of AI and Data risk management as needed.
Knowledge, Skills, and Abilities
Experience related to IT governance/risk functions.
Working knowledge of industry IT frameworks, such as COBIT and ISO 27001 & 27002.
Knowledge of FSRA and OSFI regulation on IT and Information Security.
Strong verbal communication and training skills with ability to facilitate a mix of technical teams and Senior Management.
Strong interpersonal skills; able to interact independently (with minimal supervision) and competently with all levels of management, staff, and vendors.
Ability to develop and maintain strong internal and external relationships.
Strong written communication skills with ability to write clear, easy to understand work (policy, procedures, plans, and technical documentation).
Strong analytical and methodological skills with attention to detail
Strong time management skills; able to prioritize and plan workload, meet deadlines in a dynamic, fast-paced environment, and adapt to changing business needs.
Service oriented and customer focused, with a passion for recognizing and introducing process improvement initiatives.
Professional, subject matter expert with experience to be a highly effective internal consultant.
Education, Designations, Training, and Experience
5 years related industry/professional experience, with preference for 3+ years previous experience in an IT environment.
A minimum of 3 years proven experience and knowledge of business and project management principles, methods, and techniques.
Degree or diploma preferably in Business or Information Technology (or acceptable equivalent), with working knowledge of IT and COBIT principles and practices.
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 $68,800.00 to $103,200.00 annually.
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 located at 3280 Bloor St W, Etobicoke, ON or St. Catharines Corporate Office, located at 75 Corporate Park Drive, St. Catharines, ON.
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
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.
Who we are:
Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 380,000 Members. Meridian has more than 80 years of banking history and is 100% owned by its members. With 87 retail branches and 15 Business Banking Centers across Ontario and $ 32B in assets under management, Meridian offers a full range of financial products and services to its retail, business banking and wealth members. With over 2200 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.
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.
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 visitProtect yourself from job scams | Meridian .
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A leading Canadian credit union in Toronto seeks an IT Risk Oversight Specialist to manage IT risk oversight programs, lead audit activities, and provide independent oversight reporting. The role requires strong communication skills and a solid understanding of IT governance and risk management principles. Candidates should have over 5 years of experience in the IT industry and a degree in Business or Information Technology. Work is hybrid, requiring both remote and in-office collaboration. Salary range is CAD $68,800 to $103,200 annually. #J-18808-Ljbffr
A leading Canadian credit union is hiring for a web application developer to join its Online Banking Development team in Toronto. This role involves developing and maintaining web applications, requiring a minimum of 4 years of relevant experience. Candidates should be knowledgeable in application development, SaaS, and SQL databases. The position offers a hybrid work arrangement, blending remote flexibility with in-office collaboration, while working with cutting-edge technologies to enhance the digital banking experience. #J-18808-Ljbffr
Toronto Corporate Office located at 3280 Bloor St W, Etobicoke, ON M8X 2X3, CAN.
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.
Responsibilities
Manage relationships and partner with Members and insolvency professionals. Provide excellent service and be always professional in challenging scenarios.
Develop and implement strategies to return high‑risk loans to performing, wherever possible, and minimize credit losses in situations where there has been a business failure.
Manage Business Banking lending portfolios within Watch List and Loan Loss Provision benchmarks.
Understand and keep track of market and regulatory changes and developments and incorporate into Member credit recovery strategy.
Take action to protect Meridian against legal action and report / partner with Corporate legal on ongoing litigation matters.
Assist with overall regulatory compliance by having responsibility for completion of monthly reporting as required under Board Credit Management policy.
Maintain Watch List summary reporting, inclusive of action plans and key dates, in an effort to reduce exposure and provide regular disclosure.
Provide effective stewardship to the Commercial Credit lending portfolio, contributing to regular monthly reviews of portfolio credit quality through established measures. Proactive risk management and accuracy of Credit Agreement / Forbearance Agreement preparation.
Enhance the profile of the Commercial Credit team through the organization through open communication, highlighting the role of Commercial Credit in contributing to the credit risk management function, in support of a differentiated brand and contributing to Meridian’s overall sustainable profitability.
Create efficiency in the credit approval process through streamlined applications, refined processes and by leveraging enhanced automation in monitoring borrower default risk.
Foster a culture of shared, proactive risk management with Delivery partners.
Work in partnership with Finance to review and agree Loan Loss Provision Reporting on a monthly basis.
Work in partnership with external auditors to verify and validate Loan Loss Provision for Impaired Members to support PWC’s efforts in approving Meridian’s Audited Financial Statements.
Build strong relationships and partner with specialist legal, accountants and Trustees (Receivership Accountancy firms) to implement insolvency strategy, tactics and execution in a timely manner.
Achieve at minimum “Satisfactory” audit results on external and internal audit reviews and act on audit recommendations for enhancements.
Knowledge, Skills, Abilities
Relationship Management experience with Members. It is a prerequisite to have experience as a Commercial or Corporate Banking Relationship Manager.
The ability to distill important information and communicate concisely both verbally and in writing. Communication needs to be tailored to the audience, which will include Meridian Executive and Board Members as well as Financial Regulators.
Understanding of all types of real estate lending (land, construction, all income‑producing asset types).
Understanding of cashflow lending (leveraged finance, GSA lending).
Commercial and Corporate finance experience is beneficial.
Experience of syndicated lending financing with Schedule 1 Banks and Credit Union participations.
Insolvency / workout experience and ability to build on existing and develop new relationships with insolvency professionals.
The key technical skills required are analytics, diligence, objectivity, insight, accuracy, flexibility and creativity. A culture of shared, proactive risk management with Sales and Relationship partners is to be fostered.
Strong understanding of commercial business structures and excellent analytical skills in the areas of financial statements, cash flow mechanics, and business plans.
Sound understanding of commercial lending security documentation, including work‑out techniques and remedies.
Strong negotiation skills, coupled with a demonstrated ability to initiate action to achieve results and meet deadlines while respecting fundamental corporate values.
Drive and determination is key. Time management skills and ability to move credit requests forward under pressure is important.
Excellent verbal and written communication skills.
Educating and developing Senior Credit Analysts and other colleagues to support succession planning and individual development plans / improve Meridian’s bench strength for the future.
Strong computer competency (Word/Excel/Outlook).
Salary Range
CAD $95,000 to $140,000 annually. 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.
Remote Work Policy
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.
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.
Who we are
Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 380,000 Members. Meridian has more than 80 years of banking history and is 100% owned by its members. With 87 retail branches and 15 Business Banking Centers across Ontario and $32B in assets under management, Meridian offers a full range of financial products and services to its retail, business banking and wealth members. With over 2200 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.
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.
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.
#J-18808-Ljbffr
Location: 3280 Bloor St W, (Centre Tower, 7th Floor), Etobicoke, ON M8X 2X3, CAN
At Meridian, we aim 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.
The role:
12‑month contract opportunity
The Senior Data Scientist will be a pivotal member of the Enterprise Data and Analytics Team, responsible for designing, developing, and implementing advanced analytics and AI models. The role involves building robust data models and leveraging a suite of Microsoft and other AI and data technologies to ensure solutions, accessibility, and usability across the organization.
What You’ll Do:
Lead, research, design, develop and implement advanced analytics and AI models
Partner, collaborate and influence with data engineers, data analysts, and other stakeholders
Develop GenAI and LLM models
Drive and analyze large and complex, structured and unstructured data. Prepare AI‑ready data models
Provide technical leadership, guidance and mentorship to junior data scientists
Ensure the accuracy and reliability of data science models, conduct peer reviews of AI and other predictive models
Research and stay updated with the latest advancements in data science and AI technologies
Design and Decisioning:
Drive and lead solution design, prioritization of work and deliverables, assessment, selection, and risk management of new and emerging technologies
Advance AI and software programming, documentation and model transparency, peer reviews of models, tools and methodology recommendations, market analysis of available models
Advance best practices and currency regarding the latest AI solutions and developments, availability of AI‑ready data, infrastructure
Collaborate: Work closely with data analysts, data scientists, and other stakeholders to understand and deliver on data requirements
Mentorship: Provide guidance and mentorship to Data team members
What You Bring:
Technical Skills:
Experience with machine learning frameworks and data mining techniques, with cloud computing as a nice‑to‑have
Proficiency in a software programming language such as Python
Advanced knowledge of SQL Server and T‑SQL programming
Experience with PowerBI for data visualization and reporting
Familiarity with MS Fabric for data integration and management
Knowledge of programming languages such as Python or Java
Nice to have: Proficiency in Microsoft Azure, including Azure Data Factory, Azure Databricks, AI Foundry and Azure Synapse Analytics
Strong understanding of data warehousing concepts and best practices
Experience in developing and managing ETL pipelines
Analytical Skills:
Strong analytical and problem‑solving skills with the ability to interpret complex data sets
Communication:
Excellent verbal and written communication skills, with the ability to convey technical information to non‑technical stakeholders
Proven ability to work collaboratively in a team environment and manage multiple priorities
Member Focus – Personally demonstrating that our Members are our highest priority
Proactive – Seize the initiative by anticipating needs and identifying opportunities to provide a higher level of service
Open Communication – Engaging in honest and transparent dialogue to develop mutual understanding, trust and cultivate deeper relationships
Business Savvy – Continuously acquiring the knowledge needed to do one’s job to the fullest, using internal or external resources and applying the knowledge productively
Partner Orientation – Initiates opportunities for collaboration and maintains productive relationships to achieve shared goals
Integrity – Doing the right thing by always acting with openness, honesty and respect
This role is for a newly created position. Internal candidates are being considered as part of our standard process.
Salary Range: CAD $79,100 – $118,700 annually
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
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
Who we are:
Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 380,000 Members. Meridian has more than 80 years of banking history and is 100% owned by its members. With 87 retail branches and 15 Business Banking Centers across Ontario and $32B in assets under management, Meridian offers a full range of financial products and services to its retail, business banking and wealth members. With over 2200 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.
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.
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.
Connect with us on LinkedIn
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.
#J-18808-Ljbffr
A leading Ontario credit union is seeking a skilled software developer to design and architect scalable solutions. The successful candidate will focus on coding for web and cloud applications, integrate third-party services, and collaborate with cross-functional teams. You will contribute to setting integration standards while ensuring compliance with regulatory requirements. This hybrid role offers competitive compensation, allowing employees to enjoy the flexibility of remote work while collaborating in the office once a week. #J-18808-Ljbffr
A leading Canadian financial institution is seeking Investment Specialists/Financial Planners for the Greater Toronto Area. The role involves helping Members achieve their financial goals through personalized advice. Candidates should possess certifications like CSC, CPH, and WME. With a focus on wealth management, strong business development skills are essential. This position offers a hybrid work model and opportunities for growth within a dynamic team. #J-18808-Ljbffr
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.
We are seeking Investment Specialists/Financial Planners within the Greater Toronto Area for future opportunities on our Wealth team! We are specifically interested in individuals who have obtained their CSC, CPH, and WME certifications to meet the proficiency requirements for becoming registered with a CIRO Investment Dealer firm.
Apply today if you are interested in a potential opportunity with us!
As an Investment Specialist (IS)/Financial Planner (FP):
You will be a part of the Wealth team and take a proactive approach to help our Members achieve their personal financial goals. With a deep understanding of each Member’s financial situation, life goals and tolerance for risk, our Financial Planners and Investment Specialists are skilled in recommending customized strategies pertaining to: investments, education, retirement & estate planning, risk management and basic tax issues.
In managing a portfolio of Member accounts through the provision of relevant, effective advice, our IS/FPs will earn trust and build relationships with our Members with the goal of becoming a Trusted Advisor. By leveraging relationships with internal partners including Retail Branch employees, Investment Advisors, Small Business Advisors, Commercial Relationship Managers, Insurance Representatives and Estate and Trust specialists, they will ensure our Members’ financial peace of mind, through the crafting of holistic strategies that will help them accumulate assets today and preserve wealth for the future.
They will contribute to the Wealth growth objectives established for their partner branches and Meridian as a whole by building new Member relationships within your local market community while also building upon the relationships created with existing Meridian Members.
What you will do:
Business Impact
Through effective discovery meetings supporting well-informed recommendations the IS/FP ensures the financial peace of mind of Members by providing an action plan to achieve their financial goals.
Works collaboratively with the Regional Vice President, Wealth, Senior Practice Management Coach, and other licensed professionals as a member of a high performing team to establish a business plan to achieve sales growth and profitability targets, initiating course correction as necessary to increase the probability of achieving success.
Responsible to grow wealth penetration rates within partner branches through internal and external new Member business development activities in coordination with Retail, Small Business, Wealth and Commercial partners.
Through use of a thorough discovery process the IS/FP anticipates Member needs and provides a relevant plan to achieve their personal financial goals. When required, the IS/FP will look to refer opportunities to relevant Meridian partners.
With the Member’s goals and best interests in mind, regularly reviews Member’s objectives and plans to determine whether life changes, economic changes or relevant planning metrics indicate a need for plan reassessment.
Educates Members on relevant investment options and investment costs and provides trusted financial advice and service, clearly articulating the rationale for recommendations complimented by a clear understanding of the risks involved.
Through a holistic view of the Members finances, the IS/FP helps Members balance the acquisition of assets against the need for liquidity to meet day to day expenses.
With the confidence that Meridian knows our Members best and can therefore best serve our Members, the IS/FP strives to bring our Members full financial services portfolio to Meridian thereby increasing Meridian’s share of wallet.
Possesses current knowledge of all key wealth and retail banking products and services, understanding the benefits and constraints associated with each and utilizes this knowledge to meet Member’s needs and gain a competitive advantage.
Prepares and interprets information for Members such as investment performance reports, financial document summaries and income projections establishing credibility and building trusting relationships through the provision of transparent, reliable and authentic advice that always reflects the best interest of the Member
Takes ownership of problems, decisions and actions, arriving at solutions that balance both the best interests of Meridian and our Members.
Working with your branch partners, leverage internal resources to proactively identify internal and external business development opportunities in order to garner new prospects.
Leadership
Provides consultation and expert advice to Branch Management and employees on technical, process or product related subject matter with the objective of educating others and generating awareness of Meridian’s wealth offering and elevating the profile of wealth with our Membership.
Shares expertise through the coaching and mentoring, as appropriate, of other Meridian Advisors building the capability and knowledge of the less experienced team members.
Guides discussion and provides assistance in resolving complex problems and finding creative wealth management solutions for Members.
Promotes Meridian Credit Union within the community, modeling Meridian values while acting as an ambassador of the organization.
Champions the delivery of seminars and workshops focused on retirement planning, estate planning and other timely financial planning topics with the objective of increasing Member awareness and attracting new Members and business to Meridian.
Fosters an environment where Member Focus and Wealth is a priority.
How you will succeed:
Minimum of 3 years of financial services experience with a focus on broad based advising in the financial industry.
CSC, CPH & WME (completed or near completion, to meet the proficiency requirements for becoming registered with a CIRO Investment Dealer firm).
Attainment of or progress towards PFP or CFP is required.
CIM, TEP or other relevant designations would be considered an asset, and may be required to obtain in this role.
Fulfillment of regulatory requirements to maintain all necessary securities registrations.
Strong business builder with the ability to source new business through internal and external resources.
Have current in-depth knowledge of:
the investment and wealth management industry
related wealth product solutions,
tax effectiveness strategies
Estate & Trust Planning considerations
Retirement, cash-flow and income planning concepts
Excellent ability to confidently articulate your value proposition as a Meridian advisor and hold conversational discoveries with Members in order to build strong Member relationships.
Well-developed business development techniques and the ability to identify opportunities, plan and develop business to achieve business plans and goals.
Strong time management skills exemplified through the establishment of solid practice management processes and the ability to manage multiple competing priorities in a fast and dynamic working environment.
Demonstrated proficiency in utilizing basic software tools for contact management, investments, education and retirement planning.
Ability to travel inter-branch within the designated region and flexibility with schedules.
Salary Range: CAD $71,000 – $85,000 annually
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! We are looking for individuals to join our team in the future within the Greater Toronto Area. These roles are hybrid, and individuals will be partnered with select branches.
Meridian has a remote work policy that allows flexibility for employees to work remote but also requires regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues, your leader, and your Members 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 form 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 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
#J-18808-Ljbffr
A leading Canadian credit union located in Toronto is seeking a skilled Banking Relationship Manager to enhance member relations and manage high-risk loans effectively. The role requires strong negotiation and analytical skills, as well as a solid background in commercial or corporate banking. The ideal candidate will foster relationships with insolvency professionals and ensure compliance with regulatory standards. This position offers competitive compensation based on skills and experience, along with a flexible remote work policy. #J-18808-Ljbffr
Toronto Corporate Office
Etobicoke, ON M8X 2X3, CAN
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.
You will be accountable for driving Wealth growth through the design, build, and execution of scalable advice channels and strategic initiatives. This role owns the end‑to‑end success of Meridian’s Wealth Advice Centre (WAC), a virtual advice channel focused on growing Assets Under Administration (AUA) through financial planning for our mass market and mass affluent members, while also leading enterprise initiatives that enhance advisor productivity, distribution effectiveness, and member experience.
As a member of the Wealth Leadership Team, this leader partners closely with Regional Sales Leaders, Retail Distribution, Transformation, Operations, Marketing, Technology, and external partners to deliver sustainable growth, ensure regulatory alignment, and evolve Meridian’s Wealth distribution model for the future.
What you will do:
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.
Wealth Product & Practice Management
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.
How you will succeed:
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.
Salary Range: CAD $123,400 - $150,000
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. Office Location: 3280 Bloor St W, Etobicoke, ON and 75 Corporate Park Dr, St. Catharines.
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.
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