Wealth Partner
Wealth Partner
Peterborough, Ontario
AC-17584
Meridia Recruitment has partnered with Veritable Wealth Advisory in their search for a Wealth Partner to join their team in Peterborough, Ontario.
Veritable Wealth Advisory was established in March 2019. The company was designed to inspire confidence in Canadian families and assist them in leading more fulfilled lives. They do this by asking the right questions, gaining critical insights, and providing more thoughtful financial planning and investment management advice. Veritable Wealth is built on a foundation of financial planning excellence and is supported by a best-in-class, evidence-based investment management solution. Their Wealth Advisors provide each family with a comprehensive financial plan that integrates all aspects of their financial life into a cohesive strategy.
KEY RESPONSIBILITIES:
• Work alongside lead Wealth Partners to deliver a highly sophisticated client experience that integrates financial, tax, estate, and other advanced planning strategies.
• Observe, support, and contribute to client meetings — progressing over time toward greater client-facing responsibility within our structured learning path.
• Contribute meaningfully to prospect conversion, onboarding, and deep client relationship management.
• Develop tailored recommendations for clients, integrating a range of advanced planning solutions aligned with their broader wealth goals.
• Partner with clients to help them achieve intentionally designed futures — not default outcomes — through proactive, values-driven wealth strategy.
• Manage client communications and deliver proactive, value-added advice.
• Mentor more junior team members and contribute to the ongoing evolution of our advisory team.
• Ask thoughtful questions, engage with clients, and create positive experiences to retain and deepen relationships.
• Stay knowledgeable about emerging issues, evolving regulations, and industry codes of conduct, and participate in process improvement opportunities.
QUALIFICATIONS:
• A recent graduate or experienced professional with strong academic achievement — we welcome diverse educational backgrounds that demonstrate intellectual curiosity, critical thinking, and communication ability.
• 2+ years of experience in wealth advisory, private banking, or financial planning.
• Progress toward or completion of CFP®, CIM®, or equivalent advanced designation strongly preferred.
• An excellent communicator — able to articulate complex ideas with clarity and warmth, and to build enduring client trust.
• Coachable, curious, and committed to mastering a high-performance advisory process.
• Experienced in working with high-net-worth clients, business owners, and entrepreneurial families (or strongly interested in doing so).
• Growth-minded and eager to master the Veritable Wealth advisory process, with potential to progress into a Senior Wealth Partner role.
• Professional, polished, and passionate about helping clients achieve financial freedom, lasting impact, and family legacy.
To express interest in this opportunity, please click on the "Apply Now" button below.
For more information, please contact Adam Creaghan, Partner at acreaghan@kbrs.ca or 647-336-1416, or Devyn Kelly, Recruitment Specialist at dkelly@kbrs.ca or 647 480 1719. If you require accommodation to participate in the recruitment process, please let Devyn know.
Meridia Recruitment Solutions connects leading organizations with top talent by building strong relationships and creating ideal matches with candidates because we are only successful when you are.
We appreciate your interest in this opportunity.
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