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: 

• Serve as day-to-day relationship lead for legacy and sub-$1M clients; as the SVP evolves, they begin managing ideal clients in preparation for transition to the Senior Wealth Partner role as the team structure matures
• Complete AAR registration and licensing requirements and maintain them in good standing
• Create and present financial plans tailored to client complexity
• Manage investment strategies and implementation
• Apply compliance processes and generate planning reports
• Coordinate planning with Client Experience Partners and internal specialists
• Convert warm prospects and generate referrals
• Mentor Associate Wealth Planners and guide meeting execution
• Coordinate with tax/legal professionals and cross-functional teams

QUALIFICATIONS:

• 7-10 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.
 
To learn more about Meridia Recruitment Solutions, our job opportunities, and career advice we invite you to explore our site and subscribe for career alerts.