Wealth Advisor

Wealth Advisor

Kingston or Peterborough, Ontario

AC-17584

Meridia Recruitment has partnered with Veritable Wealth Advisory in their search for a  Wealth Advisor  to join the team in Kingston, or Peterborough.

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

• Thorough and precise financial planning meeting preparation
• Prepare detailed and accurate post-meeting notes and communicate effectively with the Client Experience Team.
• Effective communication with clients pre -and post-meeting
• Foster an environment that supports client advocacy and referrals - how did we make a client's life easier or better?
• Identify financial planning strategies for consideration to serve all aspects of client needs.
• Understand all aspects of administration, tax process, and company processes for delivering excellence in outcomes to clients.
• Learn and implement the Veritable Way.
• Same-day response time to clients - always!
• Work collaboratively with Lead Wealth Advisors and Managing Directors to build client plans and presentations.
• Leverage our investment strategy to create customized wealth management and investment services for clients.
• Foster trusted, often multi-generational, long-term relationships using personalized service and advice.
• 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

• University Degree or equivalent
• CFP designation or desire to attain plus another existing financial planning certification.
• A self-initiator with strong organizational, planning and time management skills.
• Willingness to participate in community and firm initiatives.
• Excellent verbal and written English skills.

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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