Associate Wealth Partner
Industry
Accounting & Finance
Professional Services
Banking
Location
Ontario
Associate Wealth Partner
Peterborough, Ontario
AC- 6331
Meridia Recruitment has partnered with Veritable Wealth Advisory in their search for an Associate 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 side-by-side with experienced Wealth Partners to support and learn all aspects of the client relationship.
• Assist in preparing and delivering advanced wealth strategy recommendations (investments, tax, estate, insurance, business succession).
• Participate in prospect and client meetings — observing, learning, and eventually contributing to client dialogue.
• Manage follow-ups and client communications with precision and care.
• Master the core systems and processes of our advisory model (financial planning, investment strategy, client relationship management).
• Partner with clients to help them achieve intentionally designed futures — not default outcomes — through proactive, values-driven wealth strategy.
• Progress through a structured professional development path with the goal of becoming a lead Wealth Partner.
QUALIFICATIONS:
• A recent graduate with strong academic achievement — we welcome diverse educational backgrounds that demonstrate intellectual curiosity, critical thinking, and communication ability.
• Exceptionally bright, driven, and eager to build a career advising high-net-worth individuals and families.
• A polished communicator — articulate, warm, confident, and able to build trust.
• Deeply interested in the intersection of business ownership, wealth, family legacy, and entrepreneurship (our ideal clients).
• Coachable, curious, and committed to mastering a high-performance advisory process.
• Ideally pursuing or planning to pursue CFP®, CIM®, or other relevant designations (we support and invest in your education).
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.
Peterborough, Ontario
AC- 6331
Meridia Recruitment has partnered with Veritable Wealth Advisory in their search for an Associate 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 side-by-side with experienced Wealth Partners to support and learn all aspects of the client relationship.
• Assist in preparing and delivering advanced wealth strategy recommendations (investments, tax, estate, insurance, business succession).
• Participate in prospect and client meetings — observing, learning, and eventually contributing to client dialogue.
• Manage follow-ups and client communications with precision and care.
• Master the core systems and processes of our advisory model (financial planning, investment strategy, client relationship management).
• Partner with clients to help them achieve intentionally designed futures — not default outcomes — through proactive, values-driven wealth strategy.
• Progress through a structured professional development path with the goal of becoming a lead Wealth Partner.
QUALIFICATIONS:
• A recent graduate with strong academic achievement — we welcome diverse educational backgrounds that demonstrate intellectual curiosity, critical thinking, and communication ability.
• Exceptionally bright, driven, and eager to build a career advising high-net-worth individuals and families.
• A polished communicator — articulate, warm, confident, and able to build trust.
• Deeply interested in the intersection of business ownership, wealth, family legacy, and entrepreneurship (our ideal clients).
• Coachable, curious, and committed to mastering a high-performance advisory process.
• Ideally pursuing or planning to pursue CFP®, CIM®, or other relevant designations (we support and invest in your education).
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.
