Head of Wealth
5 days ago
**About Us**:
AG Wealth is launching a next-generation wealth management platform backed by the Ahmed Group, focused on redefining how high-net-worth individuals and families invest, grow, and preserve their wealth. As we prepare for launch, we are seeking a dynamic **Head of Wealth** to lead our wealth advisory division, drive strategic growth, and help build a best-in-class client experience.
**Key Responsibilities**:
- Develop and lead the overall wealth management strategy for AG Wealth
- Build and oversee a high-performance team of wealth advisors and relationship managers
- Design product offerings, client engagement models, and operational infrastructure
- Drive client acquisition and retention, with a focus on HNW and UHNW clients
- Ensure compliance with all regulatory and fiduciary standards
- Collaborate with internal leadership, including real estate, private equity, and family office teams
- Represent AG Wealth at industry events and within key networks
**Qualifications**:
- 10+ years of experience in wealth management, private banking, or family office services
- Proven leadership experience in scaling advisory or wealth platforms
- Strong understanding of investment products, tax-efficient strategies, estate planning, and regulatory frameworks
- CFA, CFP, or CIM designation strongly preferred
- Entrepreneurial mindset with a passion for innovation in financial services
- Deep network within Canada’s HNW/UHNW investor community is an asset
**Why Join AG Wealth?**
This is a rare opportunity to shape the future of a forward-looking wealth platform from the ground up. You will work directly with a visionary leadership team and have the autonomy to build, lead, and scale a firm with a bold mission to transform wealth stewardship in Canada and beyond.
**To Apply**:
Submit your resume and a brief cover letter via Indeed.
Pay: From $100,000.00 per year
Additional pay:
- Bonus pay
- Commission pay
Schedule:
- Monday to Friday
Work Location: In person
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