Foundry Wealth is building a modern, independent Canadian wealth-management firm that brings financial planning, investments, tax and estate coordination together through one firm.
Foundry's vision is to build Canada's best human-powered and technology-enabled wealth manager: real advisors and real relationships at the front, with an AI-enabled operating model handling the busywork behind them.
Foundry will combine organic advisor and client growth with the acquisition and succession of high-quality advisory practices. We are well-funded and looking for a founding CEO to build the company from the ground up.
This is a genuine zero-to-one seat. Working alongside the firm’s investment partner, you will:
- Define the strategy, operating model and client proposition
- Build the founding team across advice, investments, operations and compliance
- Establish the regulatory, technology and service infrastructure
- Source, structure and integrate advisor practices, books and succession transactions
- Develop an organic client-acquisition engine
- Own the P&L, culture and execution of the business
Who you are
- Experience in Canadian wealth management, asset management or financial services
- Strong commercial judgment and an understanding of advisor and client economics
- The ability to attract talent, build trusted relationships and execute with limited infrastructure
- An entrepreneurial mindset, high ownership and comfort operating from a blank page
- Hands-on exposure to M&A, corporate development, advisor recruitment or practice acquisitions is preferred
- While experience is important, we love taking bets on people who are ambitious. If you're at all interested in building something exciting in this category, but you might not fit the criteria perfectly today, apply regardless.
Terms
- A real ownership stake, plus competitive base compensation and meaningful performance upside.
- Location flexible
www.foundrywealth.ca
Pay: From $100,000.00 per year
Work Location: Remote
