About the roleIn this role, your passion for financial planning will be central as you guide clients through their entire financial journey. You will go beyond simply answering questions, instead curiously exploring the "why" behind each client's goals to build holistic investment, tax, and retirement strategies. Your success will come from translating this deep discovery into clear, strategic advice that encourages clients to take confident, informed action. You'll use your exceptional communication skills to demonstrate the deep value of financial planning, building the trust required to drive asset consolidation at Wealthsimple. This position is perfect for an entrepreneurial planner who thrives in a fast-paced, high-performance environment and is inspired to own their performance metrics while delivering a delightful, high-quality client experience.
What you'll do:- Engage clients in meaningful financial conversations. You'll listen deeply and ask insightful questions to understand the real goals and motivations behind their financial decisions.
- Encourage action through strategic financial advice. You'll ensure clients take meaningful steps toward achieving their financial goals, while helping them see the bigger picture.
- Excite prospective and current clients with delightful advice and how we can help them achieve their financial dreams.
- Drive asset consolidation at Wealthsimple through impactful, goal-based financial advice.
- Own your performance metrics, ensuring activity and consolidation targets are met.
- Deliver personalized financial planning by rigorously following up with clients via phone and video so they gain the full benefits of their plan.
- Embrace technology to improve the client experience, making financial planning more accessible, intuitive, and effective.
What you bring:- The foundational expertise for success: A mandatory CFP designation and at least 4 years of financial planning experience with direct asset consolidation responsibilities.
- An entrepreneurial mindset and a proven track record of high performance, demonstrating your ability to thrive in a fast-paced, high-expectation sales environment and own your performance metrics.
- A genuine passion for financial planning and a client-focused, empathetic approach that allows you to build trust through active listening and thoughtful, transparent advice.
- The natural curiosity to dig deeper; you don't just answer financial questions, you seek to understand the motivations and long-term aspirations behind them to solve for the client's bigger picture.
- Exceptional communication skills that make complex financial topics simple for clients, paired with a comfort leveraging digital tools (such as AI) and technology to enhance the client experience.
- Forward-thinking adaptability that embraces the evolution of financial planning and the role technology plays in changing the game, preferably with deep experience improving Financial Planning processes. Bilingual (French) is also a strong asset.
Why Wealthsimple?🌸 Top-tier health benefits and life insurance
Long-term group savings with employer match, through Wealthsimple for Business
20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
90 days away: work outside Canada for up to 90 days per year
Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
ICYMITechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work - whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
