Pl. Fin and CFP designation required; CPA is a valuable asset
CIM or CFA designation required
5+ years of experience in wealth management/financial advisory roles
Proven track record of exceptional client service
Strong financial planning and investment management knowledge
Excellent communication skills with the ability to simplify complex concepts
Client-first mentality in all aspects of work
Passion for helping clients achieve financial goals
Technology-minded to leverage digital tools for client experience
Bilingual (English/French) capability is a significant asset
Responsibilities
Provide exceptional onboarding experiences for new clients
Develop comprehensive financial plans tailored to each client's unique situation
Create custom investment proposals aligning with clients' financial objectives
Proactively service client accounts, anticipating needs before they arise
Maintain regular communication through phone, video, and in-person meetings
Apply financial expertise to complex client situations involving corporations, trusts, and estates
Contribute insights to improve service offerings and client experiences
Benefits
Purpose-driven role focused on client outcomes rather than sales targets
Opportunity to challenge industry norms and prioritize client needs
Collaborative team environment with access to cutting-edge fintech tools
Career growth in a rapidly expanding company
Be part of revolutionizing wealth management services in Canada
Competitive salary and benefits package
Full Job Description
The Role
As a Senior Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients ($1MM+) throughout their journey with us. Unlike traditional wealth management roles, this position is fully salaried with no commission structure or sales targets. Your performance will be evaluated on a balanced scorecard focused entirely on delivering world-class client experiences.
In this role, you'll have the opportunity to:
Provide exceptional onboarding experiences for new clients, ensuring a smooth transition to Wealthsimple
Develop comprehensive financial plans tailored to each client's unique situation and goals
Create custom investment proposals that align with clients' financial objectives and risk tolerance
Proactively service client accounts, anticipating needs before they arise
Maintain regular communication with clients through phone, video, and in-person meetings
Apply your financial expertise to complex client situations involving corporations, trusts, and estates
Contribute your insights to improve our service offering and client experience
What you'll bring:
Pl. Fin and CFP designation required (CPA is a valuable asset)
CIM or CFA designation required
5+ years of experience in wealth management or financial advisory roles
Proven track record of delivering exceptional client service
Strong financial planning and investment management knowledge
Excellent communication skills with the ability to explain complex concepts clearly
Client-first mentality in all aspects of your work
Passion for helping clients achieve their financial goals
Technology-minded with the ability to leverage digital tools to enhance client experience
Bilingual (English/French) capability is a significant asset
Why You'll Love Working Here
Purpose-driven role focused on client outcomes rather than sales targets
Opportunity to challenge industry norms and truly put clients first
Collaborative team environment with access to cutting-edge fintech tools
Career growth in a rapidly expanding company
Competitive salary and benefits package
Be part of revolutionizing how wealth management services are delivered in Canada
If you're passionate about providing unbiased financial advice and creating exceptional client experiences for $500K+ clients in a modern, technology-enabled environment, we'd love to hear from you.
About Wealthsimple
Wealthsimple is a financial services company that provides online investment management and trading services. The company's platform allows users to invest in a variety of financial products, including stocks, bonds, and exchange-traded funds (ETFs), and offers a range of tools and resources to help users manage their investments. Wealthsimple also offers a high-interest savings account and a tax preparation service. The company was founded in 2014 and is headquartered in Toronto, Canada.
