Senior Advisor, Wealth Management (Bilingual)

职位要求 / 描述

BUILD SOMETHING PEOPLE LOVE Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $125 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. We're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers. 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 - Currently registered, or immediately eligible for registration as an Associate Portfolio Manager (APM) or as a Portfolio Manager (PM) with CIRO - 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. 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.

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