Advisor

Summary

Join Wealthsimple, Canada's largest fintech company, as an Advisor and support clients with their investment and financial planning needs. You will provide unbiased, first-class advice, deliver exceptional client experiences, and contribute your expertise to team and company initiatives. This role involves educating clients, conducting portfolio reviews, and helping them make sound financial decisions. You will primarily communicate with clients via phone and go the extra mile to ensure an amazing client experience. Wealthsimple is seeking a passionate individual with strong communication and analytical skills, who thrives in client-facing situations and values collaboration. This is an opportunity to make a difference in the wealth management industry and be part of a dynamic, growing team.

Requirements

• Must have either a CFA or CIM designation
• Exceptional communication skills
• Focused on client relationships
• Growth mindset
• Great team player - collaboration is key
• Self starter who can identify and lead their own projects

Responsibilities

• Support clients with their investment and financial planning needs
• Deliver exceptional client experiences
• Lend subject matter expertise to important team and company initiatives
• Challenge the wealth management industry status quo to help enable all people to invest
• Play a major role in helping us change industry perceptions when it comes to investing
• Educate clients and prospective clients on how Wealthsimple's approach may better fit their needs
• Conduct discovery call sessions, portfolio reviews, financial planning, “lunch and learns” on investing or other popular topics, and webinars
• Help clients plan and make the right financial decisions
• Communicate most of the time via phone with clients
• Go the extra mile for the client, so we deliver an amazing client experience!

Preferred Qualifications

• CFP designation
• Professionally bilingual in French and English

Benefits

• Competitive salary with top-tier health benefits and life insurance
• Retirement savings matching plan using Wealthsimple Work
• 20 vacation days per year and unlimited sick and mental health days
• Up to $1,500 per year towards wellness and professional development budgets respectively
• 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
• A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
• Company-wide wellness days off scheduled throughout the year