Financial Planner

Summary

Join Wealthsimple, Canada's largest fintech company, as a Financial Planner and help clients achieve their financial goals. You will engage in meaningful financial conversations, provide strategic advice, and drive asset consolidation. This role requires a CFP designation and 4+ years of experience in financial planning with asset consolidation responsibilities. You'll work remotely as part of a high-performing team, using technology to enhance the client experience. Wealthsimple offers competitive benefits, including top-tier health benefits, retirement savings matching, generous vacation time, wellness and professional development budgets, and a 90-day international work program.

Requirements

• CFP (mandatory)
• 4+ years of experience in financial planning with asset consolidation responsibilities
• Proven track record of high performance and target attainment
• Excellent communication skills with the ability to simplify complex topics for clients

Responsibilities

• 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 about 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
• Follow up rigorously so clients can experience the full benefits of financial planning
• Communicate primarily via phone and video, delivering on-demand, personalized financial planning experience
• Embrace technology to improve the client experience, making financial planning more accessible, intuitive, and effective

Preferred Qualifications

• Bilingual (French)
• Passionate about financial planning and investing
• Comfortable using digital tools and technology to enhance financial planning

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