Wealthsimple is hiring a
Lead Advisor

Summary

The job is for a Lead Advisor at Wealthsimple, a Canadian fintech company. The role involves providing financial advice and services to high net worth clients, challenging the industry status quo, and working with various media outlets. The company values collaboration, humility, and diversity.

Requirements

• Client-focused - Always put the client first
• Designations - Must have CFP or IQFP plus CIM of CFA. CPA is a highly valued asset
• Years of Experience - Must have 7 years + of experience providing advice and financial planning to clients
• Bilingual - French speaking is a highly valued asset
• Complex financial knowledge - Extensive experience planning and investing for clients with corporations, trusts, and estate needs
• Passion - Possesses a passion and energy for financial planning and investing and shares this with clients
• Excellence mindset - Always striving to know more, grow in your role, and master your craft
• Technology - Embraces technology and the role it plays in financial services

Responsibilities

• Challenge the wealth management industry status quo
• Work directly with engaged clients on a range of challenging and unique financial planning and investing situations
• Work with clients on the phone, video, and in person
• Work with the media representing Wealthsimple in news and publications
• Help us scale insights and opportunities for high net worth clients to benefit all clients
• Go the extra mile for our clients at all times

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