Lead Advisor, Private Client

Summary

Join Wealthsimple as a Lead Advisor, supporting high net worth clients with investment and financial planning needs, delivering exceptional client experiences, and lending subject matter expertise to team and company initiatives.

Requirements

• Must have CFP or IQFP plus CIM of CFA. CPA is a highly valued asset
• Must have 7 years + of experience providing advice and financial planning to clients
• Bilingual - French speaking is a highly valued asset
• Extensive experience planning and investing for clients with corporations, trusts and estate needs

Responsibilities

• Support our clients with their investment and financial planning needs
• Deliver exceptional client experiences
• Lend your subject matter expertise to important team and company initiatives

Benefits

• Competitive salary
• Top-tier health benefits
• Life insurance
• Retirement savings matching plan using Wealthsimple Work
• 20 vacation days per year
• Unlimited sick and mental health days
• $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