Remote Senior Advisor
at Wealthsimple

Summary

Join Wealthsimple, a fintech company, as a Senior Advisor to grow existing relationships, support Generation clients, and deliver exceptional client experiences.

Requirements

• Must have either a CFA Level 1 or CIM designation
• Experience managing and growing client relationships
• Bilingual in French and English is considered a strong asset

Responsibilities

• Grow existing relationships and support our Generation 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 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