Advisor

Summary

Join Wealthsimple as an Advisor and be at the forefront of promoting Wealthsimple Advisor Services to potential clients. You will engage clients in meaningful financial conversations, encourage action through strategic financial advice, and set ambitious targets for acquisitions and referrals. This role requires innovation in client engagement strategies and collaboration with cross-functional teams. You will lead by example, setting new standards for client experience and articulating the value proposition of Wealthsimple Advisor Services. The ideal candidate is a driven self-starter with a proven track record in financial services sales and a strong understanding of financial planning concepts.

Requirements

• 5+ years of outstanding performance in financial services sales, preferably in advisory or wealth management services
• Demonstrated history of exceeding targets and setting new benchmarks for sales performance
• Strong understanding of financial planning concepts and the evolving landscape of professional financial advice
• Exceptional communication and presentation skills, with the ability to influence and persuade
• Chartered Investment Manager (CIM®) or Chartered Financial Analyst (CFA®) Level 1 or higher (Mandatory)
• Experience with CRM systems and a track record of leveraging technology to optimize sales processes
• Comfortable with remote client interactions and adept at building trust in virtual environments

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
• Set and surpass your own ambitious targets for Advisor Services acquisitions and referrals, consistently raising the bar for performance
• Innovate new strategies to engage potential clients and effectively communicate the value of Wealthsimple Advisor Services
• Lead by example in client engagement, setting new standards for the Advisor Services experience
• Pioneer new ways to articulate the value proposition of Wealthsimple Advisor Services, setting trends in how premium financial services are experienced
• Collaborate with cross-functional teams to drive product improvements based on your market insights

Preferred Qualifications

• Certified Financial Planner (CFP®) is a strong asset
• Bilingual (French) is a strong asset

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