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  3. Wealthsimple
  4. Senior Advisor, Wealth Management
Wealthsimple

Senior Advisor, Wealth Management

Wealthsimple
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Canada·Remote
Full-time
Senior
$450,000 – $500,000
3 days ago
Communication
Apply for this position

About this role

Build something people love
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 3+ million users who trust us with more than $100 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.

The Role

As a Senior Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients ($500K+) throughout their journey with us. Unlike traditional wealth management roles, this position is fully salaried with no commission structure or sales targets. Your performance will be evaluated on a balanced scorecard focused entirely on delivering world-class client experiences.

Apply for this position

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Requirements

  • CFP or IQFP designation required (CPA is a valuable asset)
  • CIM or CFA designation required
  • 5+ years of experience in wealth management or financial advisory roles
  • Proven track record of delivering exceptional client service
  • Strong financial planning and investment management knowledge
  • Excellent communication skills with the ability to explain complex concepts clearly
  • +4 more

Benefits

401(k) / RetirementCompetitive SalaryDiversity & InclusionEmployee DiscountsGenerous PTOLife InsuranceMental Health SupportRemote Work

About Wealthsimple

Wealthsimple is a new kind of financial advisor - one that's intuitive, affordable, and human. We take the guesswork out of investing and get you on the right track. We build a diversified portfolio of ETFs on your behalf and guide you to achieving your financial goals.

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