Senior Advisor, Wealth Management (Bilingual)
Wealthsimple · Toronto Headquarters
About this role
BUILD SOMETHING PEOPLE LOVE Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. We're proud of what we've built - and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers. THE ROLE As a Senior Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients ($1MM+) 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. IN THIS ROLE, YOU’LL HAVE THE OPPORTUNITY TO: - Provide exceptional onboarding experiences for new clients, ensuring a smooth transition to Wealthsimple - Develop comprehensive financial plans tailored to each client's unique situation and goals - Create custom investment proposals that align with clients' financial objectives and risk tolerance - Proactively service client accounts, anticipating needs before they arise - Maintain regular communication with clients through phone, video, and in-person meetings - Apply your financial expertise to complex client situations involving corporations, trusts, and estates - Contribute your insights to improve our service offering and client experience WHAT YOU’LL BRING: - Pl. Fin and CFP designation required (CPA is a valuable asset) - CIM or CFA designation required - 5+ years of experience in wealth management
Excerpt from the posting Wealthsimple published. Read the full description on their site before applying.
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