Senior Advisor

Your career is an investment that grows over time!

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 $50 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.

About this role

As a Senior Advisor you will be responsible for growing existing relationships and supporting our Generation clients with their investment and financial planning needs; these clients have over $500K in assets under management. By giving unbiased and first-class advice you will deliver exceptional client experiences and also have the opportunity to lend your subject matter expertise to important team and company initiatives.

In this role you will have the opportunity to:

• Challenge the wealth management industry status quo to help enable all people to invest.

• Play a major role in helping us change industry perceptions when it comes to investing. You will be on the front lines talking to prospective and current clients getting them excited about our product and portfolios.

• Educate clients and prospective clients on how Wealthsimple's approach may better fit their needs. We do this by conducting discovery call sessions portfolio reviews financial planning and estate planning.

• Learn about clients’ goals; help them plan and make the right financial decisions.

• Communicate most of the time via phone and video with clients. Superb phone and video call skills are a requirement.

• Go the extra mile for the client so we deliver an amazing client experience!

We're looking for someone who:

• Wants to make a difference. We are a team that is effectively reshaping how people look at the industry. We want to change the industry for good; we need people who want to play an integral part in helping us accomplish this mission.

• Possesses a passion and energy for personal finance and investing. You understand the ins and outs of the wealth management industry and more importantly know how to explain these concepts simply.

• Thrives in client-facing situations. At Wealthsimple our clients always come first. No matter what.

• Works well with others and values collaboration. We leave ego at the door.

• Has great analytical and prioritization skills. You know how to balance what needs to be done with what’s possible to do. You understand the scope of an issue and its priority.

• Embraces technology and the role it plays in financial services. Specifically you have the flexibility to navigate multiple applications simultaneously to deliver unprecedented solutions.

• Has an entrepreneurial mindset and wants to become more than a traditional financial advisor.

Skills and experience we're looking for:

• Must have either a CFA Level 1 or CIM designation.

• CFP is an asset.

• Experience managing and growing client relationships.

• Bilingual in French and English is considered a strong asset.

• Growth mindset

• Great team player- collaboration is key.

• Self starter who can identify and lead their own projects.

Why Wealthsimple?

🤑 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 $1500 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

We’re a remote-first team with over 1000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!

Read our Culture Manual and learn more about how we work.

DEI Statement

At Wealthsimple we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race religion colour national origin gender sexual orientation age marital status or disability status.

Accessibility Statement

Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond please let us know and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.