Financial Planner

This is a fully remote position, open to applicants in Canada.

📋 Description

• Guide clients throughout their comprehensive financial journey.

• Assess clients’ aspirations and motivations to create integrated investment, tax, and retirement strategies.

• Convert client insights into precise, strategic financial guidance.

• Illustrate the benefits of financial planning and foster trust.

• Propel asset consolidation at Wealthsimple through goal-oriented advice.

• Take ownership of performance metrics and consolidation goals.

• Engage with clients via phone and video to provide tailored financial planning.

• Leverage technology to enhance the accessibility, usability, and effectiveness of financial planning.

• Actively listen and pose insightful questions during financial discussions.

• Inspire prospective and existing clients with advice and Wealthsimple’s offerings.

⛳️ Requirements

• CFP designation is mandatory.

• Minimum of 4 years of financial planning experience with direct responsibilities in asset consolidation.

• Entrepreneurial mindset with a demonstrated history of high performance.

• Capability to excel in a dynamic, high-expectation sales environment.

• Ability to take ownership of performance metrics.

• Strong passion for financial planning.

• Client-focused and empathetic approach.

• Proficient in active listening and providing thoughtful, transparent advice.

• Outstanding communication skills.

• Comfortable utilizing digital tools, including AI and technology.

• Experience in enhancing financial planning processes is preferred.

• Bilingual proficiency in French is a significant asset.

• Must be legally authorized to work in Canada.

• Credentials necessary to present oneself as a Financial Planner in Ontario and/or Quebec, including CFP, IPF, and AMF credentials as applicable.

• Current CIM or CFA designation in good standing is required for securities licensing with CIRO.

• Professional proficiency in both English and French.

🏝️ Benefits

• Premier health benefits and life insurance.

• Long-term group savings with employer matching, available through Wealthsimple for Business.

• 20 vacation days.

• 4 wellness days.

• Unlimited sick and mental health days each year.

• Opportunity to work outside Canada for up to 90 days annually.

• Access to employee resource groups, such as Rainbow (2SLGBTQ), Women of WS, and Black at WS.

• Equity compensation for permanent employees.

• Commission structure.

• Remote-first work culture.

• Collaboration with skilled team members across North America.