Senior Advisor, Wealth Management – Bilingual

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

📋 Description

• Deliver outstanding onboarding experiences for new clients, ensuring a seamless transition to Wealthsimple

• Formulate detailed financial plans customized to each client's specific circumstances and aspirations

• Design tailored investment proposals that align with clients' financial goals and risk appetite

• Actively manage client accounts, anticipating needs before they arise

• Maintain consistent communication with clients via phone, video, and face-to-face meetings

• Utilize your financial expertise to navigate complex client scenarios involving corporations, trusts, and estates

• Share your insights to enhance our service offerings and improve the client experience

⛳️ Requirements

• Pl. Fin and CFP designation are mandatory (CPA is a valuable asset)

• CIM or CFA designation is required

• Over 5 years of experience in wealth management or financial advisory positions

• Established history of providing exceptional client service

• Strong knowledge in financial planning and investment management

• Excellent communication skills with the capability to clearly articulate complex concepts

• Client-centered approach in all facets of your work

• Commitment to assisting clients in achieving their financial objectives

• Tech-savvy with the capability to utilize digital tools to enhance the client experience

• Bilingual (English/French) skills are a significant advantage

🏝️ Benefits

• Comprehensive health benefits and life insurance

• Long-term group savings plan with employer match, available through Wealthsimple for Business

• 20 vacation days, 4 wellness days, and unlimited sick and mental health days annually

• Opportunity to work outside Canada for up to 90 days per year

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