Build something people loveWealthsimple 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 and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with 3+ million users who trust us with more than $100 billion in assets. And we’re just getting started.The RoleAs 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.In this role, you’ll have the opportunity to:Provide exceptional onboarding experiences for new clients, ensuring a smooth transition to WealthsimpleDevelop comprehensive financial plans tailored to each client's unique situation and goalsCreate custom investment proposals that align with clients' financial objectives and risk toleranceProactively service client accounts, anticipating needs before they ariseMaintain regular communication with clients through phone, video, and in-person meetingsApply your financial expertise to complex client situations involving corporations, trusts, and estatesContribute your insights to improve our service offering and client experienceWhat you’ll bring:CFP or IQFP designation required (CPA is a valuable asset)CIM or CFA designation required5+ years of experience in wealth management or financial advisory rolesProven track record of delivering exceptional client serviceStrong financial planning and investment management knowledgeExcellent communication skills with the ability to explain complex concepts clearlyClient-first mentality in all aspects of your workPassion for helping clients achieve their financial goalsTechnology-minded with the ability to leverage digital tools to enhance client experienceBilingual (English/French) capability is a significant assetWhy You'll Love Working HerePurpose-driven role focused on client outcomes rather than sales targetsOpportunity to challenge industry norms and truly put clients firstCollaborative team environment with access to cutting-edge fintech toolsCareer growth in a rapidly expanding companyCompetitive salary and benefits packageBe part of revolutionizing how wealth management services are delivered in CanadaCompensation & EquityCompensation & Equity🤑 Base salary range: For this role, candidates located in Canada can expect a base salary range of CAD $100,000 - $125,000. Actual compensation is determined based on skills, experience, and role level. Exceptional candidates may be considered above the top of the range, and pay can increase quickly for those who make a big impact in the role.🚀 Total compensation: In addition to base salary, this role includes equity compensation, as well as performance-based commission (for applicable commercial roles). We use clear job levels and market-based salary bands to ensure compensation is fair and consistent across the company.Why Wealthsimple?🌸 Top-tier health benefits and life insurance📈 Long-term group savings with employer match using our Wealthsimple for Business platform🌴 20 vacation days + 4 wellness days per year, and unlimited sick and mental health days✈️ 90 days away program: Employees can work outside of Canada for up to 90 days per calendar year👥 A wide variety of peer and company-led Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)🌎 We’re a remote first team with over 1,500 employees across North America - and one of the best things about working here is the people. You’ll be collaborating with incredibly talented, curious, and driven teammates who care deeply about doing great work. Be a part of our Canadian success story and help shape the financial future of millions.Read our Culture Manual and learn more about how we work.Technology & Innovation at WealthsimpleWe believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.DEI StatementAt 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 StatementWealthsimple 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.
