Job DescriptionYour 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 4 million users who trust us with more than $80 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.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 Wealthsimple?🤑 Competitive salary with top-tier health benefits and life insurance📈 Retirement savings matching plan using Wealthsimple for Business🌴 20 vacation days per year and unlimited sick and mental health days📚 Up to $1,500 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 yearWe’re a remote-first team, with over 1,000 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
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.AI DisclaimerWe may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
