Wealthsimple
Senior Advisor/Lead Advisor, Wealth Management
Remote role where the employee must remain based in a particular country.
Canada only
Employer listed it 2 weeks ago · Added yesterday
Been open since 2 weeks ago, still being checked, but it has been live a while.
Salary
$124,000 to $192,000
Location
Canada only
Timezone
US East
Contract
Full-time
Experience
Lead
Category
Marketing
Published by the employer
Remote flexibility
Work from home
This is a remote role, but the employee must be based in Canada. It is work from home rather than work from anywhere.
What the employer says
- Source listing states candidate location: "Remote (Canada), Remote"
What Nomaders makes of it
- Residency required in Canada
- Payroll and tax are likely handled in that country only
The quotes above are the employer's own words; the reading is ours. Always check the original listing and employment terms before working from another country.
About the role
Build something people love
Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work .
The Role
This posting covers a single opening on our Wealth Management team that will be leveled as either Senior Advisor or Lead Advisor, based on the candidate's years of experience and professional designations. Both levels share the same core mandate and must-have requirements below.
As a Senior or Lead Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients throughout their journey with us. 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.
Client segment by level: Senior Advisors typically support clients with $1MM+ in assets; Lead Advisors typically support clients with $3MM+ in assets. Final leveling and book assignment is based on experience and designations held.
What you'll do
Provide exceptional onboarding experiences for new clients, ensuring a smooth transition to Wealthsimple
Develop comprehensive financial plans tailored to each client's unique situation and goals
Create custom investment proposals that align with clients' financial objectives and risk tolerance
Proactively service client accounts, anticipating needs before they arise
Maintain regular communication with clients through phone, video, and in-person meetings
Apply your financial expertise to complex client situations involving corporations, trusts, and estates
Contribute your insights to improve our service offering and client experience
What you bring
Required for this role:
CFP designation required
CIM or CFA designation required
Additional designations including FEA, TEP, CPA, etc. are required for a Lead Advisor
Experience (by level):
Senior Advisor: 5+ years of experience in wealth management or financial advisory roles
Lead Advisor: 10+ years of experience in wealth management or financial advisory roles, specifically working with HNW/UHNW clients
Also important:
Requirements
- ·Required for this role:
- ·CFP designation required
- ·CIM or CFA designation required
- ·Additional designations including FEA, TEP, CPA, etc. are required for a Lead Advisor
- ·Experience (by level):
Benefits
- ·Be part of revolutionizing how wealth management services are delivered in Canada
- ·If you're passionate about providing unbiased financial advice and creating exceptional client experiences for high net worth clients in a modern, technology-enabled environment, we'd love to hear from you.
- ·Why Wealthsimple?
- ·🌸 Top-tier health benefits and life insurance
- ·📈 Long-term group savings with employer match, through Wealthsimple for Business
How to apply
- 1Check the flexibility label above, work from home, matches where you plan to live and work.
- 2Tailor your CV to the role at Wealthsimple, mentioning your remote working experience and working hours (US East).
- 3Apply directly on the employer's careers page using the button below. Nomaders never handles your application.
Found 1d ago. Last checked 23 Sept. Always confirm the details on the original posting, salary and location can change after publication.
Listing sourced from Company boards.
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Free to apply, no account needed.
$124,000 to $192,000 · You'll be taken to the employer's careers page.