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Posted 2 weeks agoLead Advisor, Wealth Management (Service)
at Wealthsimple
(canada), CanadaHybrid
Responsibilities
- BUILD SOMETHING PEOPLE LOVE Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost.
Requirements
- experience SKILLS YOU’LL BRING: - CFP or IQFP designation required - CIM or CFA designation required - At least one of the following additional designations is required: - Family Enterprise Advisor (FEA) — Family Enterprise Canada - Trust and Estate Practitioner (TEP) — STEP Canada - Certified International Wealth Manager (CIWM) — CSI / AIWM - Chartered Professional Accountant (CPA) — CPA Canada - CPA In-Depth Tax Program — CPA Canada / CICA - Master of Taxation (MTax), Maîtrise en fiscalité (M.Fisc.) or
- experience in wealth management or financial advisory roles, specifically working with HNW/UHNW clients - Proven track record of delivering exceptional client service - Strong financial planning and investment management knowledge - Excellent communication skills with the ability to explain complex concepts clearly - Client-first mentality in all aspects of your work - Passion for helping clients achieve their financial goals - Technology-minded with the ability to leverage digital tools to enhance client
- That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem.
- AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses.
Benefits
- We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets.
- experience - Bilingual (English/French) capability is a significant asset If you're passionate about providing unbiased financial advice and creating exceptional client experiences for $2MM clients in a modern, technology-enabled environment, we'd love to hear from you.
- benefits and life insurance 📈 Long-term group savings with employer match, through Wealthsimple for Business 🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year ✈️ 90 days away: work outside Canada for up to 90 days per year 👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS 🌎 We are a hybrid team with over 1,500 employees across North America.