Senior Advisor, Wealth Management (Bilingual)

Hybrid

$500,000

Responsibilities

BUILD SOMETHING PEOPLE LOVE Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost.

experience WHAT YOU’LL BRING: - Pl. Fin and CFP designation required (CPA is a valuable asset) - CIM or CFA designation required - 5+ years of
experience in wealth management or financial advisory roles - 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.

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 WHY YOU'LL LOVE WORKING HERE - Purpose-driven role focused on client outcomes rather than sales targets - Opportunity to challenge industry norms and truly put clients first - Collaborative team environment with access to cutting-edge fintech tools - Career growth in a rapidly expanding company - Competitive salary and
benefits package - 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 $500K+ 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.