other
Posted YesterdayFinancial Planner
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.
- - Drive asset consolidation to Wealthsimple Wealth Management through impactful, goal-based financial advice.
Requirements
- You'll use your exceptional communication skills to demonstrate the deep value of financial planning, building the trust required to drive asset consolidation to Wealthsimple Wealth Management.
- experience with direct asset consolidation responsibilities. -
- Experience advising high-net-worth clients with a minimum of $1M in investable assets.
- - An entrepreneurial mindset and a proven track record of high performance, demonstrating your ability to thrive in a fast-paced, high-expectation sales environment and own your performance metrics.
- - Exceptional communication skills that make complex financial topics simple for clients, paired with a comfort leveraging digital tools (such as AI) and technology to enhance the client experience.
- experience improving Financial Planning processes. - Bilingual (French) is also a strong asset. WHY WEALTHSIMPLE? 🌸 Top-tier health
- 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.
- You will go beyond simply answering questions, instead curiously exploring the "why" behind each client's goals to build holistic investment, tax, and retirement strategies.
- 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.