BUILD SOMETHING PEOPLE LOVE
Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.
ABOUT THE ROLE
As a Lead Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients ($2MM+) throughout their journey with us. Unlike traditional wealth management roles, 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.
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
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 Master of Laws in Taxation (LLM)
- Chartered Alternative Investment Analyst (CAIA)
- Chartered Life Underwriter (CLU) — Advocis
- Master Financial Advisor – Philanthropy (MFA-P)
- Certified Executor Advisor (CEA)
- Currently registered, or immediately eligible for registration, as an Associate Advising Representative (AAR) with a provincial securities regulator (e.g., OSC) or as an Associate Portfolio Manager (APM) with CIRO
- 8+ years of 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 communicatio