Advisor, Wealthsimple Advisor Services - Sales

Wealthsimple Inc.; Toronto; Remote; CAD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking company on a mission to revolutionize financial services. As an Advisor, you will engage with clients, providing strategic advice and innovative solutions to help them achieve their financial goals. This role offers the chance to work in a dynamic environment where collaboration and creativity are valued. You will be part of a diverse team dedicated to making financial services accessible and transparent for everyone. With a competitive salary, generous benefits, and opportunities for professional growth, this position is perfect for those looking to make a significant impact in the fintech industry.

Benefits

Competitive salary

Top-tier health benefits

Retirement savings matching plan

20 vacation days per year

Unlimited sick and mental health days

Wellness budget

90 days away program

Employee Resource Groups

Company-wide wellness days off

Qualifications

• 5+ years in financial services sales, preferably in advisory.
• Proven track record of exceeding sales targets and benchmarks.

Responsibilities

• Engage clients in meaningful financial conversations.
• Set and surpass ambitious targets for Advisor Services acquisitions.

Skills

Financial Services Sales

Client Engagement

Strategic Relationship Management

Communication Skills

Problem Solving

Bilingual (French)

Education

Chartered Investment Manager (CIM)

Chartered Financial Analyst (CFA) Level 1

Certified Financial Planner (CFP)

Tools

CRM Systems

Job description

Your career is an investment that grows over time!

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $50 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.

As an Advisor - Wealthsimple Advisor Services, you will be at the forefront of promoting Wealthsimple Advisor Services to potential clients. This role is ideal for one who thrives on setting and achieving ambitious goals. You'll be a trendsetter in the space, constantly innovating your approach to showcase our comprehensive, one-on-one financial planning and advisory experience.

What You'll Do:

1. Engage clients in meaningful financial conversations. You’ll listen deeply and ask insightful questions to understand the real goals and motivations behind their financial decisions.
2. Encourage action through strategic financial advice. You’ll ensure clients take meaningful steps toward achieving their financial goals, while helping them see the bigger picture.
3. Set and surpass your own ambitious targets for Advisor Services acquisitions and referrals, consistently raising the bar for performance.
4. Innovate new strategies to engage potential clients and effectively communicate the value of Wealthsimple Advisor Services.
5. Lead by example in client engagement, setting new standards for the Advisor Services experience.
6. Pioneer new ways to articulate the value proposition of Wealthsimple Advisor Services, setting trends in how premium financial services are experienced.
7. Collaborate with cross-functional teams to drive product improvements based on your market insights.

Who you are:

• A Driven Self-Starter: You consistently set and exceed ambitious personal goals, proactively driving your own success in the organization.
• An Industry Innovator: You possess a keen eye for emerging trends in fintech and financial advisory, consistently pioneering new approaches to stay ahead of the curve.
• A Proven Sales Performer: Your track record in financial services demonstrates not just consistent achievement, but regular outperformance of targets.
• A Strategic Relationship Manager: You excel at cultivating and maintaining long-term client relationships, recognizing their value beyond immediate transactions.
• A Financial Services Advocate: Your passion for the evolving landscape of finance enables you to articulate the growing importance of professional advisory services.
• An Agile Problem Solver: You approach challenges with flexibility and creativity, swiftly adapting strategies to overcome obstacles and capitalize on opportunities.
• A Technology Enthusiast: You stay at the forefront of digital tools and platforms, leveraging technology to enhance the sales process and client experience.
• An Ethical Leader: You consistently prioritize clients' interests, setting a high standard for integrity that positively influences the direction of the industry.

Skills and experience we're looking for:

• 5+ years of outstanding performance in financial services sales, preferably in advisory or wealth management services.
• Demonstrated history of exceeding targets and setting new benchmarks for sales performance.
• Strong understanding of financial planning concepts and the evolving landscape of professional financial advice.
• Exceptional communication and presentation skills, with the ability to influence and persuade.
• Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) Level 1 or higher (Mandatory).
• Certified Financial Planner (CFP) is a strong asset.
• Experience with CRM systems and a track record of leveraging technology to optimize sales processes.
• Comfortable with remote client interactions and adept at building trust in virtual environments.
• Bilingual (French) is a strong asset.

Why Wealthsimple?

Competitive salary with top-tier health benefits and life insurance.

Retirement savings matching plan using Wealthsimple Work.

20 vacation days per year and unlimited sick and mental health days.

Up to $1,500 per year towards wellness and professional development budgets respectively.

90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year.

A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS).

Company-wide wellness days off scheduled throughout the year.

We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!

Read our Culture Manual and learn more about how we work.

DEI Statement

At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement

Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.