Financial Planner

Socket.dev; Toronto; Hybrid; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Health benefits

Life insurance

Group retirement plan

20 vacation days

4 wellness days

Hybrid work model

Employee resource groups

Job summary

Wealthsimple is Canada's leading financial innovator, offering a full suite of simple, sophisticated financial products. This remote-first culture emphasizes collaboration, AI-enabled planning, and exceptional client experiences.

We’re seeking an entrepreneurial financial planner to guide clients through holistic strategies and build trusted, long-term relationships. You’ll translate discoveries into clear advice, own performance metrics, and deliver multi-channel planning that helps clients

Qualifications

• CFP designation and 4+ years of financial planning experience with asset consolidation.
• Entrepreneurial mindset with ability to perform in a fast-paced sales environment.
• Passion for financial planning and a client-focused, empathetic approach.
• Curiosity to understand client motivations and long-term goals.
• Excellent communication skills and comfort using digital tools/AI.
• Bilingual French is a strong asset.

Responsibilities

• Engage clients in meaningful financial conversations to uncover goals.
• Provide strategic financial advice to move clients toward goals.
• Inspire clients with delightful, actionable financial planning.
• Drive asset consolidation through goal-based advice.
• Own performance metrics and meet activity targets.
• Deliver personalized planning via phone and video.
• Embrace technology to improve the client experience.

Skills

Entrepreneurial mindset

Exceptional communication

Tech-literate

Client-focused empathy

Education

CFP designation

Tools

AI tools

Job description

Build something people love

Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.

We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.

About the team

We’re a team of high-performing, client-obsessed team of financial planners who are passionate about rethinking the financial industry. We are committed to mastering our craft, continuously elevating both our technical planning knowledge and our sales expertise to deliver an exceptional client experience. Our remote-first culture is built on collaboration and a shared drive for excellence; we challenge and champion one another to succeed, collectively helping our clients achieve financial freedom.

About the role

In this role, your passion for financial planning will be central as you guide clients through their entire financial journey. 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. Your success will come from translating this deep discovery into clear, strategic advice that encourages clients to take confident, informed action. You'll use your exceptional communication skills to demonstrate the deep value of financial planning, building the trust required to drive asset consolidation at Wealthsimple. This position is perfect for an entrepreneurial planner who thrives in a fast-paced, high-performance environment and is inspired to own their performance metrics while delivering a delightful, high-quality client experience.

What you'll do:

• 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.

• 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.

• Excite prospective and current clients with delightful advice and how we can help them achieve their financial dreams.

• Drive asset consolidation at Wealthsimple through impactful, goal-based financial advice.

• Own your performance metrics, ensuring activity and consolidation targets are met.

• Deliver personalized financial planning by rigorously following up with clients via phone and video so they gain the full benefits of their plan.

• Embrace technology to improve the client experience, making financial planning more accessible, intuitive, and effective.

What you bring:

• The foundational expertise for success: A mandatory CFP designation and at least 4 years of financial planning experience with direct asset consolidation responsibilities.

• 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.

• A genuine passion for financial planning and a client-focused, empathetic approach that allows you to build trust through active listening and thoughtful, transparent advice.

• The natural curiosity to dig deeper; you don’t just answer financial questions, you seek to understand the motivations and long-term aspirations behind them to solve for the client's bigger picture.

• 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.

• Forward-thinking adaptability that embraces the evolution of financial planning and the role technology plays in changing the game, preferably with deep experience improving Financial Planning processes. Bilingual (French) is also a strong asset.

Why Wealthsimple?

Top-tier health 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. The people are one of the best parts of working here: you’ll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.

ICYMI

Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we’re always looking for better ways to work — whether that’s new tools, AI, or rethinking how we approach a problem. We don’t expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we’re building.

Inclusion Statement: We’re building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement: We’re committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we’ll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.

AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, including reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don’t replace human judgment – all final hiring decisions are made by people. If you have questions…