Strategic Financial Planner | CFP | Asset Consolidation

Wealthsimple Inc.; Canada; Hybrid; CAD 80,000 - 120,000; Full time

Benefits offered by this job

Health benefits

Life insurance

Vacation & wellness days

Job summary

Wealthsimple is Canada’s leading financial innovator. In this remote-first role, you will guide clients through holistic investment, tax, and retirement strategies, translating deep client discovery into clear, strategic advice that drives asset consolidation and trust.

You’ll use exceptional communication to help clients take confident, informed action and deliver personalized planning while embracing technology to enhance the client experience.

Qualifications

• CFP designation and 4+ years of financial planning experience with direct asset consolidation responsibilities.
• Entrepreneurial mindset with a track record of high performance in a fast-paced, sales-driven environment.
• Genuine passion for financial planning and a client-focused, empathetic approach.

Responsibilities

• Engage clients in meaningful financial conversations to understand goals.
• Provide strategic financial advice and drive action toward goals.
• Deliver personalized financial planning via phone and video."

Skills

CFP designation

Financial planning

Asset consolidation

Entrepreneurial mindset

Client-focused

Communication

Bilingual French

Education

CFP Certification

Bachelor's degree in finance

Job description

Wealthsimple is Canada’s leading financial innovator. In this remote-first role, you will guide clients through holistic investment, tax, and retirement strategies, translating deep client discovery into clear, strategic advice that drives asset consolidation and trust.

You’ll use exceptional communication to help clients take confident, informed action and deliver personalized planning while embracing technology to enhance the client experience.