Lead Advisor, Wealth Management

Wealthsimple Technologies; United States; Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

Health benefits and life insurance

Hybrid work model across North America

Tenure-friendly vacation and wellness?

Job summary

Wealthsimple is seeking a Lead Advisor on our Wealth Management team to serve high-net-worth clients ($2MM+) with a salaried, non-commission structure. You’ll deliver world-class client experiences and be evaluated on outcomes rather than sales targets.

In this role you’ll onboard clients, tailor comprehensive financial plans, create investment proposals aligned with goals and risk tolerance, and maintain ongoing contact via calls, video, and meetings.

Qualifications

• CFP or IQFP designation required.
• CIM or CFA designation required.
• Additional designations (FEA, TEP, CPA, etc.) are a significant asset.
• 8+ years of experience in wealth management or financial advisory for HNW/UHNW clients.
• Proven track record of delivering exceptional client service.
• Strong financial planning and investment management knowledge.
• Excellent communication skills; ability to explain complex concepts clearly.
• Client-first mentality in all aspects of work.
• Passion for helping clients reach financial goals.
• Technology-minded with ability to leverage digital tools to enhance client experience.
• Bilingual English/French capability is a significant asset.

Responsibilities

• Provide onboarding experiences for new clients, ensuring a smooth transition to Wealthsimple.
• Develop comprehensive financial plans tailored to each client’s goals.
• Create custom investment proposals aligned with objectives and risk tolerance.
• Proactively service client accounts, anticipating needs.
• Maintain regular communication through phone, video, and in-person meetings.
• Apply financial expertise to complex client situations involving corporations, trusts, and estates.
• Contribute insights to improve service offerings and client experience.

Skills

CFP/IQFP designation

CIM/CFA designation

Other designations (FEA/TEP/CPA)

8+ years wealth management experience

Client service excellence

Financial planning

Investment management

Communication skills

Client-first mindset

Tech-savvy

Bilingual (English/French)

Tools

N/A

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.

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

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.

In this role, you’ll have the opportunity to:

• 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

What you’ll bring:

• CFP or IQFP designation required

• CIM or CFA designation required

• Additional designations including FEA, TEP, CPA, etc are a significant asset

• 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 communication skills with the ability to explain complex concepts clearly

• Client-first mentality in all aspects of your work

• Passion for helping clients achieve their financial goals

• Technology-minded with the ability to leverage digital tools to enhance client experience

• Bilingual (English/French) capability is a significant asset

Why You’ll Love Working Here

• Purpose-driven role focused on client outcomes rather than sales targets

• Opportunity to challenge industry norms and truly put clients first

• Collaborative team environment with access to cutting-edge fintech tools

• Career growth in a rapidly expanding company

• Competitive salary and benefits package

• Be part of revolutionizing how wealth management services are delivered in Canada

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, such as 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 about how your data is used, reach out to us.