Senior Advisor/Lead Advisor, Wealth Management

Openkrill; United States; Hybride; USD 63 000 - 105 000; Plein temps

Avantages offerts par ce poste

Top-tier health benefits

Life insurance

Employer matching group savings

20 vacation days

Wellness days and unlimited sick days

Diversity and ERG groups

Résumé du poste

Wealthsimple, Canada's leading financial innovator, seeks Senior or Lead Advisor for Wealth Management. You will onboard high-net-worth clients, craft tailored financial plans and investment proposals, and maintain proactive client service across channels.

Hybrid environment with fintech-enabled tools supports your client-first approach. Role levels differ by experience: Senior Advisors with 5+ years, Lead Advisors with 10+ years, both emphasizing unbiased advice, no sales targets, and

Qualifications

• CFP designation required.
• CIM or CFA designation required.
• Additional designations including FEA, TEP, CPA, etc. are required for a Lead Advisor.
• Senior Advisor: 5+ years of wealth management or financial advisory experience.
• Lead Advisor: 10+ years of wealth management or financial advisory experience with HNW/UHNW clients.

Responsabilités

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

Connaissances

Exceptional client service

Financial planning knowledge

Strong communication

Tech-savvy with fintech tools

Formation

CFP designation

CIM or CFA designation

FEA

TEP

CPA

Outils

Wealth management software

Fintech tools

Description du poste

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 https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.

THE ROLE

This posting covers a single opening on our Wealth Management team that will be leveled as either Senior Advisor or Lead Advisor, based on the candidate's years of experience and professional designations. Both levels share the same core mandate and must-have requirements below.

As a Senior or Lead Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients throughout their journey with us. 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.

Client segment by level: Senior Advisors typically support clients with $1MM+ in assets; Lead Advisors typically support clients with $3MM+ in assets. Final leveling and book assignment is based on experience and designations held.

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

WHAT YOU BRING

REQUIRED FOR THIS ROLE:

• - CFP designation required
• - CIM or CFA designation required
• - Additional designations including FEA, TEP, CPA, etc. are required for a Lead Advisor

EXPERIENCE (BY LEVEL):

• - Senior Advisor: 5+ years of experience in wealth management or financial advisory roles
• - Lead Advisor: 10+ years of experience in wealth management or financial advisory roles, specifically working with HNW/UHNW clients

ALSO IMPORTANT:

• - 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

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

If you're passionate about providing unbiased financial advice and creating exceptional client experiences for high net worth clients in a modern, technology-enabled environment, we'd love to hear from you.

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.

*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.

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.