Senior Advisor, Wealth Management (Bilingual)
About The Position
As a Senior Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients ($1MM+) 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
Requirements
- Pl. Fin and CFP designation required (CPA is a valuable asset)
- CIM or CFA designation required
- 5+ years of experience in wealth management or financial advisory roles
- 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
Nice To Haves
- CPA is a valuable asset
Responsibilities
- 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 financial expertise to complex client situations involving corporations, trusts, and estates
- Contribute insights to improve service offering and client experience
Benefits
- Competitive salary
- Top-tier health benefits and life insurance
- Long-term group savings with employer match, through Wealthsimple for Business
- 20 vacation days
- 4 wellness days
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
