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Financial Advisor

2 months ago

Toronto, Ontario, Canada Wealthsimple Full time
About This Role

We are seeking a highly skilled and motivated Financial Advisor to join our team at Wealthsimple. As a Financial Advisor, you will play a critical role in supporting our clients with their investment and financial planning needs.

Key Responsibilities
  • Provide unbiased and first-class advice to clients to deliver exceptional client experiences.
  • Lend your subject matter expertise to important team and company initiatives.
  • Challenge the wealth management industry status quo to help enable all people to invest.
  • Play a major role in helping us change industry perceptions when it comes to investing.
  • Educate clients and prospective clients on how Wealthsimple's approach may better fit their needs.
  • Help clients plan and make the right financial decisions.
  • Communicate effectively with clients via phone and other channels.
Requirements
  • CFA Level 1 or CIM designation.
  • Exceptional communication skills.
  • Focused on client relationships.
  • Growth mindset.
  • Great team player - collaboration is key.
  • Self-starter who can identify and lead their own projects.
  • CFP designation is an asset.
Why Wealthsimple?

We offer a competitive salary, top-tier health benefits, and a retirement savings matching plan. We also provide 20 vacation days per year, unlimited sick and mental health days, and up to $1500 per year towards wellness and professional development budgets. Additionally, we offer a 90-day away program, a wide variety of peer and company-led Employee Resource Groups, and company-wide wellness days off scheduled throughout the year.

We are a remote-first team, with over 1000 employees coast to coast in North America. We are committed to building a diverse and inclusive team and strongly encourage applications from everyone regardless of race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability status.