Financial Advisor

6 days 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 have 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, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

  • Chief Financial Officer

    23 hours ago

    Old Toronto, Ontario, Canada financial-advisor Full time

    Job Description:We are seeking a highly skilled Chief Financial Officer to join our team at Financial Advisor. As a key member of our executive team, you will play a crucial role in shaping the financial strategy and overall success of our organization.Key Responsibilities:Develop and Implement Financial Strategy: Create and execute a comprehensive financial...

  • Chief Financial Officer

    1 day ago

    Old Toronto, Ontario, Canada financial-advisor Full time

    Job Description:We are seeking a highly skilled Chief Financial Officer to join our team at Financial Advisor. As a key member of our executive team, you will play a crucial role in shaping the financial strategy and overall success of our organization.Key Responsibilities:Develop and Implement Financial Strategy: Create and execute a comprehensive financial...

  • Salesforce Administrator

    23 hours ago

    Old Toronto, Ontario, Canada financial-advisor Full time

    About UsWe are a financial advisory firm dedicated to helping small businesses succeed. Our mission is to provide innovative solutions to traditional banking challenges, empowering business owners to reach their full potential.Job SummaryWe are seeking a highly skilled Salesforce Administrator to join our team. As a key member of our Revenue Operations team,...

  • Salesforce Administrator

    1 day ago

    Old Toronto, Ontario, Canada financial-advisor Full time

    About UsWe are a financial advisory firm dedicated to helping small businesses succeed. Our mission is to provide innovative solutions to traditional banking challenges, empowering business owners to reach their full potential.Job SummaryWe are seeking a highly skilled Salesforce Administrator to join our team. As a key member of our Revenue Operations team,...

  • Financial Services Professional

    2 weeks ago

    Toronto, Ontario, Canada IA Financial Group Full time

    Investment Advisor RoleAs a key member of the IA Financial Group team, the bilingual Investment Advisor will be responsible for delivering exceptional service to clients and driving business growth.The successful candidate will have the opportunity to gain experience in the investment industry, build a portfolio of clients, and develop strong relationships...

  • Member Financial Advisor

    4 weeks ago

    Toronto, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full time

    Why Choose DUCA?At DUCA, we are a dynamic and innovative credit union dedicated to our philosophy of "profits with a purpose" in every financial interaction, product, and community initiative we provide. Established in 1954, DUCA has expanded from a single branch to 19 locations across Southern Ontario, proudly serving over 85,000 Members.Our mission is to...

  • Vice President of Financial Strategy

    4 weeks ago

    Toronto, Ontario, Canada IGM Financial Full time

    Requisition ID: Posted - Location - Canada - Province of Job Posting - Career Site Company Overview: IGM Financial Inc. is recognized as one of Canada's premier diversified wealth and asset management firms, overseeing approximately $271 billion in total assets under management. We deliver a comprehensive suite of financial planning and investment management...

  • Financial Aid Advisor

    4 weeks ago

    Toronto, Ontario, Canada CDI College Full time

    WHAT WILL YOU DO? The Financial Aid Advisor will undertake the following responsibilities: Collaborating with students to create financial plans that integrate government assistance, institutional scholarships, and personal funding sources. Offering guidance and support to students regarding financial aid options and the application procedures. ...

  • Financial Advisor

    3 days ago

    Toronto, Ontario, Canada Wealthsimple Full time

    About This RoleWe 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 ResponsibilitiesProvide unbiased and first-class advice to clients to deliver exceptional client...

  • Financial Advisor

    3 days ago

    Toronto, Ontario, Canada Wealthsimple Full time

    About This RoleWe 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 ResponsibilitiesProvide unbiased and first-class advice to clients to deliver exceptional client...

  • Financial Aid Advisor

    4 weeks ago

    Toronto, Ontario, Canada CDI College Full time

    WHAT WILL YOU DO? The Financial Aid Advisor will be tasked with the following responsibilities: Collaborating with students to create payment strategies and financial support plans that integrate government assistance, institutional scholarships, and personal funding sources. Offering comprehensive information, guidance, and support to students...

  • Strategic Business Advisor, Financial Insights

    1 week ago

    Toronto, Ontario, Canada Industrial Alliance Insurance and Financial Services Inc. - Full time

    Job Purpose:The Chief Advisor, Financial Insights and Risk Management Performance plays a pivotal role within our organization, tasked with two primary mandates: supporting business strategies to drive growth and bridging the Wealth Sector and Corporate Finance teams.Key Responsibilities:Develop and implement business strategies to drive financial growth and...

  • Bilingual Investment Advisor

    6 days ago

    Toronto, Ontario, Canada IA Financial Group Full time

    About the RoleThe Bilingual Investment Advisor will be responsible for providing exceptional service to clients and growing branch assets at IA Financial Group. This role requires a highly motivated individual with a strong interest in progressing to Senior Advisor, Independent Advisor, or other internal roles.Key ResponsibilitiesBuild a book of clients...

  • Bilingual Investment Advisor

    7 days ago

    Toronto, Ontario, Canada IA Financial Group Full time

    About the RoleThe Bilingual Investment Advisor will be responsible for providing exceptional service to clients and growing branch assets at IA Financial Group. This role requires a highly motivated individual with a strong interest in progressing to Senior Advisor, Independent Advisor, or other internal roles.Key ResponsibilitiesBuild a book of clients...

  • Strategic Business Advisor, Financial Insights

    3 days ago

    Toronto, Ontario, Canada Industrial Alliance Insurance and Financial Services Inc. - Full time

    Job DescriptionJob Purpose:The Chief Advisor, Insights, Financial & Risk Management Performance, iA Wealth is a pivotal role within our organization, tasked with two primary hybrid mandates:1. Business Strategy Support: Collaborate with the team to drive growth by providing strategic financial insights and recommendations.2. Sector and Corporate Finance...

  • Strategic Business Advisor, Financial Insights

    4 days ago

    Toronto, Ontario, Canada Industrial Alliance Insurance and Financial Services Inc. - Full time

    Job DescriptionJob Purpose:The Chief Advisor, Insights, Financial & Risk Management Performance, iA Wealth is a pivotal role within our organization, tasked with two primary hybrid mandates:1. Business Strategy Support: Collaborate with the team to drive growth by providing strategic financial insights and recommendations.2. Sector and Corporate Finance...

  • Life Insurance Advisor

    3 weeks ago

    Toronto, Ontario, Canada Desjardins Financial Security Independent Network - Rexdale #278 Full time

    Are you a driven individual seeking a rewarding career with flexible hours and the potential for above-average income? Desjardins Financial Security Independent Network - Rexdale #278 is looking for motivated individuals to join our team as Life Insurance Advisors. We offer comprehensive training and support, empowering you to build a successful business...

  • Insurance Compliance Advisor

    4 weeks ago

    Toronto, Ontario, Canada IA Financial Group Full time

    Compliance ConsultantThe Compliance Consultant plays a crucial role in supervising the actions and practices of insurance advisors involved in life insurance and segregated funds, ensuring adherence to the regulatory standards governing the insurance sector and the internal policies of IA Financial Group, while demonstrating a comprehensive understanding of...

  • Senior Financial Advisor

    2 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a critical role in helping our customers achieve their financial goals. Your expertise in financial planning, wealth management, and banking will enable you to provide personalized advice and solutions to our clients.Key ResponsibilitiesBuild comprehensive financial plans for our...

  • Senior Financial Advisor

    2 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a critical role in helping our customers achieve their financial goals. Your expertise in financial planning, wealth management, and banking will enable you to provide personalized advice and solutions to our clients.Key ResponsibilitiesBuild comprehensive financial plans for our...