Financial Planning Specialist

3 weeks ago

Toronto, Ontario, Canada Wealthsimple Full time
About this role

As a Financial Planning Specialist at Wealthsimple, you will be responsible for supporting our Premium and Generation clients with their investment and financial planning needs. By giving unbiased and first-class advice, you will deliver exceptional client experiences and also have the opportunity to lend your subject matter expertise to important team and company initiatives.

In this role, you will have the opportunity to:
  • 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. You will be on the front lines talking to prospective and current clients, getting them excited about our product and portfolios.
  • Educate clients and prospective clients on how Wealthsimple's approach may better fit their needs. We do this by conducting discovery call sessions, portfolio reviews, financial planning, "lunch and learns" on investing or other popular topics, and webinars.
  • Help clients plan and make the right financial decisions.
  • Communicate most of the time via phone with clients.
  • Go the extra mile for the client, so we deliver an amazing client experience

We're looking for someone who:
  • Wants to make a difference. We are a small and mighty team effectively reshaping how people look at the industry. We need people who 'get it' and want to play an integral part in helping us accomplish this mission.
  • Possesses a passion and energy for personal finance and investing. You understand the ins and outs of the wealth management industry, and more importantly, know how to explain these concepts simply.
  • Thrives in client-facing situations. At Wealthsimple, our clients always come first. No matter what.
  • Works well with others and values collaboration. We leave ego at the door.
  • Has great analytical and prioritization skills. You know how to balance what needs to be done with what's possible to do. You understand the scope of an issue and its priority.
  • Embraces technology and the role it plays in financial services. Specifically, you have the flexibility to navigate multiple applications simultaneously to deliver unprecedented solutions.
  • Has an entrepreneurial mindset and want to become more than a financial advisor.

Skills and experience we're looking for:
  • 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.
  • Bonus points if you're professionally bilingual in French and English

Why Wealthsimple?
Competitive Salary with top-tier health benefits and life insurance Retirement savings matching plan using Wealthsimple Work 20 vacation days per year and unlimited sick and mental health days Up to $1500 per year towards wellness and professional development budgets respectively 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) Company-wide wellness days off scheduled throughout the yearWe're a remote-first team, with over 1000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join usRead our Culture Manual and learn more about how we work. DEI Statement At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. Accessibility Statement Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.

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