Wealthsimple Remote Full-time

Your career is an investment that grows over time!
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 3 million users who trust us with more than $30 billion in assets.
Our teams ship often and make an impact with groundbreaking ideas. We’re looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.
About this role
As an Advisor, you will be responsible for delivering relevant financial advice to our core client base. You will draw on your creativity, resourcefulness and collaboration skills to drive forward projects that reach our client’s on a one-to-many basis. You will also be expected to lend your subject matter expertise to important team and company initiatives, and to the delivery of scalable digital advice.

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 calls, digital interactions, 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 or email 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.

Skills and experience we’re looking for:

  • CFA or CIM designation.
  • Exceptional communication skills.
  • Growth mindset.
  • Great team player – collaboration is key.
  • Self starter who can identify and lead their own projects.
  • Bonus points if you’re professionally bilingual in French and English!