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Wealthsimple

10d ago

  • Job
    Full-time
    Junior, Mid & Senior Level
  • Customer Relations
    Banking & Finance
  • Toronto
    Remote
  • Quick Apply

AI generated summary

  • You must have a CFA or CIM, with CFP preferred. Strong communication skills, client focus, growth mindset, collaboration, and self-starter abilities are essential. Bilingualism adds bonus points!
  • You will educate and engage clients through calls, reviews, and webinars, helping them make informed financial decisions while delivering an exceptional client experience.

Requirements

  • Must have either a CFA or CIM designation
  • CFP designation is an asset.
  • 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.
  • Bonus points if you're professionally bilingual in French and English!

Responsibilities

  • 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!

FAQs

What is the primary responsibility of an Advisor at Wealthsimple?

As an Advisor, you will be responsible for supporting clients with their investment and financial planning needs by providing unbiased advice, delivering exceptional client experiences, and lending your expertise to team and company initiatives.

What qualifications are required for the Advisor position?

You must have either a CFA or CIM designation, and a CFP designation is considered an asset.

What skills are important for this role?

Important skills for the Advisor role include exceptional communication abilities, a focus on client relationships, analytical and prioritization skills, and a collaborative mindset. An entrepreneurial spirit and familiarity with financial technology are also valuable.

How does Wealthsimple support employees' professional development?

Wealthsimple offers up to $1,500 per year towards wellness and professional development budgets, as well as a retirement savings matching plan.

Are there opportunities for work-life balance at Wealthsimple?

Yes, Wealthsimple provides 20 vacation days per year, unlimited sick and mental health days, and company-wide wellness days off scheduled throughout the year.

What is the work environment like at Wealthsimple?

Wealthsimple has a remote-first work culture with a team of over 1,000 employees across North America, fostering collaboration and inclusivity in their operations.

Is bilingualism in French and English an advantage for this role?

Yes, being professionally bilingual in French and English is considered a bonus for the Advisor position.

What types of initiatives will Advisors participate in?

Advisors will engage in various initiatives, including conducting discovery calls, portfolio reviews, financial planning sessions, and educational webinars for clients and prospective clients.

How does Wealthsimple approach diversity and inclusion?

Wealthsimple strongly encourages applications from diverse backgrounds and actively works towards creating an inclusive team to build products for a diverse world.

What is the company's mission?

Wealthsimple's mission is to help everyone achieve financial freedom by making financial services transparent, low-cost, and accessible through innovative technology.