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Manager, Financial Planning

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Wealthsimple

10d ago

  • Job
    Full-time
    Senior Level
  • People, HR & Administration
    Banking & Finance
  • Canada
    Remote
  • Quick Apply

AI generated summary

  • You need 5 years in financial services, 2 years in management, a CFP or IQFP, strong client focus, adaptability, analytical skills, and strong communication to drive team KPIs.
  • You will lead and coach a team of financial planners, optimize client experiences and metrics, leverage data for insights, and collaborate across teams to enhance the client journey for Premium and Generation clients.

Requirements

  • Client-focused - Always put the client first
  • People Management - Must have at least 2 years experience in a previous management role or 2 years of Wealthsimple experience to be considered for this role.
  • Track Record - Record of consistently driving a team to hit KPIs.
  • Excellence mindset - Always striving to know more, grow in your role, and master your craft.
  • Client Experience - Must have 5 years experience working with clients in the financial services industry
  • Technology - Embraces technology and the role it plays in financial services.
  • Designations - CFP or IQFP at minimum.
  • Analytical - Proactively uncovering insights through data to drive recommendations
  • Adaptability - Priorities and direction can evolve quickly. You should have a positive can-do attitude and be adaptable to evolving business goals
  • Strong communication - With the ability to build and maintain strong relationships with internal stakeholders and lead with context
  • Self-starter - When you see a need, you address it

Responsibilities

  • Lead and grow a team of financial planners focused on providing an unprecedented advice experience to our clients.
  • Coach and develop a team of financial planners.
  • Foster a positive and aligned work environment and collaborate with many other teams and leaders across functions.
  • Own your net deposits targets, activity metrics and performance, optimizing for sales funnel, productivity and client experience.
  • Leverage data to uncover insights that drive team optimization.
  • Develop and deliver the ultimate client journey.
  • Work directly with our Premium and Generation clients.

FAQs

What is the main focus of the Manager, Financial Planning role at Wealthsimple?

The main focus of this role is to lead and grow a team of financial planners who provide high-quality financial planning advice to self-directed Premium and Generation clients.

What qualifications are required for this position?

Candidates must have a minimum of 5 years of experience working with clients in the financial services industry and at least 2 years of experience in a management role, or 2 years of Wealthsimple experience. A CFP or IQFP designation is also required.

Is there an emphasis on data analytics in this job?

Yes, the role involves leveraging data to uncover insights that drive team optimization and improve client experiences.

How many vacation days do employees receive?

Employees receive 20 vacation days per year along with unlimited sick and mental health days.

What is the culture like at Wealthsimple?

Wealthsimple promotes a collaborative and positive work environment, emphasizing inclusivity, high performance, and a commitment to professional growth and development.

What kind of support does Wealthsimple provide for employee wellness and development?

Wealthsimple offers up to $1,500 per year towards wellness and professional development budgets, as well as scheduled company-wide wellness days off throughout the year.

Are there opportunities for international work?

Yes, employees can participate in the 90 days away program, which allows them to work internationally in eligible countries for up to 90 days per calendar year.

What is the primary goal of Wealthsimple as a company?

Wealthsimple's mission is to help everyone achieve financial freedom by simplifying and making financial services transparent and low-cost.

How does Wealthsimple support diversity and inclusion?

Wealthsimple encourages applications from diverse backgrounds and has various Employee Resource Groups to promote inclusivity within the workplace.

Is there a focus on client experience in this role?

Yes, the role emphasizes delivering an outstanding client journey and ensuring that client needs are prioritized in all decision-making processes.