Role overview
Wealthsimple, Canada’s leading financial technology company serving over 4 million clients with more than $155 billion in assets under administration, is seeking a Senior Advisor or Lead Advisor for its Wealth Management team. This fully salaried position supports high net worth clients across Quebec and operates without commission structures or sales targets, focusing instead on delivering exceptional client experiences.
Key responsibilities
- Deliver comprehensive onboarding experiences that enable new clients to transition smoothly into the Wealthsimple platform.
- Develop tailored financial plans that address each client’s unique circumstances, objectives, and risk tolerance.
- Create customized investment proposals designed to align with clients’ financial goals and preferences.
- Provide proactive account servicing by anticipating client needs and addressing them before they become issues.
- Maintain consistent client engagement through phone, video, and in-person meetings.
- Apply specialized financial expertise to complex situations involving corporations, trusts, and estate planning.
- Contribute ideas and feedback to enhance the company’s service offerings and overall client experience.
Requirements
- Planificateur financier (Pl. Fin.) designation, which is legally required in Quebec for comprehensive personal financial planning and use of the title.
- Bilingual proficiency in French and English.
- CIM or CFA designation.
- For Senior Advisor positions: minimum 5 years of experience in wealth management or financial advisory roles, typically supporting clients with $1 million or more in assets.
- For Lead Advisor positions: minimum 10 years of experience in wealth management or financial advisory roles, with specific experience serving high net worth and ultra-high net worth clients; typically supporting clients with $3 million or more in assets; additional designations such as FEA, TEP, or CPA required.
- Demonstrated track record of delivering exceptional client service, strong financial planning and investment management knowledge, and excellent communication skills.
- CFP or IQFP designation is considered an asset.
What makes this role worth considering
This position emphasizes purpose-driven work where performance is measured exclusively on client satisfaction rather than sales metrics. You’ll work within a collaborative team environment that leverages cutting-edge fintech tools while supporting a rapidly expanding company. Wealthsimple offers competitive benefits including top-tier health coverage, 20 vacation days plus 4 wellness days and unlimited sick and mental health days annually, long-term group savings with employer matching, the ability to work outside Canada for up to 90 days per year, and a hybrid work structure with over 1,500 employees across North America.
How to apply
Use the Apply button to view the official job posting and submit your application on Wealthsimple's careers site.
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