Transform the wealth management landscape with Wealthsimple as a Senior Advisor in Toronto. Provide premium client experiences and comprehensive financial solutions to high net worth clients.This full time role allows you to support clients through personalized onboarding and financial planning without commission pressure. You will deliver custom investment proposals and maintain proactive communications with clients while managing complex financial situations. Collaboration, humility, and a client-first approach are essential.Key Responsibilities:Guide high net worth clients through onboardingDevelop strategic financial plans based on individual goalsCreate and present tailored investment proposalsAnticipate client needs and proactively manage accountsUtilize diverse communication methods to engage clientsRequirements:CFP or IQFP designation is necessaryCIM or CFA designation required5+ years of experience in wealth managementExcellent communication and client service skillsBilingual in English and French is advantageousEnhance your financial advisory career by supporting clients at Wealthsimple in Toronto.#J-18808-Ljbffr

📌 Senior Advisor In Wealth Management (Toronto)
🏢 Portage Ventures GP
📍 Toronto