Advance your career with Wealthsimple as a Senior Wealth Management Advisor, offering tailored financial solutions and outstanding client service in a fully salaried role. You’ll build strong client relationships while guiding high net worth individuals on their financial journeys.

This position serves clients with over $1 million in assets, focusing on personalizing onboarding, developing financial plans, and recommending investment strategies. You will leverage your bilingual skills in French and English and your financial expertise to create exceptional client experiences and proactively service their needs.

Key Responsibilities:
• Ensure seamless onboarding for recent high net worth clients
• Create tailored financial plans to meet client goals




• Proactively manage client accounts and communications
• Develop custom investment proposals based on risk tolerance
• Address complex financial situations involving trusts and estates

Requirements:
• Pl. Fin. designation required in Quebec
• 5+ years experience in wealth management roles
• Bilingual in French and English
• CFP or IQFP designation required
• Proven track record of excellent client service

Utilize your financial knowledge and client-first philosophy to enhance client experiences at Wealthsimple.
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📌 Senior Wealth Management Advisor at Wealthsimple (Ontario)
🏢 Wealthsimple
📍 Ontario