Become a Senior Wealth Advisor with Wealthsimple and support high net worth clients. This role involves providing exceptional client service and crafting tailored financial plans.

As a Senior Advisor or Lead Advisor on the Wealth Management team, you will enhance the client experience for those with substantial assets. You’ll engage in onboarding, personalized financial planning, and custom investment proposals, all without sales targets. This position prioritizes client needs and relationship building while leaning on your financial expertise.

Key Responsibilities:
• Provide exceptional onboarding experiences for new clients
• Develop comprehensive and tailored financial plans
• Create investment proposals aligned with client objectives
• Proactively anticipate and service client account needs
• Maintain regular communication via various channels

Requirements:
• CFP and CIM or CFA designations required
• 5+ years in wealth management for Senior Advisors
• Proven track record in client service
• Solid financial planning knowledge
• Excellent communication abilities

Drive client satisfaction and financial success through your expertise at Wealthsimple.
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📌 Senior Wealth Advisor at Wealthsimple (Ontario)
🏢 Wealthsimple
📍 Ontario