Elevate your career as a Lead Financial Advisor at Wealthsimple, guiding wealthy clients in their financial journeys. This role focuses on customized advisory services without sales pressure.

Join Wealthsimple's Wealth Management team where your influence shapes clients' financial strategies. In this fully salaried position, you'll draft personalized financial plans and investment proposals while fostering lasting client relationships. Your role is defined by a commitment to exceptional client experiences and a client-first mentality.

Key Responsibilities:
• Onboard new high net worth clients seamlessly
• Craft personalized financial plans for unique situations
• Develop investment proposals that meet client objectives
• Anticipate client needs and provide ongoing support
• Communicate regularly through calls, video, and meetings

Requirements:
• CFP and CIM or CFA designations required
• 10+ years in wealth management for Lead Advisors
• Robust expertise in financial planning and investments
• Proven exceptional client service record
• Excellent communication skills

Be a key player in redefining wealth management at Wealthsimple.
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📌 Lead Financial Advisor Role at Wealthsimple (Ontario)
🏢 Wealthsimple
📍 Ontario