Serve Quebec high net worth clients at Wealthsimple using comprehensive financial planning and investment management expertise in a hybrid team.
As a Senior or Lead Advisor, you will support clients throughout their Wealthsimple journey. You will create tailored financial plans, develop investment proposals, and provide proactive account service. The mandate focuses on exceptional client experiences without commission structures or sales targets.
Key Responsibilities:
- Deliver exceptional onboarding experiences for current clients
- Develop comprehensive financial plans for client goals
- Create investment proposals aligned with risk tolerance
- Service accounts proactively across client needs
- Explain complex corporations, trusts, and estates situations
Requirements:
- Quebec Pl. Fin. designation required
- French and English bilingual communication required
- CIM or CFA designation required
- Senior Advisor requires five years of experience
- Strong financial planning and investment management knowledge
Bring Quebec financial planning, investment expertise, and client service experience to Wealthsimple’s high net worth advisory team.