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 new 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
Solid financial planning and investment management knowledge
Bring Quebec financial planning, investment expertise, and client service experience to Wealthsimple’s high net worth advisory team.