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 clientsDevelop comprehensive financial plans for client goalsCreate investment proposals aligned with risk toleranceService accounts proactively across client needsExplain complex corporations, trusts, and estates situationsRequirements:
Quebec Pl. Fin. designation requiredFrench and English bilingual communication requiredCIM or CFA designation requiredSenior Advisor requires five years of experienceStrong financial planning and investment management knowledgeBring Quebec financial planning, investment expertise, and client service experience to Wealthsimple’s high net worth advisory team.
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