About the position
As a Lead Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients ($2MM+) throughout their journey with us. Unlike traditional wealth management roles, this position is fully salaried with no commission structure or sales targets. Your performance will be evaluated on a balanced scorecard focused entirely on delivering world-class client experiences.
Responsibilities
• Provide exceptional onboarding experiences for new clients, ensuring a smooth transition to Wealthsimple
• Develop comprehensive financial plans tailored to each client's unique situation and goals
• Create custom investment proposals that align with clients' financial objectives and risk tolerance
• Proactively service client accounts, anticipating needs before they arise
• Maintain regular communication with clients through phone, video, and in-person meetings
• Apply your financial expertise to complex client situations involving corporations, trusts, and estates
• Contribute your insights to improve our service offering and client experience
Requirements
• CFP or IQFP designation required
• CIM or CFA designation required
• 8+ years of experience in wealth management or financial advisory roles, specifically working with HNW/UHNW clients
• Proven track record of delivering exceptional client service
• Strong financial planning and investment management knowledge
• Excellent communication skills with the ability to explain complex concepts clearly
• Client-first mentality in all aspects of your work
• Passion for helping clients achieve their financial goals
• Technology-minded with the ability to leverage digital tools to enhance client experience
Nice-to-haves
• Additional designations including FEA, TEP, CPA, etc are a significant asset
• Bilingual (English/French) capability is a significant asset
Benefits
• Top-tier health benefits and life insurance
• Long-term group savings with employer match, through Wealthsimple for Business
• 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
• 90 days away: work outside Canada for up to 90 days per year
• Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS