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Wealthsimple, Canada's leading fintech company serving 4M+ Canadians with $155B+ in assets under administration, is seeking an experienced Wealth Management Advisor to provide comprehensive support to high net worth clients ($2MM+). This is a fully salaried, commission-free role evaluated on delivering exceptional client experiences rather than sales targets.
You will manage the complete client lifecycle: onboarding new HNW/UHNW clients, developing tailored financial plans aligned with their unique goals and risk tolerance, creating custom investment proposals, and proactively servicing accounts through phone, video, and in-person meetings. You'll apply deep financial expertise to complex situations involving corporations, trusts, and estates, while contributing insights to enhance Wealthsimple's service offering.
Required qualifications include CFP or IQFP designation, CIM or CFA designation, and 8+ years of wealth management or financial advisory experience with HNW/UHNW clients. Additional designations (FEA, TEP, CPA) are valued assets. You must demonstrate exceptional client service delivery, strong financial planning and investment management knowledge, excellent communication skills, and a technology-forward mindset to leverage digital tools.
Bilingual English/French capability is a significant asset. The role is fully remote within Canada, offering 20 vacation days, 4 wellness days, unlimited sick/mental health days, 90 days annual work-from-anywhere flexibility, competitive salary and benefits, long-term group savings with employer match, and access to cutting-edge fintech tools. Wealthsimple is a hybrid organization with 1,500+ employees across North America, emphasizing collaboration, diversity, and continuous innovation.
