Financial Planner

Wealthsimple
Canada
Workplace: RemoteFull timeCAD 72,000 - 90,000 annuallyFunction: SalesExperience: 4+ yearsEducation: certificationSkills: ["Active listening","Communication","Client-focused","Entrepreneurial mindset","Adaptability"]

Guide clients through their full financial journey by uncovering goals and motivations to build holistic investment, tax, and retirement strategies. Translate deep discovery into clear, strategic advice that drives asset consolidation and encourages confident client action. Own activity and consolidation performance metrics while delivering personalized planning through phone and video. Work in a remote-first, tech-enabled environment and leverage digital tools, including AI, to improve the client experience.

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Wealthsimple
Wealthsimple
3 days ago

Financial Planner

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Guide clients through their full financial journey by uncovering goals and motivations to build holistic investment, tax, and retirement strategies. Translate deep discovery into clear, strategic advice that drives asset consolidation and encourages confident client action. Own activity and consolidation performance metrics while delivering personalized planning through phone and video. Work in a remote-first, tech-enabled environment and leverage digital tools, including AI, to improve the client experience.
Location: Canada
Workplace: Remote
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Engage clients in meaningful financial conversations by listening deeply and asking insightful questions.
  • •Provide strategic financial advice to encourage clients to take meaningful steps toward their goals.
  • •Drive asset consolidation through goal-based financial advice for prospective and current clients.
  • •Own performance metrics and ensure activity and consolidation targets are met.
  • •Deliver personalized financial planning by rigorously following up with clients via phone and video.
Travel: Medium travel

Pay and Benefits

Salary: CAD 72,000 - 90,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceLife Insurance401kUnlimited SickPaid LeaveRemote Work

Key Requirements

  • •Mandatory CFP designation.
  • •At least 4 years of financial planning experience with direct asset consolidation responsibilities.
  • •Proven high-performance track record and ability to own performance metrics in a fast-paced, high-expectation sales environment.
  • •Client-focused, empathetic approach with active listening and transparent advice.
  • •Comfort leveraging digital tools (such as AI); bilingual (French) is a strong asset.
Experience:4+ yearsFinancial planningAsset consolidation
Education:Certification / Diploma
Skills:Active listeningCommunicationClient-focusedEntrepreneurial mindsetAdaptability
Certifications:CFP
Languages:French
Tech Stack:AIDigital tools

Company Brief

Wealthsimple
Wealthsimple is a Canadian fintech offering automated investing, savings, tax filing, crypto trading, and cash accounts with a focus on low-cost, user-friendly financial services for retail customers.
Industry: Wealth Management
Company Size: Enterprise (1,001+ employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Headquarters: Toronto, Canada
Founded: 2014
WebsiteLinkedIn