(Bilingual) Senior Advisor / Lead Advisor, Wealth Management Service (Quebec Clients)

Wealthsimple
Toronto
Workplace: RemoteFull timeCAD 124,000 - 155,000 annuallyFunction: Finance & AccountingExperience: 5+ yearsSkills: ["Client-first mindset","Communication","Proactive service","Client service","Explaining complex concepts"]

Provide comprehensive support to high net worth clients throughout their wealth management journey. You’ll deliver exceptional onboarding, build tailored financial plans, and create investment proposals aligned to each client’s objectives and risk tolerance. Proactively service client accounts, communicate regularly via phone, video, and in-person meetings, and apply expertise to complex matters involving corporations, trusts, and estates while contributing to improvements in the client experience.

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Wealthsimple
Wealthsimple
4 months ago

(Bilingual) Senior Advisor / Lead Advisor, Wealth Management Service (Quebec Clients)

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Last checked: 4 hours agoStatus: Live

Job Summary

Provide comprehensive support to high net worth clients throughout their wealth management journey. You’ll deliver exceptional onboarding, build tailored financial plans, and create investment proposals aligned to each client’s objectives and risk tolerance. Proactively service client accounts, communicate regularly via phone, video, and in-person meetings, and apply expertise to complex matters involving corporations, trusts, and estates while contributing to improvements in the client experience.
Location: Toronto
Workplace: Remote
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Provide comprehensive wealth management support to high net worth clients ($1MM+), including onboarding experiences.
  • •Develop tailored financial plans and create custom investment proposals based on objectives and risk tolerance.
  • •Proactively service client accounts and anticipate needs.
  • •Maintain regular communication with clients via phone, video, and in-person meetings.
  • •Apply expertise to complex situations involving corporations, trusts, and estates while improving the service offering.
Travel: Medium travel

Pay and Benefits

Salary: CAD 124,000 - 155,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceLife Insurance

Key Requirements

  • •Pl. Fin and CFP designation required (CPA is a valuable asset).
  • •CIM or CFA designation required.
  • •5+ years of experience in wealth management or financial advisory roles.
  • •Currently registered, or immediately eligible for registration as an Associate Portfolio Manager (APM) or Portfolio Manager (PM) with CIRO.
  • •Bilingual (English/French) capability is a significant asset; proven client service and strong financial planning/investment management knowledge are required.
Experience:5+ yearsWealth managementFinancial advisory
Skills:Client-first mindsetCommunicationProactive serviceClient serviceExplaining complex concepts
Licenses:Pl. FinAssociate Portfolio Manager (APM)Portfolio Manager (PM)CIRO registration
Certifications:CFPCFACIMCPA
Languages:EnglishFrench

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