Lead Advisor, Wealth Management

Wealthsimple
Canada
Workplace: RemoteFull timeCAD 153,600 - 192,000 annuallyFunction: Finance & AccountingExperience: 8+ yearsSkills: ["Communication","Client-first mindset","Financial planning","Client service","Problem-solving"]

Serve high net worth clients ($2MM+) as a lead wealth advisor, delivering end-to-end onboarding, ongoing account service, and tailored financial plans. Build custom investment proposals aligned to objectives and risk tolerance, communicate regularly via phone, video, and in-person meetings, and support complex planning involving corporations, trusts, and estates. Contribute insights to improve client experience, with performance measured on client outcomes.

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Wealthsimple
Wealthsimple
1 day ago

Lead Advisor, Wealth Management

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Last checked: 3 hours agoStatus: Live

Job Summary

Serve high net worth clients ($2MM+) as a lead wealth advisor, delivering end-to-end onboarding, ongoing account service, and tailored financial plans. Build custom investment proposals aligned to objectives and risk tolerance, communicate regularly via phone, video, and in-person meetings, and support complex planning involving corporations, trusts, and estates. Contribute insights to improve client experience, with performance measured on client outcomes.
Location: Canada
Workplace: Remote
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Provide exceptional onboarding for new clients to ensure a smooth transition to Wealthsimple.
  • •Develop comprehensive financial plans tailored to each client’s goals and situation.
  • •Create custom investment proposals aligned with objectives and risk tolerance.
  • •Proactively service client accounts and maintain regular communication via phone, video, and in-person meetings.
  • •Advise on complex client situations involving corporations, trusts, and estates while contributing insights to improve the service offering.
Travel: Medium travel

Pay and Benefits

Salary: CAD 153,600 - 192,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceLife InsurancePaid LeaveWellness StipendEmployer Match

Key Requirements

  • •CFP or IQFP designation required.
  • •CIM or CFA designation required.
  • •8+ years of experience in wealth management or financial advisory, specifically with HNW/UHNW clients.
  • •Strong financial planning and investment management knowledge, including communicating complex concepts clearly.
  • •Proven track record of delivering exceptional client service.
Experience:8+ years
Skills:CommunicationClient-first mindsetFinancial planningClient serviceProblem-solving
Certifications:CFPIQFPCIMCFAFEATEPCPA
Languages:EnglishFrench
Tech Stack:Digital 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