Build something people love

Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.

We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.

The Role

This posting covers a single opening on our Wealth Management team that will be leveled as either Senior Advisor or Lead Advisor, based on the candidate's years of experience and professional designations. Both levels share the same core mandate and must-have requirements below.

As a Senior or Lead Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients throughout their journey with us. 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.

Client segment by level: Senior Advisors typically support clients with $1MM+ in assets; Lead Advisors typically support clients with $3MM+ in assets. Final leveling and book assignment is based on experience and designations held.

What you'll do

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

What you bring

Required for this role (Quebec)

Pl. Fin. (Planificateur financier / Financial Planner) designation — required. This is a legally protected professional title in Quebec, jointly overseen by the Institut de planification financière (IPF) and the Autorité des marchés financiers (AMF). It is legally required in Quebec to practice comprehensive personal financial planning and to use the title.

Bilingual — French and English required.

CIM or CFA designation required

Additional designations including FEA, TEP, CPA, etc. are required for a Lead Advisor

Experience (by level)

Senior Advisor: 5+ years of experience in wealth management or financial advisory roles

Lead Advisor: 10+ years of experience in wealth management or financial advisory roles, specifically working with HNW/UHNW clients

Also important

CFP or IQFP designation is an asset

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

Why You'll Love Working Here

Purpose-driven role focused on client outcomes rather than sales targets

Opportunity to challenge industry norms and truly put clients first

Collaborative team environment with access to cutting-edge fintech tools

Career growth in a rapidly expanding company

Competitive salary and benefits package

Be part of revolutionizing how wealth management services are delivered in Canada

If you're passionate about providing unbiased financial advice and creating exceptional client experiences for high net worth clients in a modern, technology-enabled environment, we'd love to hear from you.