LocationRemote (Canada)
Work styleHybrid
TypeNot specified
ScheduleNot specified
RemunerationCAD 124k–192k
Start dateRead our Culture Manual and learn more about how we…
DeadlineNot stated
Required languagesBilingual — French and English required. Bilingual — French and…
About the role
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.
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Responsibilities, requirements, fit, evidence and preparation are organized here. The original posting stays available for final verification.
What they’re looking for
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- 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.
- CFP or IQFP designation required
- CIM or CFA designation required
- Additional designations including FEA, TEP, CPA, etc. are required for a Lead Advisor
How they work
- 🌸 Top-tier health benefits and life insurance 📈 Long-term group savings with employer match, through Wealthsimple for Business 🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year ✈️ 90 days away: work outside Canada for up to 90 days per year 👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS 🌎 We are a hybrid team with over 1,500 employees across North America.
How to apply
- 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.
About Wealthsimple
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