Lead Advisor, Private Client

WealthsimpleCanadaRemote, Onsite

This job is no longer open

Your career is an investment that grows over time!

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $50 billion in assets.Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.We’re building the world’s most human financial company, using technology to scale the value we provide to our clients, and people to add value where only humans can.

The Private Client team is about providing the highest level of advice and service to our high net worth clients, a segment that is growing at an accelerating pace. As a Lead Advisor, you will join our team of elite professionals serving our growing client base of high net worth households. You will be responsible for supporting our clients with their investment and financial planning needs. By giving unbiased and first-class advice, you will deliver exceptional client experiences and also have the opportunity to lend your subject matter expertise to important team and company initiatives.Today the financial services industry is an oligopoly dominated by five big banks.

They charge high fees, and provide poor service to clients with less than $3M in net worth. Additionally over $2T in assets are in the Wealth Management sector and a large portion of these assets are investing with high fees and poor returns. We believe that it is time for something different for Canadians. While many financial services companies are focused on high net worth clients, we have seen first hand in our growth of this group that they value a new tech-enabled approach that can provide more value, transparency, and higher quality advice, at a lower cost.

In this role, you will have the opportunity to:

Challenge the wealth management industry status quo.
Work directly with engaged clients on a range of challenging and unique financial planning and investing situations.
Work with clients on the phone, video and in person.
Work with the media representing Wealthsimple in news and publications.
Help us scale insights and opportunities for high net worth clients to benefit all clients. .
Go the extra mile for our clients at all times.

Skills and experience we’re looking for

Client-focused - Always put the client first
Designations - Must have CFP or IQFP plus CIM of CFA. CPA is a highly valued asset.
Years of Experience - Must have 7 years + of experience providing advice and financial planning to clients.
Bilingual - French speaking is a highly valued asset.
Complex financial knowledge - Extensive experience planning and investing for clients with corporations, trusts and estate needs.
Passion - Possesses a passion and energy for financial planning and investing and shares this with clients.
Excellence mindset - Always striving to know more, grow in your role, and master your craft.
Technology - Embraces technology and the role it plays in financial services.

Why Wealthsimple?

🤑 Competitive salary with top-tier health benefits and life insurance📈 Retirement savings matching plan using Wealthsimple Work🌴 20 vacation days per year and unlimited sick and mental health days📚 Up to $1,500 per year towards wellness and professional development budgets respectively 🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year 🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) 💖 Company-wide wellness days off scheduled throughout the yearWe’re a remote-first team, with over 1,000 employees coast to coast in North America.

Be a part of our Canadian success story and help shape the financial future of millions — join us!Read our Culture Manual and learn more about how we work.

DEI Statement

At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement

Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs. Apply for this job

This job is no longer open

Life at Wealthsimple

Thrive Here & What We ValueCompetitive salary with top-tier health benefits and life insurance | Retirement savings matching plan using Wealthsimple Work | 20 vacation days per year and unlimited sick and mental health days | Up to $1,500 per year towards wellness and professional development budgets respectively | 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year | A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) | Company-wide wellness days off scheduled throughout the year | Remote-first team with over 1,000 employees coast to coast in North America.</s> | Collaborative and inclusive work environment where people can be inspired to do their best work | Company-wide wellness days off scheduled throughout the year</s> | 1. We are a small team effectively reshaping how people look at the industry. | 2. We need people who 'get it' and want to play an integral part in helping us accomplish this mission. | 3. We value collaboration and humility as we continue to create inclusive and highperforming teams where people can be inspired to do their best work. | 4. We are a remotefirst team, with over 1,000 employees coast to coast in North America. | 5. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. | 6. We provide an accessible candidate experience and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.</s> | Generous PTO offerings | 1. Remotefirst team with over 1,000 employees coast to coast in North America. | 2. Competitive salary with toptier health benefits and life insurance. | 3. Retirement savings matching plan using Wealthsimple Work | 4. Up to $1,500 per year towards wellness and professional development budgets respectively | 5. A wide variety of peer and companyled Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) | 6. 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year | 7. Companywide wellness days off scheduled throughout the year</s> | Maker-owner culture where collaboration and humility are valued. | Inclusive and high-performing teams where people can be inspired to do their best work. | A remote-first team with over 1,000 employees coast to coast in North America. | 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year</s> | Remote-first team with over 1,000 employees coast to coast in North America</s> | Remote-first team, with over 1,000 employees coast to coast in North America | DEI Statement: At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. | Accessibility Statement: Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation.</s> | 1. Collaborative work environment | 2. Emphasis on continuous learning and professional development | 3. Strong focus on employee wellness and mental health support | 4. Remotefirst team with opportunities for international travel</s> | Inclusive and supportive team culture | 1. Competitive salary with toptier health benefits and life insurance | 2. Retirement savings matching plan using Wealthsimple Work | 3. 20 vacation days per year and unlimited sick and mental health days | 5. 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year | 6. A wide variety of peer and companyled Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) | 7. Remotefirst team with over 1,000 employees coast to coast in North America</s> | 4. 20 vacation days per year and unlimited sick and mental health days | 5. Up to $1,500 per year towards wellness and professional development budgets respectively | 7. 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year | 8. Accessibility Statement</s> | Accessibility Statement: Wealthsimple provides an accessible candidate experience.</s> | 1. Collaborative environment | 2. Remotefirst team | 3. Wellness days off scheduled throughout the year | 4. Peer and companyled Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) | 5. Competitive salary with toptier health benefits and life insurance</s> | 1. Fastpaced environment with a focus on growth and evolution | 2. Supportive team culture that values collaboration and open communication | 3. Emphasis on meeting legal and regulatory obligations while continuing to grow as a business | 4. Opportunities for professional development and career advancement</s> | Wide variety of wellness days off scheduled throughout the year</s> | 1. Inclusive and highperforming teams where people can be inspired to do their best work. | 2. Remotefirst team with over 1,000 employees coast to coast in North America. | 3. Competitive salary with toptier health benefits and life insurance. | 4. Retirement savings matching plan using Wealthsimple Work. | 5. Up to $1,500 per year towards wellness and professional development budgets respectively. | 7. 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year. | 8. Companywide wellness days off scheduled throughout the year.</s> | 1. Clientobsessed and empathetic towards clients | 2. Design is a competitive advantage and essential to achieving mission of helping Canadians reach financial freedom | 3. Collaborative and highperforming teams where people can be inspired to do their best work | 4. Remotefirst team with over 1,000 employees coast to coast in North America | 6. Retirement savings matching plan using Wealthsimple Work | 7. Up to $1,500 per year towards wellness and professional development budgets respectively | 8. A wide variety of peer and companyled Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) | 9. 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year | 10. Companywide wellness days off scheduled throughout the year</s> | 7. Remotefirst team with over 1,000 employees coast to coast in North America.</s> | 2. Toptier health benefits and life insurance | 6. 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year. | 7. Wide variety of peer and companyled Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) | 8. Remotefirst team with over 1,000 employees coast to coast in North America.</s> | Remote-first workforce | A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)</s> | We’re a remote-first team, with over 1,000 employees coast to coast in North America. | Be a part of our Canadian success story and help shape the financial future of millions — join us!</s> | 2. Groundbreaking ideas | 3. Simple and value collaboration and humility | 4. Rapid product developments | 5. Peer and companyled Employee Resource Groups</s> | 2. Generous PTO offerings | 3. Wide variety of peer and companyled Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) | 4. Competitive salary | 5. Retirement savings matching plan using Wealthsimple Work</s> | 3. Retirement savings matching plan using Wealthsimple Work. | 4. Up to $1,500 per year towards wellness and professional development budgets respectively. | 5. 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year. | 7. Companywide wellness days off scheduled throughout the year.</s>

Lead Advisor, Private Client

In this role, you will have the opportunity to:

Skills and experience we’re looking for

Why Wealthsimple?

DEI Statement

Accessibility Statement

Life at Wealthsimple

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