Financial Planner

🔥 14 hours ago

🇨🇦 Canada – Remote

💵 CA$72k - CA$90k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 0%

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Wealthsimple

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2014

💼 Consulting

🛡️ Insurance

💳 Fintech

🔥 Funding within the last year

💰 $393M Series E - Wealthsimple on 2025-10

Consulting • Insurance • Fintech

Wealthsimple is a Canadian financial technology company that provides consumer banking, investing, and wealth management services. It offers chequing accounts, savings, credit cards, self-directed trading (stocks, ETFs, options), cryptocurrency trading, managed portfolios, tax services, and advisory wealth management for high-net-worth clients. Wealthsimple combines digital-first banking and low-fee investing products aimed at retail customers, along with tools and educational content to support personal finance.

📋 Description

• Guide clients through their entire financial journey • Explore clients’ goals and motivations to develop holistic investment, tax, and retirement strategies • Translate client discovery into clear, strategic financial advice • Demonstrate the value of financial planning and build trust • Drive asset consolidation at Wealthsimple through goal-based advice • Own activity and consolidation performance targets • Follow up with clients via phone and video to deliver personalized financial planning • Use technology to improve accessibility, intuitiveness, and effectiveness of financial planning • Listen deeply and ask insightful questions during financial conversations • Excite prospective and current clients with advice and Wealthsimple’s offerings

🎯 Requirements

• Mandatory CFP designation • At least 4 years of financial planning experience with direct asset consolidation responsibilities • Entrepreneurial mindset and proven track record of high performance • Ability to thrive in a fast-paced, high-expectation sales environment • Ability to own performance metrics • Passion for financial planning • Client-focused, empathetic approach • Active listening and ability to provide thoughtful, transparent advice • Exceptional communication skills • Comfort leveraging digital tools, such as AI, and technology • Experience improving financial planning processes preferred • Bilingual French is a strong asset • Legally eligible to work in Canada • Credentials required to hold oneself out as a Financial Planner in Ontario and/or Quebec, including CFP, IPF, and AMF credentials as applicable • Current CIM or CFA designation in good standing, required for securities licensing with CIRO • Professional proficiency in English and French

🏖️ Benefits

• Top-tier health benefits and life insurance • Long-term group savings with employer match, through Wealthsimple for Business • 20 vacation days • 4 wellness days • Unlimited sick and mental health days per year • Ability to work outside Canada for up to 90 days per year • Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS • Equity compensation for permanent employees • Commission • Remote-first culture • Collaboration with talented teammates across North America