Lead Advisor, Wealth Management

🔥 3 hours ago

🇨🇦 Canada – Remote

💵 CA$153.6k - CA$192k / year

⏰ Full Time

🟠 Senior

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Provide comprehensive support to high net worth clients ($2MM+) throughout their journey with Wealthsimple • Provide exceptional onboarding experiences for new clients • Develop comprehensive financial plans tailored to each client's situation and goals • Create custom investment proposals aligned with clients' financial objectives and risk tolerance • Proactively service client accounts and anticipate client needs • Maintain regular communication through phone, video, and in-person meetings • Apply financial expertise to complex situations involving corporations, trusts, and estates • Contribute insights to improve Wealthsimple's service offering and client experience • Deliver client outcomes rather than pursue sales targets • Collaborate with a team using fintech tools

🎯 Requirements

• CFP or IQFP designation required • CIM or CFA designation required • Additional designations including FEA, TEP, CPA, etc. are a significant asset • 8+ years of experience in wealth management or financial advisory roles, specifically working with HNW/UHNW clients • 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 • Bilingual (English/French) capability is a significant asset • Currently registered, or immediately eligible for registration as an Associate Portfolio Manager (APM) or Portfolio Manager (PM) with CIRO • Legally eligible to work in Canada

🏖️ 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 • Work outside Canada for up to 90 days per year • Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS • Collaborative team environment with access to cutting-edge fintech tools • Career growth in a rapidly expanding company • Equity compensation for permanent employees • Competitive salary and benefits package