Senior Advisor, Wealth Management – Bilingual

🕒 May 15

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Wealthsimple

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2014

💳 Fintech

🏦 Banking

💸 Finance

🔥 Funding within the last year

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

Fintech • Banking • Finance

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 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

🎯 Requirements

• Pl. Fin and CFP designation required (CPA is a valuable asset) • CIM or CFA designation required • 5+ years of experience in wealth management or financial advisory roles • 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

🏖️ 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, 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