Senior Advisor, Wealth Management
Wealthsimple(25 days ago)
About this role
Wealthsimple is hiring a Senior Advisor to support high net worth clients (typically $500K+ in assets) within its Wealth Management team. The role focuses on delivering unbiased advice and a world-class client experience in a modern, technology-enabled, remote-first environment. It is a salaried position with no traditional sales targets or commission-based expectations for performance.
Required Skills
- Client Onboarding
- Financial Planning
- Investment Proposals
- Portfolio Management
- Client Servicing
- Client Communication
- Trusts
- Estates
- Corporate Planning
- Investment Management
+2 more
Qualifications
- CFP
- IQFP
- CIM
- CFA
- CPA
About Wealthsimple
wealthsimple.comWealthsimple is a Toronto-based fintech that offers a consumer finance platform combining automated investing, commission-free trading, banking (high‑interest chequing and savings), and a cash‑back credit card. It provides low‑fee managed portfolios (robo‑advisor) alongside access to human financial planners, tax and retirement tools, and investment products designed for long‑term wealth building. The company emphasizes simple digital experiences, accessible pricing, and integrated services as an alternative to traditional banks, serving customers primarily in Canada, the U.S., and the U.K.
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