Wealthsimple Senior Wealth Advisor Role

Transform high net worth clients’ financial futures as a Senior Advisor at Wealthsimple. This salaried role emphasizes personalized service and supports clients in achieving financial freedom.
Join Wealthsimple as a Senior Advisor in Wealth Management, where your expertise will guide high net worth clients. With a focus on relationship-building rather than sales, you’ll develop personalized financial plans and investment proposals tailored to each client's needs. Your role ensures a seamless onboarding experience while fostering ongoing communication and proactive account management.
Key Responsibilities:
• Provide exceptional onboarding for new high net worth clients
• Develop customized financial plans for individual financial goals
• Create tailored investment proposals aligning with clients’ objectives
• Proactively communicate and service client accounts regularly
• Apply expertise in managing complex financial situations
Requirements:
• Pl. Fin and CFP ...