wealthsimple
Lead Advisor, Wealth Management (Service)
At a Glance
- Location
- Canada
- Employment
- FULL_TIME
- Experience
- 8+ years
- Compensation
- {'@type': 'MonetaryAmount', 'currency': 'CAD', 'value': {'@type': 'QuantitativeValue', 'minValue': 148000, 'maxValue': 185000, 'unitText': 'YEAR'}}
- Department
- Wealthsimple Technologies
- Posted
- 2026-03-11
Key Requirements
Required Skills
Certifications
- CFA
- CPA
Domain Knowledge
- Finance
- Insurance
Benefits & Perks
for Business š“ 20 vacation days, 4 wellness days, and unlimit
Compensation & Benefits
š Long-term group savings with employer match, through Wealthsimple for Business
š“ 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
āļø 90 days away: work outside Canada for up to 90 days per year
š„ Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
š We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
ICYMI
Responsibilities
As a Lead Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients ($2MM+) throughout their journey with us. Unlike traditional wealth management roles, this position is fully salaried with no commission structure or sales targets. Your performance will be evaluated on a balanced scorecard focused entirely on delivering world-class client experiences.
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
About the Company
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