Become a Senior Wealth Management Advisor at Wealthsimple, working remotely across Canada. Personalize financial solutions for high net worth clients, ensuring tailored investment and planning strategies.
This full-time remote role focuses on advising clients with over $2 million in assets on their financial journeys. Performance in this position is evaluated through client experience metrics, prioritizing service over sales. Your role will involve developing tailored financial plans and maintaining proactive communication throughout clients’ experiences.
Key Responsibilities:
• Provide exceptional onboarding to new clients
• Create financial plans tailored to client goals
• Design investment proposals aligning with risk tolerance
• Proactively service and manage client accounts
• Maintain regular client communication through various platforms
Requirements:
• Mandatory CFP or IQFP designation
• CIM or CFA designation required
• 8+ years' experience in w...