Business Development • Lead

Who you are

You are a seasoned professional with a strong background in client acquisition and wealth management, particularly focused on high-net-worth individuals. You thrive in a sales-driven environment where you can leverage your skills to build meaningful relationships and drive significant business growth. Your ability to communicate effectively and tell compelling stories makes you an excellent fit for this role. You are passionate about financial services and are excited to innovate traditional processes to better serve clients. You have a track record of achieving ambitious goals and are motivated by the challenge of bringing new clients into the fold. Collaboration and humility are at the core of your work ethic, and you enjoy being part of a high-performing team.

What you'll do

As a Lead Advisor on the Client Acquisition team, you will focus on attracting new high-net-worth clients to Wealthsimple, specifically targeting individuals with assets of $500K or more. You will engage in proactive outreach to identify and connect with potential clients, utilizing your extensive network and industry knowledge. Your role will involve crafting and delivering compelling narratives about Wealthsimple's unique offerings, ensuring that prospects understand the value of our services. You will also work closely with internal teams to modernize and streamline processes, enhancing the overall client experience. Your success will be measured by your ability to convert prospects into committed clients, and you will play a key role in supporting our mission to help clients achieve financial freedom.

What we offer

Wealthsimple provides a dynamic work environment where innovation and collaboration are encouraged. As part of our team, you will have the opportunity to make a significant impact on the financial lives of our clients. We offer competitive compensation and benefits, along with a culture that values transparency and quality. You will be part of a company that is committed to reimagining financial services and making them accessible to everyone. Join us in our mission to help people achieve their financial goals and experience the satisfaction of making a difference in their lives.