About Wealthsimple
Investing made simple for everyone
Key Highlights
- Headquartered in Toronto's Fashion District
- Raised $1.2 billion in funding
- Over 1000 employees focused on fintech innovation
- Offers a retirement savings matching plan through Wealthsimple Work
Wealthsimple is a leading fintech company headquartered in the Fashion District of Toronto, ON, focused on democratizing investment management. With over 1000 employees, Wealthsimple has raised $1.2 billion in funding to provide professional investing services to users of all financial backgrounds. ...
π Benefits
Wealthsimple offers a comprehensive benefits package including company equity for full-time employees, a retirement savings matching plan, and 20 vaca...
π Culture
Wealthsimple's culture is centered around making investing accessible to everyone, regardless of their financial status. The company embraces a user-f...
Financial Analyst β’ Senior
Wealthsimple β’ Remote - Remote
Overview
Wealthsimple is seeking a Senior Advisor for their Wealth Management team to provide comprehensive support to high net worth clients. This role focuses on delivering exceptional client experiences without traditional sales targets.
Job Description
Who you are
You have a strong background in wealth management, with experience supporting high net worth clients. You understand the complexities of financial services and are passionate about making them accessible and transparent for everyone. Your approach is client-centric, ensuring that each interaction is tailored to meet the unique needs of your clients. You value collaboration and humility, working effectively within a team to deliver outstanding results. You are comfortable in a salaried role without commission structures, focusing instead on providing world-class client experiences. You are committed to continuous learning and improvement, always seeking ways to enhance the services you provide.
What you'll do
As a Senior Advisor on the Wealth Management team, you will be responsible for guiding high net worth clients through their financial journey with Wealthsimple. You will provide personalized advice and support, helping clients navigate their financial options and make informed decisions. Your role will involve building strong relationships with clients, understanding their goals, and ensuring they receive the best possible service. You will collaborate with other team members to develop strategies that enhance client satisfaction and retention. Your performance will be evaluated based on a balanced scorecard that emphasizes client experience rather than sales metrics. You will also stay informed about industry trends and best practices to ensure that Wealthsimple remains at the forefront of financial innovation.
What we offer
Wealthsimple offers a supportive and inclusive work environment where you can thrive. You will have the opportunity to work with a talented team dedicated to transforming the financial services industry. We encourage you to apply even if your experience doesn't match every requirement, as we value diverse perspectives and backgrounds. Our mission is to help everyone achieve financial freedom, and you will play a crucial role in making that happen. We provide competitive compensation and benefits, along with opportunities for professional growth and development.
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