Lead Advisor Wealth Management

Position: Lead Advisor Wealth Management at Wealthsimple
Step up your advisory career at Wealthsimple as a Lead Advisor in Wealth Management, focused on delivering exceptional client experiences in a supportive, commission-free environment. This role allows you to guide high net worth clients with assets over $3 million through their financial journeys.

As a Lead Advisor, you’ll be responsible for onboarding clients, crafting comprehensive financial plans, and providing tailored investment solutions. Your expertise will be vital in managing complex client scenarios while also enhancing the service offerings r bilingual capabilities in French and English will be key in building strong client relationships.

Key Responsibilities:

• Facilitate onboarding experiences for high net worth clients

• Design comprehensive financial strategies to meet client needs

• Create personalized portfolio proposals reflecting objectives

• Actively engage and manage client communications

• Assist with intricate financial issues involving estates and trusts

Requirements:

• 10+ years of experience in wealth management

• Pl. Fin. designation required for Quebec

• Bilingual fluency in French and English

• CFP or IQFP designation required

• Demonstrated excellence in client service delivery

Bring your passion for wealth management and client success to Wealthsimple.
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