Financial Planner

📋 Description

• Engage clients in meaningful financial conversations
• Encourage action through strategic financial advice
• Excite prospective and current clients with advice
• Drive asset consolidation at Wealthsimple
• Own performance metrics
• Deliver personalized financial planning via phone and video

🎯 Requirements

• CFP designation
• 4 years of financial planning experience
• Asset consolidation responsibilities
• Entrepreneurial mindset
• Exceptional communication skills
• Client-focused approach

🎁 Benefits

• Top-tier health benefits and life insurance
• Long-term group savings with employer match
• 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
• 90 days away: work outside Canada up to 90 days per year
• Employee resource groups