Lead Advisor, Wealth Management

📋 Description

• Provide exceptional onboarding experiences for new clients, ensuring a smooth transition to
• Develop comprehensive financial plans tailored to each client's unique situation and goals
• Create custom investment proposals that align with clients' financial objectives and risk tolerance
• Proactively service client accounts, anticipating needs before they arise
• Maintain regular communication with clients through phone, video, and in-person meetings
• Apply financial expertise to complex client situations involving corporations, trusts, and estates

🎯 Requirements

• CFP or IQFP designation required
• CIM or CFA designation required
• Additional designations including FEA, TEP, CPA, etc. are a significant asset
• 8+ years of experience in wealth management or financial advisory roles, specifically working with
• Proven track record of delivering exceptional client service
• Strong financial planning and investment management knowledge

🎁 Benefits

• Top-tier health benefits and life insurance
• Long-term group savings with employer match, through Wealthsimple for Business
• 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
• 90 days away: work outside Canada for up to 90 days per year
• Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
• Hybrid team with over 1,500 employees across North America