Senior Advisor, Wealth Management (Bilingual)

📋 Description

• Provide onboarding for new clients, ensuring a smooth transition to Wealthsimple
• Develop tailored financial plans for each client's goals
• Create investment proposals aligned with client objectives and risk tolerance
• Proactively service accounts, anticipating client needs
• Maintain regular contact with clients via phone, video, and in-person meetings
• Apply financial expertise to complex client situations involving corporations, trusts, and estates

🎯 Requirements

• Pl. Fin and CFP designations required; CPA asset
• CIM or CFA designation required
• 5+ years of experience in wealth management or financial advisory
• Eligible for CIRO APM or PM registration
• Proven track record of exceptional client service
• Bilingual English/French capability is an asset

🎁 Benefits

• Purpose-driven role focused on client outcomes rather than sales targets
• Collaborative team with cutting-edge fintech tools
• Career growth in a rapidly expanding company
• Competitive salary and benefits package
• 20 vacation days, 4 wellness days, and unlimited sick and mental health days
• 90 days away: work outside Canada for up to 90 days per year