Lead Wealth Advisor at Wealthsimple

Redefine financial services for high net worth clients as a Lead Advisor at Wealthsimple. Bring your expertise to provide personalized strategies without sales pressure.
In this hybrid role, you will work with clients having assets over $2 million, focusing on financial planning and investment proposals. With over 8 years in wealth management, your responsibilities will include onboarding clients, customizing financial plans, and delivering proactive service tailored to unique requirements.
Key Responsibilities:
• Facilitate welcoming onboarding experiences for clients
• Develop personalized financial plans based on client needs
• Service accounts with foresight into client requirements
• Communicate effectively across various digital platforms
• Document insights to enhance service offerings
Requirements:
• CFP or IQFP designation is essential
• Minimum 8 years of experience in wealth management
• CIM or CFA designation required
• Proven ability to ...