Wealthsimple · 18 hours ago
Senior Advisor, Wealth Management
United States
Full-time
Remote
Senior Level
5+ years expWealthsimple is on a mission to help everyone achieve financial freedom by reimagining financial management. As a Senior Advisor on the Wealth Management team, you will provide comprehensive support to high net worth clients, delivering exceptional onboarding experiences and developing tailored financial plans.
FinanceFinancial ServicesFinTechImpact InvestingPersonal FinanceWealth Management
Responsibilities
Provide exceptional onboarding experiences for new clients, ensuring a smooth transition to Wealthsimple
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 your financial expertise to complex client situations involving corporations, trusts, and estates
Contribute your insights to improve our service offering and client experience
Qualification
Required
CFP or IQFP designation required (CPA is a valuable asset)
CIM or CFA designation required
5+ years of experience in wealth management or financial advisory roles
Proven track record of delivering exceptional client service
Strong financial planning and investment management knowledge
Excellent communication skills with the ability to explain complex concepts clearly
Client-first mentality in all aspects of your work
Passion for helping clients achieve their financial goals
Technology-minded with the ability to leverage digital tools to enhance client experience
Preferred
Bilingual (English/French) capability is a significant asset
Benefits
Top-tier health benefits
Life insurance
Long-term group savings with employer match using our Wealthsimple for Business platform
20 vacation days + 4 wellness days per year, and unlimited sick and mental health days
90 days away program: Employees can work outside of Canada for up to 90 days per calendar year
A wide variety of peer and company-led Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)
Company
Wealthsimple
Wealthsimple is a fintech company that offers digital financial services to help investors grow and manage their money.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.44BKey Investors
TCVAllianz XPower Financial Corporation
2025-10-27Series E· $393.04M
2025-10-27Secondary Market· $142.93M
2021-05-03Series B· $610.77M
Leadership Team
Michael Katchen
Co-founder & CEO
Radhika Kakkar
COO
Recent News
Calgary Herald
2026-01-08
Globe and Mail
2025-12-25
Company data provided by crunchbase