Wealthsimple · 1 week ago

Advisor

United States

Full-time

Remote

Mid Level

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FinanceFinancial Services

Insider Connection @Wealthsimple

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Support our clients with their investment and financial planning needs.

Deliver exceptional client experiences by giving unbiased and first-class advice.

Challenge the wealth management industry status quo to help enable all people to invest.

Play a major role in helping us change industry perceptions when it comes to investing.

Talk to prospective and current clients, getting them excited about our product and portfolios.

Educate clients and prospective clients on how Wealthsimple's approach may better fit their needs.

Conduct discovery call sessions, portfolio reviews, financial planning, 'lunch and learns' on investing or other popular topics, and webinars.

Help clients plan and make the right financial decisions.

Communicate most of the time via phone with clients.

Go the extra mile for the client, so we deliver an amazing client experience.

Qualification

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CFA designationCIM designationCFP designationClient relationship focusExceptional communicationBilingual FrenchBilingual EnglishTechnological flexibility