Build something people love
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 3+ million users who trust us with more than $100 billion in assets.
Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.
The Role
As a Senior Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients ($500K+) throughout their journey with us. Unlike traditional wealth management roles, this position is fully salaried with no commission structure or sales targets. Your performance will be evaluated on a balanced scorecard focused entirely on delivering world-class client experiences.
In this role, you’ll have the opportunity to:
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
What you’ll bring:
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
Bilingual (English/French) capability is a significant asset
Why You'll Love Working Here
Purpose-driven role focused on client outcomes rather than sales targets
Opportunity to challenge industry norms and truly put clients first
Collaborative team environment with access to cutting-edge fintech tools
Career growth in a rapidly expanding company
Competitive salary and benefits package
Be part of revolutionizing how wealth management services are delivered in Canada
If you're passionate about providing unbiased financial advice and creating exceptional client experiences for $500K+ clients in a modern, technology-enabled environment, we'd love to hear from you.
Why Wealthsimple?
🤑 Competitive salary with top-tier health benefits and 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)
🌎 We’re a remote first team with over 1,500 employees across North America - and one of the best things about working here is the people. You’ll be collaborating with incredibly talented, curious, and driven teammates who care deeply about doing great work.
Technology & Innovation at Wealthsimple
We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.
DEI Statement
At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.
