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Advisor, Premium

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Wealthsimple

11d ago

  • Job
    Full-time
    Entry, Junior & Mid Level
  • Sales & Business Development
    Banking & Finance
  • Quick Apply

AI generated summary

  • You must have CFA Level 1 or CIM, with CFP as a plus. Bilingual in French and English is a strong asset. Focus on client relationships, be collaborative, self-starter with a growth mindset.
  • You will engage clients via phone, educate them on Wealthsimple's offerings, conduct portfolio reviews and financial planning sessions, and ensure an exceptional client experience.

Requirements

  • Must have either a CFA Level 1 or CIM designation
  • CFP is an asset
  • Bilingual in French and English is considered a strong asset
  • Focused on client relationships, loves giving advice
  • Growth mindset
  • Great team player- collaboration is key
  • Self starter who can identify and lead their own projects

Responsibilities

  • 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. You will be on the front lines talking 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. We do this by conducting 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. Superb phone skills are a requirement
  • Go the extra mile for the client, so we deliver an amazing client experience!

FAQs

What is the main responsibility of an Advisor, Premium at Wealthsimple?

The main responsibility is to support and grow relationships with Premium and Generation clients by providing financial advice, conducting discovery calls, portfolio reviews, and educating clients on Wealthsimple's offerings to help them achieve their financial goals.

Is a specific designation required for this position?

Yes, candidates must have either a CFA Level 1 or CIM designation. A CFP designation is considered an asset.

What kind of experience should a candidate have for this role?

Candidates should have a passion for personal finance and investing, experience in client-facing situations, a track record of hitting targets, and strong analytical and prioritization skills.

Do I need to be bilingual for this position?

Being bilingual in French and English is considered a strong asset for this role.

What type of team culture can I expect at Wealthsimple?

Wealthsimple promotes collaboration, humility, and a focus on client relationships. They encourage leaving ego at the door and value team players who are self-starters.

Are there any professional development opportunities available?

Yes, Wealthsimple offers up to $1,500 per year towards wellness and professional development budgets, as well as company-wide wellness days off.

How many vacation days do employees receive?

Employees receive 20 vacation days per year along with unlimited sick and mental health days.

Is there any flexibility regarding work location?

Yes, Wealthsimple is a remote-first team, allowing employees to work internationally in eligible countries for up to 90 days per calendar year.

What is the company's stance on diversity and inclusion?

Wealthsimple encourages applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status, and is committed to building a diverse team.

Does Wealthsimple provide accommodations for candidates with accessibility needs?

Yes, Wealthsimple provides an accessible candidate experience and is open to working with candidates to provide the necessary support and accommodations throughout the interview process and beyond.