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Advisor, Premium

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Wealthsimple

17d ago

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

AI generated summary

  • You must have CFA Level 1 or CIM designation, be bilingual (French/English a plus), and excel in client relations. A growth mindset and teamwork skills are essential.
  • You will educate and inspire clients about investing, conduct discovery calls and portfolio reviews, and ensure an exceptional client experience through outstanding communication and support.

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

  • In This Role, You Will Have The Opportunity To
  • 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 of an Advisor, Premium is to support and grow relationships with Premium and Generation clients by providing financial advice, guidance, and ensuring they take the ideal steps with Wealthsimple to reach their financial goals.

What qualifications are required for this position?

Candidates must have either a CFA Level 1 or CIM designation, and having a CFP is considered an asset.

Is being bilingual a requirement for this role?

Being bilingual in French and English is considered a strong asset but is not a requirement.

What does Wealthsimple offer in terms of employee benefits?

Wealthsimple offers a competitive salary, top-tier health benefits, life insurance, retirement savings matching, 20 vacation days per year, unlimited sick and mental health days, and professional development budgets.

What type of work environment can employees expect?

Wealthsimple has a remote-first team, allowing employees to work from anywhere, with over 1,000 employees across North America.

How does Wealthsimple encourage professional growth?

Employees receive up to $1,500 per year towards wellness and professional development budgets, fostering an environment of continuous learning.

What skills are essential for an Advisor, Premium at Wealthsimple?

Essential skills include strong analytical and prioritization abilities, superb phone skills, a passion for personal finance, collaboration, an entrepreneurial mindset, and the ability to embrace technology.

How does Wealthsimple approach diversity and inclusion?

Wealthsimple strongly encourages applications from individuals of diverse backgrounds and aims to build products for a diverse world by fostering a diverse team.

What kind of client interactions should candidates expect?

Candidates should expect to primarily communicate with clients via phone and engage in various activities like discovery calls, portfolio reviews, and educational webinars.

Are there opportunities for international work at Wealthsimple?

Yes, Wealthsimple has a 90 days away program that allows employees to work internationally in eligible countries for up to 90 days per calendar year.