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Financial Planner

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Wealthsimple

4d ago

  • Job
    Full-time
    Mid Level
  • Consulting
    Banking & Finance
  • Quick Apply

AI generated summary

  • You need to be client-focused, have CFP/IQFP designations, 4+ years of experience, a strong KPI track record, bilingual in French, passionate about finance, tech-savvy, and an excellent communicator.
  • You will engage with 40+ clients weekly, providing financial advice, helping consolidate assets, and communicating via phone and video while collaborating cross-functionally on product advice.

Requirements

  • Client-focused - Always put the client first
  • Designations - Must have CFP or IQFP
  • Years of Experience - Must have 4 years + of experience providing financial planning to clients.
  • Track record - A strong track record of owning your KPIS and hitting targets.
  • Bilingual - French speaking is a highly valued asset.
  • Passion - Possesses a passion and energy for financial planning and investing and shares this with clients.
  • Excellence mindset - Always striving to know more, grow in your role, and master your craft.
  • Technology - Embraces technology and the role it plays in financial services.
  • Communication - Superb communication skills are a must.

Responsibilities

  • In This Role, You Will Have The Opportunity To
  • Challenge the wealth management industry status quo.
  • Work directly with engaged clients on a range of challenging and unique financial planning and investing situations.
  • Own your consolidation and activity targets.
  • Work with 40+ clients a week helping them plan and make the right financial decisions, with minimal time spent on non-advice activities.
  • Maintain strong follow up so clients can actually experience the benefits of financial planning.
  • Help clients consolidate their assets at Wealthsimple through impactful advice.
  • Be on the front lines talking to prospective and current clients, getting them excited about how we can help them achieve their goals.
  • Communicate most of the time via phone and video with clients.
  • Work cross functionally to bring financial planning advice into our products and communications.

FAQs

Do we support remote work?

Yes, we are a remote-first team, allowing employees to work from anywhere in North America.

What qualifications are required for the Financial Planner position?

Candidates must have a CFP or IQFP designation and at least 4 years of experience providing financial planning to clients.

Is bilingualism important for this role?

Yes, being bilingual, particularly in French, is a highly valued asset for this role.

What is the main responsibility of a Financial Planner at Wealthsimple?

The Financial Planner is responsible for providing financial planning advice to Premium and Generation clients, helping them reach their financial goals while building long-lasting client relationships.

How many clients will I work with on a weekly basis?

You will work with 40+ clients a week, assisting them with planning and making ideal financial decisions.

What benefits does Wealthsimple provide to its employees?

Wealthsimple offers competitive salaries, top-tier health benefits, a retirement savings matching plan, vacation days, wellness and professional development budgets, and an international work program, among other benefits.

What kind of work environment does Wealthsimple promote?

Wealthsimple promotes an inclusive and collaborative work environment, focusing on high performance and employee wellness.

Is there support for professional development?

Yes, employees are provided up to $1,500 per year towards wellness and professional development.

How does Wealthsimple approach diversity, equity, and inclusion?

Wealthsimple encourages applications from everyone regardless of various backgrounds and is committed to building a diverse team to successfully create products for a diverse world.

What kind of technology will I be using in this role?

As a Financial Planner, you will embrace technology to enhance the financial planning services provided to clients, leveraging smart technology for better financial decision-making.

Are there opportunities for international work?

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