Financial Planner Remote
Your career is an investment that grows over time!
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 $30 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.
About the role
As a Financial Planner, you will be responsible for supporting our Premium and Generation clients with their financial planning needs.
This is not a traditional planning role. We are the first company in Canada to proactively provide financial planning advice to self-directed clients and we are looking for someone with the ability to deliver high quality advice, at scale.
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Role responsibilities:
- Always put the client first.
- Work with 40+ clients a week helping them plan and make the right financial decisions.
- Deliver high quality fiduciary financial planning advice, at scale.
- 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 our products and services.
- Communicate most of the time via phone and video with clients (superb phone skills are a requirement).
- Work cross functionally to bring financial planning advice into our products and communications.
Skills you bring:
- Must have a CFP or IQFP designation to be considered for the role.
- Experienced in financial planning for clients with corporations.
- At least 4 years experience in a similar role.
- Focused on client relationships (you love giving advice!).
- Growth mindset, implements feedback effectively.
- Great team player (collaboration is key).
- Self starter who can identify and own their own targets.
Nice to haves:
- Bilingual in French and English strongly preferred.
- Additional designations such as TEP are an asset.
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Application deadline: Friday, April 12th, 2024.
Why Wealthsimple?
🤑 Competitive Salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple Work
🌴 20 vacation days per year and unlimited sick and mental health days
📚 Up to $1500 per year towards wellness and professional development budgets respectively
🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
💖 Company-wide wellness days off scheduled throughout the year
We’re a remote-first team, with over 1000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!
Read our Culture Manual and learn more about how we work.
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.
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