SeniorAdvisor,WealthManagement(Bilingual)

BUILD SOMETHING PEOPLE LOVE Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading. We're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers. THE ROLE As a Senior Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients ($1MM+) 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: - Pl. Fin and CFP 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 planni