(Bilingual) Senior Advisor / Lead Advisor, Wealth Management Service (Quebec Clients)

BUILD SOMETHING PEOPLE LOVE Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. 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 This posting covers a single opening on our Wealth Management team that will be leveled as either Senior Advisor or Lead Advisor, based on the candidate's years of experience and professional designations. Both levels share the same core mandate and must-have requirements below. As a Senior or Lead Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients throughout their journey with us. 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. Client segment by level: Senior Advisors typically support clients with $1MM+ in assets; Lead Advisors typically support clients with $3MM+ in assets. Final leveling and book assignment is based on experience and designations held. WHAT YOU'LL DO: - 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 BRING: Required for this role (Quebec): - Pl. Fin. (Planificateur financier / Financial Planner) designation — required. This is a legally protected professional title in Quebec, jointly overseen by the Institut de planification financière (IPF) https://institutpf.org/en/faq and the Autorité des marchés financiers (AMF) https://lautorite.qc.ca/en/becoming-a-professional/financial-planning. It is legally required in Quebec to practice comprehensive personal financial planning and to use the title. - Bilingual — French and English required. - CFP or IQFP designation required - CIM or CFA designation required - Additional designations including FEA, TEP, CPA, etc. are required for a Lead Advisor EXPERIENCE (BY LEVEL): - Senior Advisor: 5+ years of experience in wealth management or financial advisory roles - Lead Advisor: 10+ years of experience in wealth management or financial advisory roles, specifically working with HNW/UHNW clients ALSO IMPORTANT: - Proven track record of delivering exceptional client service - Strong financial planning and investment management knowledge - Excellent communication skills with the ability to explain complex concepts clearly - Client-first mentality in all aspects of your work - Passion for helping clients achieve their financial goals - Technology-minded with the ability to leverage digital tools to enhance client experience WHY YOU'LL LOVE WORKING HERE - Purpose-driven role focused on client outcomes rather than sales targets - Opportunity to challenge industry norms and truly put clients first - Collaborative team environment with access to cutting-edge fintech tools - Career growth in a rapidly expanding company - Competitive salary and benefits pac…