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

The role

You will provide comprehensive support to high net worth clients. You will develop financial plans, create investment proposals, and manage client accounts through phone, video, and in-person meetings.

What you will do

• Provide onboarding experiences for new clients
• Develop comprehensive financial plans
• Create custom investment proposals
• Proactively service client accounts
• Maintain regular communication through phone, video, and in-person meetings
• Apply financial expertise to complex client situations involving corporations, trusts, and estates
• Contribute insights to improve service offering and client experience

Required qualifications

• Pl. Fin. (Planificateur financier / Financial Planner) designation
• Bilingual in French and English
• CIM or CFA designation
• Additional designations including FEA, TEP, CPA, etc. are required for a Lead Advisor
• 5+ years of experience in wealth management or financial advisory roles for Senior Advisor
• 10+ years of experience in wealth management or financial advisory roles for Lead Advisor
• Lead Advisor must have experience specifically working with HNW/UHNW clients

Nice to have

• CFP or IQFP designation

Benefits

• Top-tier health benefits and life insurance
• Long-term group savings with employer match
• 20 vacation days
• 4 wellness days
• unlimited sick and mental health days per year
• 90 days away: work outside Canada for up to 90 days per year

About the company

Wealthsimple is Canada’s leading financial innovator, serving more than 4 million Canadians. The company was founded in 2014 and is headquartered in Toronto, Canada.