Lead Advisor, Wealth Management
WealthsimpleCanada
Posted September 5, 2025
Full Time
About the Company
Wealthsimple is a fintech company on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money.
Job Description
Wealthsimple is a fintech company on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. As a Lead Advisor for our Client Acquisition Wealth Management team, you will be focused on bringing brand-new high-net-worth clients into Wealthsimple.
Requirements
- 2+ years of experience in a CIRO or OSC regulated role
- Investment expertise with regulatory experience: CFA or CIM designation
- Deep knowledge of markets and investment solutions
- Existing COI relationships and networks that generate real opportunities
- Ability to articulate unique selling points to the High Net Worth market
Benefits
- Competitive salary
- Top-tier health benefits and life insurance
- Retirement savings matching plan
- 20 vacation days per year
- Unlimited sick and mental health days
- Up to $1,500 per year towards wellness and professional development budgets
- 90 days away program
- Wide variety of Employee Resource Groups
- Company-wide wellness days off