Lead Advisor, Wealth Management

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