Lead Advisor, Wealth Management (Service)
Wealthsimple · Remote (Canada) · Commercial & Marketing
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 and learn more about how we work.
About the role
As a Lead Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients ($2MM+) 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.
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
Skills you’ll bring:
CFP or IQFP designation required
CIM or CFA designation required
At least one of the following additional designations is required:
Family Enterprise Advisor (FEA) — Family Enterprise Canada
Trust and Estate Practitioner (TEP) — STEP Canada
Certified International Wealth Manager (CIWM) — CSI / AIWM
Chartered Professional Accountant (CPA) — CPA Canada
CPA In-Depth Tax Program — CPA Canada / CICA
Master of Taxation (MTax), Maîtrise en fiscalité (M.Fisc.) or Master of Laws in Taxation (LLM)
Chartered Alternative Investment Analyst (CAIA)
Chartered Life Underwriter (CLU) — Advocis
Master Financial Advisor – Philanthropy (MFA-P)
Certified Executor Advisor (CEA)
Currently registered, or immediately eligible for registration, as an Associate Advising Representative (AAR) with a provincial securities regulator (e.g., OSC) or as an Associate Portfolio Manager (APM) with CIRO
8+ years of experience in wealth management or financial advisory roles, specifically working with HNW/UHNW clients
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
Bilingual (English/French) capability is a significant asset
If you're passionate about providing unbiased financial advice and creating exceptional client experiences for $2MM clients in a modern, technology-enabled environment, we'd love to hear from you.
Why Wealthsimple?
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
ICYMI
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.