Lead Wealth Management Advisor at Wealthsimple

Elevate financial success for high net worth clients as a Lead Advisor at Wealthsimple. This hybrid role focuses on personalized strategies and fosters proactive communication in a client-first environment.
Wealthsimple is seeking a Lead Advisor to join its Wealth Management team. You will guide clients with assets over $2 million, creating tailored investment proposals and developing financial plans to meet their unique needs. With over 8 years of experience required, you will enhance service through continuous improvements in a tech-enabled workplace.
Key Responsibilities:
• Facilitate exceptional onboarding experiences for new clients
• Develop and customize financial plans tailored to client needs
• Provide proactive service for evolving client account requirements
• Communicate effectively through various channels
• Document insights to improve client service offerings
Requirements:
• CFP or IQFP designation is essential
• Minimum of 8 years in wealth...