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Active4d ago

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

Wealthsimple·📍 Canada

Employment

FULL TIME

Work mode

Remote

Experience

SENIOR LEVEL

Salary

C$124K – C$192K/yr

Role overview

Job description

Build something people love Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. 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 . The Role This posting covers a single opening on our Wealth Management team that will be leveled as either Senior Advisor or Lead Advisor, based on the candidate's years of experience and professional designations. Both levels share the same core mandate and must-

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What they are looking for

Skills & requirements

Qualification

The Role This posting covers a single opening on our Wealth Management team that will be leveled as either Senior Advisor or Lead Advisor, based on the candidate's years of experience and professional designations; CIM or CFA designation required Additional designations including FEA, TEP, CPA, etc

Department · Commercial & Marketing

Hiring company

Wealthsimple

Technology

View the company profile, current openings and hiring details.

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