Advisor - Wealthsimple Advisor Services - Remote

Overview

As an Advisor at Wealthsimple, you will promote Wealthsimple Advisor Services to potential clients, engaging them in meaningful financial conversations and helping them achieve their financial goals.

In Short

• Engage clients in meaningful financial conversations.
• Encourage action through strategic financial advice.
• Set and surpass ambitious targets for Advisor Services acquisitions and referrals.
• Innovate new strategies to engage potential clients.
• Lead by example in client engagement.
• Pioneer new ways to articulate the value proposition.
• Collaborate with cross-functional teams for product improvements.

Requirements

• Strong communication skills.
• Experience in financial advising or related fields.
• Ability to set and achieve ambitious goals.
• Innovative mindset with a focus on client engagement.
• Collaboration skills to work with cross-functional teams.

Benefits

• Opportunity to work with a leading fintech company.
• Collaborative and inclusive team environment.
• Potential for career growth and development.