Financial Planner (French Speaking) - Remote

Overview

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. As a Financial Planner, you will guide clients through their financial planning journey, helping them achieve their goals and fostering long-term trust.

In Short

• Engage clients in meaningful financial conversations.
• Encourage action through strategic financial advice.
• Excite clients about achieving their financial dreams.
• Drive asset consolidation through impactful advice.
• Own performance metrics and ensure targets are met.
• Follow up rigorously for client benefits.
• Communicate via phone and video for personalized planning.
• Embrace technology to improve client experience.

Requirements

• CFP (mandatory).
• 4+ years of experience in financial planning.
• Proven track record of high performance.
• Bilingual (French) is required.
• Passionate about financial planning and investing.
• Comfortable using digital tools.
• Excellent communication skills.

Benefits

• Opportunity to work in a high-performing team.
• Impactful role in a leading fintech company.
• Supportive and collaborative work environment.