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Financial Planner - Remote

Posted 14 hours ago
Finance / Legal
Full Time
Worldwide

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 journey, providing strategic advice and building trust.

In Short

  • Engage clients in meaningful financial conversations.
  • Encourage action through strategic financial advice.
  • Excite clients with delightful financial planning.
  • Drive asset consolidation at Wealthsimple.
  • Own your performance metrics.
  • Deliver personalized financial planning via phone and video.
  • Embrace technology to improve client experience.

Requirements

  • Mandatory CFP designation and 4 years of financial planning experience.
  • Entrepreneurial mindset with a track record of high performance.
  • Genuine passion for financial planning and client-focused approach.
  • Exceptional communication skills to simplify complex topics.
  • Forward-thinking adaptability in financial planning processes.
  • Bilingual (French) is a strong asset.

Benefits

  • Opportunity to impact clients' financial futures.
  • Collaborative remote-first culture.
  • Work with a high-performing team.
  • Access to innovative financial technology.
Wealthsimple logo

Wealthsimple

Wealthsimple is a leading fintech company based in Canada, dedicated to helping individuals achieve financial freedom through innovative and accessible financial services. With a mission to simplify money management, Wealthsimple leverages smart technology to transform traditionally complex and costly financial services into transparent and affordable solutions. Serving over 4 million users and managing more than $50 billion in assets, the company fosters a collaborative and inclusive work environment, encouraging talented individuals to contribute to its groundbreaking ideas and high-performing teams. Wealthsimple is committed to diversity, equity, and inclusion, ensuring that its products cater to a diverse world.

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