Remote Otter LogoRemoteOtter

Financial Planner - Remote

Posted 20 weeks ago
Finance / Legal
Full Time
Canada

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 support our Premium and Generation clients with their financial planning needs, ensuring they take the ideal steps to reach their financial goals.

In Short

  • Challenge the wealth management industry status quo.
  • Work directly with engaged clients on financial planning and investing situations.
  • Help clients consolidate their assets at Wealthsimple.
  • Communicate with clients via phone and video.
  • Work cross-functionally to integrate financial planning advice into products.

Requirements

  • Must have CFP designation.
  • 4+ years of experience in financial planning.
  • Strong track record of meeting KPIs.
  • Bilingual in French is a valued asset.
  • Excellent communication skills.

Benefits

  • Competitive salary with health benefits and life insurance.
  • Retirement savings matching plan.
  • 20 vacation days and unlimited sick days.
  • Professional development budget.
  • Remote work opportunities.
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.

Share This Job!

Save This Job!

Similar Jobs:

M.W.M

Financial Planner - Remote

Modera Wealth Management

7 weeks ago

Modera Wealth Management is seeking a Financial Planner to develop comprehensive financial plans and build client relationships.

USA
Full-time
Finance / Legal

Join Surex as a Financial Planner to help clients navigate their financial journeys and achieve their goals.

South Africa
Full-time
Finance / Legal
Unchained Capital logo

Financial Planner - Remote

Unchained Capital

28 weeks ago

Sound Advisory is seeking a Financial Planner with a passion for bitcoin and strong analytical skills.

USA
Full-time
Finance / Legal
Facet logo

Financial Planner (Remote)

Facet

22 weeks ago

Join Facet as a Financial Planner to provide exceptional financial planning services and support members in achieving their financial goals.

United States
Full-time
Finance / Legal
$75,000 - $85,000/year
LearnLux logo

Certified Financial Planner - Remote

LearnLux

11 weeks ago

Join LearnLux as a Certified Financial Planner to provide holistic financial guidance to employees in a fully remote role.

USA
Full-time
Finance / Legal