Lead Advisor, Wealth Management - Remote

Overview

As a Lead Advisor for our Client Acquisition Wealth Management team, you will focus on bringing brand-new high-net-worth clients into Wealthsimple, innovating processes and systems to enhance client experience.

In Short

• Expand and run a pipeline of external prospects and COIs.
• Create human-first sourcing strategies to acquire new clients.
• Partner with Wealth Management service advisors for client transitions.
• Evolve systems and processes for a world-class client experience.
• Represent Wealthsimple at events and in your network.

Requirements

• Top performer in a similar role with a proven track record.
• Investment expertise with regulatory experience (CFA preferred).
• Resilient and thrive in a variable-comp environment.
• Natural connector with strong networking abilities.
• Excellent communication and collaboration skills.
• Strong understanding of the High Net Worth market.

Benefits

• Opportunity to close significant new assets annually.
• Innovative and inclusive team culture.
• Support in achieving financial freedom for clients.
• Collaborative work environment with cross-functional teams.