Senior Advisor, Digital Advice - Remote

Overview

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. The Digital Advice team supports this mission by providing exceptional advice at scale and ensuring excellence in portfolio management operations.

In Short

• Help scale financial advice and make it accessible to everyone.
• Collaborate with cross-functional teams to ship high-quality systems and products.
• Drive development across key pillars including crafting inclusive content.
• Develop effective financial advisory practices to help Canadians reach their goals.
• Work with a dedicated team to challenge and support your growth.

Requirements

• Mission-driven mindset focused on helping Canadians achieve financial freedom.
• Investment expertise with at least 2 years of experience in a CIRO or OSC regulated role.
• Proven track record of generating creative ideas and executing projects.
• Collaborative self-starter with strong teamwork skills.
• Excellent data skills and attention to detail, with SQL knowledge being a valuable asset.
• Passion for fintech and personal finance.
• Growth-oriented approach with a genuine desire to learn and collaborate.

Benefits

• Opportunity to work in a mission-driven company.
• Collaborate with talented professionals.
• Contribute to innovative financial solutions.
• Engage in a supportive and inclusive work environment.
• Grow your career in the fintech industry.