Remote Otter LogoRemoteOtter

Senior Advisor, Wealth Management Service - Remote

Posted 3 days ago
Finance / Legal
Full Time
Worldwide

Overview

As a Senior Advisor in Wealth Management Service, you will provide exceptional onboarding experiences and develop comprehensive financial plans tailored to clients' unique situations.

In Short

  • Provide exceptional onboarding experiences for new clients
  • Develop comprehensive financial plans tailored to each client's unique situation
  • Create custom investment proposals that align with clients' financial objectives
  • Proactively service client accounts, anticipating needs
  • Maintain regular communication with clients through various channels
  • Apply financial expertise to complex client situations
  • Contribute insights to improve service offering and client experience

Requirements

  • CFP or IQFP designation required (CPA is a valuable asset)
  • CIM or CFA designation required
  • 5+ years of experience in wealth management or financial advisory roles
  • Proven track record of delivering exceptional client service
  • Strong financial planning and investment management knowledge
  • Excellent communication skills
  • Client-first mentality
  • Passion for helping clients achieve financial goals
  • Technology-minded with digital tools
  • Bilingual (English/French) capability is a significant asset

Benefits

  • Opportunity to work in a leading fintech company
  • Collaborative and inclusive work environment
  • Impactful work with groundbreaking ideas
  • Support for professional development
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:

T.P

Wealth Management Senior Advisor - Remote

The Personal

20 weeks ago

Join Signature Service Ontario as a Wealth Management Senior Advisor to develop personalized financial strategies for clients.

Canada
Full-time
Finance / Legal

T.P

Wealth Management Advisor - Remote

The Personal

9 weeks ago

As a Wealth Management Advisor, you will develop client relationships and provide tailored financial advice to help them achieve their financial goals.

Canada
Full-time
Sales / Business

T.P

Wealth Management Advisor - Remote

The Personal

11 weeks ago

Join as a Wealth Management Advisor to build lasting relationships and provide tailored financial advice to clients.

Canada
Full-time
Sales / Business
Wealthsimple logo

Manager, Wealth Management Service - Remote

Wealthsimple

3 days ago

Lead a team of licensed financial advisors to enhance client service experiences in wealth management.

Worldwide
Full-time
Sales / Business
Wealthsimple logo

Lead Advisor, Wealth Management - Remote

Wealthsimple

6 weeks ago

Join Wealthsimple as a Lead Advisor to innovate client acquisition strategies and foster relationships with high-net-worth clients.

Worldwide
Full-time
Sales / Business