Financial Planner, Wealthsimple
Professional investing services made simple
Job no longer available
Professional investing services made simple
1001+ employees
Job no longer available
1001+ employees
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- Client-Focused & Empathetic: You’re passionate about helping clients make sense of their financial lives, and you build trust through transparency, active listening, and thoughtful advice
- Naturally Curious: You don’t just answer financial questions—you seek to understand what’s behind them. You love digging deeper into clients’ motivations, concerns, and long-term aspirations
- Entrepreneurial Mindset: You thrive in fast-paced, high-performance environments, such as startups or high-expectation sales roles
- Tech-Comfortable & Adaptable: You embrace digital financial tools and use them to enhance client experience. You’re comfortable navigating new platforms and tools to improve efficiency
- Forward-Thinking: You understand that financial planning is evolving. You respect traditional planning but know technology is changing the game
- CFP (mandatory)
- 4+ years of experience in financial planning with asset consolidation responsibilities
- Proven track record of high performance and target attainment
- Bilingual (French) is a strong asset
- Passionate about financial planning and investing
- Comfortable using digital tools and technology to enhance financial planning
- Excellent communication skills with the ability to simplify complex topics for clients
What the job involves
- The Financial Planning team is committed to delivering an exceptional financial planning experience to our Premium and Generation clients, helping them achieve their biggest goals and fostering long-term trust and loyalty
- As a Financial Planner, you will be part of a high-performing team responsible for guiding existing and prospective clients through their financial planning and consolidation journey
- Your role is not just about answering financial questions but about curiously exploring the "why" behind each question to help clients make confident, informed decisions
- This role is perfect for entrepreneurial financial planners who thrive in fast-paced environments and are passionate about doing things differently in the financial industry
- ✔ Engage clients in meaningful financial conversations. You’ll listen deeply and ask insightful questions to understand the real goals and motivations behind their financial decisions
- ✔ Encourage action through strategic financial advice. You’ll ensure clients take meaningful steps toward achieving their financial goals, while helping them see the bigger picture
- ✔ Excite prospective and current clients about how we can help them achieve their financial dreams
- ✔ Drive asset consolidation at Wealthsimple through impactful, goal-based financial advice
- ✔ Own your performance metrics, ensuring activity and consolidation targets are met
- ✔ Follow up rigorously so clients can experience the full benefits of financial planning
- ✔ Communicate primarily via phone and video, delivering on-demand, personalized financial planning experience
- ✔ Embrace technology to improve the client experience, making financial planning more accessible, intuitive, and effective
Our take
Wealthsimple is one of a crop of robo-advisors trying to democratize investment management. These companies are disrupting the industry by automating many of the processes involved in investment removing the need for human advisors.
But while other so-called robo-advisors are focused on courting the high end of the market, Wealthsimple is trying to provide the same types of tools and advice to all users, regardless of the amount they have to invest.
Wealthsimple does have higher fees than some other robo-advisors such as Betterment and Charles Schwab. However, the company believes that it provides a more user-friendly platform, tailored to millennials who will be attracted to Wealthsimple due to its ease of use and social impact offerings.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-10% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
May 2021
$551.1m
LATE VC
Oct 2020
$87m
LATE VC
Total funding: $852.2m
Company benefits
- Retirement savings matching plan through Wealthsimple Work
- Company equity for full-time employees
- Access to Premium Client perks, including personal finance learning & advice and a boosted interest rate on deposits
- Paid parental leave (6 months topped up to 100% of salary)
- 20 vacation days per year
- 90 Days Away program
- Top-tier health benefits
- Life & disability insurance
- Generous sick and mental health days
- Employee resource plan including services like RMT, psychology, and physiotherapy
- Up to $5,000 per year for mental health supports
- Gender Affirmation benefits
- Up to $1,500 per year for professional development
- Up to $1,500 per year for wellness and home office expenses
- Employee resource groups
- Social impact hours
Company HQ
Fashion District, Toronto, ON
Leadership
Michael Katchen
(CEO)Previously worked as a Business Analyst at McKinsey and then at Ancestry.com as Country Director for Canada.
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