Lead Wealth Advisor at Wealthsimple
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Wealthsimple Technologies
📍 edmonton, division no. 11, Canada
Job Description
Transform the wealth management landscape as a Lead Advisor at Wealthsimple. Focus on high net worth clients with personalized financial strategies in a hybrid role without sales targets.
Wealthsimple seeks a Lead Advisor for its Wealth Management team to guide clients with assets over $2MM. With 8+ years of wealth management experience, you will create customized financial plans and maintain proactive communications to meet client goals. Your insights are vital for driving service improvements in a tech-enabled workplace.
Key Responsibilities:
• Facilitate welcoming onboarding experiences for new clients
• Develop and customize financial plans based on specific needs
• Proactively service client accounts with foresight
• Communicate effectively across various platforms
• Document insights to enhance client service offerings
Requirements:
• CFP or IQFP designation required
• Minimum of 8 years in wealth management
• CIM or CFA designation necessary
•...
Wealthsimple seeks a Lead Advisor for its Wealth Management team to guide clients with assets over $2MM. With 8+ years of wealth management experience, you will create customized financial plans and maintain proactive communications to meet client goals. Your insights are vital for driving service improvements in a tech-enabled workplace.
Key Responsibilities:
• Facilitate welcoming onboarding experiences for new clients
• Develop and customize financial plans based on specific needs
• Proactively service client accounts with foresight
• Communicate effectively across various platforms
• Document insights to enhance client service offerings
Requirements:
• CFP or IQFP designation required
• Minimum of 8 years in wealth management
• CIM or CFA designation necessary
•...