[Hiring] Financial Planner @Wealthsimple Technologies

Role Description

In this role, your passion for financial planning will be central as you guide clients through their entire financial journey. You will go beyond simply answering questions, instead curiously exploring the "why" behind each client's goals to build holistic investment, tax, and retirement strategies. Your success will come from translating this deep discovery into clear, strategic advice that encourages clients to take confident, informed action. You'll use your exceptional communication skills to demonstrate the deep value of financial planning, building the trust required to drive asset consolidation at Wealthsimple. This position is perfect for an entrepreneurial planner who thrives in a fast-paced, high-performance environment and is inspired to own their performance metrics while delivering a delightful, high-quality client experience.

• Engage clients in meaningful financial conversations.
• Encourage action through strategic financial advice.
• Excite prospective and current clients with delightful advice and 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.
• Deliver personalized financial planning by rigorously following up with clients via phone and video.
• Embrace technology to improve the client experience.

Qualifications

• A mandatory CFP designation and at least 4 years of financial planning experience with direct asset consolidation responsibilities.
• An entrepreneurial mindset and a proven track record of high performance.
• A genuine passion for financial planning and a client-focused, empathetic approach.
• The natural curiosity to dig deeper into clients' motivations and long-term aspirations.
• Exceptional communication skills that simplify complex financial topics for clients.
• Forward-thinking adaptability that embraces the evolution of financial planning.
• Bilingual (French) is also a strong asset.

Requirements

• Ability to thrive in a fast-paced, high-expectation sales environment.
• Experience improving Financial Planning processes.

Benefits

• Top-tier health benefits and life insurance.
• Long-term group savings with employer match, through Wealthsimple for Business.
• 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year.
• 90 days away: work outside Canada for up to 90 days per year.
• Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS.
• Hybrid team with over 1,500 employees across North America.