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Wealthsimple

Financial Planner

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Canada

2 months ago
👀 16 views
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Job Description

Your career is an investment that grows over time!

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $50 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.

We’re building the world’s most human financial company—using technology to scale the value we provide to our clients and leveraging human expertise where it matters most. 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.

What You’ll Do

✔ 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.
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