Elevate the financial futures of clients with Wealthsimple as a Senior Advisor in Wealth Management. This role focuses on high net worth clients, offering personalized service without commission structures.
At Wealthsimple, you will support high net worth clients, ensuring they transition smoothly into our services. This fully salaried position prioritizes exceptional client experiences over sales targets. With your expertise, you’ll tailor financial plans and investment proposals to meet diverse client needs and enhance their journey toward financial freedom.
Key Responsibilities:
• Provide exceptional onboarding for new clients
• Develop tailored financial plans for individual goals
• Create custom investment proposals aligning with clients' objectives
• Proactively service accounts and communicate regularly
• Apply expertise to complex situations involving corporations
Requirements:
• Pl. Fin and CFP designation required
• 5+ years in wealth management ...