Senior Advisor, Wealth Management – Bilingual

Wealthsimple

Senior Advisor managing high net worth clients' financial journeys at Wealthsimple. Delivering tailored financial plans and enhancing client experiences in a remote work setting.

Posted 5/15/2026full-timeRemote • 🇨🇦 CanadaSenior💰 CA$124,000 - CA$155,000 per yearWebsite

About the role

Key responsibilities & impact

Provide exceptional onboarding experiences for new clients, ensuring a smooth transition to Wealthsimple
Develop comprehensive financial plans tailored to each client's unique situation and goals
Create custom investment proposals that align with clients' financial objectives and risk tolerance
Proactively service client accounts, anticipating needs before they arise
Maintain regular communication with clients through phone, video, and in-person meetings
Apply your financial expertise to complex client situations involving corporations, trusts, and estates
Contribute your insights to improve our service offering and client experience

Requirements

What you’ll need

Pl. Fin and CFP designation required (CPA is a valuable asset)
CIM or CFA designation required
5+ years of experience in wealth management or financial advisory roles
Proven track record of delivering exceptional client service
Strong financial planning and investment management knowledge
Excellent communication skills with the ability to explain complex concepts clearly
Client-first mentality in all aspects of your work
Passion for helping clients achieve their financial goals
Technology-minded with the ability to leverage digital tools to enhance client experience
Bilingual (English/French) capability is a significant asset

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment managementclient servicewealth managementfinancial analysisrisk assessmentportfolio managementtax planningestate planningtrust management

Soft Skills

communication skillsclient-first mentalityproblem-solvinginterpersonal skillsadaptabilityattention to detailempathyteam collaborationinsight contributionpassion for client success

Certifications

CFPCIMCFACPA