Financial Planner

Wealthsimple

Financial Planner at Wealthsimple responsible for guiding clients through financial planning. Engaging in meaningful financial conversations and providing personalized strategies for asset consolidation.

Posted 5/21/2026full-timeRemote • 🇨🇦 CanadaMid-LevelSenior💰 CA$72,000 - CA$90,000 per yearWebsite

About the role

Key responsibilities & impact

Engage clients in meaningful financial conversations.
Encourage action through strategic financial advice.
Excite prospective and current clients with delightful advice.
Drive asset consolidation to Wealthsimple Wealth Management.
Own your performance metrics.
Deliver personalized financial planning.
Embrace technology to improve the client experience.

Requirements

What you’ll need

A mandatory CFP designation and at least 4 years of financial planning experience with direct asset consolidation responsibilities.
Experience advising high-net-worth clients with a minimum of $1M in investable assets.
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.
Exceptional communication skills that make complex financial topics simple for clients.
Forward-thinking adaptability.

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

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial planningasset consolidationclient engagementperformance metrics

Soft Skills

entrepreneurial mindsethigh performanceclient-focusedempathycommunicationadaptabilitycuriosity

Certifications

CFP designation