(Bilingual) Senior Advisor / Lead Advisor, Wealth Management Service (Quebec Clients)
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Toronto, ON
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Role Overview
Build something people loveWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.The RoleThis posting covers a single opening on our Wealth Management team that will be leveled as either Senior Advisor or Lead Advisor, based on the candidate's years of experience and professional designations. Both levels share the same core mandate and must-have requirements below.As a Senior or Lead Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients throughout their journey with us. This position is fully salaried with no commission structure or sales targets. Your performance will be evaluated on a balanced scorecard focused entirely on delivering world-class client experiences.Client segment by level: Senior Advisors typically support clients with $1MM+ in assets; Lead Advisors typically support clients with $3MM+ in assets. Final leveling and book assignment is based on experience and designat
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