Bilingual Senior Wealth Advisor at Wealthsimple
Wealthsimple
Join Wealthsimple as a Bilingual Senior Wealth Advisor, where you will create exceptional financial experiences for high net worth clients in a fully salaried environment. This is an opportunity to leverage your expertise in finance while providing unparalleled support to clients with significant assets. In this role, you will focus on onboarding new clients, developing tailored financial strategies, and responding proactively to client needs. You’ll use your bilingual skills in French and English to ensure effective communication and build strong relationships, contributing positively to enhancing the firm's service offerings in wealth management. Key Responsibilities:
- Provide onboarding services to ensure client satisfaction
- Develop financial plans tailored to clients’ unique goals
- Manage client accounts with a proactive service approach
- Create investment proposals aligned with client objectives
- Address complex financial matters involving trusts and estates
- Required Pl. Fin. designation in Quebec
- 5+ years of wealth management experience
- Bilingual in French and English
- Must hold CFP or IQFP designation
- Strong track record in delivering client service excellence
Vacancy posted 5 hours ago
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