(Bilingual) Senior Advisor / Lead Advisor, Wealth Management Service (Quebec Clients)

Build something people love
Wealthsimple 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 Role
This 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 typicallysupport clients with $3MM+ in assets. Final leveling and book assignment is based on experience and designations held.What you'll do
Provide exceptional onboarding experiences for new clients, ensuring a smooth transition to WealthsimpleDevelop comprehensive financial plans tailored to each client's unique situation and goalsCreate custom investment proposals that align with clients' financial objectives and risk toleranceProactively service client accounts, anticipating needs before they ariseMaintain regular communication with clients through phone, video, and in‑person meetingsApply your financial expertise to complex client situations involving corporations, trusts, and estatesContribute your insights to improve our service offering and client experienceWhat you bring
Required for this role (Quebec)
Pl. Fin. (Planificateur financier / Financial Planner) designation — required. This is a legally protected professional title in Quebec, jointly overseen by the Institut de planification financière (IPF) and the Autorité des marchés financiers (AMF). It is legally required in Quebec to practice comprehensive personal financial planning and to use the title.Bilingual — French and English required.CIM or CFA designation requiredAdditional designations including FEA, TEP, CPA, etc. are required for a Lead AdvisorExperience (by level)
Senior Advisor: 5+ years of experience in wealth management or financial advisory rolesLead Advisor: 10+ years of experience in wealth management or financial advisory roles, specifically working with HNW/UHNW clientsAlso important
CFP or IQFP designation is an assetProven track record of delivering exceptional client serviceStrong financial planning and investment management knowledgeExcellent communication skills with the ability to explain complex concepts clearlyClient‑first mentality in all aspects of your workPassion for helping clients achieve their financial goalsTechnology‑minded with the ability to leverage digital tools to enhance client experienceWhy You’ll Love Working Here
Purpose‑driven role focused on client outcomes rather than sales targetsOpportunity to challenge industry norms and truly put clients firstCollaborative team environment with access to cutting‑edge fintech toolsCareer growth in a rapidly expanding companyCompetitive salary and benefits packageBe part of revolutionizing how wealth management services are delivered in CanadaIf you're passionate about providing unbiased financial advice and creating exceptional client experiences for high net worth clients in a modern, technology‑enabled environment, we'd love to hear from you.Why Wealthsimple?Top‑tier health benefits and life insuranceLong‑term group savings with employer match, through Wealthsimple for Business20 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 WSWe are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.ICYMI
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
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