Financial Planner

Remote
Commercial – Advisory & Planning /
Permanent Full Time /
Remote

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Financial Planner, Sept 2025

  • Do you hold the CFP designation?
  • Do you have 4+ years of experience in financial planning with asset consolidation responsibilities?
  • This role is conducted almost exclusively via phone and video calls. Can you share a time where you provided an exceptional client experience via phone or video call?
  • In your current role, what is the average size of the clients that you deal with
  • Are you professionally proficient in both English and French?

DE&I

  • At Wealthsimple, we deeply value diversity, equity, inclusion and belonging. This is optional, however if you feel comfortable, what are your pronouns?

Are you legally eligible to work in Canada?

  • Are you legally eligible to work in Canada?

Compensation

  • What are your salary expectations for this position?

Demographic Survey


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