Lead Advisor, Wealth Management
Remote
Commercial – Advisory & Planning /
Permanent Full Time /
Remote
Your career is an investment that grows over time!
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $80 billion in assets.
Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.
About the Team
The Client Acquisition team is at the forefront of building our Wealth Management service. This role is ideal for one who thrives on setting and achieving ambitious goals. You'll be a trendsetter in the space, constantly innovating your approach to showcase our comprehensive, one-on-one fintech family office experience.
About the Role
As a Lead Advisor for our Client Acquisition Wealth Management team, you will be focused entirely on bringing brand-new high-net-worth clients ($500K+) into Wealthsimple. Make no mistake about it, this is not a traditional Advisor role! Building networks and fostering deep relationships makes you tick. Evolving and modernizing traditional processes and systems excites you. You’re driven to land big wins, and support our growing client base across Canada to achieve financial freedom!
In this role, you will have the opportunity to:
- Expand and run your pre-existing pipeline of external prospects and COIs, generating significant upside for you and Wealthsimple
- Create human-first sourcing strategies to acquire and anchor new clients, with the potential to close $50M+ in new assets annually
- Partner closely with our Wealth Management service advisors to transition new clients into long-term relationships, spotting opportunities to connect clients to the broader WS ecosystem (Active Trading, Margin, SDI)
- Evolve our systems, processes and culture in Wealth Management, creating an innovative, world-class client experience
- Be the face of Wealthsimple at events, in your network, and in-market
What you'll bring:
- You’ve been a top performer in a similar role, consistently beating your targets
- Investment expertise with regulatory experience: You hold a CFA (preferred) or CIM designation and have at least 2 years of experience in a CIRO or OSC regulated role, with deep knowledge of markets and investment solutions.A deep, diverse client book with existing COI relationships and networks that generate real opportunities
- You’re resilient — the ups and downs of prospecting energize you, and you thrive in a variable-comp environment with uncapped upside
- You’re a natural connector who loves meeting people, hosting and attending events, and turning conversations into clients
- You excel at communication and collaboration, working effectively with cross-functional teams and external partners
- A strong understanding of the High Net Worth market and the ability to articulate our unique selling points
Why Wealthsimple?
🤑 Competitive salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple for Business
🌴 20 vacation days per year and unlimited sick and mental health days
📚 Up to $1,500 per year towards wellness and professional development budgets respectively
🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
💖 Company-wide wellness days off scheduled throughout the year
We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!
Technology & Innovation at Wealthsimple
We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.
DEI Statement
At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.
