Financial Planner - Bilingual French & English

August 17

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Wealthsimple

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Powerful financial tools to help you grow and manage your money.

wealth manager • financial advisor • investment manager • portfolio manager • investment adivsor

501 - 1000

💰 Private Equity Round on 2021-05

Description

• Challenge the wealth management industry status quo. • Work directly with engaged clients on a range of challenging and unique financial planning and investing situations. • Own your consolidation and activity targets. • Work with 40+ clients a week helping them plan and make the right financial decisions, with minimal time spent on non-advice activities. • Maintain strong follow up so clients can actually experience the benefits of financial planning. • Help clients consolidate their assets at Wealthsimple through impactful advice. • Be on the front lines talking to prospective and current clients, getting them excited about how we can help them achieve their goals. • Communicate most of the time via phone and video with clients. • Work cross functionally to bring financial planning advice into our products and communications.

Requirements

• Client-focused - Always put the client first • Designations - Must have CFP or IQFP • Years of Experience - Must have 4 years + of experience providing financial planning to clients. • Track record - A strong track record of owning your KPIS and hitting targets. • Bilingual - French speaking is a highly valued asset. • Passion - Possesses a passion and energy for financial planning and investing and shares this with clients. • Excellence mindset - Always striving to know more, grow in your role, and master your craft. • Technology - Embraces technology and the role it plays in financial services. • Communication - Superb communication skills are a must.