Financial Planner, French Speaking

February 28

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Wealthsimple

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Wealthsimple is a financial technology company based in Canada that offers a range of investment and financial services. They provide managed investing options with custom portfolios tailored to individual goals, and offer self-directed investing to take control of trading stocks, ETFs, and cryptocurrencies commission-free. Wealthsimple also provides high-interest cash accounts, various retirement savings accounts, and a comprehensive set of tools for personal finance management. With over 3 million users, they emphasize low fees, transparency, and personalized financial advice.

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

501 - 1000 employees

Founded 2014

💸 Finance

💳 Fintech

💰 Private Equity Round on 2021-05

📋 Description

• 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 $50 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. • We’re building the world’s most human financial company—using technology to scale the value we provide to our clients and leveraging human expertise where it matters most. • As a Financial Planner, you will be part of a high-performing team responsible for guiding existing and prospective clients through their financial planning and consolidation journey. • Your role is not just about answering financial questions but about curiously exploring the "why" behind each question to help clients make confident, informed decisions. • This role is perfect for entrepreneurial financial planners who thrive in fast-paced environments and are passionate about doing things differently in the financial industry. • Engage clients in meaningful financial conversations. You’ll listen deeply and ask insightful questions to understand the real goals and motivations behind their financial decisions. • Encourage action through strategic financial advice. You’ll ensure clients take meaningful steps toward achieving their financial goals, while helping them see the bigger picture. • Excite prospective and current clients about how we can help them achieve their financial dreams. • Drive asset consolidation at Wealthsimple through impactful, goal-based financial advice. • Own your performance metrics, ensuring activity and consolidation targets are met. • Follow up rigorously so clients can experience the full benefits of financial planning. • Communicate primarily via phone and video, delivering on-demand, personalized financial planning experience. • Embrace technology to improve the client experience, making financial planning more accessible, intuitive, and effective.

🎯 Requirements

• CFP (mandatory) • 4+ years of experience in financial planning with asset consolidation responsibilities • Proven track record of high performance and target attainment • Bilingual (French) is required • Passionate about financial planning and investing • Comfortable using digital tools and technology to enhance financial planning • Excellent communication skills with the ability to simplify complex topics for clients

🏖️ Benefits

• Competitive salary with top-tier health benefits and life insurance • Retirement savings matching plan using Wealthsimple Work • 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