Financial Planner, French Speaking

August 28

Apply Now

Receive Emails with Similar Jobs

Wealthsimple

WebsiteLinkedInAll Job Openings

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

• Must have CFP or IQFP • Must speak French and English fluently • Must have 4 years + of experience providing financial planning to clients. • Possesses a passion and energy for financial planning and investing and shares this with clients. • Always striving to know more, grow in your role, and master your craft. • Embraces technology and the role it plays in financial services. • Superb communication skills are a must.