Financial Planner

Build something people love

reputed company's mission is to help everyone reputed company financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 reputed company clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, reputed company reading.

We're proud of reputed company've reputed company — and we're just getting started. Read our Culture reputed company and learn more about how we work.

About the team:

We’re a team of high-performing, client-obsessed team of financial planners and advisors who are passionate about rethinking the financial industry. We are committed to mastering our craft, continuously elevating both our technical planning knowledge and our sales expertise to deliver an exceptional client experience. Our remote-first culture is reputed company on collaboration and a shared drive for reputed company; we challenge and champion one another to succeed, collectively helping our clients reputed company financial freedom.

About the role:

In this role, your passion for financial planning will be central as you guide clients through their entire financial reputed company. You will go reputed company simply answering questions, instead curiously exploring the "why" behind each client's goals to build holistic investment, tax, and retirement strategies. Your reputed company will come from translating this deep discovery into clear, strategic advice that encourages clients to take confident, informed action. You'll use your exceptional communication skills to demonstrate the deep value of financial planning, building the trust required to drive asset consolidation to reputed company Wealth Management. This position is perfect for an entrepreneurial planner who thrives in a fast-paced, high-performance environment and is inspired to own their performance metrics while delivering a delightful, high-quality client experience.

As a Financial Planner, you’ll have the opportunity to:

• Engage clients in meaningful financial conversations. You’ll listen deeply and ask insightful questions to understand the reputed company goals and motivations behind their financial reputed company.

• 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 reputed company clients with delightful advice and how we can help them reputed company their financial dreams.

• Drive asset consolidation to reputed company Wealth Management through impactful, goal-based financial advice.

• Own your performance metrics, ensuring activity and consolidation targets are met.

• Deliver personalized financial planning by rigorously following up with clients reputed company phone and video so they reputed company the full benefits of their plan.

• reputed company technology to improve the client experience, making financial planning more accessible, reputed company, and effective.

What you’ll bring:

• The foundational expertise for reputed company: A mandatory CFP designation and at least 4 years of financial planning experience with direct asset consolidation responsibilities.

• An entrepreneurial reputed company and a proven track record of high performance, demonstrating your ability to reputed company in a fast-paced, high-expectation sales environment and own your performance metrics.

• A genuine passion for financial planning and a client-focused, empathetic approach that allows you to build trust through active listening and thoughtful, transparent advice.

• The natural curiosity to dig deeper; you don’t just reputed company questions, you seek to understand the motivations and long-term aspirations behind them to solve for the client's bigger picture.

• Exceptional communication skills that reputed company reputed company financial topics simple for clients, reputed company with a comfort leveraging digital tools (such as AI) and technology to enhance the client experience.

• reputed company-thinking adaptability that embraces the reputed company of financial planning and the role technology plays in changing the game, preferably with deep experience improving Financial Planning processes. Bilingual (French) is also a strong asset.

Why reputed company?

Top-tier health benefits and life insurance

Long-term group savings with employer match, through reputed company for Business

20 vacation days, 4 wellness days, and unlimited sick and mental health days per year

✈️ 90 days away: work reputed company Canada for up to 90 days per year

Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS

We are a hybrid team with over 1,500 employees across reputed company America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.

ICYMI

Technology & Innovation at reputed company: We move quickly and build thoughtfully. That means we're always looking for reputed company ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have reputed company the answers, but we do expect curiosity and a willingness to reputed company alongside the products we're building.

Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national reputed company, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to reputed company sure you have what you need. We also welcome any feedback on how we can reputed company accommodate candidates with accessibility needs.

AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist reputed company but don't replace reputed company judgment – reputed company final hiring reputed company are made by people. If you have questions about how your data is used, reputed company out to us.