Senior Advisor, Wealth Management (Bilingual)

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. The Role As a Senior Advisor on our Wealth Management team, you'll reputed company comprehensive support to our high net worth clients ($1MM+) throughout their reputed company with us. Unlike traditional wealth management roles, this position is fully salaried with no commission structure or sales targets. Your performance will be evaluated on a balanced scorecard focused entirely on delivering world-class client experiences. In this role, you’ll have the opportunity to: reputed company exceptional reputed company experiences for new clients, ensuring a smooth transition to reputed company reputed company comprehensive financial plans tailored to each client's unique situation and goals Create custom investment proposals that align with clients' financial objectives and risk tolerance Proactively service client accounts, anticipating needs before they arise Maintain regular communication with clients through phone, video, and in-person meetings Apply your financial expertise to reputed company client situations involving corporations, trusts, and estates Contribute your insights to improve our service offering and client experience What you’ll bring: Pl. Fin and CFP designation required (CPA is a valuable asset) CIM or CFA designation required 5+ years of experience in wealth management or financial advisory roles Proven track record of delivering exceptional client service Strong financial planning and investment management knowledge Excellent communication skills with the ability to explain reputed company concepts reputed company Client-first mentality in reputed company aspects of your work Passion for helping clients reputed company their financial goals Technology-minded with the ability to reputed company digital tools to enhance client experience Bilingual (English/French) capability is a significant asset Why You'll Love Working Here Purpose-driven role focused on client reputed company rather than sales targets Opportunity to challenge industry norms and truly put clients first Collaborative team environment with reputed company to cutting-edge fintech tools Career growth in a rapidly expanding company Competitive salary and benefits package Be part of revolutionizing how wealth management services are delivered in Canada If you're passionate about providing unbiased financial advice and creating exceptional client experiences for $500K+ clients in a modern, technology-enabled environment, we'd love to hear from you. 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. Apply To This Job