Job details

Financial Planner

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 people to add value where only humans can. The Financial Planning team is about providing an amazing financial planning experience to all of our Premium and Generation clients to help them achieve their biggest goals and build long lasting client love and trust.

As a Financial Planner, you will join a high-performing team responsible for supporting our Premium and Generation clients with their financial planning needs. In this role, existing and prospective clients will be connected with you for advice and guidance. You will ensure they are taking the ideal steps with Wealthsimple to reach their financial goals and assist with consolidation

Today the financial services industry is an oligopoly dominated by five big banks. They charge high fees, and provide poor service to clients with less than $3M in net worth. Additionally over $2T in assets are in the Wealth Management sector and a large portion of these assets are investing with high fees and poor returns. We believe that it is time for something different for Canadians. While many financial services companies offer self-directed products, none offer high quality financial planning services from CFPs un-attached to traditional advisor and mutual fund fees.

In this role, you will have the opportunity to:

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.

Skills and experience we’re looking for

Client-focused - Always put the client first
Designations - Must have CFP.
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.

Why Wealthsimple?

🤑 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

We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!

Read our Culture Manual and learn more about how we work.

DEI Statement

At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement

Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.

Wealthsimple Glassdoor Company Review

3.7

Wealthsimple DE&I Review

No rating

CEO of Wealthsimple

Michael Katchen

Approve of CEO

Average salary estimate

$80000 / YEARLY (est.)

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$70000K

$90000K

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What You Should Know About Financial Planner, Wealthsimple

At Wealthsimple, we believe your career is an investment that grows over time, and we're excited to invite a passionate Financial Planner to join our dynamic team in Canada! As the largest fintech company in the country, with over 4 million users and more than $50 billion in assets, we're on a mission to help everyone achieve financial freedom. Imagine working directly with engaged clients, transforming their financial futures with your expertise, all while challenging the norms of the wealth management industry. As a Financial Planner, you'll give guidance to both Premium and Generation clients, helping them navigate through the complex world of financial planning. Your role will empower clients by assisting them in making informed decisions, consolidating their assets, and reaching their financial goals. You’ll communicate primarily via phone and video, building lasting relationships while minimizing non-advice activities. With your CFP designation and at least four years of experience, your client-focused approach, bilingual skills (especially French), passion for financial planning, and commitment to excellence will shine in this role. Join us at Wealthsimple, where we embrace technology and strive for transparency in financial services. Here, you'll not only help clients but also be part of a collaborative and inclusive environment that offers excellent benefits, from competitive salaries to wellness budgets and unlimited sick days. So, are you ready to shape the financial future of millions with us?

Frequently Asked Questions (FAQs) for Financial Planner Role at Wealthsimple

What are the main responsibilities of a Financial Planner at Wealthsimple?

As a Financial Planner at Wealthsimple, your main responsibilities include providing financial planning services to Premium and Generation clients, ensuring they make informed decisions to achieve their financial goals. You’ll work with around 40+ clients weekly, helping them consolidate their assets and navigate various financial planning challenges. Engaging communication via phone and video is crucial as you build lasting relationships while offering impactful advice.