Financial Planner Jobs

Wealthsimple is on a mission to help everyone achieve financial freedom, no matter who they are or how much they have. Using smart technology, Wealthsimple takes financial services that are often confusing, opaque and expensive and makes them simple, transparent, and low-cost. We're the company behind some of Canada's leading digital financial products and are growing faster than ever.

Our team is reimagining what it means to manage your money. Smart, high-performing team members will challenge you to learn and grow every day. We value great work and great ideas — not ego. We're looking for talented people who love a fast-paced environment and want to ship often and make an impact with groundbreaking ideas.

We’re a remote-first team and output is more important than face time, so where you choose to work is up to you — as long as you have internet access, you can work from anywhere in Canada. 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.

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. Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know.

About This Role

As a Financial Planner, you will be responsible for supporting our Premium and Generation clients with their financial planning needs. This is not a traditional planning role. We are the first company in Canada to proactively provide financial planning advice to self-directed clients and we are looking for someone with the ability to deliver high quality advice, at scale.

In this role, you will have the opportunity to:

• Communicate most of the time via phone and video with clients. Superb phone skills are a requirement.
• Work cross functionally to bring financial planning advice into our products and communications.
• Deliver strong follow up recommendations so clients can actually experience the benefits of financial planning.
• Be on the front lines talking to prospective and current clients, getting them excited about our products and services.
• Help clients consolidate their assets at Wealthsimple through impactful advice.
• Go the extra mile for the client. We always deliver an amazing client experience!
• Challenge the wealth management industry status quo to help enable all people to plan for their financial future.
• Deliver high quality financial planning advice, at scale.
• Help clients plan and make the right financial decisions

We're looking for someone who:

• Has great analytical and prioritization skills. You know how to balance what needs to be done with what’s possible to do. You understand the scope of an issue and its priority
• Wants to make a difference. We are a small team effectively reshaping how people look at the industry. We need people who 'get it' and want to play an integral part in helping us accomplish this mission
• Possesses a passion and energy for personal finance and planning. You understand the ins and outs of wealth management, and more importantly, know how to explain concepts simply
• Thrives in client-facing situations. At Wealthsimple, our clients always come first. No matter what
• Works well with others and values collaboration. We leave ego at the door
• Embraces technology and the role it plays in financial services. Specifically, you have the flexibility to navigate multiple applications simultaneously to deliver unprecedented solutions

Skills and experience we're looking for:

• Bilingual in French and English strongly preferred
• Must have CFP, IQFP or PFP designation
• Experience as a fee-only financial planner is an asset
• Focused on client relationships, loves giving advice
• Great team player- collaboration is key
• Growth mindset
• Self starter who can identify and lead their own projects
• At least 4 years experience in a similar role
• Additional designations such as TEP are an asset