Wealthsimple - Advisor, Digital Advice
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Requirements
• Engage with clients on portfolio allocation: Work with our managed investing clients to help them structure their portfolios to meet their objectives. • Oversee the performance and health of core digital processes, ensuring key systems are working effectively. • Collaborate cross-functionally: Assist our Wealth management advisors, product, investment research, marketing, and other teams to ship high-quality systems, products, tools, and content that our clients actually love using. • Contribute to key team projects: Support the team in crafting content, building smart digital tools, and evolving our portfolio management operations. • Accelerate Professional Growth: Work with a team of talented, dedicated professionals who will challenge you, support you, and accelerate your growth every day. • Learn the world of wealth management: Help us scale financial advice and make it accessible to everyone. • Must have the CIM designation or a minimum of CFA Level 1. • Minimum of 2-years of experience working alongside licensed advisors or portfolio managers in a CIRO or OSC regulated environment. • A passion and curiosity for investing and personal finance. • Client first mentality with excellent communication skills • Growth mindset • Great team player- collaboration is key
Benefits
• 🤑 Base salary range: For this role, candidates located in Canada can expect a base salary range of CAD $100,000 - $125,000. Actual compensation is determined based on skills, experience, and role level. Exceptional candidates may be considered above the top of the range, and pay can increase quickly for those who make a big impact in the role. • 🚀 Total compensation: In addition to base salary, this role includes equity compensation, as well as performance-based commission (for applicable commercial roles). We use clear job levels and market-based salary bands to ensure compensation is fair and consistent across the company. • 🌸 Top-tier health benefits and life insurance • 📈 Long-term group savings with employer match using our Wealthsimple for Business platform • 🌴 20 vacation days + 4 wellness days per year, and unlimited sick and mental health days • ✈️ 90 days away program: Employees can work outside of Canada for up to 90 days per calendar year • 👥 A wide variety of peer and company-led Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS) • 🌎 We’re a remote first team with over 1,500 employees across North America - and one of the best things about working here is the people. You’ll be collaborating with incredibly talented, curious, and driven teammates who care deeply about doing great work. • Be a part of our Canadian success story and help shape the financial future of millions. • Read our Culture Manual and learn more about how we work. • Technology & Innovation at Wealthsimple • We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future. • 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. • At Wealthsimple, we want interviews to feel like genuine conversations. To support this, we use AI transcription during recruiter interviews. This allows recruiters to be fully engaged, ask thoughtful follow-up questions, and ensure your experiences are captured accurately. You’ll always have the choice to opt in or out before we begin. • We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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