Financial Planner
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See open jobs at Wealthsimple.See open jobs similar to "Financial Planner" Work In Tech.Accounting & Finance, Software Engineering
Remote
Posted 6+ months ago
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 $80 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.
About the team:
We’re a team of high-performing, client-obsessed team of financial planners 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 built on collaboration and a shared drive for excellence; we challenge and champion one another to succeed, collectively helping our clients achieve financial freedom.
About the role:
In this role, your passion for financial planning will be central as you guide clients through their entire financial journey. You will go beyond simply answering questions, instead curiously exploring the "why" behind each client's goals to build holistic investment, tax, and retirement strategies. Your success 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 at Wealthsimple. 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 real goals and motivations behind their financial decisions.
- 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 current clients with delightful advice and how we can help them achieve their financial dreams.
- Drive asset consolidation at Wealthsimple 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 via phone and video so they gain the full benefits of their plan.
- Embrace technology to improve the client experience, making financial planning more accessible, intuitive, and effective.
What you'll bring:
- The foundational expertise for success: A mandatory CFP designation and at least 4 years of financial planning experience with direct asset consolidation responsibilities.
- An entrepreneurial mindset and a proven track record of high performance, demonstrating your ability to thrive 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 answer financial 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 make complex financial topics simple for clients, paired with a comfort leveraging digital tools (such as AI) and technology to enhance the client experience.
- Forward-thinking adaptability that embraces the evolution 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 Wealthsimple?
🤑 Competitive salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple for Business
🌴 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!
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.
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.
This job is no longer accepting applications
See open jobs at Wealthsimple.See open jobs similar to "Financial Planner" Work In Tech.
