Wealth Advisor
Earnest$125,000 - $150,000/year
Full Time
Mid-level (3 to 4 years)
Not SpecifiedCompensation
Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Financial Services, Wealth ManagementIndustries
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What qualifications and experience are required for the Lead Advisor role?
Candidates need a CFA (preferred) or CIM designation, at least 2 years in a CIRO or OSC regulated role with investment expertise, a deep diverse client book with COI relationships, and a track record as a top performer consistently beating targets.
What is the compensation structure for this position?
This is a variable-comp environment with uncapped upside, but specific salary details are not specified.
Is this role remote or does it require office presence?
This information is not specified in the job description.
What is the company culture like at Wealthsimple?
Wealthsimple values collaboration, humility, simplicity, and creating inclusive high-performing teams where people are inspired to do their best work, with teams that ship often and make an impact with groundbreaking ideas.
What makes a strong candidate for this Lead Advisor position?
Strong candidates are resilient prospectors who thrive in variable compensation, natural connectors who build networks and relationships, top performers with a proven client book, and those excited to innovate processes for high-net-worth client acquisition.
Wealthsimple
Digital platform for investing and financial management
About Wealthsimple
Wealthsimple provides a range of financial tools that help individuals manage their money effectively. Their services include automated investing, where users can set up investment accounts that automatically adjust based on market conditions, and commission-free stock trading, allowing users to buy and sell stocks without paying fees. They also offer cryptocurrency investments for those interested in digital currencies and a straightforward tax filing service that is designed to be quick and user-friendly. Wealthsimple stands out from its competitors by focusing on young professionals and tech-savvy individuals, providing a digital platform that is easy to navigate and understand. The company's goal is to simplify financial management, making it accessible to everyone by using technology to create a more personal and approachable experience in finance.
Toronto, CanadaHeadquarters
2014Year Founded
$826.6MTotal Funding
LATE_VCCompany Stage
Fintech, Financial ServicesIndustries
1,001-5,000Employees
Benefits
Health Insurance
Life Insurance
401(k) Company Match
401(k) Retirement Plan
Paid Vacation
Unlimited Paid Time Off
Professional Development Budget
Wellness Program
Remote Work Options
Paid Holidays
Risks
Increased competition from zero-commission brokers could erode Wealthsimple's market share.
Invite-only rollout of Wealthsimple Cash may limit user adoption and growth.
Rapid cryptocurrency adoption pressures Wealthsimple to innovate its offerings continuously.
Differentiation
Wealthsimple offers a human-centric approach to finance with user-friendly digital tools.
The company provides a seamless platform for investing, trading, saving, and tax filing.
Wealthsimple targets young, tech-savvy professionals seeking accessible financial management solutions.
Upsides
Wealthsimple's AUA reached $50 billion, indicating strong market presence and growth potential.
The rise of AI-driven advisory services can enhance Wealthsimple's personalized investment offerings.
Fractional shares' popularity aligns with Wealthsimple's target demographic, boosting user acquisition.
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