Lead Advisor, Wealth Management

Remote

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial Services, Wealth ManagementIndustries

Requirements

Candidates must be top performers in a similar role, consistently exceeding targets, and possess investment expertise with regulatory experience, including a CFA or CIM designation and at least 2 years of experience in a CIRO or OSC regulated role with deep market and investment solution knowledge. A diverse client book with existing COI relationships and networks that generate real opportunities is essential, along with resilience, strong communication and collaboration skills, and a solid understanding of the High Net Worth market.

Responsibilities

The Lead Advisor will focus on acquiring new high-net-worth clients ($500K+), expanding and running their pre-existing pipeline of external prospects and COIs, and developing human-first sourcing strategies to acquire and anchor new clients, potentially closing over $50M in new assets annually. They will partner closely with Wealth Management service advisors to transition new clients, identify opportunities to connect clients to the broader Wealthsimple ecosystem, and evolve systems, processes, and culture within Wealth Management to create an innovative client experience. Additionally, they will act as the face of Wealthsimple at events, in their network, and in the market.

Skills

Wealth Management

Client Acquisition

Sales

Relationship Building

Financial Services

Fintech

Networking

Business Development

High-Net-Worth Clients

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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