Senior Advisor, Digital Advice

Remote

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

Mission-driven mindset; investment expertise with regulatory experience (CFA preferred or CIM designation) and at least 2 years of experience in a CIRO or OSC regulated role; proven innovation and execution skills with a track record of delivering projects from start to finish; collaborative self-starter who can lead initiatives independently while thriving in a team; strong analytical foundation with data skills and experience in SQL; passion for fintech and personal finance and curiosity about investment research and technology-enabled financial services; growth mindset with a track record of learning, collaboration, and adapting in fast-paced environments.

Responsibilities

Support and lead the development of scalable digital financial advice, collaborating cross-functionally with product, investment research, marketing, and other teams to deliver high-quality systems, tools, content, and advisor support that clients love; drive progress across key pillars such as inclusive content, smart digital tools (including AI), and optimization of portfolio management operations; build and champion effective financial advisory frameworks that help Canadians reach their financial goals; contribute to training and enablement for internal teams, and empower clients to make smarter financial decisions through scalable advice.

Skills

Digital advisory

portfolio management

financial services

advisor training

content creation

fintech

scaling advice

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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