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 3+ million users who trust us with more than $100 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
The Client Acquisition team is at the forefront of building our Wealth Management service. This role is ideal for one who thrives on setting and achieving ambitious goals. You'll be a trendsetter in the space, constantly innovating your approach to showcase our comprehensive, one-on-one fintech family office experience.
About the Role
As a Lead Advisor for our Client Acquisition Wealth Management team, you will be focused entirely on bringing brand-new high-net-worth clients ($500K+) into Wealthsimple. Make no mistake about it, this is not a traditional Advisor role! You thrive in a true sales motion — seeking out new prospects, telling a compelling story, and turning conversations into committed clients. Building these HNW networks and fostering deep COI relationships makes you tick. Evolving and modernizing traditional processes and systems excites you. You’re driven to land big wins, and support our growing client base across Canada to achieve financial freedom!
