(Bilingual) Senior Advisor / Lead Advisor, Wealth Management Service (Quebec Clients)
Wealthsimple
Standort: Remote (Canada) (Remote)
Anstellungsart: full time
Senior Advisor, Wealth Management (Bilingual) at Wealthsimple in Toronto Headquarters. **What you'll do** - Provide comprehensive support to high net worth clients ($1MM+) throughout their journey. - Develop comprehensive financial plans and custom investment proposals. - Proactively service client accounts and maintain regular communication. - Apply financial expertise to complex situations involving corporations, trusts, and estates. **What they're looking for** - Pl. Fin and CFP designation required; CIM or CFA designation required. - 5+ years of experience in wealth management or financial advisory roles. - Currently registered or eligible for registration as an APM or PM with CIRO. - Bilingual (English/French) capability is a significant asset. **Details** - Location: Toronto Headquarters, Canada - Type: FullTime
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