Elevate clients' financial journeys as a Lead Advisor with Wealthsimple. This unique role focuses on providing bespoke support to high net worth clients without commission pressures.

As a Lead Advisor on the Wealth Management team, you will deliver tailored financial solutions to clients managing $2MM and above. Leverage your 8+ years of experience in wealth management to foster exceptional onboarding experiences and develop comprehensive financial plans. Your commitment will help maintain service excellence through proactive client engagement and ongoing communication.

Key Responsibilities

• Provide seamless onboarding for current high net worth clients
• Develop personalized financial plans tailored to client goals
• Create and present custom investment proposals
• Anticipate client needs through proactive account servicing
• Communicate through various channels to maintain relationships

Requirements

...