Advisor, Digital Advice

About the position 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 and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with 3+ million users who trust us with more than $100 billion in assets. And we’re just getting started. We’re looking for someone who thinks big, sweats the small stuff and keeps things simple. You’ll join a high-bar, fast-paced team where people are trusted to own their work, communicate openly, and ship things that improve our clients’ lives. Collaboration, humility, and an obsession over quality are how we get stuff done. Be a part of our Canadian success story and help shape the financial future of millions. Read our Culture Manual and learn more about how we work. About the team The Digital Advice team supports Wealthsimple's mission of providing financial freedom by delivering exceptional advice at scale, supporting human advisors, and ensuring excellence in portfolio management operations. We're a small, diverse team that's answering the question - how can we leverage technology to make it easier for people to help themselves with personal finance? About the role In this role, you will join a small group of talented and dedicated professionals with a clear mission to empower all of our clients to make smarter financial decisions through scaled advice. The Digital Advice team operates within the commercial organization, with a mandate to support our Wealth Management offering. The team supports clients, drives advice innovation, creates content, oversees portfolio management operations, and supports internal training. In this role you’ll have the opportunity to: Engage with clients on portfolio allocation: Work with our managed investing clients to help them structure their portfolios to meet their objectives. Oversee the performance and health of core digital processes, ensuring key systems are working effectively. Collaborate cross-functionally: Assist our Wealth management advisors, product, investment research, marketing, and other teams to ship high-quality systems, products, tools, and content that our clients actually love using. Contribute to key team projects: Support the team in crafting content, building smart digital tools, and evolving our portfolio management operations. Accelerate Professional Growth: Work with a team of talented, dedicated professionals who will challenge you, support you, and accelerate your growth every day. Learn the world of wealth management: Help us scale financial advice and make it accessible to everyone.

Responsibilities

• Engage with clients on portfolio allocation: Work with our managed investing clients to help them structure their portfolios to meet their objectives.
• Oversee the performance and health of core digital processes, ensuring key systems are working effectively.
• Collaborate cross-functionally: Assist our Wealth management advisors, product, investment research, marketing, and other teams to ship high-quality systems, products, tools, and content that our clients actually love using.
• Contribute to key team projects: Support the team in crafting content, building smart digital tools, and evolving our portfolio management operations.
• Accelerate Professional Growth: Work with a team of talented, dedicated professionals who will challenge you, support you, and accelerate your growth every day.
• Learn the world of wealth management: Help us scale financial advice and make it accessible to everyone.

Requirements

• Must have the CIM designation or a minimum of CFA Level 1.
• Minimum of 2-years of experience working alongside licensed advisors or portfolio managers in a CIRO or OSC regulated environment.
• A passion and curiosity for investing and personal finance.
• Client first mentality with excellent communication skills
• Growth mindset
• Great team player- collaboration is key

Nice-to-haves

• Working knowledge of French is preferred and considered an asset in this role

Benefits

• Top-tier health benefits and life insurance
• Long-term group savings with employer match using our Wealthsimple for Business platform
• 20 vacation days + 4 wellness days per year, and unlimited sick and mental health days
• 90 days away program: Employees can work outside of Canada for up to 90 days per calendar year
• A wide variety of peer and company-led Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)

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