Financial Planner

Financial Planner BUILD SOMETHING PEOPLE LOVE Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading. We're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers. ABOUT THE TEAM: We’re a team of high-performing, client-obsessed team of financial planners and advisors who are passionate about rethinking the financial industry. We are committed to mastering our craft, continuously elevating both our technical planning knowledge and our sales expertise to deliver an exceptional client experience. Our remote-first culture is built on collaboration and a shared drive for excellence; we challenge and champion one another to succeed, collectively helping our clients achieve financial freedom. ABOUT THE ROLE: In this role, your passion for financial planning will be central as you guide clients through their entire financial journey. You will go beyond simply answering questions, instead curiously exploring the "why" behind each client's goals to build holistic investment, tax, and retirement strategies. Your success will come from translating this deep discovery into clear, strategic advice that encourages clients to take confident, informed action. You'll use your exceptional communication skills to demonstrate the deep value of financial planning, building the trust required to drive asset consolidation to Wealthsimple Wealth Management. This position is perfect for an entrepreneurial planner who thrives in a fast-paced, high-performance environment and is inspired to own their performance metrics while delivering a delightful, high-quality client experience. AS A FINANCIAL PLANNER, YOU’LL HAVE THE OPPORTUNITY TO: - Engage clients in meaningful financial conversations. You’ll listen deeply and ask insightful questions to understand the real goals and motivations behind their financial decisions. - Encourage action through strategic financial advice. You’ll ensure clients take meaningful steps toward achieving their financial goals, while helping them see the bigger picture. - Excite prospective and current clients with delightful advice and how we can help them achieve their financial dreams. - Drive asset consolidation to Wealthsimple Wealth Management through impactful, goal-based financial advice. - Own your performance metrics, ensuring activity and consolidation targets are met. - Deliver personalized financial planning by rigorously following up with clients via phone and video so they gain the full benefits of their plan. - Embrace technology to improve the client experience, making financial planning more accessible, intuitive, and effective. WHAT YOU’LL BRING: - The foundational expertise for success: A mandatory CFP designation and at least 4 years of financial planning experience with direct asset consolidation responsibilities. - An entrepreneurial mindset and a proven track record of high performance, demonstrating your ability to thrive in a fast-paced, high-expectation sales environment and own your performance metrics. - A genuine passion for financial planning and a client-focused, empathetic approach that allows you to build trust through active listening and thoughtful, transparent advice. - The natural curiosity to dig deeper; you don’t just answer financial questions, you seek to understand the motivations and long-term aspirations behind them to solve for the client's bigger picture. - Exceptional communication skills that make complex financial topics simple for clients, paired with a comfort leveraging digital tools (such as AI) and tech ... (truncated, view full listing at source)