Wealthsimple is North America's largest and fastest growing online investment manager that recently expanded to the UK. We make investing easy and accessible to everybody.
We're working on the challenges involved in making investment understandable and easy. We feel strongly about our brand and have twice won a Webby for Best Financial Services website.
We're growing fast. In 3 years, Wealthsimple has gone from $0 under management to over $2B billion. We have significant funding from strategic investors that will allow us to continue building an amazing product that's competitive on a global level.
Our Financial Advice team works closely with every part of Wealthsimple, learning the intricacies of how we build products, invest clients' money, and keep users happy.
At Wealthsimple, we are maker-owners, we believe that simple is better, and we do what's right for each client. You can read about our mission and our team to learn more.
In this role, you will :
Play a major role in helping us change industry perceptions when it comes to investing. You will be on the front lines talking to prospective and current clients, getting them excited about our product and portfolios, and helping them with any questions or issues that may arise
Help build Wealthsimple's early-stage business and team in the United States
Be a core driver of Wealthsimple's growth in the US to help transform the company from early-stage to a more established wealth manager :
Be the trusted advisor to clients individually, helping them to plan and make the right financial decisions
Book and deliver events to teach prospective clients about investing
Spearhead initiatives targeting high net worth potential clients
Assess clients’ goals and objectives and assigning a portfolio mix that will suit them
Analyze and provide second opinions on clients’ existing portfolios to see if Wealthsimple would help them reach their goals and objectives
Deliver an amazing client experience, no matter what
Own Wealthsimple's investment management practice in the United States
Represent Wealthsimple in the media, at conferences and during speaking engagements
Help develop long-term sales processes and methods as the team grows
We're looking for people who :
Want to make a difference. We are a small team effectively reshaping how people look at the industry. We need people who 'get it' and want to play an integral part in helping us accomplish this mission
Possess a passion and energy for finance and investing. You understand the ins and outs of the wealth management industry, and more importantly, know how to explain these concepts simply
Thrive in client-facing situations. At Wealthsimple, our clients always come first, and we love the thrill of turning a client’s frustration into a great experience
You can relate to any client, understand their circumstances and provide a financial roadmap to achieve their goals
Demonstrate relentless hustle andhave strong sales skills, along with excellent verbal and written communication
Embrace technology and the role it plays in financial services. Specifically, you have the flexibility to navigate multiple applications simultaneously to deliver unprecedented solutions
Have great analytical and prioritization skills. You know how to balance what needs to be done with what’s possible to do.
You understand the scope of an issue and its priority
Have at least 3-5 years of relevant experience in the retail investment space
Previous experience working with an Investment Advisor or ETF / Fund company
Hold the Series 7 designation to provide financial advice to retail clients in the US
Proven record of high performance (e.g. awards, top quartile performance)
Awesome people skills and a positive attitude. You will interact with hundreds of clients each day through a variety of channels (phone, email, presentations)
Nice-to-haves (but not necessary) :
Experience with financial planning or CFP designation. Ability to produce and deliver financial plans to clients
This role requires occasional travel. Wealthsimple is an equal opportunity employer, committed to building a team that represents various backgrounds, perspectives and skills.
We pride ourselves on creating a collaborative, diverse, and inclusive workplace for all employees.