Senior Advisor, Wealth Management Service

Provide exceptional onboarding experiences for new clients, ensuring a smooth transition to Wealthsimple. Develop comprehensive financial plans tailored to each client's unique situation and goals. Create custom investment proposals that align with clients' financial objectives and risk tolerance. Proactively service client accounts, anticipating needs before they arise. Maintain regular communication with clients through phone, video, and in-person meetings. Apply your financial expertise to complex client situations involving corporations, trusts, and estates. Contribute your insights to improve our service offering and client experience.