Lead Advisor, Wealth Management

Focus on Client Acquisition Team, building Wealth Management service.

• Thrive on setting and achieving ambitious goals.
• Innovating approach to showcase comprehensive, one-on-one fintech family office experience.
• Ideal for individuals who thrive in a sales motion, seeking out new prospects.
• Turn conversations into committed clients, who are driven to land big wins.
• Support growing client base across Canada to achieve financial freedom.
• Expand and run pre-existing pipeline of external prospects and COIs, generating upside.
• Be the face of Wealthsimple at events, in your network, and in-market.