Financial Planner

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. Drive asset consolidation at Wealthsimple through impactful, goal-based financial advice. 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. A mandatory CFP designation and at least 4 years of financial planning experience with direct asset consolidation responsibilities is required.