Financial Planner
Remote regions
North AmericaBenefits
4w PTO
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About the Role:
- Guide clients through their entire financial journey.
- Build holistic investment, tax, and retirement strategies.
- Translate discovery into clear, strategic advice.
Responsibilities:
- Engage clients in meaningful financial conversations.
- Drive asset consolidation to Wealthsimple Wealth Management.
- Deliver personalized financial planning.
What You'll Bring:
- CFP designation and 4 years of financial planning experience.
- Entrepreneurial mindset and proven track record of high performance.
- Passion for financial planning and a client-focused approach.
Wealthsimple
Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. They're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets and are continuing to grow.