Implement rigorous problem-solving to help solve clients’ most challenging issues on how to grow their businesses and manage their finances. Own communication with clients regularly to provide recommendations and manage expectations. Bring the latest analytical techniques plus a deep understanding of financial modeling to help clients develop financial models, budgets, and forecasts. Be a trusted advisor for clients on their most important financial decisions.
As a Lead Advisor for our Client Acquisition Wealth Management team, you will be focused entirely on bringing brand-new high-net-worth clients ($500K+) into Wealthsimple. This is not a traditional Advisor role! Building networks and fostering deep relationships makes you tick. Evolving and modernizing traditional processes and systems excites you. You’re driven to land big wins, and support our growing client base across Canada to achieve financial freedom!
In the role of a Collections Representative, you will specialize in one brand through our comprehensive 4-week training program. Following the completion of training, your responsibilities will involve reaching out to customers, identifying solutions, and assisting them in maintaining consistent loan payments. This role requires comfort and proficiency in working with customers through challenging situations.
Administrative Fiduciary Services is looking for Client Relationship Managers to fill fully remote positions. In this role, you will maintain client and advisor relationships, manage a caseload of approximately 90-110 clients, and consult with clients regarding plan operation and design. You will also identify and assist in resolving issues related to plan administration and review annual non-discrimination testing.
You will provide 1:1 virtual coaching, participate in training, communicate with members via email/chat, and share coaching tools to empower professionals to thrive in their jobs. You should value learning, growth, and community and be passionate about developing people; experience in finance and leadership is necessary.