The Investment Research Team is the heart of all Investment products designed by Wealthsimple. In this role you'll have the opportunity to fully own, oversee, and evolve our strategic asset allocation process through a data-driven analytical approach. Define approaches and establish investment guidelines for tactical adjustments to broad asset allocations. Identify optimal security selection and trade execution logic to ensure maximally efficient asset portfolios.
The Investment Research Team is at the core of every investment product designed at Wealthsimple. You will refine and enhance our asset allocation process using a data-driven analytical approach, collaborate across teams, translate investor needs into data models, and stay ahead of market trends. You will also take ownership and deliver results working remotely from anywhere in Canada.
A full-time role for a qualified Mortgage Adviser working as part of a team of advisers, you will be responsible for providing expert mortgage and protection advice to clients across the UK. You will work closely with clients to assess their financial needs, source suitable mortgage products, and recommend protection solutions to safeguard their future.
An exciting opportunity exists for a self-employed Mortgage and Protection Advisor to supplement their existing client base with regular, qualified opportunities. The successful candidate will follow up on leads, recommend suitable products, assess customer affordability and achieve set individual targets. They will maintain market knowledge and build a pipeline.
As an Investment Representative, execute manual trades with the Trade Desk and support the Client Success team and deliver extraordinary experiences that meet client's expectations while maintaining compliance. Support clients across all channels and solve complicated client edge cases. Deliver an amazing client experience by building a foundation of investment, personal finance and stock trading knowledge and identifying operational improvements.