Portfolio Manager (Financial Advisor) (Bilingual, French/English)

Portfolio Manager (Financial Advisor) (Bilingual, French/English)
Wealthsimple, Canada

Experience
1 Year
Salary
0 - 0
Job Type
Job Shift
Job Category
Traveling
No
Career Level
Telecommute
No
Qualification
As mentioned in job details
Total Vacancies
1 Job
Posted on
Feb 22, 2021
Last Date
Mar 22, 2021
Location(s)

Job Description

Wealthsimple is a financial services company on a mission to help everyone achieve financial freedom by providing products and advice that are accessible and affordable. Using smart technology, Wealthsimple takes financial services that are often confusing, opaque and expensive and makes them simple, transparent, and low-cost.
With over 1 million people using Wealthsimple products, we are the market leader in Canada, and we’re fast growing in the US and UK. Our team is working together to build one of the most innovative fintech companies in the world and we're looking for talented people who want to help us move fast, ship often and make a huge impact. Join us on our mission to make financial services simple and affordable for everyone!
Read our Culture Manual to learn more about us and how we work.
Our client facing teams works closely with every part of Wealthsimple, learning the intricacies of how we build products, invest clients' money, and keep users happy. At Wealthsimple, we are maker-owners, we believe that simple is better, and we do what's right for each client. You can read about our mission and our team to learn more.In this role, you will have the opportunity to:
  • Challenge the wealth management industry status quo to help enable all people to invest
  • Play a major role in helping us change industry perceptions when it comes to investing. You will be on the front lines talking to prospective and current clients, getting them excited about our product and portfolios
  • Educate clients and prospective clients on how Wealthsimple's approach may better fit their needs. We do this by conducting discovery call sessions, portfolio reviews, financial planning, lunch and learns on investing or other popular topics, and webinars
  • Help clients plan and make the right financial decisions
  • Communicate most of the time via phone with clients. Superb phone skills are a requirement
  • Go the extra mile for the client, so we deliver an amazing client experience!
We're looking for someone who:
  • Wants to make a difference. We are a small team effectively reshaping how people look at the industry. We need people who 'get it' and want to play an integral part in helping us accomplish this mission
  • Possesses a passion and energy for personal finance and investing. You understand the ins and outs of the wealth management industry, and more importantly, know how to explain these concepts simply
  • Thrives in client-facing situations. At Wealthsimple, our client always come first. No matter what
  • Has great analytical and prioritization skills. You know how to balance what needs to be done with what’s possible to do. You understand the scope of an issue and its priority
  • Embraces technology and the role it plays in financial services. Specifically, you have the flexibility to navigate multiple applications simultaneously to deliver unprecedented solutions
  • Has the entrepreneurial mindset and want to become more than a financial advisor
Skills and experience we're looking for:
  • Experience as a Financial Planner, Associate Portfolio Manager or Investment Advisor
  • 3-5 years of experience in a wealth management environment
  • Either a CFA or CIM
  • Focused on client relationships, loves giving advice
  • Growth mindset
  • Great team player
  • Self starter who can identify and lead their own projects
At Wealthsimple, we embrace difference. We believe that getting to the best outcomes requires diverse perspectives and backgrounds. We create space where all voices can be heard so that we can all do our life's best work. We’re committed to openness, curiosity and creating an inclusive culture as we know that diverse teams build better products and generate better ideas. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know.

Job Specification

Job Rewards and Benefits

Wealthsimple

Information Technology and Services - New York City, United States
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