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Added 6 hours ago
Powersport Sales Service Advisor & Parts Representative
Kerr's Chain Saw Ltd
Bathurst, NB
Full-time
Kerr’s Chain Saw Ltd. is looking for an experienced Service Advisor & Parts to join our team. If you enjoy working with customers, solving problems, staying organized, and have a passion…
Added 2 days ago
Service/Parts Advisor
Charger Logistics Inc.
Calgary, AB
Full-time
…of our Calgary office who has experience with managing the parts for trucks and trailers. We are looking for a candidate with previous work experience and strong work…
Added 12 days ago
Parts/Service Advisor
Steves Livestock Transportation Blumenort Ltd
Red Deer, AB
Full-time
A division of Steve’s Livestock Transport, BVT Truck & Trailer Repair offers full-service repairs and maintenance on all varieties of trucks and trailers. BVT Truck & Trailer Repair has…
Added 2 months ago
Parts / Service Advisor
Harvey & Company Ltd - Gander
Gander, NL
Full-time
The Parts & Service Advisor is the critical link between our customers, technicians, and parts team. This position is responsible for delivering an exceptional customer experience by…
Added 4 months ago
Parts and Service Advisor - Country Ford Wilkie
FFUN Group
Wilkie, SK
Full-time
Country Ford Wilkie is looking for a Parts & Service Advisor, with the role being primarily parts‑focused while also supporting service advising. This role is an excellent opportunity for…
Added 11 days ago
Service Writer/ Parts Advisor
Pinnacle Equipment
Abbotsford, BC
Full-time
We are seeking a Service Writer and Parts Advisor to join our team in our Abbotsford location. The Service Writer / Parts Advisor will be responsible for supporting the daily operations of…
Added 6 months ago
Customer Service Advisor (Service, Rentals, Parts)
VanLife Campers
Montreal, Quebec
Full-time
Added 3 months ago
Parts & Service Advisor
Steele Auto Group
Gander, Newfoundland and Labrador
Full-time
Simmons Honda Powerhouse Recreation is seeking a Parts & Service Advisor to join our team!
Added 4 hours ago
Service and Parts Admin
Advantage Farm Equipment
London, ON
Full-time
We are looking for a Service / Parts Advisor to join our team at our London location.
Added 4 hours ago
Parts Advisor - Automotive
Manufacturing Job Site
Toronto, ON
Internship
We are currently hiring an experienced Parts Advisor for our Toyota / Lexus parts department:
Added 11 days ago
Front Counter Parts Advisor - Sherwood Park Volkswagen
AutoCanada Inc.
Sherwood Park, AB
$50,000 to $60,000 CAD / year
Full-time
The Parts Advisor will be responsible for researching and sourcing parts for customers and technicians, ensuring timely and accurate part orders, and facilitating the sales process. Will…
Added 2 days ago
Service Advisor
Inland Truck & Equipment
Leduc, AB
Full-time
We are looking for a Service Advisor for our Leduc location. The Service Advisor is responsible for opening and closing work orders, scheduling work and greeting and interacting with…
Added 1 day ago
Conseiller(ère) technique - Toyota de Boucherville - Technical Advisor - Toyota de Boucherville
Action Grenier Autogroupe
Boucherville, QC
Full-time
Vous êtes organisé(e), avez un excellent sens du service à la clientèle et aimez évoluer dans un environnement stimulant ? Cette opportunité est pour vous !
Added 2 days ago
Service Advisor
401 Auto
Kitchener, ON
Full-time
Now Hiring: Customer-Focused Service Advisor – Be the Friendly Face of Our Service Department & Drive an Exceptional Experience Every Visit!
Added 2 days ago
Service Advisor
INLAND KENWORTH US INC
Leduc, AB
Full-time
We are looking for a Service Advisor for our Leduc location. The Service Advisor is responsible for opening and closing work orders, scheduling work and greeting and interacting with…
Added 2 days ago
PARTS ADVISOR
Stampede Leasing Ltd
Calgary, AB
The Parts Advisor efficiently provide parts solutions for front and back counter sales, supplying the required parts and accessories to retail and wholesale customers, receiving and storing…
Added 2 days ago
Service Advisor (Yorkton)
AgWest Ltd.
Yorkton, SK
Full-time
This role combines Service Advisor, administrative, warranty, and parts support responsibilities, providing support to both the Yorkton and Weyburn locations. The successful candidate will…
Added 3 days ago
Parts Advisor - Crosstown Chrysler Dodge Jeep Ram
AutoCanada Inc.
Edmonton, AB
$18 to $24 CAD / hour
Full-time
The Parts Advisor will be responsible for researching and sourcing parts for customers and technicians, ensuring timely and accurate part orders, and facilitating the sales process. Will…
Added 3 days ago
Parts Advisor - Grande Prairie Hyundai
AutoCanada Inc.
Grande Prairie, AB
$20 to $26 CAD / hour
Full-time
The Parts Advisor will be responsible for researching and sourcing parts for customers and technicians, ensuring timely and accurate part orders, and facilitating the sales process. Will…
Added 3 days ago
Service Advisor
MasterTech
Toronto, ON · North York, Ontario
Full-time
We are looking for an experienced Service Advisor, to join a busy operation in the North York, ON region. Customer focused candidates can join an established team assisting with service…
Added 3 days ago
Red Seal Automotive Technician
The Jim Pattison Auto Group
North Vancouver, BC
The Jim Pattison Auto Group is looking for a skilled and motivated Automotive Service Technician – Red Seal / Journeyperson to join our team at Jim Pattison Volvo Cars North Vancouver.
Added 3 days ago
Service Advisor
Cochrane Toyota
Cochrane, AB
Full-time
Cochrane Toyota is looking for an experienced, motivated Automotive Service Advisor to join our growing Service Department.
Added 3 days ago
Conseiller(ère) technique - Longueuil Toyota - Technical Advisor - Longueuil Toyota
Action Grenier Autogroupe
Longueuil, QC
Full-time
Vous êtes organisé(e), avez un excellent sens du service à la clientèle et aimez évoluer dans un environnement stimulant ? Cette opportunité est pour vous !
Added 3 days ago
Parts Advisor
Steele Auto Group
New Glasgow, NS
Full-time
As a Parts Advisor at County Mazda, you will be the go-to resource for customers, technicians, and suppliers seeking automotive parts solutions. In this role, you will identify and source…
Added 5 days ago
Front Counter Parts Advisor - Moncton Chrysler Dodge Jeep Ram
AutoCanada Inc.
Moncton, NB
Up to $20.54 CAD / hour
Full-time
The Parts Advisor will be responsible for researching and sourcing parts for customers and technicians, ensuring timely and accurate part orders, and facilitating the sales process. Will…

Wealthsimple Technologies

(Bilingual) Senior Advisor / Lead Advisor, Wealth Management Service (Quebec Clients)

Remote, Canada

Pay: $124,000 to $192,000 CAD / year
Job type: Full-time
Workplace: Remote
Posting language: English
Posted: May 15, 2026

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Original job description

Build something people love

Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.

We're proud of what we've built - and we're just getting started. Read our Culture Manual and learn more about how we work.

The Role

This posting covers a single opening on our Wealth Management team that will be leveled as either Senior Advisor or Lead Advisor, based on the candidate's years of experience and professional designations. Both levels share the same core mandate and must-have requirements below.

As a Senior or Lead Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients throughout their journey with us. This position is fully salaried with no commission structure or sales targets. Your performance will be evaluated on a balanced scorecard focused entirely on delivering world-class client experiences.

Client segment by level: Senior Advisors typically support clients with $1MM+ in assets; Lead Advisors typically support clients with $3MM+ in assets. Final leveling and book assignment is based on experience and designations held.

What you'll do:

Provide exceptional onboarding experiences for new clients, ensuring a smooth transition to Wealthsimple
Develop comprehensive financial plans tailored to each client's unique situation and goals
Create custom investment proposals that align with clients' financial objectives and risk tolerance
Proactively service client accounts, anticipating needs before they arise
Maintain regular communication with clients through phone, video, and in-person meetings
Apply your financial expertise to complex client situations involving corporations, trusts, and estates
Contribute your insights to improve our service offering and client experience

What you bring:

Required for this role (Quebec):

Pl. Fin. (Planificateur financier / Financial Planner) designation - required. This is a legally protected professional title in Quebec, jointly overseen by the Institut de planification financière (IPF) and the Autorité des marchés financiers (AMF). It is legally required in Quebec to practice comprehensive personal financial planning and to use the title.
Bilingual - French and English required.
CIM or CFA designation required
Additional designations including FEA, TEP, CPA, etc. are required for a Lead Advisor

Experience (by level):

Senior Advisor: 5+ years of experience in wealth management or financial advisory roles
Lead Advisor: 10+ years of experience in wealth management or financial advisory roles, specifically working with HNW/UHNW clients

Also important:

CFP or IQFP designation is an asset
Proven track record of delivering exceptional client service
Strong financial planning and investment management knowledge
Excellent communication skills with the ability to explain complex concepts clearly
Client-first mentality in all aspects of your work
Passion for helping clients achieve their financial goals
Technology-minded with the ability to leverage digital tools to enhance client experience

Why You'll Love Working Here

Purpose-driven role focused on client outcomes rather than sales targets
Opportunity to challenge industry norms and truly put clients first
Collaborative team environment with access to cutting-edge fintech tools
Career growth in a rapidly expanding company
Competitive salary and benefits package
Be part of revolutionizing how wealth management services are delivered in Canada

If you're passionate about providing unbiased financial advice and creating exceptional client experiences for high net worth clients in a modern, technology-enabled environment, we'd love to hear from you.

Why Wealthsimple?

🌸 Top-tier health benefits and life insurance

📈 Long-term group savings with employer match, through Wealthsimple for Business

🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year

✈️ 90 days away: work outside Canada for up to 90 days per year

👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS

🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.

ICYMI

Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work - whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.

Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know - we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.

AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.

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More about this job

Responsibilities

Provide comprehensive financial planning and onboarding support for high net worth clients with assets over $1MM. Develop custom investment proposals and proactively manage client accounts to ensure a world-class experience without sales targets.

Requirements

Requires 5+ years of wealth management experience and mandatory CFP and CIM or CFA designations. Bilingual capability in English and French is considered a significant asset.

Skills

Financial Planning
Investment Management
Wealth Management
Bilingual English/French
Estate Planning
Trusts and Corporations
Risk Tolerance Assessment
Digital Tool Proficiency
Communication Skills

Benefits

Health benefits
Life insurance
Long-term group savings with employer match
20 vacation days
4 wellness days
Unlimited sick and mental health days
Work outside Canada for up to 90 days per year
Employee resource groups
Equity compensation

Remote locations

Toronto, Ontario, Canada

Remote locations (standardized)

Toronto, Ontario, Canada

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
CFP
CIM
CFA
CPA
Financial Planning
High Net Worth
Fintech
Investment Proposals
Estate Planning
Trusts
Corporations
Bilingual
French
English
Client Experience
Financial Freedom

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