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Added 6 hours ago
Senior Advisor Compliance Investigations Wealth Management
National Bank of Canada
Montreal, QC
Full-time
A career as a Senior Advisor, Compliance Investigations, Wealth Management, at National Bank, means acting as a specialist in the identification and analysis of potential breaches of rules,…
Added 2 days ago
Wealth Management Senior Advisor
Desjardins
Beloeil, QC · Saint-Hyacinthe, QC · Sorel-Tracy, QC
Full-time
As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop…
Added 3 days ago
Wealth Management Senior Advisor
Desjardins
Saint-Georges, QC · Service Signature Beauce-Appalaches-Etchemins
Full-time
As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and…
Added 12 days ago
Senior Advisor/Lead Advisor, Wealth Management
Wealthsimple Technologies
Remote, Canada
$124,000 to $192,000 CAD / year
Full-time · Remote
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…
Added 16 days ago
Wealth Management Senior Advisor
Desjardins
Montreal, QC · Repentigny, QC · Longueuil, QC · Caisse Desjardins du Réseau municipal (Montréal, Longueuil, Repentigny)
Full-time
As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop…
Added 16 days ago
Wealth Management Senior Advisor
Desjardins
Saint-Hyacinthe, QC · Caisse Desjardins du Réseau municipal (Montréal, Longueuil, Repentigny)
Full-time
As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients.
Added 29 days ago
Senior Manager, Advisor Services, International Wealth Management - Toronto, ON
Scotia Wealth Management
Toronto, ON
Full-time
The Senior Manager, Advisor Services is a strategic leader responsible for advancing the advisor experience and driving the successful adoption, optimization, and evolution of the Total…
Added 1 month ago
Senior Manager, Advisor Services, International Wealth Management - Toronto, ON
Scotiabank
Toronto, ON
The Senior Manager, Advisor Services is a strategic leader responsible for advancing the advisor experience and driving the successful adoption, optimization, and evolution of the Total…
Added 10 days ago
Wealth Management Senior Advisor
Desjardins
Beloeil, QC · Saint-Hyacinthe, QC · Sorel-Tracy, QC
Full-time
As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop…
Added 4 months ago
(Bilingual) Senior Advisor / Lead Advisor, Wealth Management Service (Quebec Clients)
Wealthsimple Technologies
Remote, Canada
$124,000 to $192,000 CAD / year
Full-time · Remote
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…
Added 6 months ago
Wealth Coordinator or Associate Wealth Advisor - Partner - AFS/GP Financial Svcs
Aviso Wealth
Regina, Saskatchewan
The role involves supporting a Senior Wealth Advisor through administrative and sales tasks. Responsibilities include working with existing clients and credit union members, assisting in…
Added 23 mins ago
Senior Recruiter
Husky Technologies
Bolton, ON
Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 6 hours ago
Senior Recruiter
Husky Technologies
Bolton, ON
Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 12 hours ago
Senior Recruiter
Husky Technologies
Bolton, ON
Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 12 hours ago
Senior Financial Advisor - Abitibi-Témiscamingue
CIBC
Val-d'Or, QC
Full-time
…grow your dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in…
Added 21 days ago
Administrative Assistant to the Regional Vice President
IG Wealth Management
Quebec, QC
Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 11 days ago
Senior Specialist, National Sales Enablement
IG Wealth Management
ON · Ontario, Canada
Full-time
Experience supporting a national sales, wealth management, asset management, financial services or advisor-facing team.
Added 5 days ago
Business Architecture Advisor
iA Financial Group
Montreal, QC · Quebec, QC
Full-time
As a Business Architecture Advisor, you will play a key leadership role in aligning strategy with execution. You will influence strategic direction and translate it into clear, practical,…
Added 3 days ago
Project Portfolio Manager
iA Financial Group
Montreal, QC · Quebec, QC
Full-time
…advisors who have chosen us for their insurance, savings, and wealth…
Added 3 days ago
Accounting Standards and Financial Reporting Advisor
iA Financial Group
Montreal, QC · Quebec, QC
Full-time
Participate in preparing and reviewing internal and external financial information, including management reports, presentations to senior management and other strategic financial documents.
Added 5 days ago
Manager, Business Insights & Analytics
CI Financial
Toronto, ON
Full-time
Build strong relationships across Wealth Operations, Sales, Advisor Support, Technology, and senior business leadership teams.
Added 3 days ago
Director, Programs - AI & Digital Transformation
RBC
Toronto, ON
Full-time
…enterprise-wide AI Transformation programs. You will serve as a trusted advisor to senior executives, orchestrating cross-functional collaboration across business lines, technology, risk,…
Added 4 days ago
Senior Financial Advisor - CIRO-MFD/AMF - Beloeil
CIBC
Beloeil, QC
Full-time
…grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the…
Added 3 days ago
Director, Competitive Search
CIBC
Toronto, ON
Full-time
…designed to attract high-value external mass affluent Financial Advisor talent through a model that blends business development, strategic sourcing, market intelligence, and high-touch…
Added 2 days ago
Regional Director, Client Relations - Canada Retirement
Manulife
Toronto, ON
Full-time
The Regional Director, Client Relations is responsible for leading the Ontario Client Relationship Management (CRM) team focused on supporting National and Corporate Accounts, advisor…

Wealthsimple Technologies

Senior Advisor/Lead Advisor, Wealth Management

Remote, Canada

Pay: $124,000 to $192,000 CAD / year
Job type: Full-time
Workplace: Remote
Posting language: English
Posted: Sep 8, 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:

CFP designation 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:

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 investment management support to high net worth clients. Maintain regular communication and deliver exceptional onboarding experiences while contributing to service improvements.

Requirements

Requires CFP or IQFP designation along with CIM or CFA designation. Candidates must have 8+ years of experience in wealth management or financial advisory roles.

Skills

Wealth management
Financial planning
Investment management
Client service
Communication skills
Financial advisory
High net worth client management
Portfolio management
Estate planning
Trust management
Corporate financial planning
Digital tools proficiency

Benefits

Health benefits
Life insurance
Long-term group savings with employer match
20 vacation days
4 wellness days
Unlimited sick and mental health days
90 days remote work outside Canada
Equity compensation

Remote locations

Canada

Remote locations (standardized)

Canada

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Financial planning
CFP
IQFP
CIM
CFA
HNW
UHNW
Investment management
Fintech
Equity
Financial advisory
Trusts
Estates
Client experience
Digital tools
Financial innovation
Portfolio management

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