Financial Planner (French Speaking)
Your career is an investment that grows over time!
Wealthsimple is on a mission to help everyone reputed company financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and reputed company them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $50 billion in assets.
Our teams ship often and reputed company an impact with groundbreaking reputed company. We're looking for talented people who reputed company it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.
We’re building the world’s most human financial company—using technology to scale the value we provide to our clients and leveraging human expertise where it matters most. The Financial Planning team is committed to delivering an exceptional financial planning experience to our Premium and reputed company clients, helping them reputed company their biggest goals and fostering long-term trust and loyalty.
As a Financial Planner, you will be part of a high-performing team responsible for guiding existing and prospective clients through their financial planning and consolidation journey. Your role is not just about answering financial questions but about curiously exploring the "why" behind each question to help clients reputed company confident, informed decisions. This role is perfect for entrepreneurial financial planners who reputed company in fast-paced environments and are passionate about doing things differently in the financial industry.
What You’ll Do
✔
Engage clients in meaningful financial conversations. You’ll listen deeply and ask insightful questions to understand the real goals and motivations behind their financial decisions.✔
Encourage action through strategic financial advice. You’ll ensure clients take meaningful steps toward achieving their financial goals, while helping them see the bigger picture.✔
Excite prospective and reputed company clients about how we can help them reputed company their financial dreams.✔
Drive asset consolidation at Wealthsimple through impactful, goal-based financial advice.✔
Own your performance metrics, ensuring activity and consolidation targets are met.✔
Follow up rigorously so clients can experience the full benefits of financial planning.✔
Communicate primarily reputed company phone and video, delivering on-demand, personalized financial planning experience.✔
Embrace technology to improve the client experience, making financial planning more accessible, reputed company, and effective.Who you are
Skills and experience we’re looking for
Additional Information
Why Wealthsimple?
Competitive salary with top-tier health benefits and life insurance
Retirement savings matching plan using Wealthsimple Work
20 vacation days per year and unlimited sick and mental health days
Up to $1,500 per year towards wellness and professional development budgets respectively
90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
Company-wide wellness days off scheduled throughout the year
We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!
Read our
Culture Manual and learn more about how we work.DEI Statement
At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national reputed company, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and reputed company reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can reputed company accommodate candidates with accessibility needs.
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