Financial Advisor

Wealthsimple is North America's largest and fastest growing online investment manager that recently expanded to the US. We make investing easy and accessible to everybody. We're working on the challenges involved in making investment understandable and easy. We feel strongly about our brand and have twice won a Webby for Best Financial Services website. We're growing fast. In 3 years, Wealthsimple has gone from $0 under management to over $2B billion. We have significant funding from strategic investors that will allow us to continue building an amazing product that's competitive on a global level. Our Financial Advice team 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: 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, and helping them with any questions or issues that may arise Help build Wealthsimple's early-stage business and team in the United States Be a core driver of Wealthsimple's growth in the US to help transform the company from early-stage to a more established wealth manager: Be the trusted advisor to clients individually, helping them to plan and make the right financial decisions Book and deliver events to teach prospective clients about investing Spearhead initiatives targeting high net worth potential clients Assess clients' goals and objectives and assigning a portfolio mix that will suit them Analyze and provide "second opinions" on clients' existing portfolios to see if Wealthsimple would help them reach their goals and objectives Deliver an amazing client experience, no matter what Own Wealthsimple's investment management practice in the United States Represent Wealthsimple in the media, at conferences and during speaking engagements Help develop long-term sales processes and methods as the team grows

Wealthsimple is North America's largest and fastest growing online investment manager that recently expanded to the US. We make investing easy and accessible to everybody. We're working on the challenges involved in making investment understandable and easy. We feel strongly about our brand and have twice won a Webby for Best Financial Services website.