Senior Advisor, Digital Advice @ Wealthsimple
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About Wealthsimple
Your career is an investment that grows over time! Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining how to manage money. As Canada’s largest fintech company with over 4 million users and more than $80 billion in assets, we turn complex financial services into transparent, low-cost solutions.
About the Digital Advice Team
The Digital Advice team supports Wealthsimple's mission by delivering exceptional financial advice at scale, supporting human advisors, and ensuring excellence in portfolio management operations. The team focuses on scaling advice through digital innovation and building a premier wealth management business.
About the Role: Senior Advisor, Digital Advice
Join a small group of dedicated professionals to empower clients by enhancing digital financial advice. You will work within the sales organization alongside advisors, planners, product teams, investment research, and marketing to drive advisor content creation, innovation, and operational excellence.
- Scale Financial Advice: Make high-quality financial guidance accessible to everyone.
- Collaborate Cross-Functionally: Partner with multiple teams to deliver smart digital tools and content.
- Champion Best Practices: Develop frameworks and effective financial advisory practices.
- Drive Portfolio Success: Lead improvements in managed account operations.
- Grow Professionally: Develop alongside talented colleagues in a dynamic environment.
What You'll Bring
A mission-driven mindset with strong investment expertise in regulated roles is essential. The ideal candidate holds a CFA or CIM designation with at least 2 years of relevant experience. You should demonstrate innovation and execution skills with a collaborative approach, excellent analytical capabilities (including SQL proficiency), and passion for fintech and personal finance.
Why Wealthsimple?
- Competitive salary with top-tier benefits including health and life insurance.
- Retirement savings matching through Wealthsimple for Business.
- Generous leave policies with 20 vacation days and unlimited sick/mental health days.
- Professional development and wellness budget up to $1,500 per year.
- Remote-first work arrangement with international work opportunities.
Technology & Innovation at Wealthsimple
At Wealthsimple, innovation is welcomed at every level. We continuously adopt new technologies, including AI, to improve our processes, solve problems, and provide greater value to clients.
DEI and Accessibility
Wealthsimple is committed to building diverse teams and products. All qualified candidates are encouraged to apply, and accommodations are provided to ensure an accessible candidate experience during the complete hiring process.
Key skills/competency
- Digital Advice
- Wealth Management
- Financial Regulation
- Cross-Functional Collaboration
- Investment Expertise
- Innovation
- Data Analysis
- Content Creation
- Portfolio Management
- Fintech
How to Get Hired at Wealthsimple
🎯 Tips for Getting Hired
- Research Wealthsimple's culture: Study their mission, values, and recent news.
- Tailor your resume: Highlight regulatory and fintech expertise.
- Prepare for data questions: Review SQL and analytic experiences.
- Showcase collaboration skills: Emphasize cross-team project examples.