[ support ]
(bilingual) Senior Advisor / Lead Advisor, Wealth Management Service (quebec Clients)
WealthSimple- Location
- Remote
- Work mode
- Remote
- Type
- full time
- Listed
Applications go directly to WealthSimple. Ramai takes no fee for placement and no money for ranking.
[ About this role ]
This is a Senior Advisor / Lead Advisor role in Wealth Management at Wealthsimple, serving Quebec clients. The role is fully salaried with no commission or sales targets, and performance is evaluated on client experience. Advisors provide comprehensive support to high net worth clients, including onboarding and developing financial plans.
Skills and focus areas
- wealth management
- financial planning
- client onboarding
- client relationship management
- bilingual (french/english)
Summary written by Ramai from the original posting. Full details and requirements are on WealthSimple’s careers page.
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