Advisor, Wealthsimple Advisor Services - Sales

Overview: - Wealthsimple Advisor Services role at the forefront of promoting financial services. - Ideal for ambitious individuals who thrive on setting and achieving goals. - Involves engaging clients, encouraging action through strategic financial advice, and innovating client engagement strategies. Key Responsibilities: - Engage clients in meaningful financial conversations and understand their motivations. - Provide strategic financial advice to help clients achieve their financial goals. - Set and surpass ambitious targets for Advisor Services acquisitions and referrals. - Innovate new strategies to engage potential clients and communicate the value of services. - Lead by example in client engagement and articulate the value proposition of services. - Collaborate with cross-functional teams for product improvements. Requirements/Skills/Qualifications: - 5+ years of outstanding performance in financial services sales, preferably in advisory or wealth management. - History of exceeding targets and setting new benchmarks for sales performance. - Strong understanding of financial planning and professional financial advice. - Exceptional communication and presentation skills. - Mandatory Chartered Investment Manager (CIM®) or Chartered Financial Analyst (CFA®) Level 1 or higher. - Certified Financial Planner (CFP®) is a strong asset. - Experience with CRM systems and comfort with remote client interactions. - Bilingual (French) is a strong asset. Compensation & Benefits: - 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. - 90 days away program for international work. - Employee Resource Groups and company-wide wellness days. - Remote-first team environment. DEI Statement: - Wealthsimple encourages applications from everyone regardless of race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability status. Accessibility Statement: - Wealthsimple provides an accessible candidate experience and is committed to improving accessibility practices.