Financial Planner (Bilingual - English & French)

**Overview:** - Wealthsimple seeks to help everyone achieve financial freedom by simplifying financial services. - The company is the largest fintech in Canada with over 4 million users and $50 billion in assets. - The Financial Planning team focuses on delivering exceptional experiences to Premium and Generation clients. **Key Responsibilities:** - Engage clients in meaningful financial conversations to understand their goals. - Provide strategic financial advice to encourage action towards financial goals. - Drive asset consolidation and meet performance metrics. - Communicate via phone and video, utilizing technology for enhanced client experience. - Follow up rigorously to ensure clients experience the full benefits of financial planning. **Requirements/Skills/Qualifications:** - CFP certification required, with IQPF as a benefit. - Minimum of 4 years of experience in financial planning with asset consolidation. - Proven high performance and target attainment. - Bilingual in French. - Passionate about financial planning and investing. - Comfortable using digital tools and technology. - Excellent communication skills, simplifying complex topics for clients. - Results-driven and sales-minded with experience in sales environments. **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. - 90 days away program for international work. - Access to various Employee Resource Groups. - Company-wide wellness days off. - Remote-first team with a diverse and inclusive culture. **DEI and Accessibility Statements:** - Wealthsimple encourages applications from a diverse range of candidates. - The company provides an accessible candidate experience and is committed to continuous improvement in accessibility practices.