Senior Advisor, Digital Advice
Wealthsimple
Estimated Salary: $75K-$125K
Location: Remote
Your career is an investment that grows over time!
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $80 billion in assets.
Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.
About the team:
The Digital Advice team supports Wealthsimple's mission of providing financial freedom by delivering exceptional advice at scale, supporting human advisors, and ensuring excellence in portfolio management operations. Our team's top priorities are to scale advice through digital innovation, building a premier wealth management business and delivering world class managed account operations. We're a small, diverse team that's answering the question - how can we leverage technology to make it easier for people to help themselves with personal finance?
About the role:
In this role, you will join a small group of talented and dedicated professionals with a clear mission to empower all of our clients to make smarter financial decisions through scaled advice. The Digital Advice team operates within the sales organization, working alongside advisors and planners who engage directly with our clients. This team drives advice innovation, creates advisor content, oversees portfolio management operations, and supports internal training.