Advisor, Wealthsimple Advisor Services - Sales

Employer Industry: Fintech

Why consider this job opportunity:

1. Competitive salary with top-tier health benefits and life insurance
2. Retirement savings matching plan using the employer's Work program
3. 20 vacation days per year and unlimited sick and mental health days
4. Up to $1,500 per year towards wellness and professional development budgets
5. 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
6. Remote-first team with over 1,000 employees across North America

What to Expect (Job Responsibilities):

1. Engage clients in meaningful financial conversations to understand their goals and motivations
2. Provide strategic financial advice to encourage clients to take action toward their financial objectives
3. Set and surpass ambitious targets for Advisor Services acquisitions and referrals
4. Innovate new strategies to effectively communicate the value of the employer's Advisor Services
5. Collaborate with cross-functional teams to drive product improvements based on market insights

What is Required (Qualifications):

1. Minimum 5 years of outstanding performance in financial services sales, preferably in advisory or wealth management services
2. Proven history of exceeding targets and setting benchmarks for sales performance
3. Strong understanding of financial planning concepts and the evolving landscape of professional financial advice
4. Exceptional communication and presentation skills
5. Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) Level 1 or higher (Mandatory)

How to Stand Out (Preferred Qualifications):

1. Certified Financial Planner (CFP) is a strong asset
2. Experience with CRM systems and leveraging technology to optimize sales processes
3. Comfortable with remote client interactions and building trust in virtual environments
4. Bilingual (French) is a strong asset