Hybrid Advisor, Wealthsimple Advisor Services - Sales chez Wealthsimple
Wealthsimple · Toronto, Ontario, Canada · Hybrid
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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 $50 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.
As an Advisor - Wealthsimple Advisor Services, you will be at the forefront of promoting Wealthsimple Advisor Services to potential clients. This role is ideal for one who thrives on setting and achieving ambitious goals. You'll be a trendsetter in the space, constantly innovating your approach to showcase our comprehensive, one-on-one financial planning and advisory experience.
What You'll Do:
✔ Engage clients in meaningful financial conversations. You’ll listen deeply and ask insightful questions to understand the real goals and motivations behind their financial decisions.
✔ Encourage action through strategic financial advice. You’ll ensure clients take meaningful steps toward achieving their financial goals, while helping them see the bigger picture.
✔ Set and surpass your own ambitious targets for Advisor Services acquisitions and referrals, consistently raising the bar for performance.
✔ Innovate new strategies to engage potential clients and effectively communicate the value of Wealthsimple Advisor Services.
✔ Lead by example in client engagement, setting new standards for the Advisor Services experience.
✔ Pioneer new ways to articulate the value proposition of Wealthsimple Advisor Services, setting trends in how premium financial services are experienced.
✔ Collaborate with cross-functional teams to drive product improvements based on your market insights.
