Overview
Senior Advisor, Wealth Management; Bilingual Jobs in Toronto, Canada at Portage Ventures GP Inc.
Position: Senior Advisor, Wealth Management (Bilingual)
Location
Toronto Headquarters
Employment Type
Full time
Department
Commercial & Marketing Advisory & Planning
Compensation
- CA $120K – CA $150K
• Offers Equity
Base salary range:
For this role, candidates located in Canada can expect a base salary range, described in the posting. Actual compensation is determined based on skills, experience, and role level. Exceptional candidates may be considered above the top of the range, and pay can increase quickly for those who make a big impact in the role.
Total compensation:
In addition to base salary, permanent employees receive equity compensation. We use clear job levels and market-based salary bands to ensure compensation is fair and consistent across the company.
Build something people love
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 and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with 3+ million users who trust us with more than $100 billion in assets.
And we’re just getting started.
We’re looking for someone who thinks big, sweats the small stuff and keeps things simple. You’ll join a high-bar, fast-paced team where people are trusted to own their work, communicate openly, and ship things that improve our clients’ lives. Collaboration, humility, and an obsession over quality are how we get stuff done.
Be a part of our Canadian success story and help shape the financial future of millions. Read our Culture Manual and learn more about how we work.
The Role
As a Senior Advisor on our Wealth Management team, you’ll provide comprehensive support to our high net worth clients ($500K+) throughout their journey with us. Unlike traditional wealth management roles, this position is fully salaried with no commission structure or sales targets. Your performance will be evaluated on a balanced scorecard focused entirely on delivering world‑class client experiences.
In this role, you’ll have the opportunity to:
- Provide exceptional onboarding experiences for new clients, ensuring a smooth transition to Wealthsimple
- Develop comprehensive financial plans tailored to each client’s unique situation and goals
- Create custom investment proposals that align with clients’ financial objectives and risk tolerance
- Proactively service client accounts, anticipating needs before they arise
- Maintain regular communication with clients through phone, video, and in‑person meetings
- Apply your financial expertise to complex client situations involving corporations, trusts, and estates
- Contribute your insights to improve our service offering and client experience
What you’ll bring:
- CFP or IQFP designation required (CPA is a valuable asset)
- CIM or CFA designation required
- 5+ years of experience in wealth management or financial advisory roles
- Proven track record of delivering exceptional client service
- Strong financial planning and investment management knowledge
- Excellent communication skills with the ability to explain complex concepts clearly
- Client‑first mentality in all aspects of your work
- Passion for helping clients achieve their financial goals
- Technology‑minded with the ability to leverage digital tools to enhance client experience
- Bilingual (English/French) capability is a significant asset
Why You’ll Love Working Here
- Purpose‑driven role focused on client outcomes rather than sales targets
- Opportunity to challenge industry norms and truly put clients first
- Collaborative team environment with access to cutting‑edge fintech tools
- Career growth in a rapidly expanding company
- Competitive salary and benefits package
- Be part of revolutionizing how wealth management services are delivered in Canada
If you’re passionate about providing unbiased financial advice and creating exceptional client experiences for $500K+ clients in a modern, technology‑enabled environment, we’d love to hear from you
Why Wealthsimple?
Top‑tier health benefits and life insurance
Long‑term group savings with employer match using our Wealthsimple for Business platform
20 vacation days + 4 wellness days per year, and unlimited sick…
Title: Senior Advisor, Wealth Management; Bilingual
Company: Portage Ventures GP Inc.
Location: Toronto, Canada
Category:
