财务规划师
Financial Planner
### **打造人们喜爱的产品**
Wealthsimple 是加拿大领先的金融创新公司。该公司提供一系列简单而复杂的金融产品，涵盖托管投资、自助交易、加密货币、税务申报、消费和储蓄。Wealthsimple 目前为超过 400 万加拿大用户提供服务，并管理着超过 1550 亿美元的资产。公司由一群金融专家和技术企业家于 2014 年创立，总部位于加拿大多伦多。
我们为自己所创造的一切感到自豪——而我们才刚刚开始。阅读我们的 [文化手册](https://www.wealthsimple.com/en-ca/culture) 并了解更多 [我们的工作方式](https://www.wealthsimple.com/en-ca/careers)。
### **关于团队**
我们是一支高绩效、以客户为中心的财务规划师团队，热衷于重新思考金融行业。我们致力于精进自己的专业技能，持续提升技术规划知识和销售能力，以提供卓越的客户体验。我们的远程优先文化建立在协作和共同追求卓越的基础上；我们互相挑战并支持彼此取得成功，共同帮助客户实现财务自由。
### **关于职位**
在这个职位上，你对财务规划的热情将发挥核心作用，引导客户完成整个财务旅程。你不会仅仅回答问题，而是会好奇地探索每个客户目标背后的“为什么”，从而制定全面的投资、税务和退休策略。你的成功来自于将深入的了解转化为清晰的战略建议，鼓励客户采取自信、明智的行动。你将运用出色的沟通技巧，展示财务规划的深层价值，建立信任，推动 Wealthsimple 的资产管理整合。这个职位适合一位热爱创业的规划师，在快节奏、高绩效的环境中茁壮成长，并受到激励去掌控自己的业绩指标，同时提供愉悦、高质量的客户体验。
### **你将负责：**
- **与客户进行有意义的财务对话。** 你会深入倾听并提出有洞察力的问题，理解他们财务决策背后的真实目标和动机。
- **通过战略性的财务建议促使客户采取行动。** 你会确保客户朝着实现财务目标迈出有意义的步骤，
查看英文原文
### **Build something people love**
Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
We're proud of what we've built — and we're just getting started. Read our [Culture Manual](https://www.wealthsimple.com/en-ca/culture) and learn more about [how we work](https://www.wealthsimple.com/en-ca/careers).
### **About the team**
We’re a team of high-performing, client-obsessed team of financial planners who are passionate about rethinking the financial industry. We are committed to mastering our craft, continuously elevating both our technical planning knowledge and our sales expertise to deliver an exceptional client experience. Our remote-first culture is built on collaboration and a shared drive for excellence; we challenge and champion one another to succeed, collectively helping our clients achieve financial freedom.
### **About the role**
In this role, your passion for financial planning will be central as you guide clients through their entire financial journey. You will go beyond simply answering questions, instead curiously exploring the "why" behind each client's goals to build holistic investment, tax, and retirement strategies. Your success will come from translating this deep discovery into clear, strategic advice that encourages clients to take confident, informed action. You'll use your exceptional communication skills to demonstrate the deep value of financial planning, building the trust required to drive asset consolidation at Wealthsimple. This position is perfect for an entrepreneurial planner who thrives in a fast-paced, high-performance environment and is inspired to own their performance metrics while delivering a delightful, high-quality client 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.
- **Excite prospective and current clients** with delightful advice and how we can help them achieve their financial dreams.
- **Drive asset consolidation at Wealthsimple** through impactful, goal-based financial advice.
- **Own your performance metrics,** ensuring activity and consolidation targets are met.
- **Deliver personalized financial planning** by rigorously following up with clients via phone and video so they gain the full benefits of their plan.
- **Embrace technology** to improve the client experience, making financial planning more accessible, intuitive, and effective.
### **What you bring:**
- **The foundational expertise for success:** A mandatory CFP designation and at least 4 years of financial planning experience with direct asset consolidation responsibilities.
- **An entrepreneurial mindset and a proven track record of high performance**, demonstrating your ability to thrive in a fast-paced, high-expectation sales environment and own your performance metrics.
- **A genuine passion for financial planning** and a client-focused, empathetic approach that allows you to build trust through active listening and thoughtful, transparent advice.
- **The natural curiosity to dig deeper**; you don’t just answer financial questions, you seek to understand the motivations and long-term aspirations behind them to solve for the client's bigger picture.
- **Exceptional communication skills** that make complex financial topics simple for clients, paired with a comfort leveraging digital tools (such as AI) and technology to enhance the client experience.
- **Forward-thinking adaptability** that embraces the evolution of financial planning and the role technology plays in changing the game, preferably with deep experience improving Financial Planning processes. Bilingual (French) is also a strong asset.
### **Why Wealthsimple?**
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
### **ICYMI**
**Technology & Innovation at Wealthsimple:** We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
**Inclusion Statement:** We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
**Accessibility Statement:** We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
**AI in Hiring:** We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.