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Senior Wealth Advisor - Client-First Planning
Job in
Cole Harbour, Nova Scotia, Canada
Listed on 2026-03-14
Listing for:
Wealthsimple Inc.
Full Time
position Listed on 2026-03-14
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading fintech company is seeking a Senior Advisor for its Wealth Management team. This role focuses on providing comprehensive support to high net worth clients, ensuring exceptional onboarding and financial planning experiences. Candidates must possess CFP or IQFP, CIM or CFA designations, and have over 5 years of related experience. This position offers a competitive salary in the range of CAD $120,000 - $150,000, emphasizing a client-first approach without sales targets.
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Position Requirements
10+ Years
work experience
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