As a Senior Investment & Retirement Specialist at Wealthsimple, you will work with prospective & existing Wealthsimple clients to provide sound investment & financial planning advice that will win the trust of clients & encourage them to consolidate their assets to our platform. You will be supported by our internal marketing team who will schedule calls with high potential Wealthsimple clients, in addition to your own prospecting & networking activity. Your creativity, motivation, & drive for new investment sales will enable you to provide world-class advice & planning that helps clients achieve their long-term financial goals.
At Wealthsimple, we keep it simple, we do what's right for each client, we take care of each other, & we raise the bar. Learn more about our values in the Wealthsimple Culture Manual