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Advisor, Wealthsimple Advisor Services - Sales - Remote Eligible
Innovate new strategies to engage potential clients and showcase financial planning services.
TorontoRemote
Mid-Level
6 days ago
Wealthsimple
Wealthsimple is a Canadian online investment management service offering financial products.
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✨ About The Role
- As an Advisor for Wealthsimple Advisor Services, the role involves promoting the services to potential clients.
- The advisor will engage clients in meaningful financial conversations, listening deeply to understand their goals and motivations.
- They will encourage action through strategic financial advice, helping clients take meaningful steps toward their financial goals.
- The advisor is expected to set and surpass ambitious targets for Advisor Services acquisitions and referrals.
- They will innovate new strategies to engage potential clients and effectively communicate the value of Wealthsimple Advisor Services.
- The role includes leading by example in client engagement and setting new standards for the Advisor Services experience.
- The advisor will collaborate with cross-functional teams to drive product improvements based on market insights.
âš¡ Requirements
- The ideal candidate is a driven self-starter who consistently sets and exceeds ambitious personal goals.
- They should be an industry innovator with a keen eye for emerging trends in fintech and financial advisory.
- A proven sales performer, they will have a track record of exceeding targets and setting new benchmarks for sales performance.
- The successful candidate will excel at cultivating and maintaining long-term client relationships, recognizing their value beyond immediate transactions.
- They should be a financial services advocate, passionate about the evolving landscape of finance and professional advisory services.
- An agile problem solver, they will approach challenges with flexibility and creativity, adapting strategies to overcome obstacles.
- A technology enthusiast, they will leverage digital tools and platforms to enhance the sales process and client experience.
- They will also be an ethical leader, prioritizing clients' interests and setting a high standard for integrity in the industry.
About Wealthsimple
Wealthsimple is a Canadian online investment management service offering financial products.