Advisor, Digital Advice

📋 Description

• Engage with clients on portfolio allocation.
• Oversee core digital process performance and health.
• Collaborate cross-functionally across teams to ship high-quality tools.
• Contribute to team projects: content and digital tools.
• Grow professionally with a supportive, high-caliber team.
• Learn wealth management and scale financial advice.

🎯 Requirements

• CIM designation or CFA Level 1.
• 2+ years with licensed advisors or PMs in CIRO/OSC.
• Passion for investing and personal finance.
• Client-first mentality with strong communication.
• Growth mindset.
• Great team player; collaboration is key.

🎁 Benefits

• Health benefits and life insurance.
• Long-term savings with employer match.
• 20 vacation days + 4 wellness days/year.
• 90 days away program supports working outside Canada.
• ERGs including Rainbow, Women of Wealthsimple.
• Remote-first team across North America.