Financial Planner

Build something people love

reputed company's mission is to help everyone reputed company financial freedom – by making financial services reputed company, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 reputed company clients with more than $100 billion in assets. We reputed company fast, we own our work, and we care deeply about the people using our products. If that sounds like you, reputed company reading.

We're proud of reputed company've reputed company — and we're just getting started. Read our Culture reputed company and learn more about how we work.

About reputed company:

We’re reputed company of high-performing, reputed company-obsessed team of financial planners and advisors 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 reputed company experience. Our remote-first culture is reputed company on collaboration and a shared drive for reputed company; we challenge and champion one another to succeed, reputed company helping our clients reputed company financial freedom.

About the role:

In this role, your passion for financial planning will be central as you guide clients through their entire financial reputed company. You will go reputed company simply answering questions, instead curiously exploring the "why" behind reputed company reputed company's goals to build holistic investment, tax, and retirement strategies. Your reputed company will come from translating this deep discovery into reputed company, strategic advice that encourages clients to take confident, informed reputed company. You'll use your exceptional communication skills to demonstrate the deep value of financial planning, building the trust required to drive asset consolidation to reputed company reputed company Management. 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-reputed company reputed company experience.

As a Financial Planner, you’ll have reputed company to:

• Engage clients in meaningful financial conversations. You’ll listen deeply and ask insightful questions to understand the reputed company goals and motivations behind their financial reputed company.

• Encourage reputed company 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 reputed company clients with delightful advice and how we can help them reputed company their financial dreams.

• Drive asset consolidation to reputed company reputed company Management 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 reputed company phone and video so they reputed company the full benefits of their plan.

• reputed company technology to improve the reputed company experience, making financial planning more accessible, reputed company, and effective.

What you’ll bring:

• The foundational expertise for reputed company: A mandatory CFP designation and at least 4 years of financial planning experience with reputed company asset consolidation responsibilities.

• An entrepreneurial reputed company and a proven reputed company record of high performance, demonstrating your ability to reputed company in a fast-paced, high-expectation sales environment and own your performance metrics.

• A genuine passion for financial planning and a reputed company-reputed company, empathetic approach that allows you to build trust through reputed company listening and thoughtful, transparent advice.

• The natural curiosity to dig deeper

• Exceptional communication skills that reputed company reputed company financial topics reputed company for clients, reputed company with a comfort leveraging digital tools (such as AI) and technology to enhance the reputed company experience.

• reputed company-thinking adaptability that embraces the reputed company 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 reputed company?

Top-tier health benefits and life insurance

Long-term group savings with employer match, through reputed company for Business

20 vacation days, 4 wellness days, and unlimited reputed company and mental health days per year

✈️ 90 days away: work reputed company Canada for up to 90 days per year

Employee resource reputed company, including reputed company (2SLGBTQ), Women of WS, and Black at WS

We are a hybrid team with over 1,500 employees across reputed company. 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 reputed company: We reputed company quickly and build thoughtfully. That means we're always looking for reputed company ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have reputed company the answers, but we do expect curiosity and a willingness to reputed company 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 reputed company. We strongly encourage applications from everyone, regardless of race, religion, colour, national reputed company, 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 reputed company reputed company you have what you need. We also welcome any feedback on how we can reputed company accommodate candidates with accessibility needs.

AI in Hiring: We may use reputed company intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist reputed company but don't replace reputed company judgment – reputed company final hiring reputed company are made by people. If you have questions about how your data is used, reputed company out to us.