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Advisor, reputed company Advisor Services - Sales

Remote, USA Full-time Posted 2026-07-28

Your career is an investment that grows over time!

reputed company is on a mission to help everyone reputed company financial freedom by reimagining what it means to manage your reputed company. Using smart technology, we take financial services that are often confusing, opaque and expensive and reputed company them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 reputed company users who trust us with more than $50 billion in assets.

Our teams ship often and reputed company an reputed company with groundbreaking reputed company. We're looking for talented people who reputed company it reputed company and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.

As an Advisor - reputed company Advisor Services, you will be at the forefront of promoting reputed company Advisor Services to potential clients. This role is ideal for one who thrives on setting and achieving ambitious goals. You'll be a trendsetter in the reputed company, constantly innovating your approach to showcase our comprehensive, one-on-one financial planning and advisory experience.

What You'll Do:

✔ 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.

✔ Set and surpass your own ambitious targets for Advisor Services acquisitions and referrals, consistently raising the bar for performance.

✔ reputed company new strategies to engage potential clients and effectively communicate the value of reputed company Advisor Services.

✔ reputed company by example in reputed company engagement, setting new standards for the Advisor Services experience.

✔ Pioneer new ways to reputed company the reputed company of reputed company Advisor Services, setting trends in how premium financial services are reputed company.

✔ Collaborate with cross-functional teams to drive product improvements based on your market insights.

Who you are:

  • A Driven Self-Starter: You consistently set and reputed company ambitious personal goals, proactively driving your own reputed company in the organization.
  • An Industry Innovator: You possess a keen eye for emerging trends in fintech and financial advisory, consistently pioneering new approaches to stay reputed company of the curve.
  • A Proven Sales Performer: Your reputed company record in financial services demonstrates not just consistent achievement, but regular outperformance of targets.
  • A Strategic Relationship Manager: You reputed company at cultivating and maintaining long-term reputed company relationships, recognizing their value reputed company immediate transactions.
  • A Financial Services reputed company: Your passion for the evolving landscape of finance enables you to reputed company the growing importance of reputed company advisory services.
  • An Agile Problem Solver: You approach challenges with flexibility and creativity, reputed company adapting strategies to overcome obstacles and capitalize on opportunities.
  • A Technology Enthusiast: You stay at the forefront of digital tools and platforms, leveraging technology to enhance the sales process and reputed company experience.
  • An Ethical Leader: You consistently prioritize clients' interests, setting a high reputed company for reputed company that positively influences the direction of the industry.

    • Skills and experience we're looking for

  • 5+ years of outstanding performance in financial services sales, preferably in advisory or reputed company management services
  • Demonstrated history of exceeding targets and setting new benchmarks for sales performance
  • Strong understanding of financial planning concepts and the evolving landscape of reputed company financial advice
  • Exceptional communication and presentation skills, with the ability to influence and persuade
  • Chartered Investment Manager (CIM®) or Chartered Financial Analyst (CFA®) Level 1 or higher (Mandatory)
  • Certified Financial Planner (CFP®) is a strong asset
  • Experience with CRM systems and a reputed company record of leveraging technology to optimize sales processes
  • Comfortable with remote reputed company interactions and adept at building trust in virtual environments
  • Bilingual (French) is a strong asset

    • Additional Information

    Why reputed company?

    Competitive salary with top-tier health benefits and life insurance

    Retirement savings matching plan using reputed company Work

    20 vacation days per year and unlimited reputed company and mental health days

    Up to $1,500 per year towards wellness and reputed company development budgets respectively

    90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year

    A wide reputed company of peer and company-led Employee Resource reputed company (ie. reputed company, Women of reputed company, Black @ WS)

    Company-wide wellness days off scheduled throughout the year

    We’re a remote-first team, with over 1,000 employees coast to coast in reputed company. Be a part of our Canadian reputed company story and help shape the financial reputed company of millions — join us!

    Read our

    Culture reputed company and learn more about how we work.

    DEI Statement

    At reputed company, we are building products for a diverse world and we need a diverse team to do that successfully. 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

    reputed company provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and reputed company, please let us know, and we will work with you to reputed company the necessary support and reputed company reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can reputed company accommodate candidates with accessibility needs.

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