Financial Planner
Spotted 12d agoFullTime
AI Agent Apply · Ashby & Greenhouse
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What you'll need to apply
Fields this application requires
NameEmailRésuméLocationWork authorization answerPhone
Company-specific questions
- Why Wealthsimple?essay
- Do you hold the credentials required to hold yourself out as a Financial Planner in both Ontario and Quebec? (Quebec: A diploma from the Institut de planification financière (IPF) and a certificate from the Autorité des marchés financiers (AMF), granting the F.Pl. designation. Ontario: The Certified Financial Planner (CFP) designation.)
- Is your CIM or CFA designation (required for securities licensing with CIRO) current and in good standing?
- Do you have 4+ years of experience in financial planning with asset consolidation responsibilities?
- In your current role, what is the average size of the clients that you deal with?
- Are you professionally proficient in both English and French?
- What is the location where you permanently reside?
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