# Senior Advisor / Lead Advisor, Wealth Management Service (Quebec Clients)

**Company**: Wealthsimple Technologies
**Location**: Remote (Canada)
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://jobs.ashbyhq.com/wealthsimple/d6c5fce8-ce92-40d6-b028-07c91bb4eb03?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_b253c3ef-a8d

## Description

We are looking for a bilingual Senior Advisor / Lead Advisor to join our Wealth Management Service team, focusing on Quebec clients.

As a Senior Advisor / Lead Advisor, you will work closely with our team to provide exceptional wealth management services to high-net-worth individuals and families in Quebec. You will leverage your expertise to offer tailored investment solutions, retirement planning, and estate planning advice.

Key responsibilities:

- Provide comprehensive wealth management services to Quebec clients

- Develop and maintain strong relationships with clients

- Offer expert investment advice and portfolio management

- Collaborate with internal teams to ensure seamless service delivery

- Stay up-to-date with industry trends and regulatory changes

Requirements:

- Bilingual (English and French)

- Relevant experience in wealth management or financial advisory services

- Strong understanding of Canadian financial markets and regulations

- Excellent communication and interpersonal skills

What we offer:

- Competitive compensation package

- Opportunity to work with a leading fintech company

- Collaborative and dynamic work environment

## Skills

### Required
- wealth management
- financial advisory services
- investment advice
- portfolio management
- estate planning
- French

### Nice to have
- bilingual
- Canadian financial markets
- regulatory compliance

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Source: [Apply at jobs.ashbyhq.com](https://jobs.ashbyhq.com/wealthsimple/d6c5fce8-ce92-40d6-b028-07c91bb4eb03?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)