Bilingual Document Specialist supporting a positive customer experience in Group Benefits Administration at Sun Life by processing documents and managing inquiries.
About the role
- Senior Advisor managing high net worth clients' financial journeys at Wealthsimple. Delivering tailored financial plans and enhancing client experiences in a remote work setting.
Responsibilities
- Provide exceptional onboarding experiences for new clients, ensuring a smooth transition to Wealthsimple
- Develop comprehensive financial plans tailored to each client's unique situation and goals
- Create custom investment proposals that align with clients' financial objectives and risk tolerance
- Proactively service client accounts, anticipating needs before they arise
- Maintain regular communication with clients through phone, video, and in-person meetings
- Apply your financial expertise to complex client situations involving corporations, trusts, and estates
- Contribute your insights to improve our service offering and client experience
Requirements
- Pl. Fin and CFP designation required (CPA is a valuable asset)
- CIM or CFA designation required
- 5+ years of experience in wealth management or financial advisory roles
- Proven track record of delivering exceptional client service
- Strong financial planning and investment management knowledge
- Excellent communication skills with the ability to explain complex concepts clearly
- Client-first mentality in all aspects of your work
- Passion for helping clients achieve their financial goals
- Technology-minded with the ability to leverage digital tools to enhance client experience
- Bilingual (English/French) capability is a significant asset
Benefits
- Top-tier health benefits and life insurance
- Long-term group savings with employer match, through Wealthsimple for Business
- 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
- 90 days away: work outside Canada for up to 90 days per year
- Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
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