Senior Advisor – Digital Advice

Job Overview

In this role, you will join a small group of talented and dedicated professionals with a clear mission to empower all of our clients to make smarter financial decisions through scaled advice. The Digital Advice team operates within the sales organization, working alongside advisors and planners who engage directly with our clients. This team drives advice innovation, creates advisor content, oversees portfolio management operations, and supports internal training.

In this role, you will have the opportunity to:

• Shake up the wealth management world: Help us scale financial advice and make it accessible to everyone — because good financial guidance shouldn’t be reserved for the wealthy few.

• Collaborate cross-functionally: Partner with product, investment research, marketing, and other teams to ship high-quality systems, products, tools, and content that our clients actually love using.

• Drive progress on what matters most: Support and lead development across our key pillars — crafting inclusive content, building smart digital tools (including AI), and evolving our portfolio management operations.

• Build frameworks that work: Develop and champion effective financial advisory practices that help Canadians reach their financial goals.

• Grow alongside incredible people: Work with a team of talented, dedicated professionals who will challenge you, support you, and accelerate your growth every day.

What you’ll bring:

• Mission-driven mindset: You want to make a real difference and play an integral part in helping Canadians achieve financial freedom — this isn’t just another job for you.

• Investment expertise with regulatory experience: You hold a CFA (preferred) or CIM designation and have at least 2 years of experience in a CIRO or OSC regulated role, with deep knowledge of markets and investment solutions.

• Innovation and execution skills: You have a proven track record of generating creative ideas and successfully executing projects from start to finish, always looking for ways to improve the status quo.

• Collaborative self-starter: You’re a natural team player who leaves ego at the door, while also being able to identify, lead, and execute your own initiatives independently.

• Strong analytical foundation: You bring excellent data skills and attention to detail (SQL knowledge and writing experience are valuable assets).

• Passion for fintech and personal finance: You’re deeply curious about the latest investment research, embrace technology’s role in financial services, and enjoy digging into how it all applies to helping people.

• Growth-oriented approach: You have a genuine growth mindset and thrive on learning, collaboration, and being stretched by talented colleagues who will accelerate your development.

  Are you interested in this position?

  Apply by clicking on the “Apply Now” button below!

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