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Nest Wealth is Canada's largest independent digital wealth management platform, offering both direct-to-investor solutions through www.nestwealth.com and advanced business-to-business solutions through our Nest Wealth Pro product.
The only subscription based investing service in Canada, we charge our clients a low, flat monthly fee and custom-build every portfolio. Account fees are as low as $5 per month and are capped at $150 per month, no matter how large an account grows.
Our Nest Wealth Pro product offers wealth management firms a turnkey white label solution. Nest Wealth Pro's digital portfolio management platform provides clients with simple onboarding, transparent reporting, and fully integrated back office and compliance functionality.
Learn more about us at www.nestwealth.com.
Are you passionate about transforming the digital wealth management space but don’t see anything that matches your skillset? We’d still be thrilled to hear from you!
Nest Wealth Core Values:
Problem-Solving: We think creatively to solve a new problem even if we might not have all the information.
Tenacious: We stick with a problem until it’s resolved. We are determined to see things through.
Ethical: We can be trusted to do the right thing. Always.
Kind: We understand that kindness goes a long way and small gestures can turn into huge things.
Collaborative: We work well with our colleagues and place importance on team achievement over the individual.
If what you've read resonates with you, please apply and we'd be happy to connect for future roles.
Required profile
Experience
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.