I am a second year (2B) student of the University of Waterloo’s Accounting and Financial Management program. Deeply fascinated by the incongruity of financial markets, I am keen to work for Wealthsimple, because I see an opportunity to advance my skills in finance and contribute towards furthering the company’s vision. Today, as I apply for the position of ‘Wealth Concierge’, I understand what the role demands, and I would like to show you why I should be considered a strong candidate for the position.
In January, I had opened a TFSA account with the intention to learn more about the financial markets and started trading using my earnings from co-op. My passion for doing in-depth research and reading led me to learn about Wealthsimple, the largest robotic investor in Canada. I have been a shareholder in the company for the past 4 months because I truly believe in Wealthsimple. The reason I chose this company to manage my money is because everything was done on autopilot, and it really made things simpler for me. Also, as a student with a lot of expenses, Wealthsimple charged me nothing to manage my money and allowed me to keep a balance of $0 in my account, which …show more content…
As the old saying goes, “There is no ‘I’ in team”. It is essential for a team member to recognize, not only his/her strengths and weaknesses, but those of the members of the team as well. This makes it easier for team members to help and empower one another in difficult situation and that is highly beneficial for the Client Success Team. Another suggestion I would like to offer is to not leave recognition up to the leaders only. It can be very satisfying for a Wealth Concierge to receive good feedback from a fellow peer. This can be done by creating a memento with a little plague that can be passed around by an employee to another if he or she feels that the latter has done a good
In January, I had opened a TFSA account with the intention to learn more about the financial markets and started trading using my earnings from co-op. My passion for doing in-depth research and reading led me to learn about Wealthsimple, the largest robotic investor in Canada. I have been a shareholder in the company for the past 4 months because I truly believe in Wealthsimple. The reason I chose this company to manage my money is because everything was done on autopilot, and it really made things simpler for me. Also, as a student with a lot of expenses, Wealthsimple charged me nothing to manage my money and allowed me to keep a balance of $0 in my account, which …show more content…
As the old saying goes, “There is no ‘I’ in team”. It is essential for a team member to recognize, not only his/her strengths and weaknesses, but those of the members of the team as well. This makes it easier for team members to help and empower one another in difficult situation and that is highly beneficial for the Client Success Team. Another suggestion I would like to offer is to not leave recognition up to the leaders only. It can be very satisfying for a Wealth Concierge to receive good feedback from a fellow peer. This can be done by creating a memento with a little plague that can be passed around by an employee to another if he or she feels that the latter has done a good