Your career is an investment that grows over time!
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $80 billion in assets.
Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.
The Role
As a Manager of Wealth Management (Service) at Wealthsimple, you'll lead a team of licensed advisors who provide comprehensive support to our high net worth clients ($500K+) throughout their journey with us. You'll be responsible for implementing, monitoring, and enhancing the client service experience to capture market share from clients being underserved and overcharged by traditional advisory businesses. This is a purpose-driven role focused on building a team that prioritizes client outcomes rather than sales targets, and provides the opportunity to challenge industry norms and truly put clients first. You can expect to be part of revolutionizing how wealth management services are delivered in Canada in a collaborative environment with access to cutting-edge fintech tools.
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In this role, you’ll have the opportunity to: - Manage and develop a team of licensed financial advisors, providing coaching, guidance, and performance feedback
- Implement and monitor the client service journey to ensure consistent delivery of exceptional experiences
- Lead performance evaluation using balanced scorecards focused on client experience rather than sales targets
- Proactively enhance service delivery processes by identifying opportunities for improvement and implementing solutions
- Leverage technology to scale operations and improve efficiency while maintaining service quality
- Collaborate with product and engineering teams to develop tools that support advisors and enhance client experiences
- Monitor team performance metrics and implement strategies to continuously improve results
- Ensure compliance with regulatory requirements and company policies in all client interactions
- Contribute strategic insights to help grow and scale our wealth management offering
What you'll bring:- CFP or IQFP designation required (CPA is a valuable asset)
- CIM or CFA designation required
- 7+ years of experience in wealth management with at least 3 years in a leadership role
- Proven track record of building and leading high-performing client service teams
- Strong understanding of financial planning and investment management principles
- Experience implementing and optimizing client service processes
- Excellent people management skills with the ability to coach and develop talent
- Strong problem-solving abilities and analytical mindset
- Client-first mentality with passion for redefining wealth management service delivery
- Technology-minded with experience leveraging digital tools to enhance operations
- Bilingual (English/French) capability is a significant asset
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Why Wealthsimple?
🤑 Competitive salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple for Business
🌴 20 vacation days per year and unlimited sick and mental health days
📚 Up to $1,500 per year towards wellness and professional development budgets respectively
🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
💖 Company-wide wellness days off scheduled throughout the year
We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!
Read our Culture Manual and learn more about how we work.
Technology & Innovation at Wealthsimple
We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.
DEI Statement
At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.
