Manager, Financial Planning

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 $50 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.

About the role 

As the Manager of the Financial Planning team, you will be responsible for the team that supports our self-directed Premium and Generation clients with their financial planning needs.

This is not a traditional financial planning team. We are the first company in Canada to proactively provide financial planning advice to self-directed clients and we are looking for someone with the ability to grow a high performing team that delivers high quality advice, at scale.

• Lead and grow a team of financial planners focused on providing an unprecedented advice experience to our clients.
• Coach and develop a team of financial planners. 
• Foster a positive and aligned work environment and collaborate with many other teams and leaders across functions. 
• Own your net deposits targets, activity metrics and performance, optimizing for sales funnel, productivity and client experience.
• Leverage data to uncover insights that drive team optimization. 
• Develop and deliver the ultimate client journey. 
• Work directly with our Premium and Generation clients.  

• Client-focused - Always put the client first
• People Management - Must have at least 2 years experience in a previous management role or 2 years of Wealthsimple experience to be considered for this role. 
• Track Record - Record of consistently driving a team to hit KPIs. 
• Excellence mindset - Always striving to know more, grow in your role, and master your craft. 
• Client Experience - Must have 5 years experience working with clients in the financial services industry 
• Technology - Embraces technology and the role it plays in financial services. 
• Designations - CFP required.
• Analytical - Proactively uncovering insights through data to drive recommendations 
• Adaptability - Priorities and direction can evolve quickly. You should have a positive can-do attitude and be adaptable to evolving business goals
• Strong communication - With the ability to build and maintain strong relationships with internal stakeholders and lead with context
• Self-starter - When you see a need, you address it

Why Wealthsimple?

🤑 Competitive salary with top-tier health benefits and life insurance

📈 Retirement savings matching plan using Wealthsimple Work

🌴 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.

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.