Wealthsimple Technologies - Manager, Wealth Management (Service)
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Requirements
• 7+ years of experience in wealth management, with at least 3 years in a people leadership role • Experience managing or designing services across multiple delivery models (e.g., high-volume transactional service and relationship-based advisory) • A track record of building high-performing, client-first teams in environments that value quality over sales • Strong understanding of financial planning and investment management principles • Experience designing or optimizing client journeys and advisor workflows • Demonstrated ability to match talent to roles, develop advisors at varying skill levels, and build cohesive team cultures in the absence of traditional commission structures • Strong problem-solving and analytical mindset — you're comfortable using data to identify gaps and drive decisions • Technology-minded with experience leveraging digital tools to enhance advisor effectiveness and scale operations • Bilingual (English/French) capability is a significant asset
Benefits
• Lead a team that gives genuinely unbiased financial advice — no quotas, no book ownership, no conflicts • Work on a managerial team that builds both a scalable high-volume service and a premium advisory relationship model, side by side • Shape a new way of delivering wealth management that Canada hasn't seen before • Competitive salary and benefits in a rapidly growing company with a clear mission • 🌸 Top-tier health benefits and life insurance • 📈 Long-term group savings with employer match, through Wealthsimple for Business • 🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year • ✈️ 90 days away: work outside Canada for up to 90 days per year • 👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS • 🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work. • Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building. • Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. • Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs. • AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
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