Manager, Wealth Management (Service)

BUILD SOMETHING PEOPLE LOVE

Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.

We're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.

THE TEAM

Our Wealth Management team delivers exceptional service to high net worth individuals — a rapidly growing segment that traditionally receives poor service unless they have $3M+ in assets. We believe these clients deserve a tech-enabled approach offering greater value, transparency, and higher quality advice at a lower cost.

THE ROLE

As a Manager of Wealth Management (Service), you'll lead a team of licensed advisors and financial planners who serveclients across two distinct service models: On Demand Advice ($100k-$1MM) and Dedicated Advice ($1MM+). You'll be part of a managerial team who are responsible for helping shape the client journey within each model to create the most impact, and continuously raise the bar on quality, efficiency, and client outcomes.

This is a rare opportunity to build something genuinely different — a wealth management team where advisors are rewarded for doing the right thing for clients, not for accumulating book value. In a model without book ownership and with a fully salaried team, your success will be defined by your ability to design smart systems, develop your people, and create exceptional experiences at scale.

IN THIS ROLE, YOU'LL HAVE THE OPPORTUNITY TO:

Lead & Develop a Dual-Model Advisory Team

• Manage and coach a team licensed advisors operating across on demand and dedicated service models

• Identify each advisor's strengths, experience, and working style to match them to the model where they'll thrive and grow

• Build differentiated onboarding, training, and development pathways for each model

• Lead performance evaluation using balanced scorecards rooted in client outcomes, not sales metrics

Enhance the Client Journey for Each Service Model

• Define what "value" looks like in an on-demand context, and build the scalable systems, workflows, and prompts that deliver it reliably across a high volume of interactions

• In dedicated advisory, help design a proactive engagement model that ensures advisors are strategic with their time — anticipating client needs, reducing reactive work, and maximizing the impact of every client interaction

• Partner with Product and Engineering to develop tooling that supports advisors in both models and scales the team's capacity

Drive Operational Excellence

• Monitor service metrics across both models and implement strategies to continuously improve advisor efficiency, client satisfaction, and proactive value delivery

• Build capacity models and team structures that flex with business growth

• Ensure compliance with regulatory requirements and company policies across all client interactions

Contribute Strategically

• Bring a point of view on how the two service models should evolve as the business scales

• Surface client and advisor insights to inform product decisions and service design

• Help shape the future of wealth management delivery in Canada

WHAT YOU'LL BRING

• CFP or IQFP designation required

• CIM or CFA designation required

• 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

WHY YOU'LL LOVE WORKING HERE

• 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

WHY WEALTHSIMPLE?

🌸 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.

ICYMI

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.