Business Development Representative, Wealthsimple
Bilingual in English & French
CA$44-55k
Offers equity and commission
Professional investing services made simple
Job no longer available
Professional investing services made simple
1001+ employees
Job no longer available
CA$44-55k
Offers equity and commission
1001+ employees
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- For this role, we are specifically looking for a candidate that can support both our English and French speaking population across Canada
- 1-3 years experience in a sales or client-facing role, ideally with a SaaS or Financial background
- Fluently bilingual in English and French (spoken and written)
- Recommended - strong financial literacy (eg: Completed IFIC or CSC)
- Resourcefulness — you should have demonstrated track record of persevering in the face of adversity
- Adaptability — in a startup, priorities and direction can evolve quickly. You should have a positive can-do attitude and be adaptable to evolving business goals
- Goal-oriented — you should have experience (and be excited about!) working hard towards a goal
- Strong communication — you should be comfortable writing persuasively and communicating at all levels
- Self-starter — when you see a need, you address it
- Natural Curiosity - you should be eager to understand our client’s needs and uncover the root of their problem
- Resiliency - bounce back from rejection and objection and keep trying
What the job involves
- Follow-up with high-quality leads from the Growth Marketing team, prospect cold sales-sourced leads, and own the full sales process
- Build growth opportunities for the business through warm and cold outreach emails, calls, SMS and qualification
- Be the first touchpoint that articulates the Wealthsimple value proposition to potential prospects
- Work closely with Product and Marketing teams on “playtests” that require client interaction
- Work closely with Sales and Marketing on creative projects that help drive revenue and net deposit growth
- Achieve monthly quotas and daily KPI’s of outbound touches across email, calls, text
- Nurture and educate prospective clients through the sales cycle until they are qualified
Our take
Wealthsimple is one of a crop of robo-advisors trying to democratise investment management. These companies are disrupting the industry by automating many of the processes involved in investment, removing the need for human advisors.
But while other so-called robo-advisors are focused on courting the high end of the market, Wealthsimple is trying to provide the same types of tools and advice to all users, regardless of the amount they have to invest.
Wealthsimple does have higher fees than some other robo-advisors such as Betterment and Charles Schwab. However, the company believes that it provides a more user-friendly platform, tailored to millennials who will be attracted to Wealthsimple due to its ease of use and social impact offerings.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-10% employee growth in 12 months
Company
Funding (last 2 of 9 rounds)
Oct 2025
$401.3m
LATE VC
May 2021
$547.2m
LATE VC
Total funding: $1.2bn
Company benefits
- Retirement savings matching plan through Wealthsimple Work
- Company equity for full-time employees
- Access to Premium Client perks, including personal finance learning & advice and a boosted interest rate on deposits
- Paid parental leave (6 months topped up to 100% of salary)
- 20 vacation days per year
- 90 Days Away program
- Top-tier health benefits
- Life & disability insurance
- Generous sick and mental health days
- Employee resource plan including services like RMT, psychology, and physiotherapy
- Up to $5,000 per year for mental health supports
- Gender Affirmation benefits
- Up to $1,500 per year for professional development
- Up to $1,500 per year for wellness and home office expenses
- Employee resource groups
- Social impact hours
Company HQ
Fashion District, Toronto, ON
Leadership
Michael Katchen
(Co-Founder & CEO)Previously worked as a Business Analyst at McKinsey and then at Ancestry.com as Country Director for Canada.
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