Bilingual Account Executive, Wealthsimple
SMB, Wealthsimple for Business
CA$52-65k
+ Equity + Commission
Professional investing services made simple
Open for applications
Professional investing services made simple
1001+ employees
Open for applications
CA$52-65k
+ Equity + Commission
1001+ employees
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- Fluently bilingual in English and French (spoken and written)
- 3+ years sales experience in a closing role. Ideally in a fast-paced start-up environment, fintech or SaaS. Prior experience as an SDR and BDR is a significant asset
- Proficient in leveraging a high performance sales tech stack including Salesforce, Salesloft, Linkedin Sales Navigator, Gong and ZoomInfo
- Strategic market ownership — identify trends and build highly targeted lists of prospective clients that fit our ideal customer profile
- Customer first mindset — you have been successful in your career by understanding the ideal customer journey and have a client first mentality
- Strong communication — be able to run strong discovery calls and uncover a prospective client’s pain points and business goals
- Confidence — a proven track record of converting prospects into partners by securing commitment once all strategic goals and technical requirements have been met
- Process-oriented — a disciplined approach to managing the full sales lifecycle, ensuring a high degree of CRM hygiene and a proactive, data-driven strategy for lead nurturing
- Resourcefulness — you should have demonstrated track record of persevering in the face of adversity. When faced with a challenge, you build a plan to find a solution
- Creativity — you see there are many paths to accomplish a task. Thinking outside the box when connecting with potential customers can help you overperform in your role
- Natural Curiosity — you should be eager to understand our client’s needs and uncover the root of their problem
What the job involves
- Wealthsimple is looking for an experienced bilingual Account Executive to help grow our Wealthsimple for Business product line in the SMB segment
- Reporting to the Manager, SMB Sales, you will be responsible for driving new logo and net deposit growth by engaging our existing customer base as well as new prospects with our financial products tailored to small and medium sized businesses across Canada
- This role requires a balance of outbound hunting, inbound lead nurturing and re-engaging our existing customer base
- Develop relationships with small and medium sized business owners throughout Canada
- Know the Wealthsimple for Business SMB offering inside and out, including business banking, group retirement plans and business investing accounts
- Grow your qualified pipeline by nurturing inbound leads, engaging existing clients and hunting outbound for the right customers that align with our offering
- Develop opportunities for the business through outreach emails, calls, and qualification. In person events and customer meetings may come up from time to time
- Nurture and educate prospective clients throughout the entire sales cycle, from prospect all the way to closed won opportunity
- Stay up to date with both the Wealthsimple for business and retail offering
- Create targeted lists of high-net worth prospects and experiment outreach with new segments
- Be the first touchpoint in the SMB segment that articulates the Wealthsimple value proposition to potential prospects
- Understand the competitive landscape in the SMB space and be able to articulate how Wealthsimple can help business owners reach their financial goals
- Work closely with Product and Marketing on creative projects that help drive revenue growth
- Achieve monthly quotas and daily KPIs of outbound touches across email, calls, text
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
$397m
LATE VC
May 2021
$541.4m
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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