Manager of Financial Planning, Wealthsimple
12 Month Contract
Professional investing services made simple
Be an early applicant
Professional investing services made simple
1001+ employees
Be an early applicant
1001+ employees
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- 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
- A Sales Leader & Talent Magnet: You drive outcomes in fast-paced environments while attracting and retaining adaptable, growth-oriented people
- A Builder: You’ve scaled processes, teams, or businesses and love operating in ambiguity
- A Clear, Contextual Communicator: You bring clarity in fast-changing environments and ensure your team stays aligned and focused
- Highly Data-Driven: You use numbers to guide coaching, process improvements, and strategic decisions
- Tech-Forward: You believe technology enables better advice, more scale, and better outcomes—for clients and your team, and you've leveraged AI to support this
- Adaptable: You thrive in growth environments where change is constant—and see it as an opportunity, not a blocker
- You have your Certified Financial Planner (CFP) designation
What the job involves
- As the Manager of Financial Planning, you will support, scale, and develop a team that delivers proactive financial advice to Wealthsimple clients
- Your background as an experienced financial planner with CFP certification allows you to foster world-class talent, cultivate an environment of growth and drive alignment across a cross functional team in a fast-changing, high-volume sales environment
- This is not about managing traditional planners roles who deliver static plans
- You’re building and nurturing a team of high-performance, tech-powered planners who help clients take action today—and drive growth for the business while doing it. You play a key role in empowering Canadians to reach their financial freedom goals!
- This is a fixed-term 12 month contract… with plenty of opportunity to make a significant impact!
- Foster and Developer World-Class Talent: You’ll retain, build and grow a team of curious, tech-savvy planners by coaching sales skills, fostering accountability, and creating clear paths for growth
- Scale a Fast-Growing, High Volume Advice Business: You’ll create scalable systems and operating rhythms that let planners deliver quality advice efficiently while staying nimble enough to adapt as we grow and evolve
- Drive Alignment and Performance in a Changing Environment: Drive key metrics (net deposits, conversion, productivity, NPS) through relentless data analysis, keeping the team aligned to evolving priorities and equipped with clear expectations and context for success
- Deliver a Modern Client Experience: Deliver a simple, action-oriented client experience that's tech-powered yet human-first by collaborating cross-functionally to continuously improve how we provide real-life financial advice
Our take
Wealthsimple is one of a crop of robo-advisors trying to democratize 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 8 rounds)
May 2021
$540.5m
LATE VC
Oct 2020
$87m
LATE VC
Total funding: $841.2m
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
(CEO)Previously worked as a Business Analyst at McKinsey and then at Ancestry.com as Country Director for Canada.
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