Financial Planner, Wealthsimple
CA$122-156k
OTE
CA$72-93.6k
BASE
+ equity
Professional investing services made simple
Be an early applicant
Professional investing services made simple
1001+ employees
Be an early applicant
CA$122-156k
OTE
CA$72-93.6k
BASE
+ equity
1001+ employees
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- The foundational expertise for success: A mandatory CFP designation and at least 4 years of financial planning experience with direct asset consolidation responsibilities
- An entrepreneurial mindset and a proven track record of high performance, demonstrating your ability to thrive in a fast-paced, high-expectation sales environment and own your performance metrics
- A genuine passion for financial planning and a client-focused, empathetic approach that allows you to build trust through active listening and thoughtful, transparent advice
- The natural curiosity to dig deeper; you don’t just answer financial questions, you seek to understand the motivations and long-term aspirations behind them to solve for the client's bigger picture
- Exceptional communication skills that make complex financial topics simple for clients, paired with a comfort leveraging digital tools (such as AI) and technology to enhance the client experience
- Forward-thinking adaptability that embraces the evolution of financial planning and the role technology plays in changing the game, preferably with deep experience improving Financial Planning processes. Bilingual (French) is also a strong asset
What the job involves
- We’re a team of high-performing, client-obsessed team of financial planners who are passionate about rethinking the financial industry. We are committed to mastering our craft, continuously elevating both our technical planning knowledge and our sales expertise to deliver an exceptional client experience
- Our remote-first culture is built on collaboration and a shared drive for excellence; we challenge and champion one another to succeed, collectively helping our clients achieve financial freedom
- In this role, your passion for financial planning will be central as you guide clients through their entire financial journey. You will go beyond simply answering questions, instead curiously exploring the "why" behind each client's goals to build holistic investment, tax, and retirement strategies
- Your success will come from translating this deep discovery into clear, strategic advice that encourages clients to take confident, informed action. You'll use your exceptional communication skills to demonstrate the deep value of financial planning, building the trust required to drive asset consolidation at Wealthsimple
- This position is perfect for an entrepreneurial planner who thrives in a fast-paced, high-performance environment and is inspired to own their performance metrics while delivering a delightful, high-quality client experience
- Engage clients in meaningful financial conversations. You’ll listen deeply and ask insightful questions to understand the real goals and motivations behind their financial decisions
- Encourage action through strategic financial advice. You’ll ensure clients take meaningful steps toward achieving their financial goals, while helping them see the bigger picture
- Excite prospective and current clients with delightful advice and how we can help them achieve their financial dreams
- Drive asset consolidation at Wealthsimple through impactful, goal-based financial advice
- Own your performance metrics, ensuring activity and consolidation targets are met
- Deliver personalized financial planning by rigorously following up with clients via phone and video so they gain the full benefits of their plan
- Embrace technology to improve the client experience, making financial planning more accessible, intuitive, and effective
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
$398.3m
LATE VC
May 2021
$543.1m
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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