Lifecycle Marketing Intern, Wealthsimple
Fall 2025
More information about location
2 days a week in office
Professional investing services made simple
Be an early applicant
Professional investing services made simple
1001+ employees
Be an early applicant
More information about location
2 days a week in office
1001+ employees
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- Currently enrolled as a student at a Canadian post-secondary institution or technical bootcamp
- New graduates - Within 6 months of your graduation date
- Available to work full-time hours
- Residing in Canada
- Able to commute to our Toronto HQ on Wednesdays and Thursdays
- The ideal candidate is one who can think “client first,” who can balance multiple projects simultaneously without sacrificing on quality, and who is eager to learn more about the interconnected technical and creative elements of consumer growth marketing programs
- An eagerness to learn more about lifecycle marketing including email best practices, client journeys and client flow mapping, email service provider (ESP) software including Braze and Taxi, as well as segmentation and audience-building
- Proven success in working with cross-functional teams to set and execute against data-informed growth targets/OKRs
- Strong writing and communication skills
- Naturally collaborative and empathetic — both with colleagues and on behalf of clients
- Experience and comfort communicating via Slack with teams across the organization
- Demonstrated ability to rapidly adapt to new tools and processes
What the job involves
- We’re hiring a Lifecycle Marketer for a 4 or 8-month internship to help support Wealthsimple’s proactive client communication initiatives
- This role is both technical and creative where you’ll work on the planning and execution of end-to-end lifecycle marketing campaigns across Wealthsimple’s brand and product ecosystem
- You’ll be joining our multidisciplinary Growth organization where you’ll work with stakeholders from Product, Engineering, Design, Data Science, Communications & Engineering and other Growth and Lifecycle Marketers like yourself
- Develop, build, and ship various marketing campaigns via lifecycle marketing channels including email, push notifications, in-app launch modals, and in-app marketing cards
- Support in automating and operationalizing common emails and communications for teams outside of lifecycle marketing
- Work with Lifecycle Marketing Managers and Specialists to design and implement automated, multi-channel programs and experiments across the client lifecycle
- Ideate & experiment on lifecycle strategies/tactics to drive activation, retention, engagement and cross-sell of users within Wealthsimple’s product ecosystem (eg. promotions, incentives)
- Analyze campaign and program performance; proactively report on campaign impact, client behaviours, and experimental results/learnings
- Maintain and execute against Wealthsimple’s lifecycle marketing promotional campaign calendar
- Execute and analyze A/B tests to increase campaign performance and conversion rates
Application process
- Application Deadline: June 9th 10:00AM EST
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
$542.3m
LATE VC
Oct 2020
$87m
LATE VC
Total funding: $843m
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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