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Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with 3+ million users who trust us with more than $100 billion in assets. And we’re just getting started.
We’re looking for someonewho thinks big, sweats the small stuff and keeps things simple. You’ll join a high-bar, fast-paced team where people are trusted to own their work, communicate openly, and ship things that improve our clients’ lives. Collaboration, humility, and an obsession over quality are how we get stuff done.
About the team
The Digital Advice team supports Wealthsimple's mission of providing financial freedom by delivering exceptional advice at scale, supporting human advisors, and ensuring excellence in portfolio management operations. We're a small, diverse team that's answering the question - how can we leverage technology to make it easier for people to help themselves with personal finance?
About the role
In this role, you will join a small group of talented and dedicated professionals with a clear mission to empower all of our clients to make smarter financial decisions through scaled advice. The Digital Advice team operates within the commercial organization, with a mandate to support our Wealth Management offering. The team supports clients, drives advice innovation, creates content, oversees portfolio management operations, and supports internal training.
In this role you’ll have the opportunity to:
- Engage with clients on portfolio allocation: Work with our managed investing clients to help them structure their portfolios to meet their objectives.
- Oversee the performance and health of core digital processes, ensuring key systems are working effectively.
- Collaborate cross-functionally: Assist our Wealth management advisors, product, investment research, marketing, and other teams to ship high-quality systems, products, tools, and content that our clients actually love using.
- Contribute to key team projects: Support the team in crafting content, building smart digital tools, and evolving our portfolio management operations.
- Accelerate Professional Growth: Work with a team of talented, dedicated professionals who will challenge you, support you, and accelerate your growth every day.
- Learn the world of wealth management: Help us scale financial advice and make it accessible to everyone.
What you'll bring:
- Must have the CIM designation or a minimum of CFA Level 1.
- Minimum of 2-years of experience working alongside licensed advisors or portfolio managers in a CIRO or OSC regulated environment.
- A passion and curiosity for investing and personal finance.
- Client first mentality with excellent communication skills
- Growth mindset
- Great team player- collaboration is key
Compensation & Equity
Compensation & Equity
🤑 Base salary range: For this role, candidates located in Canada can expect a base salary range of CAD $100,000 - $125,000. Actual compensation is determined based on skills, experience, and role level. Exceptional candidates may be considered above the top of the range, and pay can increase quickly for those who make a big impact in the role.
🚀 Total compensation: In addition to base salary, this role includes equity compensation, as well as performance-based commission (for applicable commercial roles). We use clear job levels and market-based salary bands to ensure compensation is fair and consistent across the company.
Why Wealthsimple?
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match using our Wealthsimple for Business platform
🌴 20 vacation days + 4 wellness days per year, and unlimited sick and mental health days
✈️ 90 days away program: Employees can work outside of Canada for up to 90 days per calendar year
👥 A wide variety of peer and company-led Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)
🌎 We’re a remote first team with over 1,500 employees across North America - and one of the best things about working here is the people. You’ll be collaborating with incredibly talented, curious, and driven teammates who care deeply about doing great work.
Be a part of our Canadian success story and help shape the financial future of millions.
Read our Culture Manual and learn more about how we work.
Technology & Innovation at Wealthsimple
We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.
DEI Statement
At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.
At Wealthsimple, we want interviews to feel like genuine conversations. To support this, we use AI transcription during recruiter interviews. This allows recruiters to be fully engaged, ask thoughtful follow-up questions, and ensure your experiences are captured accurately. You’ll always have the choice to opt in or out before we begin.
