Wealthsimple logo

Director, Corporate Development

Wealthsimple is a financial services company on a mission to help everyone achieve financial freedom by providing products and advice that are accessible and affordable.




Wealthsimple is a financial services company on a mission to help everyone achieve financial freedom by providing products and advice that are accessible and affordable. Using smart technology, Wealthsimple takes financial services that are often confusing, opaque and expensive and makes them simple, transparent, and low-cost.

With over 1 million people using Wealthsimple products, we are the market leader in Canada, and we’re fast growing in the US and UK. Our team is working together to build one of the most innovative fintech companies in the world and we're looking for talented people who want to help us move fast, ship often and make a huge impact. Join us on our mission to make financial services simple and affordable for everyone!

Read our Culture Manual to learn more about us and how we work.

In this role, you will have the opportunity to:

  • Develop and maintain a deep understanding of the financial services ecosystem, both incumbent players and emerging, disruptive players
  • Identify key strategic growth opportunities at the company by developing a thorough understanding of TAM, Wealthsimple competitive advantages and anticipation of future consumer values
  • Work closely with business leaders to identify key strategic questions, scope analysis, assign resources, manage execution and report findings. Develop analytics that will be used to establish well-supported solutions with specific recommendations that will enable the executive management team to make critical go/no go decisions
  • Partner with R&D, Legal, Finance and other teams for a collaborative approach to deal framing and execution
  • Perform strategic and financial analysis to inform/validate transactions, including performance and investment allocation across lines of business and geographies, capital structure, pricing strategy, margin targets, unit economics, marketing spend efficiency and headcount growth
  • Design and implement a process to set goals and review progress against the goals at regular intervals
  • Identify and manager key strategic vendor relationships, in our current context and in anticipation of future growth across both the client base and product offerings
  • Develop a strategy to optimize key strategic benefits and economics across strategic vendors
  • Work with FP&A to assist in forecasting related cost base changes

We're looking for someone who has:

  • Experience - 8+ years of experience in highly analytical environments - top management consulting firm, investment bank, corporate strategy. Strong understanding of corporate finance
  • Business development and/or deal structuring experience, preferably with a technology focus
  • Strong relationship building & communication skills - Effective writing and presentation skills; ability to communicate complex ideas in a simple & easy-to-understand way
  • Analytical - Strong analytical and problem-solving skills with superior attention to detail; has strong excel skills; ability to impose structure and logic in ambiguous situations
  • Leadership - Proven track record and enthusiasm for building, managing, mentoring, and inspiring teams and influencing peer organizations; ability to lead cross-functional initiatives;
  • Collaborative - Excellent interpersonal skills and willingness to work in collaboration with various team members
  • Innovative - Confidence to embrace new ways of doing things, including automating functions, finding scalable solutions and drives continuous improvement
  • Proactive & assertive - Acts without being told what to do; brings new ideas to Wealthsimple
  • Honesty/integrity - Doesn't cut corners; does what is right
  • Sense of urgency - Likes to work in a fast growing, dynamic environment 

At Wealthsimple, we embrace difference. We believe that getting to the best outcomes requires diverse perspectives and backgrounds. We create space where all voices can be heard so that we can all do our life's best work. We’re committed to openness, curiosity and creating an inclusive culture as we know that diverse teams build better products and generate better ideas. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know.

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About Wealthsimple

Learn about Wealthsimple and their company culture.

View company profile

We're looking for talented people who want to move fast, ship often, and have a huge impact.

How we work

We believe that access to financial freedom is a fundamental human right. Our mission is to make sure everyone has the opportunity to exercise that right by making simple, sophisticated, and affordable financial products.

Backed by some of the biggest names in finance and tech, we're growing quickly and globally. We work collaboratively to build the best possible experience for our clients. You won't find meeting-packed days or red tape, and we don't over-engineer our product or processes. Everyone is a maker, and we take things from start to finish quickly.

We're committed to building an actively inclusive environment, where everyone can be themselves and know their voices will be heard. And we don't accept the status quo. If you want to fix or improve something — go for it! We go above and beyond and encourage each other to do the best work of our lives.

Our values

Wealthsimple believes access to financial freedom is a human right. Here's how we plan to bring it to everyone. Read our Culture Manual.

Benefits at Wealthsimple

If you read our Culture Manual, you know that we believe in taking care of each other. Here are some of the ways we do that:

  • Retirement savings matching plan

  • Top-tier health benefits & life insurance

  • Professional development budget

  • Fitness credit

  • Parental leave (6 months topped up to 100%)

  • Access to personal finance learning & advice

  • Daily catered lunches from local restaurants

  • Employee resource groups

  • Team trips, outings, and hackathons

Read more Read more

Tech stack

Learn about the technology and tools that Wealthsimple uses.

View tech stack

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