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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, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 3+ million users who trust us with more than $100 billion in assets.
Our teams ship often and make an impact with groundbreaking ideas. 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.
About The Team
At Wealthsimple, design is a competitive advantage and essential to achieving our mission of helping Canadians reach financial freedom. We are also client-obsessed - our empathy for our clients sets the bar really high for the products and experiences we create.
The Portfolios team is responsible for Wealthsimple’s managed investing experience—a fully automated way to grow your money that’s designed to help clients achieve their financial goals. From saving for retirement to building long-term wealth, Portfolios gives clients access to expertly designed investment strategies, low fees, and personalized advice, all through a modern digital experience.
We serve a broad range of clients—from those transferring investments from traditional institutions to those just getting started. Today, hundreds of thousands of Canadians trust Wealthsimple to manage their investments, and we’re constantly evolving our experience to better serve their needs. This team plays a critical role in how we attract, engage, and retain clients, helping them feel confident in their financial future with a product that’s simple, smart, and built to perform.
In this role you’ll have the opportunity to:
- Lead day-to-day program management for new in-person experiences, from planning through launch and operations.
- Develop operating models, playbooks, and SOPs for staffing, training, and client engagement.
- Partner with cross-functional teams (Design, Marketing, Finance, CX) to align and execute.
- Manage vendor and partner relationships, including F&B, tech, and service providers.
- Oversee reporting, and KPI measurement tied to acquisition, engagement, and ROI.
- Coordinate on-site activations, community programming, and experiential events.
- Oversee event programming for both retail spaces and experiential pop-ups, ensuring experiences reflect brand values and drive measurable impact.
- Act as the primary point of contact for ongoing retail operations once spaces are live.
What you’ll bring:
- 7–10+ years of experience in retail operations.
- Proven ability to launch and operate premium experiential or client-facing spaces.
- Experience managing vendors, contracts, and retail ops.
- Strength in building SOPs, training programs, and scalable operating models.
- Strong cross-functional collaboration skills and comfort working at the intersection of brand and operations.
- Financial acumen and ability to track and report on KPIs.
- A passion for delivering exceptional client experiences in physical environments.
Why Wealthsimple?
🤑 Competitive salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple for Business
🌴 20 vacation days per year and unlimited sick and mental health days
📚 Up to $1,500 per year towards wellness and professional development budgets respectively
🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
💖 Company-wide wellness days off scheduled throughout the year
We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!
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.
