About the job
Shape Financial Futures
At Wealthsimple, our mission is to empower everyone to attain financial freedom through straightforward, transparent, and affordable financial services. As Canada’s largest fintech company, we proudly serve over 3 million clients with assets exceeding $100 billion. We thrive on speed, take ownership of our tasks, and are deeply committed to our customers’ experiences. If this resonates with you, we encourage you to explore this opportunity further.
We take pride in our achievements and are just getting started. Discover more about our Culture Manual and gain insight into our work environment.
Meet the Team:
We are a dynamic and dedicated group of financial planners and advisors, passionate about transforming the financial landscape. Our commitment to excellence drives us to continually enhance both our technical planning skills and sales acumen, ensuring an outstanding experience for our clients. In our remote-first culture, teamwork and a shared pursuit of success are paramount, as we support each other in guiding our clients toward financial independence.
Your Role:
As a Financial Planner, you will play a pivotal role in steering clients through their financial journeys. Your enthusiasm for financial planning will shine as you delve into understanding the 'why' behind each client’s aspirations, crafting comprehensive investment, tax, and retirement plans. Your success will stem from your ability to convert these insights into clear, strategic guidance that inspires clients to make informed decisions. Utilizing your exceptional communication abilities, you will illustrate the significant advantages of financial planning, fostering the trust needed to facilitate asset consolidation within Wealthsimple Wealth Management. This role is ideal for an entrepreneurial planner who excels in a fast-paced, high-achievement environment and is motivated to manage their performance metrics while ensuring a delightful, high-quality client experience.
As a Financial Planner, You Will:
Engage Clients in Significant Financial Discussions: You’ll actively listen and pose thoughtful questions to uncover the true goals and motivations behind their financial choices.
Drive Action Through Strategic Financial Insights: You’ll guide clients to take impactful steps towards achieving their financial objectives.

