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Manager, Wealth Management Services

WealthsimpleRemote (Canada)
Remote Full-time

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Experience Level

Manager

Qualifications

QualificationsProven experience in wealth management or financial services. Strong leadership skills with a track record of coaching and developing teams. Excellent communication and interpersonal skills. Ability to analyze and improve client service processes. Passion for client success and a commitment to ethical practices.

About the job

Create Exceptional Financial Experiences

At Wealthsimple, our mission is to empower individuals to attain financial freedom through simplified, transparent, and affordable financial services. As Canada’s leading fintech company, we proudly serve over 3 million clients with assets surpassing $100 billion. We are fast-paced, take ownership of our tasks, and genuinely care about the people who utilize our services. If you resonate with these values, we invite you to explore this opportunity.

We are excited about our achievements thus far and are eager to continue our journey. Discover our Culture Manual and find out more about our work environment.

Your Team

The Wealth Management team at Wealthsimple is dedicated to providing outstanding service to high-net-worth individuals, a demographic that often experiences subpar service unless they have over $3 million in assets. We believe this segment deserves a tech-driven approach that delivers enhanced value, transparency, and superior advice at a reduced cost.

In your position as Manager of Wealth Management Services, you will lead a team of licensed advisors and financial planners catering to clients across two distinct service models: On-Demand Advice ($100K-$1MM) and Dedicated Advice ($1MM+). As part of the management team, you will help shape the client journey within each model to maximize impact while consistently elevating quality, efficiency, and client outcomes.

This is a unique opportunity to construct an innovative wealth management team where advisors are incentivized to prioritize client needs rather than merely focusing on accumulating book value. In a structure devoid of book ownership and featuring a fully salaried team, your success will hinge on your capacity to create effective systems, nurture talent, and deliver exceptional client experiences at scale.

Key Responsibilities

Lead & Enhance a Dual-Model Advisory Team

  • Oversee and mentor a team of licensed advisors operating under both service models.

  • Assess each advisor's strengths and experiences to align them with the service model where they will excel.

  • Develop tailored onboarding, training, and development pathways for each model.

About Wealthsimple

Wealthsimple is committed to making financial services accessible, straightforward, and affordable. As Canada's largest fintech firm, we embrace innovation, and our mission is to guide everyone towards financial independence. Our diverse and talented team is dedicated to creating a positive impact in our clients' financial journeys.

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