Financial Planner at Wealthsimple | Remote

Shape Financial FuturesAt 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.

Wealthsimple is Canada’s largest fintech, serving over 3 million clients and managing more than $100 billion in assets. The company aims to make financial services simple, transparent, and accessible. More about the company culture and how Wealthsimple operates can be found online. Role overview The Senior Manager, Financial Intelligence Unit (FIU) leads the Anti-Money Laundering (AML) compliance program at Wealthsimple. This remote role, open to candidates across Canada, focuses on ensuring the company meets all regulatory requirements and internal standards for financial crime prevention. Application deadline: May 5th, 2026 at 8 AM EST Key responsibilities Direct the AML compliance program and maintain alignment with current regulations and internal policies Oversee compliance activities related to Sanctions, Politically Exposed Persons (PEPs), and FINTRAC reporting Ensure the Financial Intelligence Unit operates effectively and fulfills all regulatory obligations Requirements Extensive knowledge of AML regulations, including Canadian Sanctions, PEPs, and FINTRAC requirements Proven experience leading compliance or financial intelligence teams Strong sense of ownership and commitment to maintaining high standards in financial crime prevention

Join Wealthsimple as a System Analyst specializing in Financial Planning & Analysis (FP&A). In this crucial role, you will leverage your analytical skills to optimize financial systems and processes, contributing to strategic decision-making and overall business growth.As a part of our innovative team, you will collaborate with cross-functional stakeholders to ensure that our FP&A systems are efficient, effective, and aligned with our organizational goals. Utilize your expertise in data analysis and financial modeling to provide insights that drive performance and support budgeting and forecasting activities.

Join Us in Building Financial FreedomAt Wealthsimple, we are committed to transforming financial management into an accessible, transparent experience for everyone. As the leading fintech company in Canada, we empower over 3 million users to manage more than $100 billion in assets through our innovative technology. Our mission is to simplify finance, ensuring that it is both understandable and affordable.We are on the lookout for visionary and detail-oriented Staff Product Designers who thrive in fast-paced environments. You will collaborate with a team that values ownership, open communication, and quality craftsmanship in every project. Together, we aim to enhance our clients’ lives through superior design solutions.Become part of Wealthsimple’s success story and help us redefine the future of personal finance. Explore our Culture Manual and discover more about our work culture.Team OverviewOur Product Design team is integral to our strategy at Wealthsimple. We are expanding our team to include both Senior and Staff Product Designers across various product domains such as Investing and Banking. Rather than filling a set number of positions, we seek exceptional designers eager to influence the landscape of personal finance in Canada. During the application process, we will assess how your skills and experiences align with our team's needs.Available Roles:Staff Product Designer, Asset ExpansionStaff Product Designer, LendingStaff Product Designer, Client Experience OperationsKey Responsibilities:Develop intuitive and impactful product experiences that enable clients to make informed financial choices.Collaborate with cross-functional teams including product, engineering, content, and research throughout the product lifecycle.Oversee the entire design process — from initial research and prototyping to final high-fidelity designs and micro-interactions.

Join Us in Building Solutions that MatterAt Wealthsimple, we are dedicated to empowering individuals to attain financial independence by transforming the way money management is perceived. Leveraging innovative technology, we simplify financial services that are typically intricate and costly, making them accessible and affordable for all. As the leading fintech company in Canada, we proudly serve over 3 million users who entrust us with assets exceeding $100 billion. And our journey has only just begun.We seek an individual who dreams big, pays attention to detail, and values simplicity. You will collaborate with a high-performing, fast-paced team where autonomy, open communication, and impactful contributions are encouraged. A culture of collaboration, humility, and an unwavering commitment to quality drives our success.Become an integral part of our Canadian success narrative and influence the financial future of millions. Explore our Culture Manual and discover how we operate.The Growth Product Data Science team comprises data scientists with varied academic backgrounds. This team spearheads data science projects across our global client experience, collaborating with Consolidation, Product Marketing, Lifecycle Marketing, and Product Engagement to provide quantitative insights, personalized experiences, and predictive models that are central to Wealthsimple's growth strategy.As a full-stack data science unit, we oversee the entire lifecycle: from data modeling to dashboards, predictive models, and conducting experiments, as well as ad-hoc analyses and opportunity identification. We act as consultative partners to our stakeholders—addressing challenges, pinpointing opportunities, and taking ownership of targeting rather than merely executing tasks. Our success is gauged by the monetary value we generate, the impactful ideas we elevate, and the model-driven solutions we implement that exceed the status quo.In this role, your primary collaboration will be with our Consolidation product team, which is dedicated to crafting an exceptional first 30-day experience for new clients and encouraging them to establish Wealthsimple as their primary financial partner. The team's initiatives encompass onboarding, product-led consolidation, home experience, tiers, and account discovery. With interactions across various crucial points, you will have a significant impact across all these areas.

Join Us in Building Financial FreedomAt Wealthsimple, we are dedicated to empowering individuals to attain financial independence by transforming the way they interact with their finances. Leveraging innovative technology, we simplify financial services that are typically complex and costly, making them accessible and affordable for everyone. As Canada's largest fintech firm, we proudly serve over 3 million users, managing assets exceeding $100 billion. Our journey is just beginning.We seek a visionary leader who balances big ideas with meticulous attention to detail and simplicity. You will join a high-caliber, fast-paced team where trust, open communication, and impactful deliveries that enhance our clients' experiences are paramount. We thrive on collaboration, humility, and a relentless pursuit of quality.Become a part of our Canadian success story and contribute to shaping the financial future for millions. Explore our Culture Manual and discover more about how we work.

Join Our Mission to Empower Financial FreedomAt Wealthsimple, we are dedicated to revolutionizing the way Canadians manage their finances. Our innovative technology simplifies financial services, making them accessible and affordable for everyone. As Canada’s leading fintech company, we proudly serve over 3 million users and manage assets exceeding $100 billion. Our journey is just beginning, and we want you to be part of it.We are seeking individuals who are visionary, detail-oriented, and have a knack for simplifying complex problems. You will be part of a dynamic, high-performing team where trust and open communication are paramount, enabling you to enhance our clients' financial experiences. We believe in collaboration, humility, and a relentless focus on quality to drive our success.Become a key player in our Canadian success story and help shape the financial landscape for millions. Discover more about our values in our Culture Manual and explore how we work.A Call to Canadian Innovators AbroadIf you have led groundbreaking projects in tech hubs like San Francisco, scaled fintech companies in New York, or developed next-generation platforms in Boston, consider this your invitation to return home. At Wealthsimple, we are committed to helping millions of Canadians attain financial independence through intuitive, powerful tools. Join us to build one of the most ambitious and impactful tech enterprises in Canada.Make a Difference for CanadaCanada faces significant challenges, and we are poised to create real change. The work we undertake is complex, impactful, and felt by millions—including your loved ones. As our tech ecosystem gains momentum, we need experienced leaders who can build at scale. This is more than just a job; it’s about contributing to a mission that empowers countless individuals and paves the way for financial freedom.

Create Exceptional Financial ExperiencesAt 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 TeamThe 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 ResponsibilitiesLead & Enhance a Dual-Model Advisory TeamOversee 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.

Wealthsimple is seeking a dynamic and experienced Manager of Non-Personal Account Operations to lead our operations team and drive excellence in managing non-personal accounts. In this role, you will oversee the team responsible for optimal account management processes, ensuring compliance and efficiency across our operations. You will collaborate with cross-functional teams to enhance service delivery and customer satisfaction, while implementing strategies that align with the company's objectives.

About Wealthsimple Wealthsimple is a Canadian fintech platform serving over 3 million clients and managing assets of more than $100 billion. The company focuses on making financial services clear, affordable, and accessible. The team values ownership and a strong commitment to clients. For more on how Wealthsimple works and its culture, see the Culture Manual and how we operate. Contract Mortgage Broker (Remote, Canada) Note: This is an independent contractor position. The posting will remain open until May 15, 2026. Wealthsimple’s hiring team will contact qualified applicants directly. Contractor roles do not include employee benefits. Role Overview The mortgage broker will report to the Principal Broker and help clients find the right mortgage solutions. There is no requirement for an existing client book. The role calls for a builder’s mindset, attention to detail, and a proactive attitude. Success depends on taking ownership, identifying process improvements, and managing risk. Strong time management and the ability to track deliverables are important. Wealthsimple seeks someone interested in growing with the company. Applicants must hold a mortgage broker license in at least one Canadian province. Experience in lending products or sales is a strong asset. What You Will Do Build and maintain client relationships, guiding clients through the mortgage process. Identify and pursue new business opportunities using industry knowledge. Work with legal, compliance, product, and marketing teams to ensure activities meet regulatory and company standards. Keep up with regulatory updates, industry trends, and risk factors. Track and evaluate sales performance, spotting areas for improvement and growth.

Join Us in Empowering Financial FreedomAt Wealthsimple, our mission is to simplify financial services, making them transparent and affordable for everyone. As Canada’s leading fintech company, we are proud to serve over 3 million clients and manage more than $100 billion in assets. We move swiftly, take ownership of our work, and are deeply committed to our users' experiences. If this resonates with you, we encourage you to explore this opportunity.We are excited about our progress and are eager to continue our journey. Discover more about our Culture Manual and dive into how we operate.Role OverviewAs the Manager of Credit Card Funding and Reporting, you will collaborate closely with the Senior Manager of Money Movement Transformation and Treasury Reporting within our Treasury team.We are on the lookout for a skilled, ownership-minded professional to join our expanding Cash & Collateral Management team at Wealthsimple. As our credit portfolio grows and we introduce new products, your expertise in building controls, forecasting models, and enhancing frameworks will be pivotal. You will lead a growing team, ensuring impeccable execution and maintaining compliance standards. In this dynamic and autonomous environment, you will have a significant role in shaping the operational landscape at Wealthsimple by partnering with various departments across the organization.Key Responsibilities:Oversee the structured credit facility operations from start to finish, executing daily funding decisions, managing compliance, optimizing funding levers, and developing business requirements as our portfolio expands.Create and maintain forecasting models and sensitivity analyses across payment cycles, utilization rates, and funding projections—translating findings into real-time funding decisions and insights on product economics.Lead credit reporting and analytics, managing variance analysis, limit and exposure monitoring, and reporting infrastructure; collaborate with Product and Engineering to resolve discrepancies and promote automation.Establish and uphold operational checklists, runbooks, and go/no-go frameworks to facilitate feature or product launches, ensuring flawless execution and zero compliance misses.Design audit-ready controls and governance for Wealthsimple features from the ground up—creating robust control environments and compliance frameworks.

Wealthsimple is seeking a passionate and driven Bilingual Business Development Representative to join our remote team. If you are fluent in both English and French and have a knack for building relationships, this is the perfect opportunity for you!In this role, you will be responsible for identifying and engaging prospective clients, helping them understand the value of our services. You will collaborate with various teams to ensure a seamless onboarding experience for our clients.

Wealthsimple is seeking a dynamic and experienced Senior Manager of Payments Product Compliance to join our remote team in Canada. In this pivotal role, you will lead compliance initiatives for our payments products, ensuring that our offerings meet regulatory standards and align with our commitment to providing exceptional financial services. You will collaborate with cross-functional teams to develop and implement compliance strategies, assess risk, and build a culture of compliance within the organization.

Role Overview Wealthsimple is hiring a Bilingual Associate, Client Success for a remote contract role based out of the Toronto headquarters. This position focuses on supporting clients as they manage their financial goals. What You Will Do Assist clients in both English and French, ensuring clear and effective communication Provide responsive customer service, answering questions and resolving concerns Help clients understand and use Wealthsimple’s products and services Build positive relationships that contribute to client satisfaction What You Bring Fluency in English and French Strong communication skills with a focus on clarity and empathy Commitment to delivering helpful, timely support

Join Us in Creating Financial FreedomAt Wealthsimple, we are dedicated to democratizing financial services, making them accessible, transparent, and affordable for all. As Canada's leading fintech company, we serve over 3 million clients and manage more than $100 billion in assets. Our fast-paced environment thrives on ownership, accountability, and a genuine care for our clients. If you're passionate about improving lives through finance, we want to hear from you.We take pride in our achievements, and we’re just getting started. Explore our Culture Manual and discover how we work.Our Client Operations team goes beyond mere ticket resolution; we tackle financial challenges by simplifying complex concepts into understandable solutions. We continuously recruit and offer flexible start dates to foster our growth.Location & Work ModelHybrid Work Environment: This role is based at our Toronto headquarters.In-Office Requirement: Candidates must be available to work in a hybrid setting and visit our offices at 80 Spadina Avenue as needed.Your Daily ResponsibilitiesClient Advocate: As a voice for Wealthsimple, you will represent our clients' financial interests and convey investment, trading, and personal finance concepts in a straightforward manner.Problem Solving: Take charge of the client journey, whether facilitating complex transfers or managing back-office operations, ensuring clients meet their objectives, like promotion deadlines.Collaborative Mindset: Work closely with all departments, from Product to Operations, gaining insights into our financial tools and enhancing them through direct client interactions.Fintech Expertise: Develop your skills as a fintech expert by mastering various applications and platforms to deliver innovative solutions.

Wealthsimple seeks a Growth Marketing Manager, Lifecycle to help shape user engagement and retention across its digital platforms. This remote role (Canada) centers on building effective customer journeys and supporting growth through thoughtful lifecycle marketing. Role overview This position focuses on developing and executing lifecycle marketing strategies. The Growth Marketing Manager will use data analytics, customer insights, and marketing automation tools to reach and engage users at every stage of their journey. What you will do Enhance user engagement by optimizing customer journeys across Wealthsimple’s digital products Apply data analytics and customer insights to inform lifecycle marketing initiatives Use marketing automation tools to implement targeted campaigns and drive customer retention Requirements Experience with lifecycle marketing, including strategy development and execution Comfort working with data analytics and customer insights Familiarity with marketing automation platforms

Join Us in Revolutionizing Financial ServicesAt Wealthsimple, our mission is to empower individuals to achieve financial freedom through innovative and user-friendly financial management solutions. By leveraging cutting-edge technology, we strive to simplify complex financial services, making them accessible and affordable for everyone. As Canada's leading fintech company, we proudly serve over 3 million users, managing more than $100 billion in assets, and we are just getting started.We are seeking a visionary individual who values both big ideas and meticulous attention to detail. You will be part of a high-performing, fast-paced team where ownership, open communication, and impactful contributions to our clients' lives are paramount. Our culture is built on collaboration, humility, and a relentless pursuit of excellence.Become a vital part of our Canadian success story and help shape the financial future for millions. Explore our Culture Manual and learn more about how we work.As part of the Finance and Market Risk Data Science team, you will collaborate with a dynamic group of data scientists and analytics developers dedicated to providing high-quality financial metrics and advanced analytics that inform crucial business decisions at Wealthsimple. Your contributions will support financial planning, treasury operations, liquidity management, and risk assessment in brokerage products such as margin trading and options.Having laid a strong foundation for data-driven decision-making, our team is excited to scale these initiatives, optimizing financial resources and refining risk management strategies as our product offerings evolve. In the role of Senior Data Scientist, Finance & Market Risk, you will make a substantial impact through advanced analytics that enhance strategic financial planning and sophisticated risk management across our growing brokerage services.Key Responsibilities:Utilize advanced analytical techniques to tackle intricate business challenges within finance and market risk domains.Develop and maintain a comprehensive finance data mart, emphasizing data quality, accessibility, and operational efficiency.Design insightful dashboards to track financial KPIs, profitability metrics, and fulfill regulatory reporting obligations.Work collaboratively across functions with finance, risk, and product teams to drive data-informed decision-making.

Join Us in Building Financial FreedomAt Wealthsimple, our mission is to empower everyone to achieve financial freedom by providing simple, transparent, and affordable financial services. As Canada’s leading fintech, we proudly serve over 3 million clients with more than $100 billion in assets under management. Our dynamic work environment encourages swift action, ownership of tasks, and a genuine concern for our users. If this resonates with you, we invite you to explore this opportunity further.We are excited about our achievements so far, yet we recognize that we are just getting started. For insights into our culture, please refer to our Culture Manual and discover how we work.Role OverviewThe Regulatory Platform team plays a crucial role in shaping user and account experiences across Wealthsimple’s diverse product offerings. We operate at the crossroads of regulation, product development, and operations, collaborating across the organization to enhance the speed and scalability of product delivery while fostering client trust in our ecosystem. If you thrive on tackling complex challenges in a fast-paced, collaborative environment, you will find your place in our team.We are seeking a driven and experienced Manager of Compliance for Entity Accounts to become an integral part of our team. In this critical position, you will serve as the compliance authority and strategic collaborator for product teams, ensuring that our entity account offerings—including Corporate, Partnership, and Trust accounts—are developed and sustained in full compliance with CIRO regulations, securities laws, and internal policies, all while facilitating innovative and seamless client experiences.

Create Financial Solutions People TrustAt Wealthsimple, our mission is to empower everyone to attain financial independence by simplifying financial services, ensuring transparency, and minimizing costs. As Canada’s leading fintech company, we proudly serve over 3 million clients with more than $100 billion in assets. We operate with agility, take ownership of our responsibilities, and are deeply invested in the well-being of our users. If this resonates with you, we invite you to explore further.We take pride in our achievements thus far, and we are just getting started. Dive into our Culture Manual to discover more about our work environment.Role Overview:As the Finance Manager for Brokerage, you will play a pivotal role within the Brokerage Finance team, ensuring the accuracy, integrity, and regulatory compliance of Wealthsimple's brokerage financial reports. You will collaborate closely with teams in Operations, Product, Engineering, Risk, and Compliance while leading a small, dynamic team.This position is ideal for an individual who enjoys tackling technical accounting challenges while mentoring team members through complex reconciliations. You will have the expertise to manage critical financial processes and the leadership acumen to cultivate a high-performing team.Key Responsibilities:Financial Reporting & Month-End Close: Take ownership of the month-end and quarter-end close processes for Wealthsimple's brokerage entity (WSII), which includes journal entries, reconciliations, variance analyses, and management reporting, all while ensuring alignment with IFRS.Regulatory Reporting: Prepare and review necessary brokerage regulatory filings for CIRO and relevant securities regulators, including Form 1/MFR support. Collaborate with Compliance and Engineering to integrate regulatory requirements into our accounting frameworks and systems.Revenue Management: Oversee essential revenue streams including crypto and investment-related earnings (trade commissions, management fees, etc.). Ensure robust end-to-end controls, reconciliations, and precise recognition within Oracle/NetSuite.Internal Controls & Audit Compliance: Act as the control owner for key brokerage controls relating to revenue, interest, cash, and position reconciliations, ensuring documentation and testing comply with ICFR and SOC 1 standards. Lead brokerage-related audit walkthroughs.

Wealthsimple is seeking a talented and driven Salesforce Development Manager to lead our Commercial Strategy & Operations team. In this role, you will be pivotal in enhancing our Salesforce platform, ensuring it effectively supports our strategic initiatives and operational goals.Your leadership will guide a team of developers and analysts in optimizing Salesforce functionalities to drive business outcomes. You will collaborate closely with cross-functional teams to identify and implement best practices, streamline processes, and deliver impactful solutions.