Manager, Wealth Management (Service)

(canada), CanadaHybrid

$100k

Responsibilities

BUILD SOMETHING PEOPLE LOVE Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost.
IN THIS ROLE, YOU'LL HAVE THE OPPORTUNITY TO: Lead & Develop a Dual-Model Advisory Team - Manage and coach a team licensed advisors operating across on demand and dedicated service models - Identify each advisor's strengths, experience, and working style to match them to the model where they'll thrive and grow - Build differentiated onboarding, training, and development pathways for each model - Lead performance evaluation using balanced scorecards rooted in client outcomes, not sales metrics Enhance the

In a model without book ownership and with a fully salaried team, your success will be defined by your ability to design smart systems, develop your people, and create exceptional experiences at scale.
experience in wealth management, with at least 3 years in a people leadership role -
Experience managing or designing services across multiple delivery models (e.g., high-volume transactional service and relationship-based advisory) - A track record of building high-performing, client-first teams in environments that value quality over sales - Strong understanding of financial planning and investment management principles -
Experience designing or optimizing client journeys and advisor workflows - Demonstrated ability to match talent to roles, develop advisors at varying skill levels, and build cohesive team cultures in the absence of traditional commission structures - Strong problem-solving and analytical mindset — you're comfortable using data to identify gaps and drive decisions - Technology-minded with
That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses.

We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets.