Manager, Wealth Management (Sales)

Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.

We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.

As a Manager, Wealth Management (Sales), you will lead and develop a team of Advisors and Financial Planners focused on helping high-value ($1M+) clients achieve meaningful financial outcomes. This role sits at the center of one of Wealthsimple’s key areas of future growth — turning strong demand into deep, long-term client relationships built on trust, value, and exceptional advice.

You’ll operate close to the work — coaching in the details, shaping high-impact deals, and reinforcing a value-driven sales approach where success comes from improving clients’ financial lives, not just closing quickly. Success in this role looks like a highly engaged, high-performing team consistently delivering strong conversion, exceptional client experiences, and sustained AUM growth.

The Wealth Management Sales team is responsible for engaging and converting high-net-worth clients and prospective clients into full-service Wealth Management relationships. We’re building a modern, high-performance sales organization — one that combines thoughtful, personalized advice with the speed and leverage of technology.

We partner closely with Wealth Management Service, Product, and Marketing to deliver a seamless client experience, and we’re constantly evolving how we work to better serve clients. This team sits at the center of some of Wealthsimple’s most important growth priorities, with the opportunity to shape what great wealth management looks like at scale.

• Lead and inspire a high-performing team of Advisors focused on $1M+ clients, driving meaningful net deposits and long-term client value

• Coach deeply in the details of the sales process, helping Advisors master discovery, value articulation, and thoughtful, high-quality closing

• Champion a value-driven sales approach, where Advisors connect client needs to real financial outcomes — building trust and long-term relationships

• Set and uphold a high performance bar, creating a culture of accountability, ownership, and continuous improvement

• Stay close to the work, actively engaging in deals, joining key client conversations, and helping move opportunities forward

• Use data to elevate performance, identifying trends, unlocking opportunities, and continuously improving conversion and productivity

• Motivate and engage the team through change, bringing clarity, energy, and focus in a fast-moving, evolving environment

• Partner cross-functionally to shape the future of Wealthsimple’s wealth offering and client experience

• Proven experience leading high-performing sales or advice teams with clear revenue or AUM targets

• Strong track record of coaching complex, value-based sales processes and developing top talent

• Experience working with high-net-worth ($1M+) clients and understanding their expectations

• Ability to operate in the details while driving big-picture outcomes

• Highly data-driven, using insights to improve performance, processes, and results

• You have your CIM, CFA, or CFP

• You believe great sales is about creating real, lasting value for clients

• You are a high-performance leader with a track record of raising the bar and delivering results

• You are energized by being close to the work and helping your team win

• You bring intensity, clarity, and purpose, while building a team that is motivated and engaged

• You thrive in fast-changing environments and help others navigate them with confidence

• You are a builder at heart, always looking for ways to improve how things work

• You care deeply about building a team that is both high-performing and deeply trusted by clients

🌸 Top-tier health benefits and life insurance

📈 Long-term group savings with employer match, through Wealthsimple for Business

🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year

✈️ 90 days away: work outside Canada for up to 90 days per year

👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS

🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.

Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.

Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.

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. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.