Manager, Wealth Management (Sales)

Build something people loveWealthsimple'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.About the roleAs 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.About the teamThe 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.What you’ll doLead and inspire a high-performing team of Advisors focused on $1M+ clients, driving meaningful net deposits and long-term client valueCoach deeply in the details of the sales process, helping Advisors master discovery, value articulation, and thoughtful, high-quality closingChampion a value-driven sales approach, where Advisors connect client needs to real financial outcomes — building trust and long-term relationshipsSet and uphold a high performance bar, creating a culture of accountability, ownership, and continuous improvementStay close to the work, actively engaging in deals, joining key client conversations, and helping move opportunities forwardUse data to elevate performance, identifying trends, unlocking opportunities, and continuously improving conversion and productivityMotivate and engage the team through change, bringing clarity, energy, and focus in a fast-moving, evolving environmentPartner cross-functionally to shape the future of Wealthsimple’s wealth offering and client experienceSkills you bringProven experience leading high-performing sales or advice teams with clear revenue or AUM targetsStrong track record of coaching complex, value-based sales processes and developing top talentExperience working with high-net-worth ($1M+) clients and understanding their expectationsAbility to operate in the details while driving big-picture outcomesHighly data-driven, using insights to improve performance, processes, and resultsWho you areYou believe great sales is about creating real, lasting value for clientsYou are a high-performance leader with a track record of raising the bar and delivering resultsYou are energized by being close to the work and helping your team winYou bring intensity, clarity, and purpose, while building a team that is motivated and engagedYou thrive in fast-changing environments and help others navigate them with confidenceYou are a builder at heart, always looking for ways to improve how things workYou care deeply about building a team that is both high-performing and deeply trusted by clientsWhy Wealthsimple? 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.ICYMITechnology & 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.

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