Manager - Financial Planning
Your career is an investment that grows over time!
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $70 billion in assets.
Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.
About the Role
As the Manager of Financial Planning, you will support, scale, and develop a team that delivers proactive financial advice to Wealthsimple clients. Your background as an experienced financial planner with CFP certification allows you to foster world-class talent, cultivate an environment of growth and drive alignment across a cross functional team in a fast-changing, high-volume sales environment.
This is not about managing traditional planners roles who deliver static plans. You’re building and nurturing a team of high-performance, tech-powered planners who help clients take action today—and drive growth for the business while doing it. You play a key role in empowering Canadians to reach their financial freedom goals!
Please note - This is a fixed-term 12 month contract… with plenty of opportunity to make a significant impact!
In this role, you’ll have the opportunity to:
Foster and Developer World-Class Talent: You’ll retain, build and grow a team of curious, tech-savvy planners by coaching sales skills, fostering accountability, and creating clear paths for growth.
Scale a Fast-Growing, High Volume Advice Business: You’ll create scalable systems and operating rhythms that let planners deliver quality advice efficiently while staying nimble enough to adapt as we grow and evolve.
Drive Alignment and Performance in a Changing Environment: Drive key metrics (net deposits, conversion, productivity, NPS) through relentless data analysis, keeping the team aligned to evolving priorities and equipped with clear expectations and context for success.
Deliver a Modern Client Experience: Deliver a simple, action-oriented client experience that's tech-powered yet human-first by collaborating cross-functionally to continuously improve how we provide real-life financial advice.
Skills you bring:
A Sales Leader & Talent Magnet: You drive outcomes in fast-paced environments while attracting and retaining adaptable, growth-oriented people.
A Builder: You’ve scaled processes, teams, or businesses and love operating in ambiguity.
A Clear, Contextual Communicator: You bring clarity in fast-changing environments and ensure your team stays aligned and focused.
Highly Data-Driven: You use numbers to guide coaching, process improvements, and strategic decisions.
Tech-Forward: You believe technology enables better advice, more scale, and better outcomes—for clients and your team, and you've leveraged AI to support this.
Adaptable: You thrive in growth environments where change is constant—and see it as an opportunity, not a blocker.
You have your Certified Financial Planner (CFP) designation
Why Wealthsimple?
🤑 Competitive salary
📈 Retirement savings matching plan using Wealthsimple for Business
🌴 Generous PTO offerings
🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!
Read our Culture Manual and learn more about how we work.
Technology & Innovation at Wealthsimple
We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI and tooling, to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.
DEI Statement
At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.
About the job
Apply for this position
Manager - Financial Planning
Your career is an investment that grows over time!
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $70 billion in assets.
Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.
About the Role
As the Manager of Financial Planning, you will support, scale, and develop a team that delivers proactive financial advice to Wealthsimple clients. Your background as an experienced financial planner with CFP certification allows you to foster world-class talent, cultivate an environment of growth and drive alignment across a cross functional team in a fast-changing, high-volume sales environment.
This is not about managing traditional planners roles who deliver static plans. You’re building and nurturing a team of high-performance, tech-powered planners who help clients take action today—and drive growth for the business while doing it. You play a key role in empowering Canadians to reach their financial freedom goals!
Please note - This is a fixed-term 12 month contract… with plenty of opportunity to make a significant impact!
In this role, you’ll have the opportunity to:
Foster and Developer World-Class Talent: You’ll retain, build and grow a team of curious, tech-savvy planners by coaching sales skills, fostering accountability, and creating clear paths for growth.
Scale a Fast-Growing, High Volume Advice Business: You’ll create scalable systems and operating rhythms that let planners deliver quality advice efficiently while staying nimble enough to adapt as we grow and evolve.
Drive Alignment and Performance in a Changing Environment: Drive key metrics (net deposits, conversion, productivity, NPS) through relentless data analysis, keeping the team aligned to evolving priorities and equipped with clear expectations and context for success.
Deliver a Modern Client Experience: Deliver a simple, action-oriented client experience that's tech-powered yet human-first by collaborating cross-functionally to continuously improve how we provide real-life financial advice.
Skills you bring:
A Sales Leader & Talent Magnet: You drive outcomes in fast-paced environments while attracting and retaining adaptable, growth-oriented people.
A Builder: You’ve scaled processes, teams, or businesses and love operating in ambiguity.
A Clear, Contextual Communicator: You bring clarity in fast-changing environments and ensure your team stays aligned and focused.
Highly Data-Driven: You use numbers to guide coaching, process improvements, and strategic decisions.
Tech-Forward: You believe technology enables better advice, more scale, and better outcomes—for clients and your team, and you've leveraged AI to support this.
Adaptable: You thrive in growth environments where change is constant—and see it as an opportunity, not a blocker.
You have your Certified Financial Planner (CFP) designation
Why Wealthsimple?
🤑 Competitive salary
📈 Retirement savings matching plan using Wealthsimple for Business
🌴 Generous PTO offerings
🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!
Read our Culture Manual and learn more about how we work.
Technology & Innovation at Wealthsimple
We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI and tooling, to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.
DEI Statement
At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.