Manager, Financial Planning
Wealthsimple
Estimated Salary: $98K-$162K
Location: Remote
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!