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The Opportunity:

  • Upgrade clients into Custom/Signature portfolios and scale advice adoption.
  • Drive net deposits and cross-sold assets through a repeatable engine.
  • Build category trust through clearer storytelling, education, and transparency.

Responsibilities:

  • Define how investing tiers fit together as a single journey.
  • Create the value prop and messaging system that powers experiences.
  • Partner with teams to identify intent signals and design upgrade paths.

What You'll Bring:

  • Experience with investing and finance products.
  • Proven success driving growth outcomes.
  • Strong relationship building capabilities.

Wealthsimple

Wealthsimple aims to help everyone achieve financial freedom. By using technology, they make transparent and low-cost financial services available, and they are the largest fintech company in Canada with over 3 million clients and $100B+ in assets.

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