Run a team of licensed portfolio managers supporting clients for whom we manage money.
Coach, train, develop, and inspire entry-level portfolio managers.
Oversee our digital portfolio management systems used to manage client money.
Wealthsimple aims to provide financial freedom for everyone by making money management transparent and low-cost through technology. As the largest fintech company in Canada, they have over 3 million users and $100 billion in assets, emphasizing collaboration, humility, and quality.
Deliver impeccable and proactive service, anticipating client needs before they arise.
Explain complex concepts simply, like transaction unwinding or specific promotions.
Take ownership of client issues, coordinating efforts across departments to ensure resolution.
Wealthsimple's mission is to help everyone achieve financial freedom by reimagining what it means to manage your money. As the largest fintech company in Canada, 3+ million users trust them with more than $100 billion in assets.
Define what "5-star" looks like in wealth management and design client experiences that are genuinely differentiated.
Incubate and personally run new advice services, creating the V1 process and overseeing the first cohort of clients.
Build the partnerships that expand their offering, designing the integrated client experience and piloting the model.
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, they take financial services that are often confusing and expensive and make them transparent and low-cost for everyone. They’re the largest fintech company in Canada, with 3+ million users who trust them with more than $100 billion in assets, with a remote team of over 1,500 employees across North America. They value collaboration, humility, and an obsession over quality.
Lead negotiations with banks and capital markets to support Treasury initiatives and Wealthsimple's product ecosystem.
Build strategic partnerships with banks and fintechs to unlock new product capabilities and accelerate growth.
Manage the Treasury investment portfolio, propose investment plans, execute strategy, and optimize performance.
Wealthsimple is a financial service that uses technology to make financial services transparent and low-cost. They are the largest fintech company in Canada, with 3+ million users who trust them with more than $100 billion in assets, with a team that values collaboration, humility, and quality.
Manage renewable energy projects through operation to sale.
Monitor and optimize project-level cash flow and distributions.
Track project obligations and compliance under major agreements.
Hanwha Renewables designs, builds, and manages renewable energy solutions, bringing a decade of global leadership to North America. They combine technology, processes, and partnerships to deliver utility-grade energy solutions customized for local energy markets.