Remote Corporate finance Jobs β€’ Sales

2 results

Job listings

Manager, Financial Planning

Wealthsimple πŸ‘‘πŸ’ΈπŸ“ˆ
North America 4w PTO

In this role, you will support, scale, and develop a team that delivers proactive financial advice to Wealthsimple clients. As an experienced financial planner with CFP certification, you can foster world-class talent, cultivate an environment of growth and drive alignment across a cross functional team in a fast-changing sales environment. You’ll retain, build and grow a team of curious, tech-savvy planners by coaching sales skills, fostering accountability.

Manager, Pooled Wealth Management & Fee-Based Planning

Wealthsimple πŸ“ˆπŸŒŽπŸ’–
North America 4w PTO

This is not a traditional financial services role, you’ll be designing new services from scratch β€” building the team, defining the client journey, launching the operations, and using AI to scale personalized advice. You’ll collaborate with product, marketing, sales, and compliance to bring these services to life, delivering client clarity, confidence, and satisfaction.