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. Youβll retain, build and grow a team of curious, tech-savvy planners by coaching sales skills, fostering accountability.
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This is not a traditional financial services role, youβll be designing new services from scratch β building the team, defining the client journey, launching the operations, and using AI to scale personalized advice. Youβll collaborate with product, marketing, sales, and compliance to bring these services to life, delivering client clarity, confidence, and satisfaction.