[Remote] Bilingual Business Development Representative, English/French at Wealthsimple

Remote

Wealthsimple Logo
Not SpecifiedCompensation
N/AExperience Level
N/AJob Type
Not SpecifiedVisa
N/AIndustries

Requirements

  • Fluency in French and English
  • 1-3 years experience in a sales or client-facing role, ideally with a SaaS or Financial background
  • Strong financial literacy (eg: Completed IFIC or CSC)
  • Resiliency - bounce back from rejection and objection and keep trying
  • Resourcefulness — demonstrated track record of persevering in the face of adversity
  • Adaptability — priorities and direction can evolve quickly
  • Positive can-do attitude and adaptability to evolving business goals
  • Strong communication — comfortable writing persuasively and communicating at all levels
  • Natural Curiosity — eager to understand client’s needs and uncover the root of their problem
  • Experience working hard towards a goal
  • Self-starter — ability to address needs and prioritize tasks

Responsibilities

  • Follow-up with high-quality leads from the Growth Marketing team, prospect cold sales-sourced leads, and own the full sales process
  • Build growth opportunities for the business through warm and cold outreach emails, calls, SMS and qualification
  • Work closely with Product and Marketing teams on “playtests” that require client interaction
  • Work closely with Sales and Marketing on creative projects that help drive revenue and net deposit growth
  • Achieve monthly quotas and daily KPI’s of outbound touches across email, calls, text
  • Nurture and educate prospective clients through the sales cycle until they are qualified
  • Develop and execute sales strategies to achieve business objectives
  • Collaborate with cross-functional teams to drive revenue growth and business development
  • Analyze sales data and market trends to inform business decisions
  • Stay up-to-date with industry trends and best practices in sales and business development

Skills

Wealthsimple

Digital platform for investing and financial management

About Wealthsimple

Wealthsimple provides a range of financial tools that help individuals manage their money effectively. Their services include automated investing, where users can set up investment accounts that automatically adjust based on market conditions, and commission-free stock trading, allowing users to buy and sell stocks without paying fees. They also offer cryptocurrency investments for those interested in digital currencies and a straightforward tax filing service that is designed to be quick and user-friendly. Wealthsimple stands out from its competitors by focusing on young professionals and tech-savvy individuals, providing a digital platform that is easy to navigate and understand. The company's goal is to simplify financial management, making it accessible to everyone by using technology to create a more personal and approachable experience in finance.

Toronto, CanadaHeadquarters
2014Year Founded
$826.6MTotal Funding
LATE_VCCompany Stage
Fintech, Financial ServicesIndustries
1,001-5,000Employees

Benefits

Health Insurance
Life Insurance
401(k) Company Match
401(k) Retirement Plan
Paid Vacation
Unlimited Paid Time Off
Professional Development Budget
Wellness Program
Remote Work Options
Paid Holidays

Risks

Increased competition from zero-commission brokers could erode Wealthsimple's market share.
Invite-only rollout of Wealthsimple Cash may limit user adoption and growth.
Rapid cryptocurrency adoption pressures Wealthsimple to innovate its offerings continuously.

Differentiation

Wealthsimple offers a human-centric approach to finance with user-friendly digital tools.
The company provides a seamless platform for investing, trading, saving, and tax filing.
Wealthsimple targets young, tech-savvy professionals seeking accessible financial management solutions.

Upsides

Wealthsimple's AUA reached $50 billion, indicating strong market presence and growth potential.
The rise of AI-driven advisory services can enhance Wealthsimple's personalized investment offerings.
Fractional shares' popularity aligns with Wealthsimple's target demographic, boosting user acquisition.

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