Manager of Financial Planning (Fixed Term Contract - 12 Months)

Employment Type: Fixed Term Contract - FT

Position Overview

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining how they manage their money. We leverage smart technology to make financial services transparent and low-cost. As a leading fintech company in Canada, we serve over 4 million users with more than $70 billion in assets. We are seeking talented individuals who value simplicity, collaboration, and humility to join our inclusive, high-performing teams.

As the Manager of Financial Planning, you will lead, scale, and develop a team dedicated to providing proactive financial advice to Wealthsimple clients. This role requires an experienced financial planner with CFP certification to foster talent, cultivate growth, and drive alignment within a fast-changing, high-volume sales environment. You will be building and nurturing a team of high-performance, tech-powered planners who empower clients to take action and drive business growth.

Responsibilities

• Foster and Develop World-Class Talent: Retain, build, and grow a team of curious, tech-savvy planners by coaching sales skills, fostering accountability, and creating clear paths for career growth.
• Scale a Fast-Growing, High Volume Advice Business: Create scalable systems and operating rhythms to enable planners to deliver quality advice efficiently, while remaining adaptable to growth and evolution.
• Drive Alignment and Performance in a Changing Environment: Utilize relentless data analysis to drive key metrics (net deposits, conversion, productivity, NPS), keeping the team aligned to evolving priorities with clear expectations and context for success.
• Deliver a Modern Client Experience: Ensure a simple, action-oriented client experience that is tech-powered yet human-first, collaborating cross-functionally to continuously improve financial advice delivery.

Skills You Bring

• A Sales Leader & Talent Magnet: Proven ability to drive outcomes in fast-paced environments and attract/retain adaptable, growth-oriented people.
• A Builder: Experience in scaling processes, teams, or businesses, with a comfort level operating in ambiguity.
• A Clear, Contextual Communicator: Ability to bring clarity in fast-changing environments and ensure team alignment and focus.
• Highly Data-Driven: Proficient in using data to guide coaching, process improvements, and strategic decisions.
• Tech-Forward: Belief in technology's ability to enable better advice, scale, and outcomes, with experience leveraging AI to support these goals.
• Adaptable: Thrives in growth environments with constant change, viewing it as an opportunity.
• Certified Financial Planner (CFP) designation.

Why Wealthsimple?

• 🤑 Competitive salary
• 📈 Retirement savings matching plan using Wealthsimple for Business
• 🌴 Generous PTO offerings
• 🌎 A wide variety of peer and company-led Employee Resource Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)

We are a remote-first team with over 1,000 employees across North America. Join us in shaping the financial future of millions!

Read our Culture Manual to learn more about how we work.

Company Information

Wealthsimple believes the future belongs to those who innovate boldly. We are committed to creating inclusive and high-performing teams where individuals can do their best work.

Technology & Innovation at Wealthsimple: We believe the future belongs to those who innovate boldly. At Wealthsimple, every...