Manager, Financial Planning

Remote

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

Candidates must possess a Certified Financial Planner (CFP) designation and experience as a financial planner. They should have a background in sales leadership, a proven ability to scale processes or teams, strong communication skills, a data-driven approach, and a tech-forward mindset with experience leveraging AI. Adaptability in a fast-paced, evolving environment is also crucial.

Responsibilities

The Manager of Financial Planning will support, scale, and develop a team of financial planners to deliver proactive client advice. Responsibilities include coaching sales skills, fostering accountability, creating clear growth paths for team members, developing scalable systems and operating rhythms for efficient advice delivery, and driving key performance metrics such as net deposits, conversion, productivity, and NPS through data analysis. The role also involves collaborating cross-functionally to enhance the client experience and ensuring team alignment with evolving priorities and clear success expectations.

Skills

Financial Planning

Financial Advice

Sales Skills

Coaching

Team Development

Client Relationship Management

CFP Certification

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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