Manager of Financial Planning

Employment Type: Permanent Full Time

Position Overview

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining how money is managed. We leverage smart technology to make financial services transparent and low-cost. As the Manager of Financial Planning, you will support, scale, and develop a team that delivers proactive financial advice to Wealthsimple clients. This role requires an experienced financial planner with CFP certification to foster talent, cultivate growth, and drive alignment in a fast-changing, high-volume sales environment. You will be building and nurturing a team of high-performance, tech-powered planners who help clients take action and drive business growth, empowering Canadians to reach their financial freedom goals.

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 growth.
• Scale a Fast-Growing, High Volume Advice Business: Create scalable systems and operating rhythms that allow planners to deliver quality advice efficiently while remaining adaptable to growth and evolution.
• Drive Alignment and Performance in a Changing Environment: Drive key metrics (net deposits, conversion, productivity, NPS) through relentless data analysis, keeping the team aligned to evolving priorities and equipped with clear expectations and context for success.
• Deliver a Modern Client Experience: Provide a simple, action-oriented client experience that is tech-powered yet human-first, collaborating cross-functionally to continuously improve financial advice delivery.

Requirements

• Certified Financial Planner (CFP) designation.
• A Sales Leader & Talent Magnet: Proven ability to drive outcomes in fast-paced environments and attract/retain adaptable, growth-oriented people.
• A Builder: Experience 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 numbers to guide coaching, process improvements, and strategic decisions.
• Tech-Forward: Belief that technology enables better advice, more scale, and better outcomes, with experience leveraging AI to support this.
• Adaptable: Thrives in growth environments where change is constant, viewing it as an opportunity.

About Wealthsimple

Wealthsimple is the largest fintech company in Canada, with over 4 million users trusting us with more than $70 billion in assets. Our teams ship often and make an impact with groundbreaking ideas. We are committed to creating inclusive and high-performing teams where people can be inspired to do their best work. We value collaboration and humility.

Why Wealthsimple?

• 🤑 Competitive salary with top-tier health benefits and life insurance.
• 📈 Retirement savings matching plan using Wealthsimple for Business.
• 🌴 20 vacation days per year and unlimited sick and mental health days.
• 📚 Up to $1,500 per year towards wellness and professional development budgets, respectively.
• 🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year.
• 🌎 A wide variety of peer and company-led Employee Resource Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS).
• 💖 Company-wide wellness days off scheduled throughout the year.

We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story.