- Professional
- Oficina en Toronto
Your career is an investment that grows over time!
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 3+ million users who trust us with more than $100 billion in assets.
Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.
About the team
We’re building the world’s most human financial company, using technology to scale the value we provide to our clients, and people to add value where only humans can. Relationship Management at Wealthsimple is about serving our clients and helping a generation of Canadians reach their financial goals.
The primary focus of the Manager, Client Relationship Sales is to build an industry-leading client experience and sales team, that develops and builds relationships with our most valued clients so that they want to invest and grow their financial future with Wealthsimple. This leader works in tight collaboration with Sales leadership, Sales Operations, and Growth Marketing to drive us to grow faster than any other financial services company in Canada.
Today the financial services industry is an oligopoly dominated by five big banks. They charge high fees, and provide poor service to clients with less than $3M in net worth. Additionally over $2T in assets are in the Wealth Management sector and a large portion of these assets are investing with high fees and poor returns. We believe that it is time for something different for Canadians.
Wealthsimple is a financial services company on a mission to help everyone achieve financial freedom by providing products and advice that are accessible and affordable. Using smart technology, Wealthsimple takes financial services that are often confusing, opaque and expensive and makes them simple, transparent, and low-cost.
With over 3 million clients and $100B+ in assets, we are the market leader in Canada. Our team is working together to build one of the most innovative fintech companies in the world and we're looking for talented people who want to help us move fast, ship often, and make a huge impact. Join us on our mission to make financial services simple and affordable for everyone!
About the role
One of Wealthsimple's valued client segments is its Active Trader group. Often the approach to win these clients is different, and requires relationship building to establish trust with the need for more negotiation than our core clients, as their revenue potential usually allows them to demand preferred pricing with premier service.
We are looking for an experienced sales leader with a strong trading background to help expand our Active Trader client base. Reporting to the Senior Director, Sales you will be responsible to lead and mentor a team of Relationship Managers (RMs) who focus on acquiring, retaining, and growing high-value client segments, specifically Active Trading clients and High Net Worth (HNW) individuals.
About the team
We’re building the world’s most human financial company, using technology to scale the value we provide to our clients, and people to add value where only humans can. Relationship Management at Wealthsimple is about serving our clients and helping a generation of Canadians reach their financial goals.
The primary focus of the Manager, Client Relationship Sales is to build an industry-leading client experience and sales team, that develops and builds relationships with our most valued clients so that they want to invest and grow their financial future with Wealthsimple. This leader works in tight collaboration with Sales leadership, Sales Operations, and Growth Marketing to drive us to grow faster than any other financial services company in Canada.
Today the financial services industry is an oligopoly dominated by five big banks. They charge high fees, and provide poor service to clients with less than $3M in net worth. Additionally over $2T in assets are in the Wealth Management sector and a large portion of these assets are investing with high fees and poor returns. We believe that it is time for something different for Canadians.
Wealthsimple is a financial services company on a mission to help everyone achieve financial freedom by providing products and advice that are accessible and affordable. Using smart technology, Wealthsimple takes financial services that are often confusing, opaque and expensive and makes them simple, transparent, and low-cost.
With over 3 million clients and $100B+ in assets, we are the market leader in Canada. Our team is working together to build one of the most innovative fintech companies in the world and we're looking for talented people who want to help us move fast, ship often, and make a huge impact. Join us on our mission to make financial services simple and affordable for everyone!
About the role
One of Wealthsimple's valued client segments is its Active Trader group. Often the approach to win these clients is different, and requires relationship building to establish trust with the need for more negotiation than our core clients, as their revenue potential usually allows them to demand preferred pricing with premier service.
We are looking for an experienced sales leader with a strong trading background to help expand our Active Trader client base. Reporting to the Senior Director, Sales you will be responsible to lead and mentor a team of Relationship Managers (RMs) who focus on acquiring, retaining, and growing high-value client segments, specifically Active Trading clients and High Net Worth (HNW) individuals.
About the teamWe’re building the world’s most human financial company, using technology to scale the value we provide to our clients, and people to add value where only humans can. Relationship Management at Wealthsimple is about serving our clients and helping a generation of Canadians reach their financial goals. The primary focus of the Manager, Client Relationship Sales is to build an industry-leading client experience and sales team, that develops and builds relationships with our most valued clients so that they want to invest and grow their financial future with Wealthsimple. This leader works in tight collaboration with Sales leadership, Sales Operations, and Growth Marketing to drive us to grow faster than any other financial services company in Canada.Today the financial services industry is an oligopoly dominated by five big banks. They charge high fees, and provide poor service to clients with less than $3M in net worth. Additionally over $2T in assets are in the Wealth Management sector and a large portion of these assets are investing with high fees and poor returns. We believe that it is time for something different for Canadians.Wealthsimple is a financial services company on a mission to help everyone achieve financial freedom by providing products and advice that are accessible and affordable. Using smart technology, Wealthsimple takes financial services that are often confusing, opaque and expensive and makes them simple, transparent, and low-cost.With over 3 million clients and $100B+ in assets, we are the market leader in Canada. Our team is working together to build one of the most innovative fintech companies in the world and we're looking for talented people who want to help us move fast, ship often, and make a huge impact. Join us on our mission to make financial services simple and affordable for everyone!Read our Culture Manual to learn more about us and how we work.About the roleOne of Wealthsimple's valued client segments is its Active Trader group. Often the approach to win these clients is different, and requires relationship building to establish trust with the need for more negotiation than our core clients, as their revenue potential usually allows them to demand preferred pricing with premier service.We are looking for an experienced sales leader with a strong trading background to help expand our Active Trader client base. Reporting to the Senior Director, Sales you will be responsible to lead and mentor a team of Relationship Managers (RMs) who focus on acquiring, retaining, and growing high-value client segments, specifically Active Trading clients and High Net Worth (HNW) individuals.
In this role, you will have the opportunity to:
What you'll bring:
Nice to haves:
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 (ie. 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 and help shape the financial future of millions — join us!
Technology & Innovation at Wealthsimple
We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.
DEI Statement
At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.
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