LocationRemote (Canada)Employment TypeFull timeLocation TypeRemoteDepartmentCommercial & Marketing, Advisory & PlanningCompensationCA$148K – CA$185K - Offers EquityBase salary range: For this role, candidates located in Canada can expect a base salary range, described in the posting. Actual compensation is determined based on skills, experience, and role level. Exceptional candidates may be considered above the top of the range, and pay can increase quickly for those who make a big impact in the role.Total compensation: In addition to base salary, permanent employees receive equity compensation. We use clear job levels and market-based salary bands to ensure compensation is fair and consistent across the company.Build something people loveWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.The TeamOur Wealth Management team delivers exceptional service to high net worth individuals — a rapidly growing segment that traditionally receives poor service unless they have $3M+ in assets. We believe these clients deserve a tech-enabled approach offering greater value, transparency, and higher quality advice at a lower cost.The RoleAs a Manager of Wealth Management (Service), you'll lead a team of licensed advisors and financial planners who serve clients across two distinct service models: On Demand Advice ($100k-$1MM) and Dedicated Advice ($1MM+). You'll be part of a managerial team who are responsible for helping shape the client journey within each model to create the most impact, and continuously raise the bar on quality, efficiency, and client outcomes.This is a rare opportunity to build something genuinely different — a wealth management team where advisors are rewarded for doing the right thing for clients, not for accumulating book value. In a model without book ownership and with a fully salaried team, your success will be defined by your ability to design smart systems, develop your people, and create exceptional experiences at scale.In This Role,



You'll Have the Opportunity To:Lead & Develop a Dual-Model Advisory TeamManage and coach a team licensed advisors operating across on-demand and dedicated service modelsIdentify each advisor's strengths, experience, and working style to match them to the model where they'll thrive and growBuild differentiated onboarding, training, and development pathways for each modelLead performance evaluation using balanced scorecards rooted in client outcomes, not sales metricsEnhance the Client Journey for Each Service ModelDefine what "value" looks like in an on-demand context, and build the scalable systems, workflows, and prompts that deliver it reliably across a high volume of interactionsIn dedicated advisory, help design a proactive engagement model that ensures advisors are strategic with their time — anticipating client needs, reducing reactive work, and maximizing the impact of every client interactionPartner with Product and Engineering to develop tooling that supports advisors in both models and scales the team's capacityDrive Operational ExcellenceMonitor service metrics across both models and implement strategies to continuously improve advisor efficiency, client satisfaction, and proactive value deliveryBuild capacity models and team structures that flex with business growthEnsure compliance with regulatory requirements and company policies across all client interactionsContribute StrategicallyBring a point of view on how the two service models should evolve as the business scalesSurface client and advisor insights to inform product decisions and service designHelp shape the future of wealth management delivery in CanadaWhat You’ll BringCFP or IQFP designation requiredCIM or CFA designation required7+ years of experience in wealth management, with at least 3 years in a people leadership roleExperience managing or designing services across multiple delivery models (e.G., high-volume transactional service and relationship-based advisory)A track record of building high-performing,



client-first teams in environments that value quality over salesStrong understanding of financial planning and investment management principlesExperience designing or optimizing client journeys and advisor workflowsDemonstrated ability to match talent to roles, develop advisors at varying skill levels, and build cohesive team cultures in the absence of traditional commission structuresStrong problem-solving and analytical mindset — you’re comfortable using data to identify gaps and drive decisionsTechnology-minded with experience leveraging digital tools to enhance advisor effectiveness and scale operationsBilingual (English/French) capability is a significant assetWhy You’ll Love Working HereLead a team that gives genuinely unbiased financial advice — no quotas, no book ownership, no conflictsWork on a managerial team that builds both a scalable high-volume service and a premium advisory relationship model, side by sideShape a new way of delivering wealth management that Canada hasn’t seen beforeCompetitive salary and benefits in a rapidly growing company with a explicit missionWhy Wealthsimple?Top-tier health benefits and life insuranceLong-term group savings with employer match, through Wealthsimple for Business20 vacation days, 4 wellness days, and unlimited sick and mental health days per year90 days away: work outside Canada for up to 90 days per yearEmployee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WSWe are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you’ll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.Inclusion StatementWe’re building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.Accessibility StatementWe’re committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we’ll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.AI in HiringWe may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don’t replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.#J-18808-Ljbffr

📌 Manager, Wealth Management (Service) - C$148,000 - C$185,000 A Year - Remote (Winnipeg)
🏢 Wealthsimple
📍 Winnipeg