Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. This is a 0-to-1 role: part strategist, part builder, part entrepreneur, managing a small team. You'll design and launch the next generation of advice experiences, prove they work, and hand off proven playbooks to our sales and service teams to own and scale. This role lives at the intersection of sales, service, product innovation, and commercial execution, and it exists to answer one question: what does a truly differentiated, human-centred advice experience look like at Wealthsimple, and how do we prove it works before we scale it? Define what "5-star" client experiences look like in wealth management. Draw on deep knowledge of premium service (luxury hospitality, high-end retail, or elite financial services) to design client experiences that are differentiated. You'll set the bar for what every advice client can expect from Wealthsimple, and you'll do it by building real things with real clients. The innovation is in designing a client experience that is truly differentiated and, through the use of technology & AI, highly scalable. When it works, you package it into a playbook and hand it to sales or service teams to run at scale. You bring that intelligence back and help us sharpen hypotheses about what to build next, complemented by a close read of what our own clients value and where they feel under-served. Prove commercial impact. Work directly with and senior leadership to shape the future of Wealthsimple's advice offering Shape Wealthsimple's digital advice roadmap from the front line. Is energized by the messy, creative, manual work of building something from nothing,



and doesn't need a large team or perfect infrastructure to get a pilot off the ground Has a genuine obsession with how the wealth and fintech landscape is evolving globally, with sharp instincts for real shift versus noise Brings deep knowledge of what premium service actually feels like from a client's perspective, and can translate it into a wealth management context Is tech-forward: comfortable with AI tools, low-code platforms, and lightweight scripting to build functional prototypes that test real concepts in market 5-7+ years in service design, strategy, innovation, or premium client experience (ideally with exposure to HNW or complex client segments) ~ A proven track record of taking a service concept from idea to live pilot (true 0-to-1 experience) ~ Demonstrated ability to use contemporary technology, AI tools, low-code/no-code, or lightweight scripting, to rapidly prototype and test ~ Familiarity with the wealth management landscape: how different advice models work, what HNW clients value, and how firms grow AUM ~ Top-tier health benefits and life insurance Long-term group savings with employer match, through Wealthsimple for Business 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
* Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS Technology & Innovation at Wealthsimple: We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building. Inclusion Statement: We'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. AI in Hiring: We 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. #

📌 Senior Manager, Advice Innovation (Toronto)
🏢 Wealthsimple Technologies
📍 Toronto