Home / Manager, Financial Planning

Manager, Financial Planning

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 $30 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 role 
As the Manager of the Financial Planning team, you will be responsible for the team that supports our self-directed Premium and Generation clients with their financial planning needs.
This is not a traditional financial planning team. We are the first company in Canada to proactively provide financial planning advice to self-directed clients and we are looking for someone with the ability to grow a high performing team that delivers high quality advice, at scale.

Role responsibilities:

  • Always put the client first. 
  • Lead and grow a team of Certified Financial Planners focused on driving better client outcomes and growth through high quality advice, at scale. 
  • Own your team quota, activity metrics and performance.
  • Set clear goals and expectations for direct reports and proactively address variations in performance (positive or negative). 
  • Establish strong team rituals that promote a culture of inclusivity, growth, and strong feedback loops. 
  • Effectively coach and develop direct reports to meet their potential through call reviews, financial planning and sales skills, as well as workflow management. 
  • Consistently drive team alignment through clear communication and context. 
  • Leverage data to uncover insights that drive team optimization.
  • Uncover, assess and communicate problems and blockers, while also being part of the solution. 
  • Work cross functionally to grow the team and bring financial planning advice to all Wealthsimple clients.

Skills you bring:

  • Must have at least 2 years experience in a management role or 2 years Wealthsimple experience to be considered for this role. 
  • CFP or IQFP designation.
  • Strong communication by leading with context. 
  • Track record of effective performance management outcomes. 
  • Growth mindset, implements and shares feedback effectively.
  • Self starter who can identify and own their own initiatives. 
  • Analytical and comfortable uncovering bright spots and opportunities through data. 
  • Comfortable leveraging Salesforce and common financial planning tools.
  • Passionate about the impact financial planning can have on our client’s lives.

Nice to haves:

  • Bilingual in French and English.
  • Additional designations such as TEP.
  • Experience with Conquest Planning.
Application deadline: Friday April 19th, 2024.
Why Wealthsimple?
🤑 Competitive Salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple Work
🌴 20 vacation days per year and unlimited sick and mental health days
📚 Up to $1500 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 1000 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!
Read our Culture Manual and learn more about how we work.
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.

To apply, please visit the following URL:https://jobs.lever.co/wealthsimple/a652fffa-fa5e-4c13-a1e2-176451ed4b94/apply?lever-source=Job%20postings%20feed→

All rights reserved. copyright jobpings.com