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Manager, Wealth Management – Service
Location
Canada
Posted
54 days ago
Salary
CA$148K - CA$185K / year
Seniority
Lead
Job Description
Manager, Wealth Management – Service
Wealthsimple
• Manage and coach a team licensed advisors operating across on demand and dedicated service models • Identify each advisor's strengths, experience, and working style to match them to the model where they'll thrive and grow • Build differentiated onboarding, training, and development pathways for each model • Lead performance evaluation using balanced scorecards rooted in client outcomes, not sales metrics • Define 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 interactions • In 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 interaction • Partner with Product and Engineering to develop tooling that supports advisors in both models and scales the team's capacity • Monitor service metrics across both models and implement strategies to continuously improve advisor efficiency, client satisfaction, and proactive value delivery • Build capacity models and team structures that flex with business growth • Ensure compliance with regulatory requirements and company policies across all client interactions • Bring a point of view on how the two service models should evolve as the business scales • Surface client and advisor insights to inform product decisions and service design • Help shape the future of wealth management delivery in Canada
Job Requirements
- CFP or IQFP designation required
- CIM or CFA designation required
- 7+ years of experience in wealth management, with at least 3 years in a people leadership role
- Experience 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 sales
- Strong understanding of financial planning and investment management principles
- Experience designing or optimizing client journeys and advisor workflows
- Demonstrated ability to match talent to roles, develop advisors at varying skill levels, and build cohesive team cultures in the absence of traditional commission structures
- Strong problem-solving and analytical mindset — you're comfortable using data to identify gaps and drive decisions
- Technology-minded with experience leveraging digital tools to enhance advisor effectiveness and scale operations
- Bilingual (English/French) capability is a significant asset
Benefits
- 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
- 90 days away: work outside Canada for up to 90 days per year
- Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
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