Define what "5-star" looks like in wealth management by designing client experiences that are genuinely differentiated.
Incubate and run new advice services manually at a small scale before they are ready for operationalizing.
Stay ahead of industry trends and bring intelligence back to Wealthsimple to inform leadership.
Build partnerships that expand Wealthsimple’s offering and design integrated client experiences.
Arm advisors and sales teams with the tools to win high-value clients.
Measure the commercial impact of pilots against clear metrics and provide recommendations.

7+ years of experience 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 modern technology — AI tools, low-code/no-code platforms, or lightweight scripting — to rapidly prototype and test solutions
Experience developing or managing strategic partnerships with external service providers
Strong commercial instincts and the ability to design pilots that prove measurable ROI
Experience working alongside scaled operational teams and transitioning V1 pilots into standardized, scalable processes — with a clear ability to hand off and let go
Familiarity with the wealth management landscape — how different advice models work, what HNW clients value, and how financial services firms grow AUM
Comfort working in regulated environments and partnering with compliance teams
Outstanding communication skills — you can influence executives, inspire advisors, and earn the trust of external partners

Top-tier health benefits and life insurance
Long-term group savings with employer match using our Wealthsimple for Business platform
20 vacation days + 4 wellness days per year, and unlimited sick and mental health days
90 days away program: Employees can work outside of Canada for up to 90 days per calendar year
A wide variety of peer and company-led Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)

Director, Advice Innovation – Experience

Key skills