Lead and inspire a high-performing team of Advisors focused on $1M+ clients, driving meaningful net deposits and long-term client value
Coach deeply in the details of the sales process, helping Advisors master discovery, value articulation, and thoughtful, high-quality closing
Champion a value-driven sales approach, where Advisors connect client needs to real financial outcomes — building trust and long-term relationships
Set and uphold a high performance bar, creating a culture of accountability, ownership, and continuous improvement
Stay close to the work, actively engaging in deals, joining key client conversations, and helping move opportunities forward
Use data to elevate performance, identifying trends, unlocking opportunities, and continuously improving conversion and productivity
Motivate and engage the team through change, bringing clarity, energy, and focus in a fast-moving, evolving environment
Partner cross-functionally to shape the future of Wealthsimple’s wealth offering and client experience

Proven experience leading high-performing sales or advice teams with clear revenue or AUM targets
Strong track record of coaching complex, value-based sales processes and developing top talent
Experience working with high-net-worth ($1M+) clients and understanding their expectations
Ability to operate in the details while driving big-picture outcomes
Highly data-driven, using insights to improve performance, processes, and results

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

Manager, Wealth Management – Sales

Key skills