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

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

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 – Service

Key skills