🤑 Base salary range: For this role, candidates located in Canada can expect a base salary range, described in the posting. Actual compensation is determined based on skills, experience, and role level. Exceptional candidates may be considered above the top of the range, and pay can increase quickly for those who make a big impact in the role.

🚀 Total compensation: In addition to base salary, permanent employees receive equity compensation. We use clear job levels and market-based salary bands to ensure compensation is fair and consistent across the company.

Build something people love

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 and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with 3+ million users who trust us with more than $100 billion in assets. And we’re just getting started.

We’re looking for someone who thinks big, sweats the small stuff and keeps things simple. You’ll join a high-bar, fast-paced team where people are trusted to own their work, communicate openly, and ship things that improve our clients’ lives. Collaboration, humility, and an obsession over quality are how we get stuff done.

Be a part of our Canadian success story and help shape the financial future of millions. Read our Culture Manual and learn more about how we work.

In this role, you will have the opportunity to:

• Lead a sales team focused on cross-selling existing SMB clients into Corp Invest and other Wealthsimple products, driving net deposits and asset consolidation

• Transform the team's sales motion — shift from transactional, reactive selling to a strategic, consultative approach where reps proactively hunt for expansion opportunities within existing accounts

• Coach reps to lead with insight — develop their ability to identify client needs, build business cases, and have strategic conversations that drive larger, stickier outcomes

• Own net deposit targets, cross-sell revenue metrics, and pipeline management — optimizing for funnel conversion and average deal size

• Build a seamless handoff process with the SMB New Client team — ensuring new clients are onboarded effectively and set up for cross-sell success from day one

• Leverage data to uncover insights that drive team optimization and identify high-potential accounts

• Partner closely with Growth Marketing, Commercial Strategy & Operations, and other sales leaders to share best practices and drive productivity and funnel conversion

What you'll bring:

• Client-focused - Always put the client first

• People Management - 3 years+ of experience leading and growing a sales team

• Strategic selling mindset — you understand the difference between transactional and consultative sales, and have built or transformed a sales motion before

• Analytical - proactively uncovering insights through data to drive recommendations

• Adaptability - priorities and direction can evolve quickly. You should have a positive can-do attitude and be adaptable to evolving business goals

• Strong communication - with the ability to build and maintain strong relationships with internal stakeholders and lead with context

• Self-starter - when you see a need, you address it. This is a newer team, and being creative and having an entrepreneurial mindset is a must

• Bonus: Fluency with financial and investing concepts and experience in a Series A-C startup

Why Wealthsimple?

🌸 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)

🌎 We’re a remote first team with over 1,500 employees across North America - and one of the best things about working here is the people. You’ll be collaborating with incredibly talented, curious, and driven teammates who care deeply about doing great work.

Technology & Innovation at Wealthsimple

We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.

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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Compensation Range: CA$96K - CA$120K