Manager, Financial Planning - Remote

Overview

As the Manager of Financial Planning at Wealthsimple, you will support and develop a team that delivers proactive financial advice to clients, fostering world-class talent and driving growth in a high-volume sales environment.

In Short

• Foster and develop a team of tech-savvy financial planners.
• Scale a fast-growing, high-volume advice business.
• Drive alignment and performance through data analysis.
• Deliver a modern, tech-powered client experience.
• Attract and retain adaptable, growth-oriented talent.
• Scale processes and teams in ambiguous environments.
• Communicate clearly in fast-changing environments.
• Use data to guide coaching and strategic decisions.
• Leverage technology and AI to enhance client outcomes.
• Thrive in growth environments with constant change.

Requirements

• Certified Financial Planner (CFP) designation.
• Experience in financial planning and sales leadership.
• Proven ability to build and scale teams.
• Strong analytical skills and data-driven mindset.
• Tech-forward approach to financial advice.
• Ability to communicate effectively in dynamic settings.
• Experience in high-volume sales environments.
• Adaptability to change and growth opportunities.

Benefits

• Opportunity to make a significant impact in clients' financial lives.
• Work in a collaborative and inclusive team environment.
• Access to smart technology and resources.
• Growth and development opportunities within the company.
• Competitive compensation and benefits package.