Financial Planner

Your career is an investment that grows over time!

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, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $50 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.

We’re building the world’s most human financial company—using technology to scale the value we provide to our clients and leveraging human expertise where it matters most. The Financial Planning team is committed to delivering an exceptional financial planning experience to our Premium and Generation clients, helping them achieve their biggest goals and fostering long-term trust and loyalty.

As a Financial Planner, you will be part of a high-performing team responsible for guiding existing and prospective clients through their financial planning and consolidation journey. Your role is not just about answering financial questions but about curiously exploring the "why" behind each question to help clients make confident, informed decisions. This role is perfect for entrepreneurial financial planners who thrive in fast-paced environments and are passionate about doing things differently in the financial industry.

What You’ll Do

✔ Engage clients in meaningful financial conversations. You’ll listen deeply and ask insightful questions to understand the real goals and motivations behind their financial decisions.

✔ Encourage action through strategic financial advice. You’ll ensure clients take meaningful steps toward achieving their financial goals, while helping them see the bigger picture.

✔ Excite prospective and current clients about how we can help them achieve their financial dreams.  

✔ Drive asset consolidation at Wealthsimple through impactful, goal-based financial advice.

✔ Own your performance metrics, ensuring activity and consolidation targets are met.

✔ Follow up rigorously so clients can experience the full benefits of financial planning.

✔ Communicate primarily via phone and video, delivering on-demand, personalized financial planning experience. 

✔ Embrace technology to improve the client experience, making financial planning more accessible, intuitive, and effective.

Who you are

• Client-Focused & Empathetic: You’re passionate about helping clients make sense of their financial lives, and you build trust through transparency, active listening, and thoughtful advice.
• Naturally Curious: You don’t just answer financial questions—you seek to understand what’s behind them. You love digging deeper into clients’ motivations, concerns, and long-term aspirations.
• Entrepreneurial Mindset: You thrive in fast-paced, high-performance environments, such as startups or high-expectation sales roles.
• Tech-Comfortable & Adaptable: You embrace digital financial tools and use them to enhance client experience. You’re comfortable navigating new platforms and tools to improve efficiency.
• Forward-Thinking: You understand that financial planning is evolving. You respect traditional planning but know technology is changing the game.
• Results-Driven & Sales-Minded: You have experience working in a sales environment and are comfortable with sales targets, pipeline management, and conversion metrics. You understand the importance of driving engagement and asset consolidation while maintaining a client-first approach.

Skills and experience we’re looking for

• CFP required (IQPF is a benefit, but does not replace the requirement of a CFP)
• 4+ years of experience in financial planning with asset consolidation responsibilities
• Proven track record of high performance and target attainment 
• Bilingual (French) is a strong asset
• Passionate about financial planning and investing
• Comfortable using digital tools and technology to enhance financial planning
• Excellent communication skills with the ability to simplify complex topics for clients

Why Wealthsimple?

🤑 Competitive salary with top-tier health benefits and life insurance

📈 Retirement savings matching plan using Wealthsimple Work

🌴 20 vacation days per year and unlimited sick and mental health days

📚 Up to $1,500 per year towards wellness and professional development budgets respectively 

🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year 

🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)

💖 Company-wide wellness days off scheduled throughout the year

We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!

Read our Culture Manual and learn more about how we work.

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.