Jobs and Careers
WE
Manager, Wealth Management Service
WealthsimpleUKRemotefull_timeVerifiedPosted 15 Oct 2025
About the role
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 $80 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.
The RoleAs a Manager of Wealth Management (Service) at Wealthsimple, you'll lead a team of licensed advisors who provide comprehensive support to our high net worth clients ($500K+) throughout their journey with us. You'll be responsible for implementing, monitoring, and enhancing the client service experience to capture market share from clients being underserved and overcharged by traditional advisory businesses. This is a purpose-driven role focused on building a team that prioritizes client outcomes rather than sales targets, and provides the opportunity to challenge industry norms and truly put clients first. You can expect to be part of revolutionizing how wealth management services are delivered in Canada in a collaborative environment with access to cutting-edge fintech tools.
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.
Technology & Innovation at WealthsimpleWe 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
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 $80 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.
The RoleAs a Manager of Wealth Management (Service) at Wealthsimple, you'll lead a team of licensed advisors who provide comprehensive support to our high net worth clients ($500K+) throughout their journey with us. You'll be responsible for implementing, monitoring, and enhancing the client service experience to capture market share from clients being underserved and overcharged by traditional advisory businesses. This is a purpose-driven role focused on building a team that prioritizes client outcomes rather than sales targets, and provides the opportunity to challenge industry norms and truly put clients first. You can expect to be part of revolutionizing how wealth management services are delivered in Canada in a collaborative environment with access to cutting-edge fintech tools.
In this role, you’ll have the opportunity to:
- Manage and develop a team of licensed financial advisors, providing coaching, guidance, and performance feedback
- Implement and monitor the client service journey to ensure consistent delivery of exceptional experiences
- Lead performance evaluation using balanced scorecards focused on client experience rather than sales targets
- Proactively enhance service delivery processes by identifying opportunities for improvement and implementing solutions
- Leverage technology to scale operations and improve efficiency while maintaining service quality
- Collaborate with product and engineering teams to develop tools that support advisors and enhance client experiences
- Monitor team performance metrics and implement strategies to continuously improve results
- Ensure compliance with regulatory requirements and company policies in all client interactions
- Contribute strategic insights to help grow and scale our wealth management offering
What you'll bring:
- CFP or IQFP designation required (CPA is a valuable asset)
- CIM or CFA designation required
- 7+ years of experience in wealth management with at least 3 years in a leadership role
- Proven track record of building and leading high-performing client service teams
- Strong understanding of financial planning and investment management principles
- Experience implementing and optimizing client service processes
- Excellent people management skills with the ability to coach and develop talent
- Strong problem-solving abilities and analytical mindset
- Client-first mentality with passion for redefining wealth management service delivery
- Technology-minded with experience leveraging digital tools to enhance operations
- Bilingual (English/French) capability is a significant asset
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.
Technology & Innovation at WealthsimpleWe 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
Apply for this role
Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.
Apply Now →Generate Application KitFree account required — sign up in 30s