Director, Advice Innovation & Experience

Director, Advice Innovation & Experience BUILD SOMETHING PEOPLE LOVE Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading. We're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers. ABOUT THE ROLE Wealthsimple is building the most sophisticated wealth platform in Canada — and we're just getting started. As Director of Advice Innovation & Experience, you will be the person who figures out what "premium" actually means for our clients and then goes and builds it. Reporting to the VP of Wealth Management, this is a rare 0-to-1 role: part strategist, part builder, part entrepreneur. You won't be managing existing operations or defining core product features — you'll be designing and manually launching the next generation of high-touch advice experiences, proving they work, and handing off proven playbooks for our Service team to own and scale. You'll also be identifying and structuring the external partnerships that extend what Wealthsimple can offer to its most complex, high-net-worth clients. This role lives at the intersection of service design, fintech innovation, and commercial execution — and it exists to answer one question: what does a truly differentiated, human-centred advice experience look like at Wealthsimple, and how do we prove it works before we scale it? YOUR IMPACT - Define what "5-star" looks like in wealth management. Draw on deep knowledge of premium service — whether from luxury hospitality, high-end retail, or elite financial services — to design client experiences that are genuinely differentiated. You'll set the bar for what HNW and complex clients can expect from Wealthsimple, and you'll do it by building real things with real clients — not decks. - Incubate and personally run new advice services. Take a concept — an Estate Concierge, a high-touch onboarding experience, a specialized tax review — and figure out how to deliver it manually, at a small scale, before it's ready to be operationalized. You'll build the V1 process, create the collateral, and personally oversee the first cohort of clients. When it works, you'll package it into a clean, documented playbook and hand it to our Service Operations team to run at scale. The messy incubation work is yours; the scaled delivery belongs to them. - Stay ahead of where the industry is going. You are genuinely plugged into the evolving advice and wealth management landscape — the startups, the disruptors, and the best incumbents globally. You bring that intelligence back to Wealthsimple and help leadership sharpen hypotheses about what to build next. You complement that external lens with a close understanding of what our existing clients actually value and where they feel underserved. - Build the partnerships that expand our offering. As Wealthsimple moves toward a more holistic wealth proposition, you will identify and cultivate relationships with other providers whose expertise complements ours. You'll design the integrated client experience, pilot the model, and hand a proven partnership framework to the broader team to operationalize. - Arm our advisors and sales team with the tools to win. Partner with our Head of Sales to rapidly prototype the tools advisors need to win and retain high-value clients — customized proposals, financial modeling widgets, interactive planning materials. You build what's needed to get the deal done; you don't wait for engineering. - Prove commercial impact. Every pilot you run is measured against clear metrics — AUM growth, conversion rates, client satisfac ... (truncated, view full listing at source)