Manager, Wealth Management (Service)

Manager, Wealth Management (Service) 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. THE TEAM Our Wealth Management team delivers exceptional service to high net worth individuals — a rapidly growing segment that traditionally receives poor service unless they have $3M+ in assets. We believe these clients deserve a tech-enabled approach offering greater value, transparency, and higher quality advice at a lower cost. THE ROLE As a Manager of Wealth Management (Service), you'll lead a team of licensed advisors and financial planners who serveclients across two distinct service models: On Demand Advice ($100k-$1MM) and Dedicated Advice ($1MM+). You'll be part of a managerial team who are responsible for helping shape the client journey within each model to create the most impact, and continuously raise the bar on quality, efficiency, and client outcomes. This is a rare opportunity to build something genuinely different — a wealth management team where advisors are rewarded for doing the right thing for clients, not for accumulating book value. In a model without book ownership and with a fully salaried team, your success will be defined by your ability to design smart systems, develop your people, and create exceptional experiences at scale. IN THIS ROLE, YOU'LL HAVE THE OPPORTUNITY TO: Lead & Develop a Dual-Model Advisory Team - Manage and coach a team licensed advisors operating across on demand and dedicated service models - Identify each advisor's strengths, experience, and working style to match them to the model where they'll thrive and grow - Build differentiated onboarding, training, and development pathways for each model - Lead performance evaluation using balanced scorecards rooted in client outcomes, not sales metrics Enhance the Client Journey for Each Service Model - Define what "value" looks like in an on-demand context, and build the scalable systems, workflows, and prompts that deliver it reliably across a high volume of interactions - In dedicated advisory, help design a proactive engagement model that ensures advisors are strategic with their time — anticipating client needs, reducing reactive work, and maximizing the impact of every client interaction - Partner with Product and Engineering to develop tooling that supports advisors in both models and scales the team's capacity Drive Operational Excellence - Monitor service metrics across both models and implement strategies to continuously improve advisor efficiency, client satisfaction, and proactive value delivery - Build capacity models and team structures that flex with business growth - Ensure compliance with regulatory requirements and company policies across all client interactions Contribute Strategically - Bring a point of view on how the two service models should evolve as the business scales - Surface client and advisor insights to inform product decisions and service design - Help shape the future of wealth management delivery in Canada WHAT YOU'LL BRING - CFP or IQFP designation required - CIM or CFA designation required - 7+ years of experience in wealth management, with at least 3 years in a people leadership role - Experience managing or designing services across multiple delivery models (e.g., high-volume transactional service and relationship-based advisory) - A track record of building high-performing, client-first teams in environments that value quality over sales ... (truncated, view full listing at source)