Manager, Financial Planning

Summary

Join Wealthsimple as the Manager of Financial Planning to lead and develop a team of financial planners. You will build scalable systems for efficient advice delivery, drive key performance metrics, and ensure a modern client experience. The role requires a CFP designation and experience in scaling processes and teams. This is a 12-month contract position with opportunities for significant impact. You will foster a culture of growth and accountability, leveraging data analysis to improve team performance and client outcomes. The ideal candidate is a sales leader, a builder, a clear communicator, highly data-driven, and tech-forward.

Requirements

• A Sales Leader & Talent Magnet: You drive outcomes in fast-paced environments while attracting and retaining adaptable, growth-oriented people
• A Builder: You’ve scaled processes, teams, or businesses and love operating in ambiguity
• A Clear, Contextual Communicator: You bring clarity in fast-changing environments and ensure your team stays aligned and focused
• Highly Data-Driven: You use numbers to guide coaching, process improvements, and strategic decisions
• Tech-Forward: You believe technology enables better advice, more scale, and better outcomes—for clients and your team, and you've leveraged AI to support this
• Adaptable: You thrive in growth environments where change is constant—and see it as an opportunity, not a blocker
• You have your Certified Financial Planner (CFP) designation

Responsibilities

• Foster and Developer World-Class Talent: You’ll retain, build and grow a team of curious, tech-savvy planners by coaching sales skills, fostering accountability, and creating clear paths for growth
• Scale a Fast-Growing, High Volume Advice Business: You’ll create scalable systems and operating rhythms that let planners deliver quality advice efficiently while staying nimble enough to adapt as we grow and evolve
• Drive Alignment and Performance in a Changing Environment: Drive key metrics (net deposits, conversion, productivity, NPS) through relentless data analysis, keeping the team aligned to evolving priorities and equipped with clear expectations and context for success
• Deliver a Modern Client Experience: Deliver a simple, action-oriented client experience that's tech-powered yet human-first by collaborating cross-functionally to continuously improve how we provide real-life financial advice

Benefits

• Competitive salary
• Retirement savings matching plan using Wealthsimple for Business
• Generous PTO offerings
• A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)