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Added 2 mins ago
CH
Senior Manager PA and DPM - 12 Months Contract- Express Scripts Canada
Cigna Healthcare
Mississauga, ON
- Full-time
As part of the Clinical Services department, this position will also serve as a clinical advisor to the organization and provide leadership to ESC to ensure innovation amongst a competitive…
Added 17 mins ago
BG
Représentant·e pièces et service | Customer Product Support Advisor
Brandt Group of Companies
Saint-Augustin-de-Desmaures, QC
- Full-time
The Customer Support Advisor (CSA) is responsible for promoting and selling parts and services, as well as providing after sales support to new and existing customers.
Added 17 mins ago
Wealth Management Intern (Student/New Grad)
The Canada Life Assurance Company
Calgary, AB · Vancouver, BC
…sales team to focus on generating new sales and growing the advisor base. You will also be part of supporting the implementation of multiple territory business…
Added 17 mins ago
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Paid Services Beauty Advisor II - Part Time
Sephora
London, ON
- Part-time
The Paid Service Beauty Advisor is a certified beauty services expert who delivers personalized, paid beauty services within the Beauty Studio while creating an inclusive, elevated client…
Added 17 mins ago
S
Services Lead, Stores - Full Time
Sephora
Vancouver, BC
- $22.85 to $28.55 CAD / hour
- Full-time
As a Services Lead, you will be supporting all departments on the sales floor within a specific Sephora location. Departments at a Sephora store include Skincare, Sephora Collection or…
Added 17 mins ago
Territory Account Manager V
Insight Enterprises, Inc.
Montreal, QC
…relations commerciales pour vendre des produits, logiciels et services par téléphone et e-mail. Ce poste reçoit des appels entrants et effectue des appels sortants axés sur le développement…
Added 17 mins ago
Services and Solutions - Sales Executive
Insight Enterprises, Inc.
Toronto, ON
The Client Solutions Lead (CSL) is an expander role responsible for growing Insight’s Services footprint within assigned districts and executing the district Services plan. Partnering with…
Added 32 mins ago
A
Product Owner - Asset Management, Temporary
Aviso
Toronto, ON
- Full-time
We are looking to fill an opening for a Product Owner to join the Client Experience, Marketing, and Communications (CXMC) team for 12 months.
Added 32 mins ago
OC
Agent de liaison médicale, Néphrologie / Medical Science Liaison, Nephrology
Otsuka Canada Pharmaceutical Inc.
Canada
- Full-time
…des Ventes, du Marketing et de l’Accès aux marchés et autres services pour diriger et/ou mettre en œuvre des programmes qui correspondent aux objectifs de l’entreprise, tels que requis ou…
Added 32 mins ago
RB
Financial Advisor Intern
Royal Bank of Canada
BC · RICHMOND, British Columbia
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 32 mins ago
AY
Client Services Coordinator (CAN)
Avison Young Canada
AB · Edmonton, AB
- Full-time
…offering transaction, management, financial and consulting services. We’ve designed our corporate structure to best serve our clients by enhancing collaboration across our organization.Real…
Added 47 mins ago
CM
Associate, Advisory (Toronto)
ClearBlue Markets
Toronto, ON
- Full-time
Approximately 5–8 years of relevant experience in client advisory, consulting, professional services
Added 47 mins ago
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Senior Delivery Consultant
Diligent
Vancouver, BC
- Full-time
Diligent is seeking a Senior Delivery Consultant to lead end-to-end client engagements and deliver exceptional Professional Services throughout the customer journey and product enablement…
Added 1 hour ago
P
Data & AI Transformation Director
PwC
Toronto, ON
- Full-time
…This is a delivery-first leadership role focused on execution, client outcomes, and scaling delivery capabilities rather than pure sales or advisory responsibilities. Your role will…
Added 1 hour ago
M
Manager, Valuations
MNP
Winnipeg, MB
- Full-time
…accurately measure the value of their operations. As a trusted advisor, you’ll provide independent and reliable business valuations that empower clients to advance their strategic goals and…
Added 1 hour ago
M
Designated Professional, Assurance and Accounting - Public Companies
MNP
Toronto, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 hour ago
D
Advisor, Procurement and purchasing
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a purchasing and procurement advisor, you help finalize contractual agreements with the organization’s partners for the purchase and rental of goods and services. Your responsibilities…
Added 1 hour ago
D
Wealth Management Advisor
Desjardins
Disraeli, QC · Caisse Desjardins du Carrefour des lacs
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 1 hour ago
D
Wealth Management Advisor
Desjardins
Longueuil, QC
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Granby, QC · Caisse Desjardins de Granby-Haute-Yamaska
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
C
Associate Financial Advisor
CIBC
Winnipeg, MB
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 1 hour ago
FC
Product Owner, Wealth Digital Experience
Fidelity Canada
Vancouver, BC · Mississauga, ON · Toronto, ON
- Full-time
Ability to understand client, advisor, and business needs and translate strategic objectives into action.
Added 1 hour ago
O
National Accounts Director
OPENLANE
Brampton, ON
- $100,000 to $125,000 CAD / year
- Full-time
Identify opportunities for revenue growth, upselling, and cross-selling of services using a solution selling, data-driven approach, including educating the client on all OPENLANE services…
Added 1 hour ago
Principal Strategic Deal Maker- Sales Executive
Capgemini
Mississauga, ON
…projects, in pursuit of growing our Smart Meter and Smart Grid services. The individual would be expected to lead teams of consulting professionals that will deliver world class services to…
Added 1 hour ago
RB
Banking Advisor - East York, Scarborough (English and Mandarin/Cantonese or Greek Speaking)
Royal Bank of Canada
Toronto, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…

Wealthsimple Technologies

Senior Manager, Advice Innovation & Experience (16-month Fixed Term Contract)

Remote, Canada

Remote

$156,000 to $195,000 CAD / year · Full-time

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Job details

Pay: $156,000 to $195,000 CAD / year
Job type: Full-time
Workplace: Remote
Experience: 5-7+ years in service design, strategy, innovation, or premium client experience (ideally with exposure to HNW or complex client segments)
Posting language: English
Posted: Oct 27, 2026

Original job description

Build something people love

Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.

We're proud of what we've built - and we're just getting started. Read our Culture Manual and learn more about how we work.

The Role

This is a 0-to-1 role: part strategist, part builder, part entrepreneur, managing a small team. You'll design and launch the next generation of advice experiences, prove they work, and hand off proven playbooks to our sales and service teams to own and scale.

Your scope is the whole of Wealthsimple's advice business, not a single client segment. This role lives at the intersection of sales, service, product 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" client experiences look like in wealth management. Draw on deep knowledge of premium service (luxury hospitality, high-end retail, or elite financial services) to design client experiences that are differentiated. You'll set the bar for what every advice client can expect from Wealthsimple, and you'll do it by building real things with real clients.

Incubate and personally run new advice services. Take a concept, like a new advice offering, an estate concierge, or a high-touch onboarding experience, and figure out how to deliver the MVP before it's ready to be scaled. The innovation is in designing a client experience that is truly differentiated and, through the use of technology & AI, highly scalable. When it works, you package it into a playbook and hand it to sales or service teams to run at scale. You own the incubation and inform the scaled delivery.

Build the advisor tooling that makes advice better and faster. Work hand-in-hand with product teams and advisors to take advisor tooling from manual to automated. You set the requirements, translate advisor reality into product specs, and work with other leaders to drive adoption.

Stay ahead of where the industry is going. You're plugged into the evolving advice and wealth landscape, the startups, the disruptors, and the best incumbents globally. You bring that intelligence back and help us sharpen hypotheses about what to build next, complemented by a close read of what our own clients value and where they feel under-served.

Prove commercial impact. Every pilot is measured against clear metrics, AUM growth, conversion, and client satisfaction. You design experiments that prove value before we commit to scaling, and you make backed recommendations on what to accelerate, refine, or sunset.

What You'll Do

Work directly with and senior leadership to shape the future of Wealthsimple's advice offering
Launch and personally run the first iterations of services that will eventually reach hundreds of thousands of clients
Shape Wealthsimple's digital advice roadmap from the front line. Our advisors talk to clients every day, you turn what you hear into validated demand signals for product teams.

We're Looking for Someone Who

Is energized by the messy, creative, manual work of building something from nothing, and doesn't need a large team or perfect infrastructure to get a pilot off the ground
Has a genuine obsession with how the wealth and fintech landscape is evolving globally, with sharp instincts for real shift versus noise
Brings deep knowledge of what premium service actually feels like from a client's perspective, and can translate it into a wealth management context
Thinks commercially: you build experiences, but you always know the business case and how you'll prove it
Is a natural leader who can bring stakeholders together around a shared vision
Is tech-forward: comfortable with AI tools, low-code platforms, and lightweight scripting to build functional prototypes that test real concepts in market
Is the person who notices the detail nobody asked for, and arrives with ideas about what would make a client tell their friends about us

What You'll Bring

5-7+ years in service design, strategy, innovation, or premium client experience (ideally with exposure to HNW or complex client segments)
A proven track record of taking a service concept from idea to live pilot (true 0-to-1 experience)
Demonstrated ability to use modern technology, AI tools, low-code/no-code, or lightweight scripting, to rapidly prototype and test
Experience working alongside scaled operational teams and transitioning pilots into standardized processes, with a clear ability to hand off and let go
Familiarity with the wealth management landscape: how different advice models work, what HNW clients value, and how firms grow AUM
Comfort working in regulated environments and partnering with compliance teams
Outstanding communication skills: you can influence executives, inspire advisors, and earn the trust of external partners

Why Wealthsimple?

🌸 Top-tier health benefits and life insurance

📈 Long-term group savings with employer match, through Wealthsimple for Business

🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*

✈️ 90 days away: work outside Canada for up to 90 days per year*

👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS

🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.

*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.

ICYMI

Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work - whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.

Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know - we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.

AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.

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More about this job

Responsibilities

You will design and launch the next generation of advice experiences by incubating new services and proving their commercial impact. Additionally, you will build advisor tooling and translate client needs into product specifications to drive adoption and scalability.

Requirements

The role requires 5-7+ years of experience in service design, strategy, or innovation, ideally within high-net-worth or complex client segments. You must possess a proven track record of taking service concepts from idea to pilot and demonstrate proficiency in modern technology and prototyping tools.

Skills

Service design
Strategy
Innovation
Premium client experience
Wealth management
Product management
AI tools
Low-code platforms
No-code platforms
Prototyping
Stakeholder management
Financial services
Commercial execution
Data analysis
Project management

Benefits

Health benefits
Life insurance
Long-term group savings with employer match
20 vacation days
4 wellness days
Unlimited sick days
Unlimited mental health days
90 days away program

Remote locations

Canada

Remote locations (standardized)

Canada

Visa sponsorship

Not detected in the job text

Keywords

Wealthsimple
Fintech
Wealth management
Service design
Innovation
Strategy
AI
Low-code
No-code
Prototyping
AUM growth
Client experience
MVP
Product roadmap
Compliance
HNW
Commercial execution
Stakeholder management
Financial products
Digital advice

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