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Added 42 mins ago
CF
Investment Operations Associate
CI Financial
CDA-Aligned-Head Office
- Full-time
…their mission to provide excellent support to our Investment Advisor clients. The Client Experience Team is the ‘go to’ for our Advisors, this relationship is based on the trust they have…
Added 1 hour ago
CF
Investment Operations Associate
CI Financial
Burlington, ON
- Full-time
…their mission to provide excellent support to our Investment Advisor clients. The Client Experience Team is the ‘go to’ for our Advisors, this relationship is based on the trust they have…
Added 5 hours ago
NB
Private Wealth Advisor (1859)
National Bank of Canada
Quebec, QC
- Full-time
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a…
Added 12 hours ago
RB
Senior Will and Estate Advisor
Royal Bank of Canada
Halifax, NS
- Full-time
As an RBC Royal Trust professional, the Senior Will and Estate Advisor is responsible for the acquisition of new wills and powers of attorney/mandates appointing Royal Trust in a fiduciary…
Added 13 hours ago
RB
Investment Funds Advisor Assistant
Royal Bank of Canada
Vancouver, BC
- Full-time
In your key role as Administrative Support, you will also create estate packages, compile manager review schedules and book appointments, and assist with mail outs as required
Added 19 hours ago
R
Senior Will and Estate Advisor
RBC
Halifax, NS
- Full-time
As an RBC Royal Trust professional, the Senior Will and Estate Advisor is responsible for the acquisition of new wills and powers of attorney/mandates appointing Royal Trust in a fiduciary…
Added 19 hours ago
R
Investment Funds Advisor Assistant
RBC
Vancouver, BC
- Full-time
In your key role as Administrative Support, you will also create estate packages, compile manager review schedules and book appointments, and assist with mail outs as required
Added 21 hours ago
DF
Wealth Advisor - Orangeville/Newmarket
DUCA Financial Services Credit Union Ltd.
Toronto, ON · North York, ON
- Full-time
Reporting to the VP, Wealth Management, the Wealth Advisor provides investment, retirement, and financial planning advice, with the focus on consolidation of investment assets through two…
Added 1 day ago
RW
Senior Associate Advisor
RBC Wealth Management
Toronto, ON
- Full-time
We are expanding the team and are looking for an experienced Associate Advisor to work alongside our investment and wealth and estate planning professionals.
Added 1 day ago
C
Senior Private Banking Associate
CIBC
Thornhill, ON
- Full-time
…which increases overall profit contribution to CIBC Private Wealth Management. As a Senior Private Banking Advisor, you will provide exceptional service to Private Banking clients by…
Added 1 day ago
T
Developing Investment Advisor
TD
London, ON
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It's a very special…
Added 1 day ago
HI
Insurance Advisor, Real Estate Practice
HUB International
Burnaby, BC
- Full-time
…risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada - through locally led teams…
Added 1 day ago
Financial Advisor, Investment & Retirement Planning (Canada)
Scotiabank
Edmonton, AB
Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’…
Added 1 day ago
WT
Senior Manager, Advice Innovation & Experience (16-month Fixed Term Contract)
Wealthsimple Technologies
Remote, Canada
- $156,000 to $195,000 CAD / year
- Full-time
- Remote
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…
Added 1 day ago
Director, Client Enablement
Questrade Financial Group
Toronto, ON
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign…
Added 1 day ago
Financial Advisor, Investment & Retirement Planning
Scotiabank
Hamilton, ON · Ancaster, ON
Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’…
Added 2 days ago
GC
Partner, Family Office
GlassRatner Canada
Toronto, ON
- Full-time
…leading multi-family office platforms, providing truly objective wealth advisory services to high, and ultra-high-net-worth individuals and families. Their offering spans investment…
Added 2 days ago
M
Manager, Property Tax Services / Directeur(trice), Fiscalité foncière
MNP
Winnipeg, MB
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll monitor markets and legislative changes to ensure that clients are utilizing all available programs and…
Added 2 days ago
M
Consultant, Property Tax Services / Conseiller(ère), Fiscalité foncière
MNP
Winnipeg, MB
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll monitor markets and legislative changes to ensure that clients are utilizing all available programs and…
Added 2 days ago
OF
Investment Advisor
Optimize Financial Group
Toronto, ON
- Full-time
Optimize Financial Group is a premier wealth management firm based out of Toronto, ON, dedicated to achieving our clients' financial goals. We offer personalized financial solutions…
Added 2 days ago
Mortgage Review Officer (Real Estate Secured Lending)
Scotiabank
Toronto, ON
…(BRM), Home Financing Lending Manager (HFLM), and Financial Advisor (FA), as well as all administrative findings. The CA will also communicate to their respective Manager, Credit Review,…
Added 2 days ago
Investment Analyst / Senior Investment Analyst – Private & Public Markets
Staffinity Inc
Toronto, ON · North York, Ontario
…Investment Analyst for a premier alternative investment and wealth management firm located in Toronto, ON. This is a full-time, permanent, in-person role offering a competitive base salary,…
Added 2 days ago
OF
Advisor Transition Coordinator
Optimize Financial Group
Toronto, ON
- Full-time
Optimize Wealth Management, located in Toronto, ON, is a premier wealth management company dedicated to providing personalized financial solutions and advice. Our holistic approach…
Added 2 days ago
IP
Senior Wealth Advisor
IG Private Wealth Management - Larouche Private Wealth Management
Timmins, ON
- Full-time
Larouche Private Wealth Management is seeking a Senior Wealth Advisor to join our growing team. We serve families, business owners and professionals across Northern Ontario, providing…
Added 3 days ago
CG
Associate, Wealth Advisor
Canaccord Genuity Group Inc.
Vancouver, BC
- Full-time
Associate, Wealth Advisor - Stenner Wealth Partners+

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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