---
title: 'Business Development Representative at Wealthsimple Technologies'
canonical: 'https://feeny.ai/job/business-development-representative-wealthsimple-technologies-canada-4pb71qsytbk9'
type: 'job'
last_seen: '2026-09-11'
---

# Business Development Representative at Wealthsimple Technologies

- **Company:** Wealthsimple Technologies
- **Location:** Canada
- **Compensation:** $72k–$90k
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-09-10
- **Last confirmed live:** 2026-09-11
- **Apply:** https://jobs.ashbyhq.com/wealthsimple/6e689bf4-ebe9-4d75-a6de-ab747a2658ca

## 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](https://www.wealthsimple.com/en-ca/culture) and learn more about [how we work](https://www.wealthsimple.com/en-ca/careers).

## What you’ll do

- Engage with internally sourced leads from the Growth Marketing team and prospect sales-sourced leads via phone, email, and SMS
- Assess whether a client's need can be self-served through Wealthsimple's existing product experience, or whether human sales support will genuinely drive incremental business, and focus your time accordingly
- Be the first point of contact to promote the Wealthsimple value proposition, leading with value before introducing any offer or incentive
- Sell through a "needs based approach" by uncovering client needs, and then demonstrating value by positioning our products and services as the solution
- Run structured discovery on every conversation to understand a client's full financial picture — including assets held away at other institutions (self directed investing, wealth management, and banking) — to identify consolidation and wallet-share potential
- Identify and capture cross-sell opportunities for other areas of the business through daily client interactions
- Take ownership to build and manage your own pipeline, in addition to internally assigned leads — by cultivating client referrals and nurturing dormant opportunities
- Maintain awareness of which products reflect a higher business priority (e.g., margin accounts, active trading, cash balances) versus passive registered products, and calibrate efforts accordingly
- Nurture and qualify prospective clients through the sales cycle, nurturing and managing the entire deal through completion
- Achieve monthly Net Deposit quotas and daily KPIs across outbound touches (calls, email, SMS)

## Skills you'll bring

- Consultative discovery skills — comfortable asking probing questions to surface held-away assets and unconsolidated wallet share, not just running a scripted or purely transactional pitch, and have natural sales instincts
- Natural curiosity — genuinely eager to understand a client's full financial picture and uncover the root of their need, not just the surface ask
- Strong communication — comfortable writing persuasively and communicating at all levels
- AI-forward productivity — comfortable using AI tools to work more efficiently, whether drafting or responding to client emails, building presentation materials, or generating and prioritizing your own leads
- Goal-oriented — experience working hard toward a goal, operate with certain level of grit, and are energized by doing so
- Resiliency — able to bounce back from rejection and objections and keep going
- Resourcefulness — demonstrated track record of persevering in the face of adversity
- Adaptability — priorities and direction can evolve quickly; you should have a positive can-do attitude, adapt readily to evolving business goals, and are receptive to constructive feedback
- Self-starter — when you see a need, you address it
- Recommended — strong sales and business acumen, with an interest in growing into more complex sales motions over time

Education & Experience

- 2-4 years experience in a sales role, ideally with a consultative or discovery-based component; financial services or SaaS backgrounds preferred
- Undergraduate or Post-Secondary degree in a related field
- Working financial literacy across account types — registered vs. non-registered, borrowing vs. deposit products
- Experience with sales technology like Salesforce, Salesloft, Gong, or equivalents
- Recommended — completion of or progress toward the Canadian Securities Course (CSC) or Investment Funds in Canada course (IFC)

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.

## 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.

## About Wealthsimple Technologies

## Company Overview
- **One-liner**: Wealthsimple is a Canadian financial technology company that offers commission-free trading, automated investing, banking, and advisory services, aiming to make financial freedom accessible to everyone.
- **Entity Type**: Private (later-stage, over $1.1B total funding)
- **Headquarters**: Toronto, Ontario, Canada
- **Founded**: 2014 (10 years ago as of 2024, per company narrative)
- **Founders**: Michael Katchen (Co-founder & CEO); other co-founders include Brett Huneycutt (Co-founder & CPO)

## Core Business
- **Primary industry**: Financial technology (fintech) – online brokerage, robo-advising, digital banking, and crypto trading.
- **Target customers**: B2C (individual Canadians, from beginners to experienced investors) and B2B (business chequing, investing, and group plans).
- **Mission**: “To help everyone achieve financial freedom by making simple, smart, and affordable financial products for everyone.” [wealthsimple.com](https://www.wealthsimple.com/en-ca/about)

## Products & Services
- **Trade**: Commission-free trading of stocks, ETFs, options ($0 contract fees), and cryptocurrency. [wealthsimple.com](https://www.wealthsimple.com/en-ca)
- **Invest**: Expertly built automated portfolios for various risk tolerances and goals.
- **Chequing**: A high-interest chequing account with rewards and no fees.
- **Business**: Chequing, investing, and group retirement plans for companies.
- **Advice**: Access to human financial advisors for personalized wealth management.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed.
- **Key Metric**: Over $100 billion in assets under administration (as of 2026); more than 4 million clients; 1,500+ employees. [wealthsimple.com](https://www.wealthsimple.com/en-ca)
- **Total Funding**: Over $1.1 billion raised across multiple rounds. [wealthsimple.com](https://www.wealthsimple.com/en-ca/careers)
- **Notable Investors/Partners**: Power Corporation of Canada, Inovia Capital, Meritech Capital, TCV, Greylock Partners, Sagard Holdings, and others (board includes Paul Desmarais III, Patrick Pichette, Amy Bohutinsky, etc.). [wealthsimple.com](https://www.wealthsimple.com/en-ca/about)
- **Growth Signals**: Fastest-growing Canadian online brokerage in 2025 by asset and trading volume growth (Investor Insight / ISS Canada). [wealthsimple.com](https://www.wealthsimple.com/en-ca)

## Competitive Advantages
- **All-in-one platform**: Combines investing, trading, banking, crypto, and advice in a single, simple interface.
- **Canadian-first focus**: Deeply understands the Canadian market (RRSP, TFSA, FHSA, etc.) and regulatory environment.
- **Low-cost model**: Commission-free trades, no account minimums, competitive interest rates.
- **Strong brand trust**: Over 4 million users and a reputation for transparency and customer-centric design.

## Strategic Focus
- **Product expansion**: Continuously adding new features (e.g., options trading, high-interest chequing, business accounts).
- **AI integration**: “Build with AI” is an operating expectation; using AI to improve products and internal efficiency. [wealthsimple.com](https://www.wealthsimple.com/en-ca/culture)
- **Scaling the team**: Actively hiring across engineering, product, design, and business roles to support growth.
- **Deepening client relationships**: Moving from transactional to holistic financial wellness.

## Why Work Here
- **Culture**: “Maker-owner” philosophy – everyone is expected to ship, take ownership, and stay close to the work. Flat hierarchy, autonomy, and high impact.
- **Flexible work**: Hybrid model with a central Toronto HQ and coworking hubs in Calgary, Vancouver, NYC, and San Francisco. Teams gather in person 2–4 times per year for onsites; R&D teams have “Go! Days” every 6 weeks. [wealthsimple.com](https://www.wealthsimple.com/en-ca/careers)
- **Benefits**: 20 vacation days, 90 Days Away program (extended remote work), top-tier health benefits, $5,000/year mental health support, $1,500/year professional development, $1,500/year wellness & home office, equity for full-time employees, paid parental leave, and a 1.75% interest rate on chequing. [wealthsimple.com](https://www.wealthsimple.com/en-ca/careers)
- **Engineering culture**: Emphasis on moving fast, shipping often, and using AI as a core tool. R&D teams have dedicated “Build Days” for deep work.
- **Early talent program**: Internships and co-ops with mentorship from industry leaders.

## Sources
1. [wealthsimple.com](https://www.wealthsimple.com/en-ca) – Company overview, products, client count, growth stats
2. [wealthsimple.com](https://www.wealthsimple.com/en-ca/careers) – Careers page, benefits, work model, funding, employee count
3. [wealthsimple.com](https://www.wealthsimple.com/en-ca/about) – About page, leadership, board, mission, investors
4. [wealthsimple.com](https://www.wealthsimple.com/en-ca/culture) – Culture manual, values, maker-owner philosophy, AI expectations
5. [jobs.ashbyhq.com](https://jobs.ashbyhq.com/wealthsimple) – Current job openings

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