---
title: 'Financial Planner at Wealthsimple Technologies'
canonical: 'https://feeny.ai/job/financial-planner-wealthsimple-technologies-canada-xc8dzhhzk10d'
type: 'job'
last_seen: '2026-09-11'
---

# Financial Planner at Wealthsimple Technologies

- **Company:** Wealthsimple Technologies
- **Location:** Canada
- **Compensation:** $72k–$94k
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-09-02
- **Last confirmed live:** 2026-09-11
- **Apply:** https://jobs.ashbyhq.com/wealthsimple/5dfa4cf7-9e3e-4b36-8c00-52e3252de6b4

## 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).

## About the team

We’re a team of high-performing, client-obsessed team of financial planners who are passionate about rethinking the financial industry. We are committed to mastering our craft, continuously elevating both our technical planning knowledge and our sales expertise to deliver an exceptional client experience. Our remote-first culture is built on collaboration and a shared drive for excellence; we challenge and champion one another to succeed, collectively helping our clients achieve financial freedom.

## About the role

In this role, your passion for financial planning will be central as you guide clients through their entire financial journey. You will go beyond simply answering questions, instead curiously exploring the "why" behind each client's goals to build holistic investment, tax, and retirement strategies. Your success will come from translating this deep discovery into clear, strategic advice that encourages clients to take confident, informed action. You'll use your exceptional communication skills to demonstrate the deep value of financial planning, building the trust required to drive asset consolidation at Wealthsimple. This position is perfect for an entrepreneurial planner who thrives in a fast-paced, high-performance environment and is inspired to own their performance metrics while delivering a delightful, high-quality client experience.

What you'll do:

- Engage clients in meaningful financial conversations. You’ll listen deeply and ask insightful questions to understand the real goals and motivations behind their financial decisions.
- Encourage action through strategic financial advice. You’ll ensure clients take meaningful steps toward achieving their financial goals, while helping them see the bigger picture.
- Excite prospective and current clients with delightful advice and how we can help them achieve their financial dreams.
- Drive asset consolidation at Wealthsimple through impactful, goal-based financial advice.
- Own your performance metrics, ensuring activity and consolidation targets are met.
- Deliver personalized financial planning by rigorously following up with clients via phone and video so they gain the full benefits of their plan.
- Embrace technology to improve the client experience, making financial planning more accessible, intuitive, and effective.

What you bring:

- The foundational expertise for success: A mandatory CFP designation and at least 4 years of financial planning experience with direct asset consolidation responsibilities.
- An entrepreneurial mindset and a proven track record of high performance, demonstrating your ability to thrive in a fast-paced, high-expectation sales environment and own your performance metrics.
- A genuine passion for financial planning and a client-focused, empathetic approach that allows you to build trust through active listening and thoughtful, transparent advice.
- The natural curiosity to dig deeper; you don’t just answer financial questions, you seek to understand the motivations and long-term aspirations behind them to solve for the client's bigger picture.
- Exceptional communication skills that make complex financial topics simple for clients, paired with a comfort leveraging digital tools (such as AI) and technology to enhance the client experience.
- Forward-thinking adaptability that embraces the evolution of financial planning and the role technology plays in changing the game, preferably with deep experience improving Financial Planning processes. Bilingual (French) is also a strong asset.

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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