Opportunity overview
What you should know
We checked this opportunity from Wealthsimple. It is listed as Canada.
The work location is Remote (Canada). Employer-stated compensation: CA$72K – CA$90K • Offers Equity • Offers Commission • For this role, there is a 70/30 split between base and commission..
Job description
About this role
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.
Responsibilities
- - 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
Qualifications and requirements
- - 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
The description, responsibilities and qualifications used for this page and its JobPosting data appear above. Use the application action in the Job snapshot to confirm any later changes before applying.
Why you may be eligible
The source lists Canada as the eligible location. Confirm that you meet any work-authorization, time-zone and experience requirements.
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How this listing was checked
- Source status
- Applicant-tracking source confirmed
- Employer or source
- Wealthsimple
- Source checked
- October 22, 2026
- Application destination
- Employer or official applicant-tracking website
- Work setup and location
- Remote · Remote (Canada)
- Who can apply
- Canada · Confirmed by source
- Pay
- CA$72K – CA$90K • Offers Equity • Offers Commission • For this role, there is a 70/30 split between base and commission.
- Deadline
- Not stated by employer
We check the source and visible requirements, but the employer controls changes and the final hiring decision. Confirm the latest requirements before applying.