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Lead / Manager
Team Lead, Investment Representative
Confirmed live in the last 24 hours
Wealthsimple
Remote
Remote
Posted December 9, 2025
Job Description
Build something people love
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with 3+ million users who trust us with more than $100 billion in assets. And we’re just getting started.
We’re looking for someone who thinks big, sweats the small stuff and keeps things simple. You’ll join a high-bar, fast-paced team where people are trusted to own their work, communicate openly, and ship things that improve our clients’ lives. Collaboration, humility, and an obsession over quality are how we get stuff done.
As the leader of our Investment Representatives, you will be responsible for handling client questions and overseeing risk and meeting compliance requirements. We manage hundreds of millions of dollars, so the stakes are high. We want to deliver extraordinary experiences that meet our client's on-demand expectations while being a compliance leader.
Please note, this role is not eligible for our 90 Days Away Program as per CIRO guidelines.
Required CSI certifications and registrations, no exceptions: Registered with CIRO, CSC, CPH, DFOL, OPSC and IDSC
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