Advisor, Digital Advice

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.

The Digital Advice team supports Wealthsimple's mission of providing financial freedom by delivering exceptional advice at scale, supporting human advisors, and ensuring excellence in portfolio management operations. We're a small, diverse team that's answering the question - how can we leverage technology to make it easier for people to help themselves with personal finance?

In this role, you will join a small group of talented and dedicated professionals with a clear mission to empower all of our clients to make smarter financial decisions through scaled advice. The Digital Advice team operates within the commercial organization, with a mandate to support our Wealth Management offering. The team supports clients, drives advice innovation, creates content, oversees portfolio management operations, and supports internal training.