Job description
Your career is an investment that grows over time!
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, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $70 billion in assets.
Our teams ship often and make an impact with groundbreaking ideas. We’re looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.
We’re building the world’s most human financial company, using technology to scale the value we provide to our clients, and people to add value where only humans can. Sales at Wealthsimple is about serving our clients and helping a generation of Canadians reach their financial goals.
The primary focus of Sales Enablement is to empower our sales teams with the knowledge and tools they need to achieve exceptional results. As a Manager in Sales Enablement, you will play a critical role in ensuring our sales teams are equipped with the latest product knowledge, streamlined processes, and cutting-edge technologies. You will not only support our sales teams but also drive the overall success of our sales initiatives by ensuring our content and training programs are both effective and aligned with our business goals.
Today the financial services industry is an oligopoly dominated by five big banks. They charge high fees, and provide poor service to clients with less than $3M in net worth. Additionally over $2T in assets are in the Wealth Management sector and a large portion of these assets are investing with high fees and poor returns. We believe that it is time for something different for Canadians.
Wealthsimple is a financial services company on a mission to help everyone achieve financial freedom by providing products and advice that are accessible and affordable. Using smart technology, Wealthsimple takes financial services that are often confusing, opaque and expensive and makes them simple, transparent, and low-cost.
With over 3 million clients and $50B+ in assets, we are the market leader in Canada. Our team is working together to build one of the most innovative fintech companies in the world and we’re looking for talented people who want to help us move fast, ship often, and make a huge impact. Join us on our mission to make financial services simple and affordable for everyone!
Read our Culture Manual to learn more about us and how we work.
In this role you’ll have the opportunity to:
- Empower our sales teams to achieve peak performance and exceptional results by improving their knowledge, skills and process adoption
- Develop and scale the Enablement program for our Investment Advisor and Financial Planning teams by raising the bar on quality, service and financial knowledge
- Optimize onboarding and accelerate the ramp-up time for new hires by integrating them into our dynamic culture from day one
- Build and deliver training programs focused on raising the financial knowledge of all Sales teams to ensure consistent understanding and application across all teams
- Lead change management efforts for key initiatives to foster widespread adoption and engagement, assessing adoption rates and employee feedback to ensure successful implementation
- Develop playbooks detailing product positioning, marketing alignment, and system navigation for selling and adoption
- Leverage Generative AI to gain and translate insights that will help refine and drive actionable data-driven strategies.
- Collaborate with the cross-functional leaders and stakeholders applying strong sales enablement processes to help innovate and iterate on new ideas
What you’ll bring:
- Experience — 5+ years working in sales, sales enablement or enablement for client-facing teams Bonus points if you have experience enabling financial services or wealth management teams
- Learning Strategist — Deep understanding of learning principles, need analysis and various assessment techniques. You know how to address complex business challenges through targeted learning initiatives
- Instructional Design & Facilitation — Comfortable developing and delivering blended learning programs that engage and educate, enhancing the learning experience for all participants
- Technology — Experience with sales platforms and familiarity with Gong.io
- Resourcefulness — Demonstrated track record of persevering in adversity where priorities and direction can evolve quickly. Positive can-do attitude and adaptability to evolving business goals.
- Collaboration — Excellent interpersonal and communication skills and an ability to work cross-functionally with various stakeholders
- Flexibility — Can thrive in changing environments and is excited about contributing to innovation and bringing fresh ideas and approaches
- Communication — Skilled in writing persuasively and communicating effectively at all levels, conveying ideas clearly and engaging meaningfully with stakeholders
- Passion for Clients — Is incredibly passionate about our clients and our products
Please send in your application by July 2nd.
Why Wealthsimple?
🤑 Competitive salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple for Business
🌴 20 vacation days per year and unlimited sick and mental health days
📚 Up to $1,500 per year towards wellness and professional development budgets respectively
🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
💖 Company-wide wellness days off scheduled throughout the year
We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!
Read our Culture Manual and learn more about how we work.
Technology & Innovation at Wealthsimple
We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We’re looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.
DEI Statement
At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.
