Lead Advisor, Advice Innovation

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 $125 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 and learn more about how we work . About the Team The Advice Innovation team supports Wealthsimple's mission of providing financial freedom by delivering exceptional advice at scale, supporting human advisors and cross-functional teams delivering advice to the masses.

Our top priorities are scaling advice through digital innovation and building a premier wealth management business. We're a small, diverse team asking a big question: how can we support every Canadian regardless of asset level with advice, the way they want it, in moments that matter.

About the Role As Advice Innovation Lead, you'll be the person who takes a problem and figures out what to do with it, structuring the approach, designing the experiment, getting the right people involved, and driving it through to a clear outcome.

You work independently, move fast, and know how to use data and technology to learn quickly and make the case for what comes next. This isn't a role that requires deep financial services experience. It requires sharp execution instincts, comfort with ambiguity, and the ability to build and test solutions using the tools available — including AI.

You'll work alongside a team that brings investment depth, strategic vision, and institutional knowledge, and your job is to make things happen. What You'll Do Drive initiatives from problem to outcome: Take ownership of initiatives end-to-end, from framing the problem and structuring a hypothesis, to designing experiments, interpreting results, and recommending next steps.

You move without waiting for perfect conditions. Build and experiment with modern tools: Use AI, automation, and emerging technology to design and test solutions quickly. You're comfortable building lightweight tools and systems to validate ideas before investing heavily in them.

Work with data to decide what moves forward: Structure and analyze data to evaluate what's working and what isn't. You let evidence drive prioritization and can communicate findings in a way that makes decisions easy for others. Get things done cross-functionally: Build relationships across product, marketing, technology, and operations to move work forward.

When you hit a wall, you build a case and get buy-in rather than stalling. Communicate clearly across levels: Distill complex, ambiguous work into crisp narratives for director-level and above audiences. Whether you're sharing early findings, proposing a next step, or flagging a blocker.

You make it easy for stakeholders to understand and act. Bring structure to ambiguity: Apply frameworks and structured thinking to problems that don't come pre-packaged. You make the work legible for your team and keep initiatives on track without needing close oversight.

What You Bring 5+ years experience in financial planning or wealth management space Preference will be given to those with CIM or CFA & CFP Financial planning expertise is preferred A track record of driving initiatives end-to-end with strong execution and follow-through Hands-on experience with AI tools, automation, or building lightweight systems to solve real problems Strong data and analytical skills.

You know how to structure a question, find the signal, and use it to make decisions Excellent communication skills. You can take something complex and make it clear Comfort with ambiguity: you're energized by messy problems and know how to bring structure without waiting for someone else to hand it to you Cross-functional instincts: you know how to build relationships, navigate organizations, and move work forward through influence Curiosity about financial services and the advice experience: you're genuinely interested in the problem space and eager to learn 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.

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