Manager, Financial Planning

Reporting to the Head of Wealth Planning, this role is responsible for leading a team of financial planners to provide financial planning and advisory services to our investment clients. As a Manager, you will be responsible for: • Overseeing the delivery of comprehensive financial plans and ongoing advisory services to our investment clients. • Providing leadership, coaching and development to a team of financial planners. • Contributing to the ongoing evolution and enhancement of our financial planning processes and workflows. • Collaborating with other teams across the organization to deliver a cohesive client experience. • Championing our client-centric values and ensuring the highest standards of service are maintained. • Maintaining a strong understanding of the financial planning landscape and industry trends to continually enhance our offerings.

Wealthsimple is a leading digital finance company that provides investing, saving, and tax services to individuals and businesses. We're on a mission to help everyone achieve financial freedom by providing simple, low-cost, and accessible financial tools and advice.