Role overview

This is a 16-month fixed-term contract role leading the design and launch of next-generation wealth advice experiences at Wealthsimple, Canada’s leading financial technology company. You’ll manage a small team to develop innovative advice services, validate them with real clients, and create scalable playbooks for the broader organization. The role sits at the intersection of strategy, product innovation, and commercial execution across Wealthsimple’s entire advice business.

Key responsibilities

Define premium client experiences in wealth management by drawing on deep knowledge of elite financial services and translating that into differentiated offerings at Wealthsimple.
Incubate and personally operate new advice services from concept through minimum viable product, such as estate concierge or high-touch onboarding experiences, before handing proven models to sales and service teams to scale.
Collaborate with product teams and advisors to transform advisor tooling from manual processes to automated solutions by setting requirements and driving adoption across the organization.
Monitor the evolving wealth and fintech landscape globally, gathering intelligence from startups, disruptors, and industry incumbents to inform Wealthsimple’s innovation roadmap.
Design and run pilots with clear measurement against metrics including AUM growth, conversion rates, and client satisfaction to validate commercial impact before scaling decisions.
Partner with senior leadership to shape the future direction of Wealthsimple’s advice offering and translate advisor feedback into validated demand signals for product development.
Work with compliance teams to ensure all new services operate within regulated environments.

Requirements

Five to seven or more years of experience in service design, strategy, innovation, or premium client experience, preferably with exposure to high-net-worth or complex client segments.
Proven track record of taking service concepts from idea through to live pilot, with genuine 0-to-1 experience building something from the ground up.
Demonstrated ability to use modern technology, artificial intelligence tools, low-code or no-code platforms, and lightweight scripting to rapidly prototype and test concepts.
Experience transitioning pilots into standardized processes and handing off to scaled operational teams, with the ability to let go and support adoption.
Familiarity with the wealth management landscape, including how different advice models operate, what high-net-worth clients value, and how firms grow assets under management.
Comfort working in regulated environments and proven ability to partner effectively with compliance teams.
Outstanding communication skills with the ability to influence executives, inspire advisors, and earn trust from external partners.

What makes this role worth considering

You’ll be part of a hybrid team of over 1,500 talented and driven employees across North America, collaborating with colleagues deeply committed to building great products. Wealthsimple offers top-tier health benefits, life insurance, group savings with employer match, 20 vacation days plus 4 wellness days and unlimited sick and mental health days annually, plus the flexibility to work outside Canada for up to 90 days per year. The company also supports employee resource groups focused on 2SLGBTQ inclusion, women, and Black employees.