Financial Planner
Wealthsimple
About this role
A Financial Planner at Wealthsimple helps clients achieve financial freedom by creating holistic investment, tax, and retirement strategies. The role focuses on building trust through deep client understanding and delivering clear, strategic advice to drive asset consolidation.
Skills
Qualifications
About Wealthsimple
wealthsimple.comWealthsimple is a Toronto-based fintech that offers a consumer finance platform combining automated investing, commission-free trading, banking (high‑interest chequing and savings), and a cash‑back credit card. It provides low‑fee managed portfolios (robo‑advisor) alongside access to human financial planners, tax and retirement tools, and investment products designed for long‑term wealth building. The company emphasizes simple digital experiences, accessible pricing, and integrated services as an alternative to traditional banks, serving customers primarily in Canada, the U.S., and the U.K.
Recent company news
The Globe and MailFrench health insurer Alan raises $158-million, including from Shopify and Wealthsimple CEOs
1 day ago
FinovateFinovate Global Canada: Wealthsimple’s $10 Billion Valuation and a Look at Investment Trends
Oct 31, 2025
PR NewswireWealthsimple announces $750 million equity round at $10 billion post-money valuation to accelerate growth
Oct 27, 2025
Financial ITWealthsimple Announces $750 Million Equity Round at $10 Billion Post-Money Valuation to Accelerate Growth
Nov 3, 2025
MorningstarWealthsimple Named 2026 CIX Innovator of the Year
3 weeks ago
About Wealthsimple
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Wealthsimple.
Salary
$55k – $68k
per year