Join Us in Transforming Financial Services
At Wealthsimple, our mission is to empower individuals to achieve financial independence by redefining the way money is managed. We leverage innovative technology to demystify financial services that are often complex and costly, making them accessible and affordable for all. As Canada’s leading fintech firm, we proudly serve over 3 million users who trust us with more than $100 billion in assets—and this is just the beginning.
We are seeking an ambitious and detail-oriented individual who embraces simplicity and thinks innovatively. As part of our dynamic team, you will be entrusted with your responsibilities, encouraged to communicate openly, and empowered to deliver solutions that enhance our clients’ experiences. Our culture thrives on collaboration, humility, and a relentless pursuit of quality.
About Wealthsimple for Business
Wealthsimple for Business (W4B) offers a modern solution for workplace savings and retirement plans, designed for employers and their employees. With W4B, companies can present engaging and competitive savings options that help attract and retain exceptional talent. Our platform provides employees with a top-tier experience, including a range of group capital accumulation plans integrated seamlessly with their Wealthsimple accounts, while offering employers efficient tools for straightforward administration.
With around one thousand plan sponsors, we are still establishing our presence in this traditional industry. Candidates should be comfortable navigating ambiguity, thriving in a fast-paced environment, and exploring new market segments and product innovations.
About the Role
Wealthsimple is looking for a seasoned Mid-Market Account Executive to drive growth within our Wealthsimple for Business product line, focusing on workplace group savings plans. Reporting directly to the Head of Sales, you will be instrumental in cultivating the Mid-Market sales segment in your designated territory. This involves forging strong relationships with distribution partners and advisors to attract new business while managing a portfolio of existing relationships. The ideal candidate will balance the pursuit of new, cold prospects with nurturing ongoing connections with advisors and consultants.
Successful applicants will be self-motivated, relationship-focused, and eager to take a hands-on approach to achieving results.