Director, Advice Innovation & Experience

Build something people love

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with 3+ million users who trust us with more than $100 billion in assets. And we’re just getting started.

We’re looking for someone who thinks big, sweats the small stuff and keeps things simple. You’ll join a high-bar, fast-paced team where people are trusted to own their work, communicate openly, and ship things that improve our clients’ lives. Collaboration, humility, and an obsession over quality are how we get stuff done.

Be a part of our Canadian success story and help shape the financial future of millions. Read our Culture Manual and learn more about how we work.

About the Role

Wealthsimple is building the most sophisticated wealth platform in Canada — and we're just getting started. As Director of Advice Innovation & Experience, you will be the person who figures out what "premium" actually means for our clients and then goes and builds it.

Reporting to the VP of Wealth Management, this is a rare 0-to-1 role: part strategist, part builder, part entrepreneur. You won't be managing existing operations or defining core product features — you'll be designing and manually launching the next generation of high-touch advice experiences, proving they work, and handing off proven playbooks for our Service team to own and scale. You'll also be identifying and structuring the external partnerships that extend what Wealthsimple can offer to its most complex, high-net-worth clients.

This role lives at the intersection of service design, fintech innovation, and commercial execution — and it exists to answer one question: what does a truly differentiated, human-centred advice experience look like at Wealthsimple, and how do we prove it works before we scale it?

Your Impact

Define what "5-star" looks like in wealth management. Draw on deep knowledge of premium service — whether from luxury hospitality, high-end retail, or elite financial services — to design client experiences that are genuinely differentiated. You'll set the bar for what HNW and complex clients can expect from Wealthsimple, and you'll do it by building real things with real clients — not decks.

Incubate and personally run new advice services. Take a concept — an Estate Concierge, a high-touch onboarding experience, a specialized tax review — and figure out how to deliver it manually, at a small scale, before it's ready to be operationalized. You'll build the V1 process, create the collateral, and personally oversee the first cohort of clients. When it works, you'll package it into a clean, documented playbook and hand it to our Service Operations team to run at scale. The messy incubation work is yours; the scaled delivery belongs to them.

Stay ahead of where the industry is going. You are genuinely plugged into the evolving advice and wealth management landscape — the startups, the disruptors, and the best incumbents globally. You bring that intelligence back to Wealthsimple and help leadership sharpen hypotheses about what to build next. You complement that external lens with a close understanding of what our existing clients actually value and where they feel underserved.

Build the partnerships that expand our offering. As Wealthsimple moves toward a more holistic wealth proposition, you will identify and cultivate relationships with other providers whose expertise complements ours. You'll design the integrated client experience, pilot the model, and hand a proven partnership framework to the broader team to operationalize.

Arm our advisors and sales team with the tools to win. Partner with our Head of Sales to rapidly prototype the tools advisors need to win and retain high-value clients — customized proposals, financial modeling widgets, interactive planning materials. You build what's needed to get the deal done; you don't wait for engineering.

Prove commercial impact. Every pilot you run is measured against clear metrics — AUM growth, conversion rates, client satisfaction. You design experiments that prove value before we commit to scaling, and you make backed recommendations on what to accelerate, refine, or kill.

In This Role, You Will Have the Opportunity To:

• Work directly with the VP of Wealth Management and senior leadership to shape the future of Wealthsimple's premium advice offering

• Launch and personally run the first iterations of services that will eventually reach hundreds of thousands of clients

• Build external partnerships that expand what Wealthsimple can offer to its most complex clients — a genuinely new frontier for the company

• Inform Wealthsimple's long-term product roadmap by surfacing validated client demand from real pilots — without owning product development yourself

• Operate across all three of Wealthsimple's advice models — Scaled, Dedicated, and On-Demand — with a mandate that spans the full advice business

We're Looking for Someone Who:

• Is energized by the messy, creative, manual work of building something from nothing — and doesn't need a large team or perfect infrastructure to get a pilot off the ground

• Has a genuine obsession with how the wealth management and fintech landscape is evolving globally, with sharp instincts for what's a real shift versus noise

• Brings deep knowledge of what premium service actually feels like — from the client's perspective — and can translate that into a wealth management context

• Understands the difference between incubating a service and building a product — and is energized by the former

• Thinks commercially — you build beautiful experiences, but you always know what the business case is and how you'll prove it

• Is a natural lateral leader who can bring Sales, Service, Product, and Compliance together around a shared vision without direct authority over any of them

• Is tech-forward — comfortable using AI tools, low-code platforms, and lightweight scripting to build functional prototypes that test real concepts in market

What You'll Bring:

• 7+ years of experience in service design, strategy, innovation, or premium client experience — ideally with exposure to HNW or complex client segments

• A proven track record of taking a service concept from idea to live pilot (true 0-to-1 experience)

• Demonstrated ability to use modern technology — AI tools, low-code/no-code platforms, or lightweight scripting — to rapidly prototype and test solutions

• Experience developing or managing strategic partnerships with external service providers

• Strong commercial instincts and the ability to design pilots that prove measurable ROI

• Experience working alongside scaled operational teams and transitioning V1 pilots into standardized, scalable processes — with a clear ability to hand off and let go

• Familiarity with the wealth management landscape — how different advice models work, what HNW clients value, and how financial services firms grow AUM

• Comfort working in regulated environments and partnering with compliance teams

• Outstanding communication skills — you can influence executives, inspire advisors, and earn the trust of external partners

Why Wealthsimple?

🌸 Top-tier health benefits and life insurance

📈 Long-term group savings with employer match using our Wealthsimple for Business platform

🌴 20 vacation days + 4 wellness days per year, and unlimited sick and mental health days

✈️ 90 days away program: Employees can work outside of Canada for up to 90 days per calendar year

👥 A wide variety of peer and company-led Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)

🌎 We’re a remote first team with over 1,500 employees across North America - and one of the best things about working here is the people. You’ll be collaborating with incredibly talented, curious, and driven teammates who care deeply about doing great work.

Technology & Innovation at Wealthsimple

We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.

DEI Statement

At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement

Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.