You will directly influence the quality of investment advice for thousands of clients, by leading and mentoring a team of portfolio managers while ensuring operational excellence.
Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
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Reporting to the Head of Investment Research, the Manager of Portfolio Management will lead, develop, and inspire a team of licensed portfolio managers. This is a critical leadership role focused on ensuring exceptional client support, consistent investment advice, and the operational excellence of our digital portfolio management systems. You will be a passionate leader who can navigate complex client situations and contribute significant thought leadership to the organization.
You will directly influence the quality of advice delivered to thousands of clients by coaching and mentoring a high-performing team of portfolio managers. Your operational oversight will ensure the integrity and efficiency of the systems that manage client money, while your thought leadership will shape our external content and internal advice frameworks. Ultimately, you will be instrumental in ensuring that our managed clients receive consistent, high-quality, and compliant portfolio management.
Run a team of licensed portfolio managers responsible for supporting clients for whom we manage money.
Coach, train, develop, and inspire entry-level portfolio managers.
Oversee and provide input on our digital portfolio management systems and processes used to manage client money.
Engage with high-value clients or complex situations.
Provide supervision, oversight, and approval for situations and advisor requests that fall outside of normal policies and procedures.
Work with investment research, product, compliance, and other stakeholders to facilitate special projects (e.g., portfolio updates).
Collaborate with leaders of Dedicated Human Advice teams to set up training and quality control processes for consistent, high-quality investment advice.
Provide thought leadership on investment and personal finance issues, working with content and investment research teams to ensure quality and insight in our published work.
Partner with leaders across sales, service, IR, and compliance to develop policies, procedures, and frameworks for delivering advice the Wealthsimple way.
Is a natural and inspiring leader with strong people management skills.
Is passionate about investing, portfolio construction, and personal finance, with a genuine curiosity and commitment to continuous learning.
Possesses excellent soft skills, capable of engaging high-value clients and stakeholders across the business.
Is highly process-oriented, with an eye for operational efficiency and compliance.
Licensing: Ability to be licensed as a Portfolio Manager (unrestricted portfolio manager), which requires a CFA or CIM designation plus relevant investment management experience.
4+ years of experience working with clients on a discretionary basis.
At least 2 years of people management experience.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
Health Insurance
Top-tier health benefits and life insurance
Work outside Canada for up to 90 days
90 days away: work outside Canada for up to 90 days per year
Paid Time Off
20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
Hybrid team structure
We are a hybrid team with over 1,500 employees across North America.
Wealthsimple builds smart investing products and personalized financial advice that aim to help everyone achieve long-term wealth and financial freedom. Catering primarily to everyday investors, Wealthsimple transforms confusing and costly financial services into transparent, low-cost options, making finance accessible to over 3 million users across Canada.
Understand the required skills and qualifications, anticipate the questions you may be asked, and study well-prepared answers using our sample responses.
Manager Q&A's