Business Development Representative

Job not on LinkedIn

🔥 0 minutes ago

🇨🇦 Canada – Remote

💵 CA$50.4k - CA$63k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Business Development (BDR)

👻 Ghost score 0%

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Wealthsimple

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2014

💼 Consulting

🛡️ Insurance

💳 Fintech

🔥 Funding within the last year

💰 $393M Series E - Wealthsimple on 2025-10

Consulting • Insurance • Fintech

Wealthsimple is a Canadian financial technology company that provides consumer banking, investing, and wealth management services. It offers chequing accounts, savings, credit cards, self-directed trading (stocks, ETFs, options), cryptocurrency trading, managed portfolios, tax services, and advisory wealth management for high-net-worth clients. Wealthsimple combines digital-first banking and low-fee investing products aimed at retail customers, along with tools and educational content to support personal finance.

📋 Description

• Engage with internally sourced and sales-sourced leads by phone, email, and SMS • Assess whether clients can self-serve or require human sales support • Promote Wealthsimple’s value proposition as the first point of contact • Use a needs-based sales approach to uncover client needs and position products and services • Conduct structured discovery to understand clients’ complete financial picture and identify consolidation and wallet-share opportunities • Identify cross-sell opportunities through daily client interactions • Build and manage a personal pipeline through referrals and dormant opportunities • Prioritize products aligned with business priorities, such as margin accounts, active trading, and cash balances • Nurture and qualify prospective clients through the full sales cycle through completion • Achieve monthly Net Deposit quotas and daily outbound activity KPIs

🎯 Requirements

• 2–4 years of experience in a sales role, ideally with a consultative or discovery-based component • Financial services or SaaS background preferred • Undergraduate or post-secondary degree in a related field • Working financial literacy across account types, including registered vs. non-registered and borrowing vs. deposit products • Experience with sales technology such as Salesforce, Salesloft, Gong, or equivalents • Consultative discovery skills • Strong written and verbal communication • Comfort using AI tools for productivity • Experience working toward goals or sales targets • Resilience handling rejection and objections • Resourcefulness and adaptability • Strong sales and business acumen • Canadian Securities Course (CSC) or Investment Funds in Canada (IFC) completion or progress recommended • Legally eligible to work in Canada • Cold-calling experience in a sales-driven environment

🏖️ Benefits

• Top-tier health benefits and life insurance • Long-term group savings with employer match, through Wealthsimple for Business • 20 vacation days • 4 wellness days • Unlimited sick and mental health days per year • Work outside Canada for up to 90 days per year • Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS • Equity compensation for permanent employees • Commission compensation