
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.
🔥 13 minutes ago
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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.
• Own credit card partnerships end to end, including sourcing, negotiating, and landing partner-funded, card-native perks • Grow Wealthsimple Offers and the credit card cashback marketplace across travel, telecom, insurance, entertainment, grocery, and transportation • Drive client adoption and redemption • Own Milestone Rewards, including mechanics, partner mix, and decisions to revamp, expand, or retire • Lead commercial negotiations from first outreach to signed terms • Turn card and marketplace data into a partnership pipeline • Partner with Growth, PMM, Brand, Product, and data teams to launch, measure, and scale programs • Own targets for live offers, unique clients engaging, redemption rates, and quarterly perks, tied to adoption, consolidation, and engagement • Source and launch partnerships with major national brands and build programs from scratch
• 7-10 years of relevant experience in consulting, partnerships, and/or product-adjacent roles in banking or customer-focused industries • Experience building or running a perks, rewards, or loyalty program • Strong negotiation and commercial ownership skills • Track record of driving commercial outcomes, hitting targets, and turning partnerships into value • Strong analytical and commercial skills • Ability to assess trade-offs, economics, and scalability • Comfort working with spend and redemption data • Experience developing and executing strategic partnerships across multiple stakeholders and functions • Experience launching, building, or scaling programs in a new market with high autonomy • High urgency, strong ownership, and bias for action • Credit card, card-linked offer, interchange, or payments experience is a nice to have • Experience at a fintech, financial institution, or consumer brand with a serious loyalty program is a nice to have • SQL or BI tool experience (Looker, Preset, Tableau, or similar) is a nice to have • Must be legally eligible to work in Canada
• Top-tier health benefits and life insurance • Long-term group savings with employer match, through Wealthsimple for Business • 20 vacation days per year • 4 wellness days per year • 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 • Accessible hiring experience and interview accommodations • AI interview recording may be opted out of without affecting candidacy
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