Director, Advice Innovation – Experience

🕒 March 2

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Wealthsimple

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2014

💳 Fintech

🏦 Banking

💸 Finance

🔥 Funding within the last year

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

Fintech • Banking • Finance

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

• Define what "5-star" looks like in wealth management by designing client experiences that are genuinely differentiated. • Incubate and run new advice services manually at a small scale before they are ready for operationalizing. • Stay ahead of industry trends and bring intelligence back to Wealthsimple to inform leadership. • Build partnerships that expand Wealthsimple’s offering and design integrated client experiences. • Arm advisors and sales teams with the tools to win high-value clients. • Measure the commercial impact of pilots against clear metrics and provide recommendations.

🎯 Requirements

• 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

🏖️ Benefits

• 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)