Business Development Representative

🕒 September 10

🇨🇦 Canada – Remote

💵 CA$50.4k - CA$63k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Business Development (BDR)

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 leads from Growth Marketing and sales-sourced leads via phone, email, and SMS • Assess whether clients can self-serve or need human sales support • Promote Wealthsimple’s value proposition as the first point of contact • Sell using a needs-based approach by uncovering client needs and positioning products and services as solutions • Conduct structured discovery to understand clients’ full financial picture and identify consolidation and wallet-share opportunities • Identify and capture cross-sell opportunities • Build and manage a personal pipeline through referrals and dormant opportunities • Prioritize products aligned with business priorities, including 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-touch KPIs • Wealthsimple provides financial products including managed investing, self-directed trading, cryptocurrency, tax filing, spending, and saving

🎯 Requirements

• 2-4 years experience in a sales role, ideally with a consultative or discovery-based component • Financial services or SaaS backgrounds preferred • Undergraduate or Post-Secondary degree in a related field • Working financial literacy across account types — registered vs. non-registered, borrowing vs. deposit products • Experience with sales technology like Salesforce, Salesloft, Gong, or equivalents • Strong consultative discovery skills • Natural curiosity about clients’ full financial picture • Strong written and verbal communication • Comfortable using AI tools for productivity • Goal-oriented, resilient, resourceful, adaptable, and self-starting • Strong sales and business acumen recommended • Completion of or progress toward the Canadian Securities Course (CSC) or Investment Funds in Canada course (IFC) recommended • Must have held a sales target • Experience cold calling in a sales-driven environment • Legally eligible to work in Canada • Must permanently reside in Canada

🏖️ 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 • AI tools and evolving technology to support productivity