
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.
🕒 September 11
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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 the Credit Card growth plan, model, projections, and prioritized roadmap • Build and maintain the acquisition engine across paid, search, affiliates, referrals, lifecycle, partnerships, and new channels • Directly own channel execution where no channel owner exists • Develop and optimize sign-up offers, welcome bonuses, referral incentives, and other promotions • Run a high-velocity experimentation program to improve performance • Analyze the acquisition and application funnel and identify conversion opportunities • Partner with Product to prioritize high-impact product-led growth initiatives • Track progress toward Credit Card new-client targets and close performance gaps
• Track record of building 0→1 growth playbooks, owning ambitious targets, and exceeding them • Demonstrated ability to deliver tangible growth, not just develop strategy or manage programs • Highly analytical, hands-on approach to growth, experimentation, forecasting, and execution • Relentless, channel-agnostic mindset; willingness to use or build any effective channel • Strong cross-functional leadership and ability to drive results through Product and channel teams without directly owning them • Experience in credit card growth (nice to have) • Experience building or optimizing incentive offer programs (nice to have) • Experience with credit card affiliate programs (nice to have) • Comfortable using SQL to analyze performance and uncover growth opportunities (nice to have) • 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 • 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
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