Business Development Representative

About this role

BUILD SOMETHING PEOPLE LOVE

Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.

We're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.

WHAT YOU’LL DO

- Engage with internally sourced leads from the Growth Marketing team and prospect sales-sourced leads via phone, email, and SMS

- Assess whether a client's need can be self-served through Wealthsimple's existing product experience, or whether human sales support will genuinely drive incremental business, and focus your time accordingly

- Be the first point of contact to promote the Wealthsimple value proposition, leading with value before introducing any offer or incentive

- Sell through a "needs based approach" by uncovering client needs, and then demonstrating value by positioning our products and services as the solution

- Run structured discovery on every conversation to understand a client's full financial picture — including assets held away at other institutions (self directed investing, wealth management, and banking) — to identify consolidation and wallet-share potential

- Identify and capture cross-sell opportunities for other areas of the business through daily client interactions

- Take ownership to build and manage your own pipeline, in addition to internally assigned leads — by cultivating client referrals and nurturing dormant opportunities

- Maintain awareness of which products reflect a higher business priority (e.g., margin accounts, active trading, cash balances) versus passive registered products, and calibrate efforts accordingly

- Nurture and qualify prospective clients through the sales cycle, nurturing and managing the entire deal through completion

- Achieve monthly Net Deposit quotas and daily KPIs across outbound touches (calls, email, SMS)

SKILLS YOU'LL BRING

- Consultative discovery skills — comfortable asking probing questions to surface held-away assets and unconsolidated wallet share, not just running a scripted or purely transactional pitch, and have natural sales instincts

- Natural curiosity — genuinely eager to understand a client's full financial picture and uncover the root of their need, not just the surface ask

- Strong communication — comfortable writing persuasively and communicating at all levels

- AI-forward productivity — comfortable using AI tools to work more efficiently, whether drafting or responding to client emails, building presentation materials, or generating and prioritizing your own leads

- Goal-oriented — experience working hard toward a goal, operate with certain level of grit, and are energized by doing so

- Resiliency — able to bounce back from rejection and objections and keep going

- Resourcefulness — demonstrated track record of persevering in the face of adversity

- Adaptability — priorities and direction can evolve quickly; you should have a positive can-do attitude, adapt readily to evolving business goals, and are receptive to constructive feedback

- Self-starter — when you see a need, you address it

- Recommended — strong sales and business acumen, with an interest in growing into more complex sales motions over time

EDUCATION & EXPERIENCE

- 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

- Recommended — completion of or progress toward the Canadian Securities Course (CSC) or Investment Funds in Canada course (IFC)

WHY WEALTHSIMPLE?

🌸 Top-tier health benefits and life insurance

📈 Long-term group savings with employer match, through Wealthsimple for Business

🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*

✈️ 90 days away: work outside Canada for up to 90 days per year*

👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS

🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.

*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.

ICYMI

Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.

Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with…