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Remote

Remote

Wealthsimple

Lead Advisor, Wealth Management

Full-Time

Financial Services

Direct Apply

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Wealthsimple Inc. is a Canadian fintech company founded in September 2014 and headquartered in Toronto. It focuses on online investment management and financial services, primarily targeting millennials and retail investors. Wealthsimple aims to simplify investing by removing jargon and hidden fees, offering straightforward, low-cost, and automated financial products. As of mid-2025, the company manages over CAD$84 billion in assets and serves millions of clients, with plans for global expansion.

Wealthsimple provides a range of services, including automated investment management through its robo-advisor platform, a zero-commission trading app called Wealthsimple Trade, and a high-interest savings account known as Wealthsimple Save. Additionally, it offers Wealthsimple Cash, a hybrid savings and chequing account, and Wealthsimple Tax, a digital tax filing service with a pay-what-you-want model. The company also supports financial advisors with its platform for managing smaller accounts. Wealthsimple is recognized for its innovative approach to democratizing access to financial tools and empowering users to achieve financial freedom.

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