Account Executive • Mid-Level

Who you are

You have a strong background in sales, ideally with experience in the fintech industry — you understand the nuances of financial services and can communicate effectively with both clients and partners. You thrive in environments where you can build relationships and drive results, demonstrating a balance of hunting for new prospects and nurturing existing accounts. Your ability to navigate ambiguity and adapt to a fast-paced setting is key to your success in this role.

You are comfortable with technology and can leverage it to enhance client interactions — your familiarity with digital tools allows you to streamline processes and improve the client experience. You possess excellent communication skills, enabling you to articulate Wealthsimple's value proposition clearly and persuasively. You are a team player who values collaboration and is eager to contribute to a high-performing team culture.

What you'll do

In this role, you will focus on building and maintaining relationships with distribution partners and advisors in your territory — your primary goal is to attract new business while managing a book of existing relationships. You will be responsible for identifying opportunities within your market segment and developing strategies to engage potential clients. Your hands-on approach will involve direct outreach, networking, and leveraging existing relationships to drive growth.

You will collaborate closely with internal teams to ensure that client needs are met and that Wealthsimple's offerings are effectively communicated. Your role will require you to stay informed about industry trends and competitor activities, allowing you to position Wealthsimple as a leader in the market. You will also be expected to track your progress against sales targets and report on your activities regularly, ensuring transparency and accountability in your efforts.

What we offer

Wealthsimple provides a supportive and inclusive work environment where you can thrive — we believe in empowering our employees to take ownership of their work and contribute to our mission of helping everyone achieve financial freedom. You will have access to ongoing training and development opportunities to enhance your skills and advance your career. Our culture emphasizes collaboration, humility, and a commitment to quality, ensuring that you are part of a team that values your contributions and supports your growth.