About The Position

Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading. We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work. For this role, we are specifically looking for a candidate that can support both our English and French speaking population across Canada.

Requirements

  • 1-3 years experience in a sales or client-facing role, ideally with a SaaS or Financial background
  • Fluently bilingual in English and French (spoken and written)
  • Resourcefulness — you should have demonstrated track record of persevering in the face of adversity
  • Adaptability — in a startup, priorities and direction can evolve quickly. You should have a positive can-do attitude and be adaptable to evolving business goals
  • Goal-oriented — you should have experience (and be excited about!) working hard towards a goal
  • Strong communication — you should be comfortable writing persuasively and communicating at all levels
  • Self-starter — when you see a need, you address it
  • Natural Curiosity - you should be eager to understand our client’s needs and uncover the root of their problem
  • Resiliency - bounce back from rejection and objection and keep trying

Nice To Haves

  • Recommended - strong financial literacy (eg: Completed IFIC or CSC)

Responsibilities

  • Follow-up with high-quality leads from the Growth Marketing team, prospect cold sales-sourced leads, and own the full sales process
  • Build growth opportunities for the business through warm and cold outreach emails, calls, SMS and qualification
  • Be the first touchpoint that articulates the Wealthsimple value proposition to potential prospects
  • Work closely with Product and Marketing teams on “playtests” that require client interaction
  • Work closely with Sales and Marketing on creative projects that help drive revenue and net deposit growth
  • Achieve monthly quotas and daily KPI’s of outbound touches across email, calls, text
  • Nurture and educate prospective clients through the sales cycle until they are qualified

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, 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
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