Wealthsimple
Team Lead, Investments Representative
Remote (Canada)
Sponsorship not specifiedDetected 13 hours ago
AccessibilityLeadershipMentoring
About the role
- 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 $125 billion in assets under administration.
- We're proud of what we've built - and we're just getting started.
Responsibilities
- Manage the day-to-day operations of your pod. Conduct side-by-sides, run coaching cadences, and set the standard by getting into the queue yourself.
- Own your team's output goals, CSAT, trade execution accuracy, and compliance adherence. Conduct regular trade reviews and quality assurance checks for manual trades (equities, options, crypto).
- Jump into high-pressure, time-sensitive client situations-trading outages, margin events, or corporate actions, partnering with Compliance, Risk, and the Trade Desk to drive resolution.
- Support our internal certification pipeline. Mentor aspiring reps, assess their readiness, and help them master complex wealth management and trading concepts.
- Manage the day-to-day operations of your pod.
- you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Requirements
- Deep knowledge of wealth management, trading strategies, options, margin accounts, and cryptocurrency, and the ability to explain them simply.
- You can spot a missed step or compliance gap instantly and address it constructively in the moment.
- Required Licenses & Designations
- Candidates qualifying under the updated assessment-centric CIRO proficiency model must have successfully completed the following official CIRO examinations:
- Demonstrated leadership or mentorship experience in a regulated financial environment (e.g., formal Team Lead, Senior Representative).
- You sweat the details. You can spot a missed step or compliance gap instantly and address it constructively in the moment.
- 📌 Note for Applicants: All reported regulatory credentials, active approvals, and exam completions will be subject to primary-source verification via the National Registration Database (NRD) and CIRO AdvisorReport records. Misrepresentation of regulatory status will lead to immediate and permanent disqualification from consideration for this and future roles, and may be escalated to regulatory authorities.
- Option A: Legacy Pathway (Pre-January 1, 2026)
- Candidates who were licensed under the previous Canadian Securities Institute (CSI) framework must carry active, verified registrations on the National Registration Database (NRD):
- Mandatory Active Registration Status: Registered with CIRO as an Investment Representative (IR) AND a Supervisor.
- Mandatory Product Licensing: Must hold active approval for Securities/Equities AND Options.
- Active approval for Futures (candidates without Futures licensing will be expected to complete this requirement post-hire).
- Option B: New CIRO Exam Pathway (January 1, 2026, Onward)
- Canadian Investment Regulatory Exam (CIRE) (Replaces legacy CSC/CPH requirements)
Compensation
- 🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
Company info
- The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
- 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.
- We're looking for a Team Lead to join our Investment Representatives team, you'll oversee a pod of Investment Representatives and Senior Investment Representatives.
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This listing is sourced directly from Wealthsimple's careers page and normalized into a canonical job model.