Business Development Representative

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 and learn more about how we work . 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,