Business Development Representative

Wealthsimple
Canada
Workplace: RemoteFull timeCAD 72,000 - 90,000 annuallyFunction: Business Development & PartnershipsExperience: 2-4 yearsEducation: bachelorsSkills: ["Consultative discovery","Communication","Goal-oriented","Resiliency","Adaptability"]

Engage with growth-marketing and sales-sourced leads via phone, email, and SMS to drive incremental business. Use a needs-based consultative approach to assess whether clients can self-serve or need human sales support, then run structured discovery to build a complete financial picture. Own and grow your pipeline, qualify deals through completion, and hit monthly Net Deposit quotas and daily outbound KPIs.

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Wealthsimple
Wealthsimple
1 day ago

Business Development Representative

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Engage with growth-marketing and sales-sourced leads via phone, email, and SMS to drive incremental business. Use a needs-based consultative approach to assess whether clients can self-serve or need human sales support, then run structured discovery to build a complete financial picture. Own and grow your pipeline, qualify deals through completion, and hit monthly Net Deposit quotas and daily outbound KPIs.
Location: Canada
Workplace: Remote
Employment Type: Full time
Job Function: Business Development & Partnerships
Seniority: Mid level

Key Responsibilities

  • •Engage with internally sourced leads and prospect sales-sourced leads via phone, email, and SMS.
  • •Use a needs-based approach to uncover client needs and position Wealthsimple’s products as the solution.
  • •Run structured discovery to understand clients’ full financial picture, including held-away assets, and identify consolidation and wallet-share potential.
  • •Identify and capture cross-sell opportunities through daily client interactions.
  • •Own and manage your pipeline, qualify deals through completion, and achieve monthly Net Deposit quotas and daily outbound KPIs.
Travel: Medium travel

Pay and Benefits

Salary: CAD 72,000 - 90,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceLife InsurancePaid Leave

Key Requirements

  • •2-4 years experience in a sales role, ideally consultative or discovery-based; financial services or SaaS backgrounds preferred.
  • •An undergraduate or post-secondary degree in a related field.
  • •Working financial literacy across account types, including registered vs. non-registered and borrowing vs. deposit products.
  • •Experience with sales technology such as Salesforce, Salesloft, Gong, or equivalents.
  • •Completion of or progress toward the Canadian Securities Course (CSC) or Investment Funds in Canada course (IFC).
Experience:2-4 yearsFinancial servicesSaaS
Education:Bachelor's in related field
Skills:Consultative discoveryCommunicationGoal-orientedResiliencyAdaptability
Certifications:Canadian Securities Course (CSC)Investment Funds in Canada (IFC)
Tech Stack:SalesforceSalesloftGongAI

Company Brief

Wealthsimple
Wealthsimple is a Canadian fintech offering automated investing, savings, tax filing, crypto trading, and cash accounts with a focus on low-cost, user-friendly financial services for retail customers.
Industry: Wealth Management
Company Size: Enterprise (1,001+ employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Headquarters: Toronto, Canada
Founded: 2014
WebsiteLinkedIn