Build something people love
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.
About the team
Wealthsimple's Client Experience Operations is home to the teams that keep our support organization running at a high bar: operations, technology, workforce management, quality, and enablement all sit under the same roof. This role lives on the enablement side, within a group focused on the capabilities of our support workforce: how agents learn, how they absorb change, how they perform, and how they stay engaged.
About the role
Reporting to the Senior Manager of Performance & Engagement, you'll lead a small, high-leverage team and own the infrastructure that keeps our support workforce ahead of change. Every product launch, workflow update, and new piece of tooling is a change management event for a distributed workforce with different operating realities, learning preferences, and needs. The volume and speed of change doesn't slow down, and our capability to meet it needs a dedicated leader to take it to the next level.
This role is a step-change investment. You'll be building on foundational work to design a more repeatable, measurable, and strategically coordinated capability — one that can scale with the pace of change Wealthsimple is moving at.
In this role, you'll have the opportunity to:
Own our change readiness strategy end-to-end: The intake system, the unified change calendar, and the frameworks that determine what gets prioritized and when. Bring changes together in a way that feels logical and sequenced for our team, not like a flood of disconnected updates.
Drive our enablement approach across a range of delivery methods, from recurring micro-learning and structured briefing content for frontline leaders to large-scale special projects tied to major product launches, tool migrations, or workflow transformations.
Function as an internal consultancy for our support leaders and operators, equipping subject matter experts and domain leads to translate change into agent-ready content quickly and clearly, amplified by a high-output internal design team.
Partner closely with release readiness and workflow optimization teams to stay ahead of the change pipeline and make smart trade-offs with senior stakeholders.
Define and track the metrics that matter: Time-to-ready, agent confidence, and learner satisfaction. You stay close to the agent experience, gather feedback, and use it to sharpen the program's approach in real-time.
What you'll bring:
A track record of building or significantly maturing change enablement infrastructure inside a fast-moving support or customer service organization. You know how to shape a mandate, prioritize ruthlessly, and connect your team's output to what the business actually needs to move.
Strong stakeholder management skills. You're comfortable making trade-off calls with senior leaders, pushing back when intake exceeds capacity, and wrangling cross-functional teams to deliver a unified, coherent experience for agents rather than a patchwork of disconnected programs.
Sharp project and program management instincts, built for speed. In this environment, projects move in weeks, not quarters. You know how to scope, sequence, and land work fast without sacrificing quality.
Enough fluency in instructional design to give sharp creative direction. You don't need to build the content yourself, but you know what great looks like and can get a team there.
Experience leading people. You know how to get the best out of a small, high-output team and you're invested in their development.
Enthusiasm for AI tools and what they unlock. This role sits at the intersection of agent enablement and AI-powered tooling adoption, and your energy around that will set the tone for the team.
Nice-to-haves:
Experience working in fintech, financial services, or another regulated, high-velocity environment.
Familiarity with change management frameworks applied in a support context.
Background working with or alongside BPO partners.
Hands-on experience with AI-assisted content or enablement tools.
Why Wealthsimple?
🌸 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
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
ICYMI
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
Compensation Range: CA$116K - CA$145K