Business Development Representative

Portage Ventures GP Inc.; Toronto; Hybrid; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Health benefits

Life insurance

Employer matched savings

Paid time off

Job summary

Wealthsimple is Canada’s leading financial innovator, offering simple, sophisticated financial products across managed investing, self-directed trading, crypto, and more. We are a hybrid team with 1,500+ employees across North America, committed to accessible investing and excellent client outcomes.

We’re seeking a sales professional with 2–4 years of consultative experience to engage, discover, and close opportunities.

Qualifications

• 2–4 years of experience in a sales role with consultative or discovery-based components.
• Undergraduate or post-secondary degree in a related field.
• Financial literacy across registered vs non-registered, borrowing vs deposits.
• Experience with sales technology like Salesforce, Salesloft, Gong, or equivalents.
• CSC or IFC certification completion or progress is recommended.

Responsibilities

• Engage with leads from Growth Marketing via phone, email, and SMS.
• Assess if client needs can be self-served or require human sales support.
• Promote Wealthsimple value, leading with value before offers.
• Sell using a needs-based approach and demonstrate product fit.
• Run structured discovery to map client assets and potential wallets.
• Identify cross-sell opportunities and nurture pipeline through referrals.
• Build and manage your own pipeline alongside assigned leads.
• Prioritize higher-priority products while handling passive offerings.
• Qualify prospects through the sales cycle and close deals.

Skills

Consultative discovery

Natural curiosity

Strong communication

AI productivity

Goal-oriented

Resiliency

Resourcefulness

Adaptability

Self-starter

Recommended

Education

Undergraduate degree

CSC/IFC recommended

Tools

Salesforce

Salesloft

Gong

Job description

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, Salesloft, Gong, or equivalents

• Recommended — completion of or progress toward the Canadian Securities Course (CSC) or Investment Funds in Canada course (IFC)

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.

*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.

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.