Mid Market Account Executive, Wealthsimple for Business
Top Benefits
About the role
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 for Business (W4B) is a modern group savings and retirement offering for employers and their employees. With W4B, employers can offer engaging competitive workplace savings plans to attract and retain top talent. Wealthsimple for Business provides a best-in-class experience for employees, including a suite of group capital accumulation plans alongside their other Wealthsimple accounts, while also providing integrations and other time-saving tools to employers for simple administration.
With approximately one thousand plan sponsors on W4B, we are still considered a new player in this long-standing industry. You should be comfortable with ambiguity, a fast-paced environment, and exploring new segments and product offerings.
About The Role Wealthsimple is looking for an experienced Mid Market Account Executive to help grow our Wealthsimple for Business product line (workplace group savings plans). Reporting to the Head of Sales, you will be responsible for developing the Mid Market sales segment in your territory by building strong relationships with distribution partners and advisors to attract new business and manage a book of existing relationships. This role requires a balance of hunting for new, cold prospects and nurturing a base of existing advisors and consultants.
Applicants should be self-starters, relationship-oriented, and ready to be hands-on in delivering results.
What You'll Do
- Proactively develop and maintain engaging relationships with advisors to drive excitement about the Wealthsimple for Business workplace group savings offering.
- Partner with advisors to review quote specifications for potential clients, and write and present proposals to advisors or potential clients.
- Generate new business opportunities by actively prospecting and promoting Wealthsimple’s workplace group savings offering directly to sponsors.
- Engage prospects at the C-suite, VP, and Director level across all industries and geographies in Canada, at organizations with between 50 and 500 Canadian Employees.
- Build a deep pipeline of potential customers from outbound efforts, events and brand marketing opportunities, and networking.
- Work with industry partners including other technology partners, benefit brokers, and consultants.
- Effectively manage and organize 50+ opportunities in Salesforce at any given time.
- Run a disciplined sales process, building off the team's previous success while looking for opportunities to make it more efficient.
- Work cross-functionally with the core W4B team to provide product, operations, and go-to-market feedback.
- Be creative – we are constantly entering new parts of the market, pitching new solutions, and developing new programs. We are looking for individuals who are excited to try new things and help us scale.
Skills You Bring
- Drive and Determination: You should have a demonstrated track record of persevering in the face of adversity. This is a role that will involve selling a product that is taking a new approach to a traditional industry, which means you will hear the word “no” a lot.
- Proactiveness: We’re a small team - the expectation is that you will take action without being told. You should have a demonstrated history of working independently and driving your own work in the face of ambiguity.
- Results-oriented: You should have experience (and be excited about!) building and managing your own pipeline in the face of uncertainty to ensure you hit your metrics.
- Deal Closing: You should know how to get to, or influence, the executive decision maker, align the sale to a business goal or need, and manage negotiations.
- Communication and Relationship Building: You should be a concise and articulate communicator while also being able to persuade and convince your audience. You must have strong relationship building skills with external customers to present ideas and concepts creatively and succinctly.
- Relevant Experience: At least 5 years experience selling, preferably to the Human Resources (HR) Leadership segment.
Nice to haves
- Selling or advising Group Retirement / Workplace Savings in the Canadian market is considered a huge bonus. An understanding of capital accumulation and defined benefit plans is preferred. Experience in Group Retirement or Group Benefits is a strong asset.
- Experience, familiarity, and comfort with Salesforce, Salesloft, Linkedin Sales Navigator, Clay and Gong.
- Fluent in French / Bilingual.
- Geographic location: Western Canada, Central Canada.
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$96K - CA$120K
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Mid Market Account Executive, Wealthsimple for Business
Top Benefits
About the role
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 for Business (W4B) is a modern group savings and retirement offering for employers and their employees. With W4B, employers can offer engaging competitive workplace savings plans to attract and retain top talent. Wealthsimple for Business provides a best-in-class experience for employees, including a suite of group capital accumulation plans alongside their other Wealthsimple accounts, while also providing integrations and other time-saving tools to employers for simple administration.
With approximately one thousand plan sponsors on W4B, we are still considered a new player in this long-standing industry. You should be comfortable with ambiguity, a fast-paced environment, and exploring new segments and product offerings.
About The Role Wealthsimple is looking for an experienced Mid Market Account Executive to help grow our Wealthsimple for Business product line (workplace group savings plans). Reporting to the Head of Sales, you will be responsible for developing the Mid Market sales segment in your territory by building strong relationships with distribution partners and advisors to attract new business and manage a book of existing relationships. This role requires a balance of hunting for new, cold prospects and nurturing a base of existing advisors and consultants.
Applicants should be self-starters, relationship-oriented, and ready to be hands-on in delivering results.
What You'll Do
- Proactively develop and maintain engaging relationships with advisors to drive excitement about the Wealthsimple for Business workplace group savings offering.
- Partner with advisors to review quote specifications for potential clients, and write and present proposals to advisors or potential clients.
- Generate new business opportunities by actively prospecting and promoting Wealthsimple’s workplace group savings offering directly to sponsors.
- Engage prospects at the C-suite, VP, and Director level across all industries and geographies in Canada, at organizations with between 50 and 500 Canadian Employees.
- Build a deep pipeline of potential customers from outbound efforts, events and brand marketing opportunities, and networking.
- Work with industry partners including other technology partners, benefit brokers, and consultants.
- Effectively manage and organize 50+ opportunities in Salesforce at any given time.
- Run a disciplined sales process, building off the team's previous success while looking for opportunities to make it more efficient.
- Work cross-functionally with the core W4B team to provide product, operations, and go-to-market feedback.
- Be creative – we are constantly entering new parts of the market, pitching new solutions, and developing new programs. We are looking for individuals who are excited to try new things and help us scale.
Skills You Bring
- Drive and Determination: You should have a demonstrated track record of persevering in the face of adversity. This is a role that will involve selling a product that is taking a new approach to a traditional industry, which means you will hear the word “no” a lot.
- Proactiveness: We’re a small team - the expectation is that you will take action without being told. You should have a demonstrated history of working independently and driving your own work in the face of ambiguity.
- Results-oriented: You should have experience (and be excited about!) building and managing your own pipeline in the face of uncertainty to ensure you hit your metrics.
- Deal Closing: You should know how to get to, or influence, the executive decision maker, align the sale to a business goal or need, and manage negotiations.
- Communication and Relationship Building: You should be a concise and articulate communicator while also being able to persuade and convince your audience. You must have strong relationship building skills with external customers to present ideas and concepts creatively and succinctly.
- Relevant Experience: At least 5 years experience selling, preferably to the Human Resources (HR) Leadership segment.
Nice to haves
- Selling or advising Group Retirement / Workplace Savings in the Canadian market is considered a huge bonus. An understanding of capital accumulation and defined benefit plans is preferred. Experience in Group Retirement or Group Benefits is a strong asset.
- Experience, familiarity, and comfort with Salesforce, Salesloft, Linkedin Sales Navigator, Clay and Gong.
- Fluent in French / Bilingual.
- Geographic location: Western Canada, Central Canada.
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$96K - CA$120K