WealthBeat

Verified Job Source

All your money in one place. Smarter portfolio, less work. Expert guidance for your growth.

Toronto, Ontario

1–10 people

About

WealthBeat is portfolio analysis for self-directed investors. Connect every account you own: banks, brokerages, crypto and see your full portfolio in one place. Our AI catches what you'd miss on a spreadsheet. We don't budget your money. We don't manage it. We don't charge a % of your assets. Just clear analysis. Every decision stays yours.

Open positions

Financial Planning Associate

On-site

About WealthBeat At WealthBeat, we're on a mission to help people build healthier financial lives through better insights, smarter planning, and modern technology. We believe financial confidence starts with understanding where you stand today and having the tools to make informed decisions for tomorrow. Our platform helps professionals gain clarity over their finances, build stronger habits, and work toward long-term financial success. We're looking for a Financial Planning Associate who is passionate about personal finance and excited to help shape the future of financial wellness. About th…

Financial Insights Analyst

Remote · ["Canada"]

About WealthBeat WealthBeat is a fintech platform focused on helping people better understand their financial lives and make smarter, more informed decisions about their money. We bring together financial data, insights, and technology to give users greater clarity about where they stand today and how their financial decisions may shape their future. We are looking for a Financial Insights Analyst who is curious about money, data, investing, and the changing ways people build and manage wealth. About the Role As a Financial Insights Analyst, you will explore financial trends, user behavior, a…

Wealth Management Associate

Remote · ["Canada"]

About WealthBeat WealthBeat is redefining how professionals understand and improve their financial health. We believe wealth isn't just about how much you earn. It's about making informed decisions, tracking meaningful progress, and building long-term financial confidence. Our platform helps users gain a complete picture of their financial health through personalized insights, intelligent analytics, and actionable recommendations. We're building a team that's passionate about helping people make smarter financial decisions. About the Role We're looking for a Wealth Planning Associate with a g…