Associate - Sales Enablement

Your career is an investment that grows over time!

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology we take financial services that are often confusing opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada with over 3 million users who trust us with more than $40 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.

We’re building the world’s most human financial company using technology to scale the value we provide to our clients and people to add value where only humans can. Sales at Wealthsimple is about serving our clients and helping a generation of Canadians reach their financial goals.

The primary focus of Sales Enablement is to empower our sales teams with the knowledge and tools they need to achieve exceptional results. As an Associate in Sales Enablement you will play a critical role in ensuring our sales teams are equipped with the latest product knowledge streamlined processes and cutting-edge technologies. You will not only support our sales teams but also drive the overall success of our sales initiatives by ensuring our content and training programs are both effective and aligned with our business goals.

Today the financial services industry is an oligopoly dominated by five big banks.  They charge high fees and provide poor service to clients with less than $3M in net worth.  Additionally over $2T in assets are in the Wealth Management sector and a large portion of these assets are investing with high fees and poor returns. We believe that it is time for something different for Canadians.

In this role you will have the opportunity to:

• Be the trusted resource for product knowledge ensuring the sales team stays informed and prepared with the most current information.

• Collaborate with Product Specialists to filter and provide relevant product content that improves sales effectiveness.

• Develop update and manage essential sales support materials such as scripts FAQs and product guides keeping them accessible and aligned with the latest product updates.

• Conduct regular assessments and quizzes to evaluate the sales team's knowledge and preparedness ensuring everyone is well-prepared to meet their targets.

• Provide data-driven insights and recommendations to drive strategic decisions and enhance the effectiveness of sales enablement initiatives.

• Act as a bridge between the sales team and other departments ensuring they have the necessary support and resources to succeed.

• Work closely with cross-functional teams including Product IT and Operations to align on enablement initiatives and maintain a smooth flow of information.

• Explore and implement generative AI capabilities to enhance productivity and knowledge sharing within the sales team.

Skills and experience we’re looking for:

• Experience —3-5 years in Sales Enablement Content Development or a related role with a proven track record of driving successful sales initiatives.

• Product Knowledge - A solid understanding of financial products.

• Content Development - Proven ability to create and manage sales content that is both informative and accessible.

• Training — Comfortable developing and delivering training that engages and educates enhancing the learning experience for all participants.

• Technology — Experience with knowledge management tools like Notion and Guru and learning management systems like Docebo..

• Resourcefulness — Demonstrated track record of persevering in adversity where priorities and direction can evolve quickly. Positive can-do attitude and adaptability to evolving business goals.

• Collaboration — Excellent interpersonal and communication skills and an ability to work cross-functionally with various stakeholders.

• Flexibility — Can thrive in changing environments and is excited about contributing to innovation and bringing fresh ideas and approaches.

• Communication — Skilled in writing persuasively and communicating effectively at all levels conveying ideas clearly and engaging meaningfully with stakeholders.

• Passion for Clients — Is incredibly passionate about our clients and our products.

Why Wealthsimple?

🤑 Competitive salary with top-tier health benefits and life insurance

📈 Retirement savings matching plan using Wealthsimple Work

🌴 20 vacation days per year and unlimited sick and mental health days

📚 Up to $1500 per year towards wellness and professional development budgets respectively

🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year

🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow Women of Wealthsimple Black @ WS)

💖 Company-wide wellness days off scheduled throughout the year

We’re a remote-first team with over 1000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!

Read our Culture Manual and learn more about how we work.

DEI Statement

At Wealthsimple we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race religion colour national origin gender sexual orientation age marital status or disability status.

Accessibility Statement

Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond please let us know and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.