Business Development Representative

📋 Description

• Engage with internally sourced leads from the Growth Marketing team and prospect sales-sourced
• Assess whether a client's need can be self-served through Wealthsimple's existing product
• Be the first point of contact to promote the Wealthsimple value proposition, leading with value
• Sell through a "needs based approach" by uncovering client needs, and then demonstrating value by
• Run structured discovery on every conversation to understand a client's full financial picture —
• Identify and capture cross-sell opportunities for other areas of the business through daily client

🎯 Requirements

• 2-4 years experience in a sales role, ideally with a consultative or discovery-based component
• Undergraduate or Post-Secondary degree in a related field
• Working financial literacy across account types — registered vs. non-registered, borrowing vs.
• Experience with sales technology like Salesforce, Salesloft, Gong, or equivalents
• Recommended — completion of or progress toward the Canadian Securities Course (CSC) or Investment

🎁 Benefits

• 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