商务拓展代表
Business Development Representative
### **打造人们喜爱的产品**
Wealthsimple 是加拿大领先的金融创新者。公司提供一系列简单而复杂的金融产品，涵盖管理投资、自助交易、加密货币、税务申报、消费和储蓄。Wealthsimple 目前为超过 400 万加拿大用户提供服务，并管理着超过 1550 亿美元的资产。公司由一群金融专家和技术企业家于 2014 年创立，总部位于加拿大多伦多。
我们为自己所构建的一切感到自豪——而我们才刚刚开始。阅读我们的 [文化手册](https://www.wealthsimple.com/en-ca/culture) 并了解更多 [我们的工作方式](https://www.wealthsimple.com/en-ca/careers)。
### **你将负责的工作**
- 与增长营销团队提供的内部线索互动，并通过电话、电子邮件和短信与潜在销售线索进行沟通
- 评估客户的需求是否可以通过 Wealthsimple 现有的产品体验自行解决，或者是否需要人工销售支持才能真正推动增量业务，并据此安排时间
- 作为第一联系人，推广 Wealthsimple 的价值主张，在介绍任何优惠或激励措施之前先强调价值
- 通过“基于需求”的销售方法，挖掘客户需求，并通过将我们的产品和服务定位为解决方案来展示价值
- 在每次对话中进行结构化的发现，了解客户的完整财务状况——包括在其他机构持有的资产（自主投资、财富管理和银行账户）——以识别整合和钱包份额潜力
- 通过日常的客户互动，识别并捕捉其他业务领域的交叉销售机会
- 除了内部分配的线索外，还要负责建立和管理自己的销售管道——通过培养客户推荐和培育休眠机会
- 保持对哪些产品具有更高的业务优先级（例如，保证金账户、主动交易、现金余额）与被动注册产品之间差异的认识，并据此调整努力方向
- 在销售周期中培育和筛选潜在客户，全程培育和管理整个交易直至完成
- 实现每月净存款配额以及在外部接触（电话、邮件、短信）中的每日 KPI
### **你将带来的技能**
- **咨询式发现技能** —— 擅长提出深入的问题，以揭示客户在其他机构持有的资产
查看英文原文
### **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](https://www.wealthsimple.com/en-ca/culture) and learn more about [how we work](https://www.wealthsimple.com/en-ca/careers).
### **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.
### **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.