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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

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…