Not Your Average Career. Not Your Average Team.
Careers at WealthCo
At WealthCo, we believe the best careers are built in an environment that fosters growth, collaboration, and impact.
Our integrated approach—bringing together wealth management, tax, accounting, and business advisory creates a dynamic place to learn, contribute, and develop your expertise.
We work with business owners and high-net-worth individuals, helping them navigate complex financial decisions. To accomplish this, we bring together talented professionals who are passionate about their work and committed to delivering thoughtful, strategic advice.
If you're looking for a place where your skills are valued, your ideas are heard, and your career can thrive, you’re in the right place.
Why WealthCo?
We believe great careers are built in places where you’re challenged, supported, and given the tools to succeed.
An Integrated Team
Work alongside experts in wealth management, tax strategy, insurance, and business advisory to create comprehensive solutions for clients.
Career Acceleration
Whether you're working toward a professional designation (Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Life Underwriter (CLU), Canadian Securities Course (CSC), or insurance licensing), we invest in your development.
Collaboration Over Competition
No silos, no egos—just a team focused on delivering thoughtful, strategic advice.
Meaningful Work
We help business owners and high-net-worth families build lasting financial security, ensuring their wealth works for them and their future.
Flexibility That Works for You
Career success looks different for everyone, and we support our team in finding the right path forward.
WealthCo Isn’t for Everyone.
Some careers let you coast. This isn’t one of them.
We hire professionals who:
Enjoy working with business owners and high-net-worth families to navigate complex financial decisions.
Value collaboration and want to work with specialists across multiple financial disciplines.
Are constantly learning. Whether it’s earning a new designation or expanding your expertise, you seek growth.
Thrive in a dynamic environment. New challenges bring opportunities to learn, contribute, and make an impact.
If you’re looking for a predictable, transactional role, this isn’t the place for you. But if you want to be part of a firm that challenges, supports, and rewards top talent, let’s talk.
Fast-Track Your Application:
The WealthCo Planner Test
Think you’ve got what it takes? Show us.
Before we even get to the interview, we give select candidates the opportunity to "skip the line" with a case study designed to test the real skills you’ll need here. This isn’t about where you’ve worked before—it’s about how you think, solve problems, and apply your expertise.
✔ Put your skills to the test before the first interview.
✔ Show us your strategic thinking—not just your resume.
✔ Get fast-tracked if you excel.
Interested? Apply now and we’ll send you the details.
What to Expect in the Hiring Process
We want to make sure WealthCo is the right fit for you—just as much as you’re the right fit for us. Our hiring process is straightforward and designed to give you a clear sense of what it’s like to work here.
Apply – Share your experience and career interests with us.
Initial Conversation – A chance to discuss your background and goals.
Meet the Team – Get to know some of the people you’d be working with.
Next Steps – If there’s a great fit, we’ll walk you through the details of joining the team.
Onboarding: Deliver. Develop. Grow.
We don’t just hire you and hope for the best—we invest in your success from day one.
Deliver. From your first project, you’ll contribute real value to clients and the team.
Develop. With mentorship, training, and real-world experience, you’ll sharpen your expertise.
Grow. Whether it’s earning a new designation, taking on leadership opportunities, or expanding your skill set, we’re committed to your long-term success.
Benefits & Perks
We believe top talent deserves top-tier support. Here’s what you can expect when you join WealthCo:
Compensation & Performance Bonuses – Competitive pay with performance-based incentives.
Professional Development – Support for designations like CFP, CFA, CLU, CSC, and insurance licensing.
Flexible Work Options – Hybrid work and the flexibility to structure your day.
Health & Wellness – Comprehensive health benefits, including mental health support.
Time Off That Matters – Generous vacation, personal days, and a focus on work-life balance.
Team Culture – A collaborative, no-ego environment where your ideas are valued.
Join Us.
If you’re looking for a career that challenges you, supports your growth, and gives you the opportunity to make an impact—we’d love to hear from you.
Explore our current opportunities and apply today.
Sophie Blais
President, CCO
“I joined WealthCo to become a financial advisor, but I stayed because I saw a greater impact I could make. Now, as President, watching our team grow and succeed is the most rewarding part. WealthCo isn’t just about clients—it’s about lifting each other up.”
Michelle Shiers
Executive Assistant & Manager of Business Services
“WealthCo gave me space to grow in ways I didn’t expect. I stepped into a managerial role, led major projects, and was trusted with more than I thought I was ready for. That kind of belief from your team? It’s priceless. This is a company that sees your potential—often before you do.”
Sherri Berman
HR Consultant
“I’ve worked with WealthCo for nearly a decade, and I’m still impressed by how people-centered it is. The leadership team genuinely cares, and it shows—from continuing education to personal growth to simply making work engaging and inclusive.”
Howard Wong
Wealth Advisor
“WealthCo trusted me with complex planning cases and leadership opportunities that pushed me to grow. Claude’s mentorship and the company’s flexibility—especially as a young parent—showed me this is a place that values both professional excellence and real life.”
Maria Jose Ochoa
Client Service Administrator
“Working closely with our CIO and COO was intimidating at first—but now, I feel confident and capable. I’ve learned so much about financial terminology, and being trusted to lead projects makes me feel truly valued. WealthCo is a fast-paced, dynamic place where growth isn’t just possible—it’s expected.”
Elizabeth Banks
Project Manager
“What drew me to WealthCo was the entrepreneurial spirit—and what’s kept me here is the culture. I’ve been able to bring structure to our project intake process and work on initiatives that align with strategic goals. It’s exciting, fast-paced, and filled with purpose.”