W

Intern, Lifecycle Marketing (Fall 2025)

Wealthsimple
Full-time
On-site
Toronto, Ontario, Canada
πŸ“Œ Core Information - Job Title: Intern, Lifecycle Marketing (Fall 2025) - Company: Wealthsimple - Location: Toronto, Ontario, Canada - Job Type: Intern - Category: Financial Services - Date Posted: June 2, 2025 - Experience Level: 0-2 years (Entry-level) - Remote Status: Hybrid (2 days in-office, Wednesdays and Thursdays) πŸš€ Job Overview Key aspects of this role include: - Developing and executing lifecycle marketing campaigns across Wealthsimple's brand and product ecosystem. - Collaborating with cross-functional teams to set and execute against data-informed growth targets. - Analyzing campaign performance and proactively reporting on impact, client behaviors, and experimental results. - Maintaining and executing against Wealthsimple's lifecycle marketing promotional campaign calendar. ASSUMPTION: This role is ideal for students or recent graduates interested in learning about lifecycle marketing, with a strong focus on client communication and data analysis. πŸ“‹ Key Responsibilities - Develop, build, and ship various marketing campaigns via lifecycle marketing channels, including email, push notifications, in-app launch modals, and in-app marketing cards. - Support automating and operationalizing common emails and communications for teams outside of lifecycle marketing. - Work with Lifecycle Marketing Managers and Specialists to design and implement automated, multi-channel programs and experiments across the client lifecycle. - Ideate and experiment on lifecycle strategies/tactics to drive activation, retention, engagement, and cross-sell of users within Wealthsimple's product ecosystem. - Analyze campaign and program performance; proactively report on campaign impact, client behaviors, and experimental results/learnings. - Maintain and execute against Wealthsimple's lifecycle marketing promotional campaign calendar. - Execute and analyze A/B tests to increase campaign performance and conversion rates. ASSUMPTION: This role requires a balance of technical and creative skills, with a strong emphasis on client-centric thinking and data-driven decision-making. 🎯 Required Qualifications Education: - Currently enrolled as a student at a Canadian post-secondary institution or technical bootcamp. - New graduates - Within 6 months of your graduation date. Experience: - No prior experience required; this is an entry-level role. Required Skills: - Strong writing and communication skills. - Naturally collaborative and empathetic, both with colleagues and on behalf of clients. - Experience and comfort communicating via Slack with teams across the organization. - Demonstrated ability to rapidly adapt to new tools and processes. Preferred Skills: - Previous experience in lifecycle marketing or a related field. - Familiarity with email service provider (ESP) software, such as Braze and Taxi. - Knowledge of segmentation and audience-building techniques. ASSUMPTION: While not required, having some background in lifecycle marketing or related fields can be beneficial for this role. πŸ’° Compensation & Benefits Salary Range: CAD 25,000 - CAD 35,000 for a 4-month internship (pro-rated for an 8-month internship). *Assumption based on industry standards for entry-level internships in Canada.* Benefits: - Competitive salary with retirement savings matching plan using Wealthsimple for Business. - Generous vacation days and unlimited sick and mental health days. - Intern programming including educational workshops, hackathons, and mentorship. - A wide variety of peer and company-led Employee Resource Groups. - Company-wide wellness days off scheduled throughout the year. Working Hours: Full-time hours, with a hybrid work model (in-office on Wednesdays and Thursdays). ASSUMPTION: The salary range is an estimate based on industry standards for entry-level internships in Canada. Actual compensation may vary based on individual qualifications and company policies. πŸ“Œ Applicant Insights πŸ” Company Context Industry: Financial Services - Wealthsimple is a Canadian online investment management service that provides automated, low-cost portfolio management services. Company Size: 1,001-5,000 employees - Wealthsimple has experienced significant growth since its founding in 2014, with over 4 million users and CAD 50 billion in assets under management. Founded: 2014 - Wealthsimple was founded with a mission to make investing accessible and affordable for everyone. Company Description: - Wealthsimple offers automated investment portfolios, tax-loss harvesting, and financial planning services. - The company aims to provide a simple, user-friendly, and low-cost investment experience. - Wealthsimple is committed to diversity, equity, and inclusion, with a wide range of Employee Resource Groups. Company Specialties: - Automated investment management. - Tax-loss harvesting. - Financial planning services. - User-friendly investment platform. Company Website: https://www.wealthsimple.com/en-ca/ ASSUMPTION: Wealthsimple's focus on accessibility, user experience, and low-cost investing has contributed to its rapid growth and success in the Canadian market. πŸ“Š Role Analysis Career Level: Entry-level - This role is ideal for students or recent graduates looking to gain experience in lifecycle marketing and financial services. Reporting Structure: This role reports to the Lifecycle Marketing team within the Growth organization at Wealthsimple. Work Arrangement: Hybrid - This role follows a hybrid work model, with in-office days on Wednesdays and Thursdays, and remote work for the rest of the week. Growth Opportunities: - Opportunities to learn and gain experience in lifecycle marketing and financial services. - Potential for full-time employment after the completion of the internship. - Exposure to various teams and departments within the company. ASSUMPTION: This internship provides a unique opportunity for students and recent graduates to gain valuable experience in a fast-growing financial services company. 🌍 Location & Work Environment Office Type: Hybrid - Wealthsimple's Toronto headquarters offers a collaborative and inclusive work environment, with a focus on employee well-being and growth. Office Location(s): - 80 Spadina Ave, 4th Floor, Toronto, Ontario M5V 2J4, Canada Geographic Context: - Toronto is a multicultural city with a vibrant tech industry and a strong focus on innovation. - The city offers a high quality of life, with numerous cultural attractions, restaurants, and outdoor activities. Work Schedule: Full-time hours, with a flexible work schedule that accommodates both in-office and remote work. ASSUMPTION: Wealthsimple's hybrid work model offers the best of both worlds, providing the flexibility of remote work while also fostering collaboration and connection through in-person interactions. πŸ’Ό Interview & Application Insights Typical Process: 1. Submit your application through the provided link. 2. Complete a phone or video screen with a member of the Talent team. 3. Participate in a behavioral interview with the hiring manager and/or team members. 4. Complete a take-home assignment or case study, if applicable. Key Assessment Areas: - Problem-solving skills and analytical thinking. - Communication and writing skills. - Adaptability and willingness to learn. - Cultural fit and alignment with Wealthsimple's values. Application Tips: 1. Tailor your resume and cover letter to highlight your relevant skills and experiences for this role. 2. Showcase your understanding of lifecycle marketing and Wealthsimple's products and services. 3. Demonstrate your ability to work collaboratively and adapt to new tools and processes. ATS Keywords: Lifecycle Marketing, Client Communication, Email Best Practices, Client Journeys, Data Analysis, Cross-functional Collaboration, Writing Skills, Communication Skills, Adaptability, Segmentation, Audience Building. ASSUMPTION: Wealthsimple's application process is designed to assess candidates' skills and cultural fit, with a focus on problem-solving, communication, and adaptability. πŸ› οΈ Tools & Technologies - Braze (email service provider) - Taxi (email service provider) - Slack (communication platform) - Google Workspace (collaboration and productivity tools) ASSUMPTION: Familiarity with these tools is not required, as Wealthsimple provides training and support for new team members. πŸ‘” Cultural Fit Considerations Company Values: - Simple and transparent. - Client-centric. - Data-driven. - Collaborative. - Continuous learning. Work Style: - Wealthsimple values a collaborative and inclusive work environment, with a focus on employee growth and development. - The company encourages open communication, active listening, and a growth mindset. Self-Assessment Questions: 1. How do you approach balancing multiple projects simultaneously without sacrificing quality? 2. Can you provide an example of a time when you had to adapt to new tools or processes quickly? 3. How do you ensure that your work aligns with Wealthsimple's client-centric values? ASSUMPTION: Wealthsimple's values and work style emphasize collaboration, continuous learning, and a client-centric approach, making it an ideal fit for candidates who thrive in a dynamic and inclusive work environment. ⚠️ Potential Challenges 1. Balancing multiple projects simultaneously while maintaining high-quality standards. 2. Adapting to new tools and processes quickly. 3. Working in a fast-paced and ever-changing environment. 4. Managing remote work and in-office days effectively. ASSUMPTION: These challenges can be overcome with strong time management skills, adaptability, and a willingness to learn and grow in a dynamic work environment. πŸ“ˆ Similar Roles Comparison 1. This role differs from other lifecycle marketing roles in its focus on client communication and data analysis within the financial services industry. 2. Wealthsimple's internship program offers a unique opportunity for students and recent graduates to gain experience in a fast-growing fintech company. 3. This role provides a clear career path, with opportunities for growth and development within the company. ASSUMPTION: This role offers a unique combination of technical and creative skills, with a strong focus on client communication and data analysis within the financial services industry. πŸ“ Sample Projects 1. Developing and executing a targeted email campaign to improve client engagement and retention. 2. Analyzing campaign performance data to identify trends and make data-driven recommendations for future campaigns. 3. Collaborating with cross-functional teams to design and implement automated, multi-channel programs and experiments across the client lifecycle. ASSUMPTION: These sample projects demonstrate the range of responsibilities and skills required for this role, with a focus on client communication, data analysis, and cross-functional collaboration. ❓ Key Questions to Ask During Interview 1. Can you describe the typical workflow and priorities for this role? 2. How does this role contribute to Wealthsimple's overall growth and success? 3. What opportunities are there for professional development and growth within this role and the company? 4. How does Wealthsimple support work-life balance for its employees? 5. What is the company's approach to diversity, equity, and inclusion, and how does this role contribute to those efforts? ASSUMPTION: These questions demonstrate a candidate's interest in the role, the company, and their own professional development, while also providing valuable insights into the work environment and company culture. πŸ“Œ Next Steps for Applicants To apply for this position: 1. Submit your application through this link. 2. Customize your resume and cover letter to highlight your relevant skills and experiences for this role. 3. Prepare a portfolio or examples of your work, if applicable. 4. Follow up with the hiring manager one week after your application, if you have not heard back. 5. Prepare for your interview by researching Wealthsimple's products, services, and company culture. ⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.