Product Manager, Salesforce (Remote, Canada)

Our client is a wealth management firm investing in the platforms behind its advisory practice. They're hiring a Product Manager, Salesforce, to help build a modern platform experience for their financial advisors.

This is a mid-level role for someone with 2-4 years of product management experience in financial services. Reporting to a Director-level stakeholder, you'll own the direction for Salesforce adoption and decide what needs to change to better support advisors' workflows.

Permanent, full-time. Fully remote within Canada; candidates must currently reside in Canada.

Responsibilities

• Help shape and deliver a platform that's actively being built, partnering with the business to get it right as it takes form.
• Own the product direction for Salesforce, defining how its configuration should change to fit advisor workflows.
• Keep the advisor experience at the centre of product decisions, applying an advisor lens to prioritization and improvements.
• Work through product and platform problems thoughtfully, balancing competing needs and finding practical solutions.
• Communicate clearly with both technical and non-technical stakeholders, keeping the platform's direction understood and aligned across the business.
  
  

Mandatory Requirements

• 2-4 years in a product management role, having helped deliver a product or platform.
• Financial services industry experience, including the regulatory, compliance, and risk constraints that shape what a platform can do. Fintech qualifies.
• Hands-on Salesforce experience: you've worked directly in Salesforce and understand how it can evolve to fit new workflows.
• Strong problem-solving: working through ambiguity and weighing trade-offs.
• Client experience focus, applied through an advisor lens.
• Strong communication across technical and non-technical audiences.
  
  

Nice-to-Have

• Wealth management experience.
• Experience with Mako digital onboarding.
• Experience with d1g1t wealth management platform.
• Experience with Conquest or similar financial planning tools.
  
  

Compensation

CA$80,000 to CA$115,000 base annually, 8-12% bonus, and equity. The final compensation is determined by your qualifications, expertise, experience, and the role's scope.

Of Note

• Completed background checks will be required before the start date if you are selected as a winning candidate.
  
  

While we strive to respond to all applicants, the high volume of applications may prevent us from providing individual feedback or responding to every candidate. Rest assured that your application will be carefully reviewed and considered. We appreciate your understanding and interest in joining our team.