Remote job description

Company Overview Planswell has quite the history. Working remotely, we’ve built a game-changing platform to help Earthlings retire comfortably. We sharply exceeded expectations after expanding from Canada into the US. in 2020. Next stop: the moon! It’s an exciting time at Planswell.

We’re not actually going to the moon (yet), but we do believe anything is possible at this point. We have a wildly talented, international team ready to take our rocketship into new markets around the globe where our product has been rigorously tested and validated.

We’ve got an open seat for a senior product manager to help us level up our existing products and build new ones. Your seat may be in your home office, on your sofa, on the beach, a ski lift…wherever life takes you. We do important work here at Planswell, but life outside of work is important too. Yes, you can have the best of both worlds.

About the Position As the Senior Product Manager, you will work closely with our product design, engineering, and marketing team to enhance the consumer and advisor experience on the Planswell platform. You will drive the evolution of the product experience for Planswell’s entire product suite across multiple devices, with the ultimate goal of improving our key metrics with the product team. With a strategic and customer-centric mindset, you will monitor/review product feedback data, mentor other product managers on the team, and focus on the best interest of Planswell and its customers.

Nuts & Bolts: Start date: Immediately Status: Full-time (40 hours/week) Location: Wherever! Our entire company is fully remote Reports to: Scott Wetton, COO Advancement path: Director of Product / CPO

Other Responsibilities

  • Engage with teammates on video via Slack, Zoom, and Google Meetings
  • Attend in-person retreats quarterly in exciting destinations
  • Attend 1:1s, small-group meetings, and company-wide standups

Qualifications Must-Haves:

  • 3+ years of experience in a product for financial advisors AND/OR 3+ years experience with consumer finance-related applications
  • Proficient with product analytics software (GA/Amplitude)
  • Flexibility, adaptability, and ability to thrive in a fast-paced environment with changing priorities
  • Passion for financial services/managing personal finances
  • Experience working with designers, developers, QA/QC, and agile-type development processes
  • Like pina coladas and getting caught in the rain
  • A passport—we have a blast traveling together


  • Experience managing a team
  • Working knowledge of front-end languages such as HTML, CSS, and React
  • Software development experience (full lifecycle experience)
  • Experience working at a start-up*

Compensation & Benefits Negotiable - $90K - $140K CAD + equity

Additional benefits include, but are not limited to:

  • Fully remote work environment
  • Unlimited paid time off —minimum 4 weeks per year
  • $2,000 home office allowance
  • Flexible work hours
  • Competitive salary + equity compensation
  • Health benefits
  • 10 paid company holidays per year
  • Team retreats, emphasis on “TREAT”
  • Unlimited laughs until your face hurts
  • Maternity & paternity leave
  • One-of-a-kind original portrait like these:

How to Apply Please send your letter of application and resume to and share 1-2 sentences about your earliest memory of understanding the value of money. We like to know if you’ve read the job description ;)

To learn more about life at Planswell, visit our career page:

Company name: Planswell
Remote job title: Senior Product Manager
Job tags: financial planning, DevOps, Software
  • location or timezone

    Canada, United States, North America
  • category

  • yearly salary range

    $90,000 - 140,000 CAD
  • posted

    63 days ago

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