At Planswell, we believe everyone should have financial peace of mind.
Are you ready to join our mission?


Ranked 11th Top Startup in Canada 

Key selection criteria:

  • How fast our team has grown
  • How many people at other companies are viewing and following us
  • How many people are applying for jobs at Planswell
  • How many folks have left other top startups to join our mission

 

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Employee Perks

 

 

Health benefits plan

Feel well in body and mind

 

Free lunch

A different surprise every Tuesday and Friday

 

Unlimited vacation

Trust us, you’re going to earn it

 

Social events

Parties, trips, speaking events, it’s pretty great

 

Town hall meetings

Weekly face time with company leadership

 

Pet-friendly

But please ask before bringing your ferret to work

 

Contact Us

Planswell HQ
100 Lombard Street, Suite 400
Toronto ON  M5C 1M3

Have a question about our current openings?
Get in touch with us at [email protected]

instagram + planswell icons
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Planswell
We are thrilled to be selected as a #TimmyAwards finalist for Best Tech Startup! 🚀 Vote daily to help us win 'Community Favourite'!⁠ 🌟
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Click the link in our bio for details.
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Toronto, Ontario
Let our PlanPros guide you towards financial freedom with a personalized #financialplan💰. What are you waiting for? Build your free financial plan today! 🚀
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Canada
“While I was scrolling Instagram crying at all the other kids going back to school, I saw #Planswell pop up on my feed offering all these great back-to-school tips like limiting screen time, get an alarm clock, buy a family calendar, revisit your financial plan, etc. . 🏫 .
It reminded me that I still haven’t opened up RESP accounts for the kids! I went onto their website and easily inputted all my info to create a plan and booked a call! I had THE LOVELIEST chat with one of their team members who not only helped me to set up RESP accounts for the kids but also a TFSA & introduced me to the world of investing 💰. Now I can spiral about my babies going to university without having a meltdown on how I’m going to afford it too!” 🌟
📸: @thedeltaforest
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Canada
Thank you, @cbreforward , for showcasing Planswell and CEO, Eric Arnold’s mission to change financial planning for people across Canada, and around the world. 🌟
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Head over to the link in our bio to check out the full video! 👋
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Canada
Brian built a FREE financial plan with Planswell. Today, Brian is on track to maintain his lifestyle now, and into the future 🚀
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Be like Brian. Build your plan and become financially stable today. 🌟
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Canada
That’s a wrap on summer 👋 .
With kids back-to-school today, there may be a to-do list that Canadian families are still checking off ✅
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Head over to the Planswell blog for some tips to help you keep your back-to-school shopping on track and to set your family up for a successful year ahead 🚀
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📸: @nikkiandal
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Planswell
We are celebrating at Planswell HQ this am because our CEO, Eric Arnold, was featured in the @washingtonpost today.🚀 Eric talked all about making mistakes, parenting 4 kids under 5, discrimination against parents in the workplace and building Planswell’s culture. Check it out in the link in our bio.🔗
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CP24 Toronto's Breaking News
With 28 million views, our CEO, Eric’s recent viral LinkedIn post about parenting in the workplace (Eric has 4 kids under 5👶) has garnered some pretty awesome attention. Thanks to @cp24breakingnews for having Eric on today to chat.
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Planswell
Whether you are preparing your child for their very first day of #school or this has begun to feel routine, avoid the madness and use our checklist to stay organized and save #money this year. 📚
Now live on the #Planswell blog! 👋
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Planswell
Why Planswell? .
Yes you will you get a simpler solution, without needing an investment advisor, insurance agent, or mortgage broker ✅
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But you will also save thousands of dollars compared to traditional banks or financial advisors 💰With Planswell, you have a lower cost by paying smaller fees, and never purchasing anything you don’t truly need. What are you waiting for? Build a plan today 🚀

Connect with us

Open positions

 

Full Stack Developer

We are looking for a Full Stack Developer with a passion for solving tough problems with performant code. For more information, click here.

Director of Marketing

We are looking for a versatile marketer who has a track record of creating quantifiable growth through different channels, like performance marketing, email marketing and SEO. For more information, click here.

Business Development Representative

We are looking for a hardworking hustler to join us on our mission as a Business Development Representative! This role is for those who possess immense grit, and endless curiosity. For more information, click here.

Account Manager

We’re looking for an Account Manager with a passion for providing mind-blowing customer experience to join our mission! This is an intermediate-level position. For more information, click here.

Talent Acquisition Specialist

We are looking for a Talent Acquisition Specialist with a passion for people and a knack for knocking it out in the park. This will be the second hire to our HR team. For more information, click here.