Raphaël Touchette
Manager, Wealth Management @Wealthsimple
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WORK HISTORY
Manager, Wealth Management @Wealthsimple
CA
Diriger l’équipe de service en gestion de patrimoine pour offrir une expérience opérationnelle à la fois précise et personnalisée. Piloter l’efficacité des processus, mentorer les conseillers et façonner les stratégies administratives qui permettent à nos clients de gérer leur patrimoine complexe en toute confiance.
EDUCATION
Université du Québec à Rimouski
Bachelor's degree, Business Administration (B.Admin.), Financial Services
SKILLS
ABOUT RAPHAËL TOUCHETTE
I am a wealth management leader passionate about combining digital innovation with human expertise to transform how service is delivered in Canada.At Wealthsimple, I lead the Wealth Management Servicing team to empower associates, reimagine the operational experience, and deliver seamless execution that helps Canadians achieve their goals with confidence.Previously, I led Wealthsimple’s Financial Planning team to empower advisors and deliver advice that is both digital and human. Before joining Wealthsimple, I built my career at BMO where I first served as a Virtual Financial Planner, creating tailored financial plans and guiding clients through key life goals such as retirement, debt reduction, and wealth accumulation. I was later promoted to Market Leader, Virtual Financial Planning, where I drove national growth, led a team of advisors, and advanced client-centric strategies across Canada.Earlier, as Director of Agili-T Accounting Services at BVA, I spearheaded digital transformation, cloud adoption, and the development of innovative client service models.My career is built on a commitment to innovation, collaboration, and impact — making wealth management more accessible, more human, and more effective than ever.
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