Client Experience Agent, Wealthsimple
Bilingual & English, Fixed Term Contract
More information about location
Professional investing services made simple
Job no longer available
Professional investing services made simple
1001+ employees
Job no longer available
More information about location
1001+ employees
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- Wants to make a difference. We are a small team effectively reshaping how people look at the industry. We need people who 'get it' and want to play an integral part in helping us accomplish this mission and are persistent in getting the job done
- Possesses a passion, curiosity, and energy for finance + investing. You understand the ins and outs of the wealth management, trading, and more importantly - know how to explain these concepts simply
- Thrives in client-facing situations. At Wealthsimple, our client always come first, and we love the thrill of turning a client’s frustration into a great experience
- Embraces technology and the role it plays in financial services. Specifically, you have the flexibility to navigate multiple applications simultaneously to deliver unprecedented solutions
- Is resilient because our journey will have its fair share of challenges to overcome
- Bilingual - Strong written and verbal communication skills in both French and English
- Collaboration - Awesome people skills and a positive attitude. You will be interact with hundreds of clients each day through a variety of channels (phone, email, presentations)
- Proactive & assertive - Acts without being told what to do and is solutions driven. Takes full ownership over work and proactively seeks help and input when needed
- Ability to learn and establish themselves as an expert - Demonstrates a natural curiosity. Approaches all situations with a growth mindset, willing to explore, learn and establish themselves as an expert in critical areas of the role
- Availability: You must be available to work shifts, including weekends and holidays, between 8:00 AM and 8:30 PM
- You must be able to commit to a full-time contract position
What the job involves
- Our Client Success team works closely with every part of Wealthsimple, learning the intricacies of how we build products, invest clients' money, and most importantly keep clients happy through direct engagement
- Deliver an amazing client experience; no matter what. You'll need to build upon your existing investment, personal finance and stock trading knowledge
- You will have to explain investment, personal finance and stock trading concepts in a simple and accessible way
- Be accountable for meeting or exceeding daily volume targets, interacting with hundreds of clients each day through phone and chat in a live client support environment
- Be a key part in monitoring, facilitating and improving operational processes and working with our back-office to deliver an exceptional service to our clients
- Be flexible on work schedule, we may need you to work an earlier or later shift and also swap some Wealthsimple wellness days for other days in lieu
- This is a contract position to start October 27 OR November 10, contract end date is March 27, 2026
- Availability: You must be available to work shifts, including weekends and holidays, between 8:00 AM and 8:30 PM
Application process
- Please submit your application by June 12th to be considered for this position
Our take
Wealthsimple is one of a crop of robo-advisors trying to democratize investment management. These companies are disrupting the industry by automating many of the processes involved in investment removing the need for human advisors.
But while other so-called robo-advisors are focused on courting the high end of the market, Wealthsimple is trying to provide the same types of tools and advice to all users, regardless of the amount they have to invest.
Wealthsimple does have higher fees than some other robo-advisors such as Betterment and Charles Schwab. However, the company believes that it provides a more user-friendly platform, tailored to millennials who will be attracted to Wealthsimple due to its ease of use and social impact offerings.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-10% employee growth in 12 months
Company
Funding (last 2 of 9 rounds)
Oct 2025
$400.8m
LATE VC
May 2021
$546.5m
LATE VC
Total funding: $1.2bn
Company benefits
- Retirement savings matching plan through Wealthsimple Work
- Company equity for full-time employees
- Access to Premium Client perks, including personal finance learning & advice and a boosted interest rate on deposits
- Paid parental leave (6 months topped up to 100% of salary)
- 20 vacation days per year
- 90 Days Away program
- Top-tier health benefits
- Life & disability insurance
- Generous sick and mental health days
- Employee resource plan including services like RMT, psychology, and physiotherapy
- Up to $5,000 per year for mental health supports
- Gender Affirmation benefits
- Up to $1,500 per year for professional development
- Up to $1,500 per year for wellness and home office expenses
- Employee resource groups
- Social impact hours
Company HQ
Fashion District, Toronto, ON
Leadership
Michael Katchen
(CEO)Previously worked as a Business Analyst at McKinsey and then at Ancestry.com as Country Director for Canada.
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