Client Experience Agent, Wealthsimple
Weekends, 40hr/week
CA$25.00 – CA$26.50 per hour
Professional investing services made simple
Open for applications
Professional investing services made simple
1001+ employees
Open for applications
CA$25.00 – CA$26.50 per hour
1001+ employees
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- The Experience: 1–2 years of high-volume customer service experience (Retail, Hospitality, Banking, or Tech Support)
- The Curiosity: You have a genuine interest in personal finance and the stock market. (Knowing your way around an RRSP or a TFSA puts you ahead of the game!)
- The Tech Agility: You live in the fast lane. You are comfortable juggling multiple browser tabs, living in Slack, and leveraging keyboard shortcuts for maximum speed
- The Communication: Exceptional written and verbal communication skills in English (Bilingual French is a massive plus!)
- The Mindset: You are resilient, adaptable, and ready to embrace a rotating schedule in a hyper-growth environment
What the job involves
- Ready for a role that actually changes your trajectory? Our Client Operations team doesn’t just answer tickets; we solve complex financial puzzles and translate them into simple, human solutions
- We are the operational engine powering Canada's largest fintech, and we are looking for sharp, ambitious problem-solvers to join us
- If you want to build deep financial expertise, work alongside incredibly talented people, and get your foot in the door at a company that is redefining wealth: this is your moment
- This is a 6-month contract starting October 26th 2026, with strong possibilities for extension and conversion to permanent full-time based on business needs and your performance!
- The Hours: Full-time, 8-hour shifts. Fixed Wednesday to Sunday shifts - rotating between 8:00 AM and 8:30 PM. Training will be Monday to Friday for 4 Weeks (9am-5pm)
- The Voice of Wealthsimple: You aren’t just a support agent; you are an advocate for our clients’ financial freedom. You will break down complex investment, trading, and personal finance concepts so they are simple and accessible
- Strategic Problem Solving: You own the client journey end-to-end. Whether navigating a massive institutional transfer or untangling a back-office glitch, you ensure our clients hit their financial goals
- "Maker-Owner" Mindset: You’ll work cross-functionally with Product and Operations, learning the deep mechanics of our tools and actively improving them based on your front-line insights
- Expertise at Scale: Master multiple financial platforms simultaneously and establish yourself as a true fintech expert
Application process
- Deadline to Apply: September 14, 2026 at 2:00 AM UTC
Our take
Wealthsimple is one of a crop of robo-advisors trying to democratise 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
$398.5m
LATE VC
May 2021
$543.4m
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
(Co-Founder & CEO)Previously worked as a Business Analyst at McKinsey and then at Ancestry.com as Country Director for Canada.
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