Job Description

Employment Type: Fixed Term Contract - FT Contract End Date: December 19th, 2025

Position Overview

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $70 billion in assets.

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. At Wealthsimple, we are maker-owners, we believe that simple is better, and we do what's right for each client.

Responsibilities

In this role, you’ll have the opportunity to:

• Deliver an amazing client experience; no matter what. You'll need to build upon your existing investment, personal finance and stock trading knowledge.
• 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.

Requirements

We’re looking for someone who:

• Wants to make a difference. We are a small team that is effectively changing how people view the industry. We need people who understand and want to play a key role in helping us achieve this mission and who are persistent in getting this work done.
• Possesses a passion, curiosity, and energy for finance and investing.

Company Information

Wealthsimple is the largest fintech company in Canada, with over 4 million users who trust us with more than $70 billion in assets. Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.