[Remote] Associate, Client Experience - Bilingual Speakers Only at Wealthsimple

Remote

Apply Now

Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial Services, FintechIndustries

Skills

Key technologies and capabilities for this role

Customer ServiceFinancial KnowledgeInvestmentPersonal FinanceStock Trading

Questions & Answers

Common questions about this position

What is the employment type and duration for this role?

This is a Fixed Term Contract position on a full-time basis, ending on December 19th, 2025.

Is this a remote position or are there office requirements?

This information is not specified in the job description.

What skills and knowledge are required for this role?

Candidates need existing knowledge of investment, personal finance, and stock trading, plus the ability to explain these concepts simply. A passion, curiosity, and energy for finance and investing are essential, along with persistence and flexibility in scheduling.

What is the company culture like at Wealthsimple?

Wealthsimple values maker-owners who believe simple is better and do what's right for clients. They emphasize collaboration, humility, keeping it simple, and building inclusive, high-performing teams.

What makes a strong candidate for this position?

Strong candidates want to make a difference on a small team changing the industry, understand the mission, show persistence, and have a passion for finance and investing. Bilingual speakers are required as specified in the job title.

Wealthsimple

Digital platform for investing and financial management

About Wealthsimple

Wealthsimple provides a range of financial tools that help individuals manage their money effectively. Their services include automated investing, where users can set up investment accounts that automatically adjust based on market conditions, and commission-free stock trading, allowing users to buy and sell stocks without paying fees. They also offer cryptocurrency investments for those interested in digital currencies and a straightforward tax filing service that is designed to be quick and user-friendly. Wealthsimple stands out from its competitors by focusing on young professionals and tech-savvy individuals, providing a digital platform that is easy to navigate and understand. The company's goal is to simplify financial management, making it accessible to everyone by using technology to create a more personal and approachable experience in finance.

Toronto, CanadaHeadquarters

2014Year Founded

$826.6MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Health Insurance

Life Insurance

401(k) Company Match

401(k) Retirement Plan

Paid Vacation

Unlimited Paid Time Off

Professional Development Budget

Wellness Program

Remote Work Options

Paid Holidays

Risks

Increased competition from zero-commission brokers could erode Wealthsimple's market share.

Invite-only rollout of Wealthsimple Cash may limit user adoption and growth.

Rapid cryptocurrency adoption pressures Wealthsimple to innovate its offerings continuously.

Differentiation

Wealthsimple offers a human-centric approach to finance with user-friendly digital tools.

The company provides a seamless platform for investing, trading, saving, and tax filing.

Wealthsimple targets young, tech-savvy professionals seeking accessible financial management solutions.

Upsides

Wealthsimple's AUA reached $50 billion, indicating strong market presence and growth potential.

The rise of AI-driven advisory services can enhance Wealthsimple's personalized investment offerings.

Fractional shares' popularity aligns with Wealthsimple's target demographic, boosting user acquisition.

Land your dream remote job 3x faster with AI

Try Jobo Free