Sales Representative
First AmericanSalary not specified
Full Time
Junior (1 to 2 years)
Not SpecifiedCompensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Financial ServicesIndustries
Requirements
Candidates must have 2 or more years of investment industry experience as an Investment Representative or similar role. Required credentials include the Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), and Derivatives Fundamentals and Options Licensing Course (DFOL). Strong analytical and prioritization skills, comfort with data analysis, excellent communication abilities for explaining complex concepts, and proficiency in navigating multiple applications are essential. Bilingualism in French/English is considered an asset.
Responsibilities
The Investment Representative will execute manual trades in collaboration with the Trade Desk and support the Client Success team by assisting clients across phone, chat, and web channels. Responsibilities include explaining investment, personal finance, and stock trading concepts simply, identifying operational improvements for trading processes, monitoring and improving operational processes with the back-office, building training materials for Client Success teams, and participating in feedback loops for new product features.
Skills
Investment knowledge
Personal finance
Stock trading
Client support
Trade execution
Operational improvements
Training material development
Collaboration
Communication
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.
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