Financial Client Advocate Bilingual Associate (Toronto)

Financial Client Advocate Bilingual Associate (Toronto)

30 Jul
|
Wealthsimple
|
Toronto

30 Jul

Wealthsimple

Toronto

Become a Financial Client Advocate at Wealthsimple, based in Toronto, Ontario, with a hybrid working model. This role demands fluency in French and English while simplifying financial narratives for clients.
Wealthsimple values your 1-2 years of customer service experience as you ensure every client’s financial journey is smooth and successful. You'll work collaboratively across departments and become a fintech expert while utilizing your tech skills to manage various platforms effectively.
Key Responsibilities:
• Advocate for client's financial interests with clarity
• Oversee complex customer cases to ensure success
• Work closely with product teams to improve offerings
• Develop expertise in fintech applications to drive solutions




• Problem-solve effectively within a busy environment
Requirements:
• Fluency in both French and English, written and spoken
• Based in Toronto/GTA and legally allowed to work
• Full time availability for shifts including weekends
• Customer service background in retail or banking sectors
• Strong interest in personal finance and the equity market
Bring your bilingual capabilities and financial insights to Wealthsimple’s Client Success department.
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📌 Financial Client Advocate Bilingual Associate (Toronto)
🏢 Wealthsimple
📍 Toronto

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