Overview Build something people love 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 and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with 3+ million users who trust us with more than $100 billion in assets. And we’re just getting started. We’re looking for someone who thinks big, sweats the small stuff and keeps things simple. You’ll join a high-bar, fast-paced team where people are trusted to own their work, communicate openly, and ship things that improve our clients’ lives. Collaboration, humility, and an obsession over quality are how we get stuff done. Role & Team The Gold Glove team is the "white-glove" concierge of Wealthsimple. You are a dedicated onboarding partner for our most significant new clients. You will own the transition of Wealth Management portfolios from legacy institutions to our platform, ensuring that the first 30–90 days of a client’s journey are seamless, educational, and impeccable. We are looking for a mindset that goes beyond a resume. You are: An “Extreme Owner” : You don’t just "report" delays; you pick up the phone to solve them. You feel a personal responsibility for the client’s peace of mind A “Momentum Builder” : You understand onboarding is a sales-adjacent role. You proactively push transfers forward to help the company hit net-deposit targets High EQ : You can sense when a client is anxious about moving their life savings and can provide calm, expert reassurance Process-Iterative :



You don’t just follow the playbook; you notice where friction exists and suggest improvements for the next client Comfortable with Ambiguity : You navigate grey areas of complex asset transfers and find creative solutions when legacy banks make the process difficult Qualifications To succeed in this role, you should have a background that balances technical financial knowledge with elite client service: Financial Industry Experience : 2-4 years in a client-facing role within Fintech, Wealth Management, Private Banking, or Brokerage operations Transfer Knowledge : Familiarity with the Canadian financial landscape, including account types (RRSP, TFSA, LIRA, Corporate), tax implications, and the automated/manual transfer process (ACATS/Aton) Technical Proficiency : Ability to quickly master complex internal tools and explain digital platform features to clients with varying technical literacy Exceptional Communication : Comfortable leading professional video consultations and writing explicit, concise technical updates via email Regulatory Knowledge : Solid understanding of KYC and AML requirements in Canada Compensation & Benefits Compensation Hourly pay range: CAD $25.00 - $31.25. Actual compensation is based on skills, experience, and role level. Exceptional candidates may be considered above the top of the range,



and pay can increase quickly for those who make a big impact in the role. Equity Total compensation includes equity compensation. We use clear job levels and market-based salary bands to ensure fair compensation across the company. Why Wealthsimple? Top-tier health benefits and life insurance Long-term group savings with employer match 20 vacation days + 4 wellness days per year, plus unlimited sick and mental health days 90 days away program: work outside Canada for up to 90 days per calendar year Employee Resources Groups (e.G., Rainbow, Women of Wealthsimple, Black @ WS) Remote-first team with large North American footprint You’ll be collaborating with talented, curious, and driven teammates who care deeply about doing great work. Be a part of our Canadian success story and help shape the financial future of millions. Technology & Innovation We believe the future belongs to those who innovate boldly. Every team member is encouraged to lean into new technologies, including AI, to rethink how we work and create value. We want you to help lead that future. DEI & Accessibility We are building products for a diverse world and encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. We provide accommodations during the interview process and beyond, and welcome feedback on accessibility practices. We may use AI tools to support parts of the hiring process. Final hiring decisions are made by humans. If you would like more information about data processing, please contact us. #J-18808-Ljbffr

📌 Associate, Gold Glove (Client Onboarding) - C$25 - C$31.2 An Hour - Remote (Toronto)
🏢 Wealthsimple
📍 Toronto