08 Sep
|
Wealthsimple
|
Toronto
08 Sep
Wealthsimple
Toronto
About the Role Wealthsimple's mission is to help everyone achieve financial freedom by making financial services simple, transparent, and low‑cost. We’re Canada’s largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, own our work, and care deeply about the people using our products. If that sounds like you, keep reading. Location & Work Model Hybrid model: This position is based in Toronto, Ontario. Office presence: Candidates must be able to work in a hybrid environment and come to our office at 80 Spadina Avenue as needed. Start date can be scheduled as early as June 22, 2026. Contract: Initial four‑month engagement with possibility of extension and internal growth opportunities. What You’ll Do Voice of Wealthsimple: You are more than a support agent; you are an advocate forclients’ financial interests. You explain investment, trading, and personal finance concepts in a straightforward and accessible way. Strategic problem solving: You manage the customer journey, from complex institutional transfers to back‑office operations, ensuring clients reach their goals and meet deadlines. Creator‑Owner mindset: You collaborate closely with all business units, from Product to Operations,
learning the intricacies of building financial tools and improving them through direct customer engagement. Large‑scale expertise: You become the fintech expert, mastering multiple applications and platforms to deliver innovative solutions. Your Profile Confirmed customer‑service experience: 1–2 years in a fast‑paced, high‑volume environment (retail, hospitality, banking, or technical support). Financial curiosity: Genuine interest in the equity market and personal finance. Knowing the difference between a REER and a CELI gives you an edge. Tech agility: Comfortable navigating multiple tabs, using Slack for internal communication, and leveraging keyboard shortcuts for efficiency. Resilience & adaptability: Growth mindset and comfortable with rotating shift work. Requirements Full bilingualism: Native level fluency in French and English, oral and written. Residency: Live in Toronto/GTA and legally eligible to work in Canada. Availability: Full‑time 8‑hour shifts (including weekends and holidays) from 8 am to 8:30 pm. Contract type: Full‑time, fixed‑term, contractual position. Perks Health benefit
📌 Associé(E) Bilingue, Succès Client - Toronto - Hybride (Contrat À Durée Déterminée)
🏢 Wealthsimple
📍 Toronto