🤑 Base salary range: For this role, candidates located in Canada can expect a base salary range, described in the posting. Actual compensation is determined 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.

Build something people love

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, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.

We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.

Our Client Operations team doesn’t just answer tickets; we solve financial puzzles by translating complex concepts into human solutions. We hire throughout the year and offer monthly start dates to support our continuous growth.

Location & Work Model

• Hybrid Model: This position is based in Toronto, Ontario.

• In-Office Presence: Candidates must be able to work in a hybrid environment and travel to our offices at 80 Spadina Avenue as required by business needs.

Your Daily Impact

• The Voice of Wealthsimple: You aren’t just a support agent; you are an advocate for our clients’ financial interests. You will explain investment, trading, and personal finance concepts in a simple, accessible way.

• Strategic Problem Solving: You take ownership of the client journey, whether it’s facilitating a complex institutional transfer or navigating back-office operations. You ensure our clients hit their goals, like meeting a promotion deadline.

• "Maker-Owner" Mindset: You’ll work closely with every department, from Product to Operations, learning the intricacies of our financial tools and improving them through direct client engagement.

• Expertise at Scale: Establish yourself as a fintech expert, mastering multiple applications and platforms simultaneously to provide creative solutions.

Your Profile

• Proven Customer Service Experience: 1–2 years of experience in a fast-paced, high-volume environment (Retail, Hospitality, Banking, or Tech Support).

• Financial Curiosity: A genuine interest in the stock market and personal finance. If you already know your way around an RRSP or a TFSA, you’re ahead of the game.

• Tech Agility: Comfortable navigating multiple browser tabs, using Slack for internal comms, and utilizing keyboard shortcuts for maximum efficiency.

• Resilience & Adaptability: You embrace a growth mindset and are comfortable with a rotating shift schedule.

Requirements

• Communication: Exceptional written and verbal communication skills in English.

• Residency: Must reside in the Toronto/GTA area and have the legal right to work in Canada.

• In-Office Nesting: Ability to commit to 4 full weeks in-office (Mon-Fri) for the nesting phase, plus hybrid attendance thereafter.

• Availability: Available for full-time 8-hour shifts (including weekends and holidays) between 8:00 AM and 8:30 PM.

• Status: This is a full-time, fixed-term contract position.

Why Wealthsimple?

🌸 Top-tier health benefits and life insurance

📈 Long-term group savings with employer match, through Wealthsimple for Business

🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year

✈️ 90 days away: work outside Canada for up to 90 days per year

👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS

🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.

ICYMI

Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.

Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.

AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.