Position: Agent, Client Experience - REMOTE (Weekends - 40hr/week)
Build something people love
Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
Launch Your Fintech Career at Wealthsimple
Ready for a role that actually changes your trajectory? Our Client Operations team doesn’t just answer tickets; we solve complex financial puzzles and translate them into simple, human solutions. We are the operational engine powering Canada's largest fintech, and we are looking for sharp, ambitious problem-solvers to join us.
If you want to build deep financial expertise, work alongside incredibly talented people, and get your foot in the door at a company that is redefining wealth: this is your moment.
• This is a 6-month contract starting October 26th 2026
, with strong possibilities for extension and conversion to permanent full-time based on business needs and your performance!
• The
Hours:
Full-time, 8-hour shifts. Fixed Wednesday to Sunday shifts - rotating between 8:00 AM and 8:30 PM. Training will be Monday to Friday for 4 Weeks (9am-5pm)
• The
Location:
REMOTE IN CANADA
Your Daily Impact
• The Voice of Wealthsimple: You aren’t just a support agent; you are an advocate for our clients’ financial freedom. You will break down complex investment, trading, and personal finance concepts so they are simple and accessible.
• Strategic Problem Solving: You own the client journey end-to-end. Whether navigating a massive institutional transfer or untangling a back-office glitch, you ensure our clients hit their financial goals.
• "Maker-Owner" Mindset: You’ll work cross-functionally with Product and Operations, learning the deep mechanics of our tools and actively improving them based on your front-line insights.
• Expertise at Scale: Master multiple financial platforms simultaneously and establish yourself as a true fintech expert.
Who You Are & What You Bring
• The
Experience:
1–2 years of high-volume customer service experience (Retail, Hospitality, Banking, or Tech Support).
• The Curiosity: You have a genuine interest in personal finance and the stock market. (Knowing your way around an RRSP or a TFSA puts you ahead of the game!).
• The Tech Agility: You live in the fast lane. You are comfortable juggling multiple browser tabs, living in Slack, and leveraging keyboard shortcuts for maximum speed.
• The Communication: Exceptional written and verbal communication skills in English (Bilingual French is a massive plus!).
• The Mindset: You are resilient, adaptable, and ready to embrace a rotating schedule in a hyper-growth environment.
The Perks (Yes, even on a contract!)
We take care of our people. Period. Joining Wealthsimple means getting access to:
• Paid Time Off: Generous vacation days and sick/mental health days so you can actually recharge.
• Health Benefits: Comprehensive coverage to keep you feeling your best.
• Wealth Building: Access to our Group Savings Account to accelerate your own financial goals.
• WFH Stipend: Cash to help optimize your hybrid home-office setup.
• Partner Discounts: Exclusive discounted rates for fitness studios and other lifestyle activities around the city.
• 40hrs guaranteed/week
. English speakers start at $25/hr and Bilingual (En/Fr) at $26.50
Why Wealthsimple?
Top-tier health benefits and life insurance
Long-term group savings with employer…