Agent, Client Experience - Toronto, ON - Hybrid (Fixed Term Contract)

Wealthsimple; Toronto; Hybrid; CAD 34,000 - 37,000; Full time

Benefits offered by this job

Paid Time Off

Health Benefits

Group Savings Account

WFH Stipend

Partner Discounts

Competitive hourly rates

Job summary

Wealthsimple in Toronto, Canada is hiring a Customer Support Associate for a 6-month contract with potential extension. You will handle high-volume inquiries and translate complex financial concepts into simple guidance for clients.

Hybrid work, training on-site, and compensation starting at CAD 25 per hour (CAD 26.50 for bilingual En/Fr). This role offers growth into a permanent position as Wealthsimple continues to scale.

Qualifications

• 1–2 years of high-volume customer service experience.
• Interest in personal finance and stock market.
• Proficient with Slack and web browsing.
• Excellent written and verbal communication in English.
• Willingness to rotate schedule in a fast-growing environment.

Responsibilities

• Explain complex investment and personal finance concepts simply.
• Own the client journey end-to-end and resolve issues.
• Collaborate with Product and Operations to improve tools.
• Build fintech expertise across multiple platforms.

Skills

Customer service

Communication

Tech agility

Adaptability

Attention to detail

Tools

Slack

Job description

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.

The Timeline

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 (including weekends and holidays) rotating between 8:00 AM and 8:30 PM.

The Location

Hybrid. You must reside in the Toronto/GTA area and have the legal right to work in Canada.

The Nesting Period

After your remote training (Weeks 1 and 2), to set you up for absolute success, you will spend up to 6 full weeks in‑office (Mon‑Fri) at our 80 Spadina Avenue headquarters for training. After that, you transition to our standard hybrid/remote model.

Your Daily Impact

• 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!)

• 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 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.