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

Wealthsimple Inc.; Toronto; Hybrid; CAD 52,000 - 55,000; Full time

Benefits offered by this job

Paid Time Off

Health Benefits

Wealth Building

WFH Stipend

Partner Discounts

40hrs guaranteed/week

Job summary

Wealthsimple Inc. is seeking a Client Operations professional in Canada to support clients through investments, trading and personal finance questions. You will translate complex financial concepts into clear guidance and own the client journey, resolving issues with quick, accurate responses.

Hybrid role based in Toronto with 6-month contract, potential extension, and pathways to permanent employment. Strong communication and a curiosity about wealth management are essential for success.

Qualifications

• 1–2 years of high-volume customer service experience.
• Genuine interest in personal finance and the stock market.
• Tech-savvy with ability to multitask across multiple tools.
• Excellent written and verbal English; French is a plus.

Responsibilities

• Assist clients with investments, trading and personal finance inquiries.
• Explain complex financial concepts in simple terms for clients.
• Own the client journey end-to-end and resolve back-office issues.
• Collaborate with Product and Operations to learn and improve tools.

Skills

High-volume customer service

English communication

Multitasking

Problem solving

Team collaboration

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

• 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 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.