Associé(e) bilingue, Succès Client - Toronto - Hybride (Contrat à durée déterminée)

Wealthsimple; Toronto; Hybrid; CAD 45,000 - 60,000; Full time

Benefits offered by this job

Health benefit account ($3,000 per annum)

Collective savings plan

Paid time off up to 20 days

Work-from-home stipend ($75 per month)

Provisioned latest hardware

Job summary

Wealthsimple in Toronto is looking for a dedicated customer support agent to advocate for clients' financial interests and manage their journey through various services. The role requires full bilingualism in English and French, with a two-year minimum customer service experience in fast-paced environments. Benefits include a health account, flexible work model, and various paid time off. Ideal candidates should have a keen interest in personal finance and demonstrate tech agility.

Qualifications

• 1–2 years of customer-service experience in a high-volume environment.
• Genuine interest in equity markets and personal finance.
• Comfortable navigating multiple tools and applications.

Responsibilities

• Act as an advocate for clients' financial interests.
• Manage customer journey from transfers to operations.
• Collaborate with multiple business units.

Skills

Customer service experience

Financial curiosity

Tech agility

Resilience & adaptability

Job description

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 for clients’ financial interests. You explain investment, trading, and personal finance concepts in a simple 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.

Benefits

• Health benefit account (HRA): $3 000 per annum for health, dental, optical, and more.
• Collective savings plan: Company matches 3 % of your contribution and matches up to 1.5 % of your own, totaling up to 4.5 %.
• Paid time off: Up to 20 vacation days per year (depending on contract length) plus one paid sick day per month.
• Work‑from‑home stipend: Automatic $75 per month for home‑office expenses.
• Hardware: Latest MacBook, screen, keyboard, mouse, adapter, and headset provisioned.

EEO Statement

We are an equal‑opportunity employer. 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 are committed to an accessible hiring experience. If you need accommodations throughout the interview process, let us know—we will work with you to make sure you have what you need.

AI in Hiring

We use artificial‑intelligence tools to support parts of our hiring process, but final decisions are made by people. For questions about data usage, contact us.