Customer Success Manager, Wealthsimple for Business

Wealthsimple Inc.; Toronto; Remote; CAD 60,000 - 100,000; Full time

Job summary

Join a leading fintech company on a mission to simplify financial management for all. As a Customer Success Manager, you will onboard new clients, drive employee engagement with innovative retirement solutions, and provide exceptional support. This role offers the chance to make a real impact in a collaborative and inclusive environment. Enjoy competitive salary, comprehensive health benefits, generous vacation, and opportunities for professional development. Be part of a remote-first team that values innovation and diversity, shaping the financial future for millions across Canada.

Benefits

Competitive salary

Top-tier health benefits

Retirement savings matching

20 vacation days plus unlimited sick days

Wellness and professional development budgets

90 days work abroad program

Employee Resource Groups

Company-wide wellness days off

Qualifications

• Experience in Group Retirement / Pension industry is essential.
• Strong communication skills for diverse audiences.

Responsibilities

• Onboard new customers and manage their Group Accounts.
• Drive adoption of financial wellness programs among employees.
• Provide ongoing support and expertise on the platform.

Skills

Customer Relationship Management

Problem Solving

Time Management

Bilingual (French)

Financial Wellness Knowledge

Education

Bachelor's Degree

Job description

Your career is an investment that grows over time!

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $50 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.

About Wealthsimple for Business

Wealthsimple for Business (W4B) is a modern group retirement savings plan that makes it easy for companies to offer financial wellness benefits that employees will actually use. Originally built for our own people, W4B uses our award-winning Invest platform to deliver a fully digital experience, with low fees and more inclusive options for employees, and dedicated support for employers. Plus, our simple admin portal lets employers manage employees and plans with just a few clicks.

We have built a foundation in core areas of our business and are looking for a Customer Success Manager to join our team to help us scale and grow.

In this role you will have an opportunity to:

• Onboard new Customers (companies, organizations etc) including working with Plan Sponsors and Admin’s to set up their Group Accounts, support platform integrations, organization and plan management
• Drive adoption of W4B with our Customers employees, providing instructions and training on GRSP’s, the plan and general financial wellness
• Manage the Transfer of any existing Group Plan over to W4B
• Provide ongoing support and expertise on the Wealthsimple for Business platform and highlight key features and functionality allowing the customer to execute their needs around implementing and maintaining their GRSP program
• Establish and track measurable goals for your customer accounts
• Manage and resolve bugs, issues, outages, escalations, working cross functionally with the Wealthsimple for Business team, Engineering, Treasury or Product etc.
• Proactive outreach to your customers sharing best practices, optimizations, and general account management.

We’re looking for someone who:

• Can provide best in class Customer relationships, matching problem solving skills with a deep Customer empathy.
• Is able to adjust communications and support to related but different audiences and their needs
• Superior time management, task prioritization, and communication skills
• Is Bilingual – fluent in both writing and speaking in French
• Experience in Group Retirement / Pension industry

Why Wealthsimple?

Competitive salary with top-tier health benefits and life insurance

Retirement savings matching plan using Wealthsimple Work

20 vacation days per year and unlimited sick and mental health days

Up to $1,500 per year towards wellness and professional development budgets respectively

90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year

A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)

Company-wide wellness days off scheduled throughout the year

We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!

Read our Culture Manual and learn more about how we work.

Technology & Innovation at Wealthsimple

We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.

DEI Statement

At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement

Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.