Senior Concierge Support Specialist

Wealthsimple; Remote; CAD 80,000 - 100,000; Full time

Job summary

A leading fintech company in Canada is looking for a Senior Specialist to enhance client relationships in Wealth Management. This role requires over 5 years of experience in Private Banking or a related field and emphasizes mentorship, strategic communication, and leadership in providing a top-notch service experience. Benefits include a competitive salary, vacation days, and a retirement savings plan. Join a diverse team shaping the financial future for millions.

Benefits

Competitive salary

Retirement savings matching plan

20 vacation days per year

90 days away program

Wellness days off

Qualifications

• 5+ years in Private Banking, Luxury Hospitality, or Relationship Management with a deep understanding of 'White Glove' service.
• Experience in a leadership role responsible for the quality of work or professional development of others.
• Ability to lead side-projects while managing a personal book of clients.
• Skill in delivering tough news with poise and solutions-oriented thinking.

Responsibilities

• Act as the highest level of human support for Wealth Management clients.
• Handle sensitive, high-stakes relationships as a Subject Matter Expert.
• Mentor junior associates and refine service standards.
• Partner with Wealth Advisors to ensure a world-class client experience.

Skills

Wealth Management Experience

Mentorship & Coaching

Project Management

Strategic Communication

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 3+ million users who trust us with more than $100 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.

As a Senior Specialist, you are the highest level of human support for Wealthsimple’s Wealth Management clients. You act as the lead "Subject Matter Expert" for the team, handling our most sensitive, high-stakes relationships. Beyond client management, you are a leader within the CX organization—mentoring junior associates, refining our service standards, and acting as a strategic partner to our Wealth Advisors to ensure our Wealth Management clients receive a world-class experience.

What We’re Looking For:

• The "Escalation Lead": You are the person people go to when a problem seems unsolvable. You have the "calm-tech" ability to de-escalate frustrated high-value clients.
• Process Optimizer: You don't just solve a ticket; you ask, "Why did this happen to 5 other clients this week?" and you work with Product to fix it for the next 500.
• Advisory Partner: You work hand-in-hand with our Portfolio Managers and Advisors, ensuring the "service" side of the house perfectly complements the "advice" side.
• Operational Rigor: You have a high bar for accuracy. At the Wealth Management level, a small error in a tax document or a transfer can have massive implications; you are the final line of defense.

What You’ll Bring: Requirements

• Extensive Wealth Management Experience: 5+ years in Private Banking, Luxury Hospitality, or Relationship Management, . You have a deep understanding of the "White Glove" service standard.
• Mentorship & Coaching: Some experience in a "Lead" or "Senior" capacity, where you have been responsible for the quality of work or professional development of others.
• Project Management: Ability to lead side-projects (e.g., creating a new VIP onboarding flow or developing a Wealth Management feedback loop) while maintaining a personal book of clients.
• Strategic Communication: You can deliver "tough news" to a high-value client or a senior executive with equal poise, clarity, and solutions-oriented thinking.

Why Wealthsimple?

🤑 Competitive salary

📈 Retirement savings matching plan using Wealthsimple for Business

🌴 20 vacation days per year

🛫 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.