Client Operations Specialist

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.