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

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 November 23rd, 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.   Your Benefits at Wealthsimple (yes, even on a contract!): Health Spending Account: $3,000/year. A flexible, tax-free account funded by Wealthsimple to cover your medical, dental, vision care expenses, and more. Group Savings Plan: Wealthsimple makes an automatic 3% contribution and matches your own contributions up to 1.5% (for a total company contribution of up to 4.5%). Paid Time Off (PTO): Up to 20 vacation days per year (depending on contract duration) + 1 paid sick day per month. Work From Anywhere (WFA): You receive an automatic pro-rated allowance of $75/month to cover your home office