Agent, Client Experience – Fixed Term Contract

Wealthsimple

. Explain complex investment, trading, and personal finance concepts in simple, accessible terms .

Posted 9/18/2026contractToronto • CanadaJunior💰 CA$25 - CA$27 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client journey management and effective communication of complex financial concepts. Proficient in utilizing multiple financial platforms and tools while providing high-volume customer service.

Highest-signal resume keywords

Customer Service ExperiencePersonal Finance KnowledgeExceptional Communication SkillsBilingual FrenchFamiliarity With RRSP or TFSA

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Platforms ProficiencyKeyboard ShortcutsMulti-Tab NavigationEmail CommunicationLive Chat Support

Soft Skills

ResilienceAdaptability

Tools & Technologies

Slack

Industry Keywords

Investment ConceptsTrading ConceptsPersonal FinanceRetail ExperienceHospitality ExperienceBanking ExperienceTech Support Experience

About the role

Key responsibilities & impact

Explain complex investment, trading, and personal finance concepts in simple, accessible terms
Own the client journey end-to-end
Navigate institutional transfers and resolve back-office issues
Help clients achieve their financial goals
Work cross-functionally with Product and Operations
Learn the deep mechanics of company tools
Improve tools and processes using frontline insights
Master multiple financial platforms simultaneously
Complete remote training during Weeks 1 and 2
Spend up to 6 full weeks in-office at 80 Spadina Avenue for training
Transition to the standard hybrid/remote model after the nesting period

Requirements

What you’ll need

1–2 years of high-volume customer service experience in Retail, Hospitality, Banking, or Tech Support
Genuine interest in personal finance and the stock market
Familiarity with RRSP or TFSA is advantageous
Comfortable juggling multiple browser tabs
Comfortable using Slack
Proficiency with keyboard shortcuts
Exceptional written and verbal communication skills in English
Bilingual French is a plus
Resilient and adaptable
Availability for rotating 8-hour shifts, including weekends and holidays, between 8:00 AM and 8:30 PM
Must reside in the Toronto/GTA area
Legal right to work in Canada
Ability to communicate with customers inbound and outbound via email, live chat, and phone

Benefits

Comp & perks

Generous vacation days
Sick and mental health days
Comprehensive health benefits
Group Savings Account
Employer match through Wealthsimple for Business
WFH stipend for hybrid home-office setup
Discounted rates for fitness studios and other lifestyle activities
40 hours guaranteed per week
20 vacation days per year
4 wellness days per year
Unlimited sick and mental health days per year
Work outside Canada for up to 90 days per year
Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
Life insurance