Client Experience Agent

Wealthsimple

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

Posted 10/10/2026contractToronto • CanadaJunior💰 CA$25 - CA$27 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer service and financial concepts, effectively communicating complex information in an accessible manner. Proficient in managing client journeys and utilizing multiple financial platforms to enhance client experiences.

Highest-signal resume keywords

Customer Service ExperiencePersonal Finance KnowledgeExceptional Communication SkillsFamiliarity with RRSPs or TFSAsBilingual French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment ConceptsTrading ConceptsPersonal Finance ConceptsFinancial PlatformsKeyboard ShortcutsInstitutional TransfersBack-Office Problem SolvingClient Journey ManagementHigh-Volume Customer SupportMulti-Tab Management

Soft Skills

ResilienceAdaptability

Tools & Technologies

Slack

Industry Keywords

RetailHospitalityBankingTech SupportWealthsimpleToronto/GTALegal Right to Work in Canada

About the role

Key responsibilities & impact

Explain complex investment, trading, and personal finance concepts in simple, accessible language
Own client journeys end-to-end and help clients achieve their financial goals
Handle complex issues including institutional transfers and back-office problems
Work cross-functionally with Product and Operations
Learn the mechanics of Wealthsimple's tools and improve them using frontline insights
Master multiple financial platforms simultaneously
Provide inbound and outbound customer support via email, live chat, and phone

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 RRSPs or TFSAs is advantageous
Comfortable juggling multiple browser tabs, using Slack, and leveraging keyboard shortcuts
Exceptional written and verbal communication skills in English
Bilingual French is a plus
Resilient and adaptable
Willingness to work a rotating schedule in a hyper-growth environment
Must reside in the Toronto/GTA area
Legal right to work in Canada
Available for full-time, 8-hour rotating shifts, including weekends and holidays, between 8:00 AM and 8:30 PM

Benefits

Comp & perks

Health Spending Account: $3,000/year for medical, dental, vision care expenses, and more
Group Savings Plan: automatic 3% employer contribution and matching contributions up to 1.5%, for a total company contribution of up to 4.5%
Up to 20 vacation days per year, depending on contract duration
1 paid sick day per month
Pro-rated work-from-anywhere allowance of $75/month for home office expenses
MacBook for work
Monitor, keyboard, mouse, adapter, and headset provided as a gift
Top-tier health benefits and life insurance
4 wellness days per year
Unlimited sick and mental health days per year (subject to role eligibility)
Ability to work outside Canada for up to 90 days per year (subject to program eligibility)
Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS