Agent Client Experience positions focus on delivering results in their domain. This page aggregates open Agent Client Experience roles and what employers typically expect.
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 https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers. 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. - This is a 4-month contract starting August 31st, 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. Fixed Wednesday to Sunday shifts - rotating between 8:00 AM and 8:30 PM. Training will be Monday to Friday for 4 Weeks (9am-5pn) - The Location: REMOTE IN CANADA 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 WHY WEALTHSIMPLE? 🌸 Top-tier health benefits and life insurance 📈 Long-term group savings with employer match, through Wealthsimple for Business 🌴 20 vacation days, 4 wellness days, and unlimit…