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

Agent, Client Experience - Toronto, ON - Hybrid (Fixed Term Contract) BUILD SOMETHING PEOPLE LOVE Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading. 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. Our Client Operations team doesn’t just answer tickets; we solve financial puzzles by translating complex concepts into human solutions. We hire throughout the year and offer monthly start dates to support our continuous growth. Location & Work Model - Hybrid Model: This position is based in Toronto, Ontario. - In-Office Presence: Candidates must be able to work in a hybrid environment and travel to our offices at 80 Spadina Avenue as required by business needs. Your Daily Impact - The Voice of Wealthsimple: You aren’t just a support agent; you are an advocate for our clients’ financial interests. You will explain investment, trading, and personal finance concepts in a simple, accessible way. - Strategic Problem Solving: You take ownership of the client journey, whether it’s facilitating a complex institutional transfer or navigating back-office operations. You ensure our clients hit their goals, like meeting a promotion deadline. - "Maker-Owner" Mindset: You’ll work closely with every department, from Product to Operations, learning the intricacies of our financial tools and improving them through direct client engagement. - Expertise at Scale: Establish yourself as a fintech expert, mastering multiple applications and platforms simultaneously to provide creative solutions. Your Profile - Proven Customer Service Experience: 1–2 years of experience in a fast-paced, high-volume environment (Retail, Hospitality, Banking, or Tech Support). - Financial Curiosity: A genuine interest in the stock market and personal finance. If you already know your way around an RRSP or a TFSA, you’re ahead of the game. - Tech Agility: Comfortable navigating multiple browser tabs, using Slack for internal comms, and utilizing keyboard shortcuts for maximum efficiency. - Resilience & Adaptability: You embrace a growth mindset and are comfortable with a rotating shift schedule. Requirements - Communication: Exceptional written and verbal communication skills in English. - Residency: Must reside in the Toronto/GTA area and have the legal right to work in Canada. - In-Office Nesting: Ability to commit to 4 full weeks in-office (Mon-Fri) for the nesting phase, plus hybrid attendance thereafter. - Availability: Available for full-time 8-hour shifts (including weekends and holidays) between 8:00 AM and 8:30 PM. - Status: This is a full-time, fixed-term contract position. 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 unlimited sick and mental health days per year ✈️ 90 days away: work outside Canada for up to 90 days per year 👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS 🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work. ICYMI Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do exp ... (truncated, view full listing at source)