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

Wealthsimple
Toronto
Workplace: HybridFull timeCAD 25 - 26.5 hourlyFunction: Customer Support (Service Desk)Experience: 1-2 yearsSkills: ["Communication","Resilience","Adaptability","Problem-solving"]

Join the Client Experience Operations team to help customers solve real financial issues end-to-end. You’ll explain investment, trading, and personal finance concepts in simple terms while handling high-volume client requests and troubleshooting account and back-office problems. Work in a hybrid model with Toronto training at 80 Spadina Avenue, collaborate cross-functionally with Product and Operations, and grow into a fintech expert across multiple platforms.

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Wealthsimple
Wealthsimple
19 hours ago

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

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Join the Client Experience Operations team to help customers solve real financial issues end-to-end. You’ll explain investment, trading, and personal finance concepts in simple terms while handling high-volume client requests and troubleshooting account and back-office problems. Work in a hybrid model with Toronto training at 80 Spadina Avenue, collaborate cross-functionally with Product and Operations, and grow into a fintech expert across multiple platforms.
Location: Toronto
Workplace: Hybrid
Employment Type: Full time · 6 months
Job Function: Customer Support (Service Desk)
Seniority: Entry level

Key Responsibilities

  • •Break down complex investment, trading, and personal finance concepts so they’re simple and accessible for clients.
  • •Own the client journey end-to-end, navigating transfers and troubleshooting back-office issues.
  • •Work with a “maker-owner” mindset to improve tools based on front-line insights.
  • •Master multiple financial platforms simultaneously and build fintech expertise at scale.
  • •Collaborate cross-functionally with Product and Operations to support and enhance client experiences.

Pay and Benefits

Salary: CAD 25 - 26.5 hourly
Perks:Health InsurancePaid LeaveLife InsuranceRemote Work

Key Requirements

  • •1–2 years of high-volume customer service experience (e.g., Retail, Hospitality, Banking, or Tech Support).
  • •A genuine interest in personal finance and the stock market; familiarity with RRSP or TFSA is a plus.
  • •Strong written and verbal communication skills in English; bilingual French is a massive plus.
  • •Comfort working with fast-paced tools and workflows (multiple browser tabs, Slack, keyboard shortcuts).
  • •Resilience and adaptability to a rotating schedule in a hyper-growth environment.
Experience:1-2 years
Skills:CommunicationResilienceAdaptabilityProblem-solving
Languages:EnglishFrench
Tech Stack:Slack

Company Brief

Wealthsimple
Wealthsimple is a Canadian fintech offering automated investing, savings, tax filing, crypto trading, and cash accounts with a focus on low-cost, user-friendly financial services for retail customers.
Industry: Wealth Management
Company Size: Enterprise (1,001+ employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Headquarters: Toronto, Canada
Founded: 2014
WebsiteLinkedIn