The voice of Wealthsimple: You are not just a support agent; you are an advocate for our clients' financial interests. You will explain investment, trading, and personal finance concepts in clear, accessible language for everyone.
Strategic problem solving: You own the customer journey, whether that means facilitating a complex institutional transfer or navigating back-office operations. You ensure our clients meet their goals — for example, hitting a promotional deadline.
Creator-Owner mentality: You will work closely with teams across the company, from Product to Operations, learning the nuances of how our financial tools are built and improving them through direct client engagement.
Scaled expertise: You will establish yourself as an expert in fintech, mastering multiple applications and platforms simultaneously to deliver innovative solutions.

Proven customer service experience: 1–2 years in a fast-paced, high-volume service environment (retail, hospitality, banking, or technical support).
Financial curiosity: A genuine interest in the stock market and personal finance. If you already know the difference between an RRSP and a TFSA, you're ahead of the curve.
Technological agility: Comfortable toggling between multiple browser tabs, using Slack for internal communication, and relying on keyboard shortcuts to maximize efficiency.
Resilience and adaptability: A growth mindset and comfort with rotating shift schedules.
Full bilingualism: Full professional fluency in both French and English, spoken and written, is required.
Residence: Must reside in Toronto/GTA and have legal authorization to work in Canada.
Availability: Must be available for full-time 8-hour shifts (including weekends and holidays) between 8:00 AM and 8:30 PM.

🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match via our Wealthsimple for Business platform
🌴 20 vacation days + 4 wellness days per year, plus unlimited sick and mental health days
✈️ 90 Days Away program: Employees can work outside of Canada for up to 90 days per calendar year
👥 A wide range of peer
and company-led Employee Resource Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)

Bilingual Associate, Customer Success

Key skills