Description
Compensation
- CA$25.00 – CA$26.50 per hour
At Wealthsimple, you're not just an agent; you're a champion of our clients' financial interests. You'll explain complex investment, trading, and personal finance concepts in simple terms.
Your Daily Impact:
- The Voice of Wealthsimple: As a bilingual Client Success Associate, you'll be the face of Wealthsimple, advocating for our clients' financial well-being.
- Strategic Problem-Solving: You'll navigate clients through their journeys, whether it's facilitating complex institutional transfers or back-office operations.
- Creator-Owner Mentality: Collaborating closely with various departments, you'll learn the intricacies of our financial tools and enhance them through direct client engagement.
- Large-Scale Expertise: You'll become a fintech expert, mastering multiple applications and platforms to provide innovative solutions.
Your Profile:
- 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. Understanding the difference between a RRSP and a TFSA is a plus.
- Technological Agility: Comfortable navigating multiple browser tabs, using Slack for internal communications, and utilizing keyboard shortcuts.
- Resilience and Adaptability: You're adaptable, with a growth mindset, and comfortable with rotating shifts.
Requirements:
- Bilingualism: Fluency in both French and English, spoken and written, is mandatory.
- Residency: Must reside in Toronto/GTA and have legal authorization to work in Canada.
- Availability: Availability for full-time shifts (8 hours/day), including weekends and holidays, between 8:00 AM and 8:30 PM.
- Job Type: This is a fixed-term, full-time contract position.
Benefits at Wealthsimple:
- Health Spending Account (HSA): $3,000/year, a flexible, tax-free account for health, dental, optical, and other expenses.
- Group Savings Plan: Wealthsimple contributes 3% automatically and matches your contributions up to 1.5% (total company contribution up to 4.5%).
- Paid Time Off (PTO): Up to 20 vacation days per year (pro-rated) + 1 paid sick day per month.
- Work-From-Home Allowance: A pro-rated $75/month stipend for home office expenses.
- Computer Equipment: Provided with the latest MacBook, monitor, keyboard, mouse, adapter, and headphones for comfort.
Why Wealthsimple?
- Top-tier health benefits and life insurance
- Long-term group savings with employer match
- 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
- A hybrid team with over 1,500 employees across North America