Client Experience Agent

Who you are

• 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

What the job involves

• 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 6-month contract starting October 26th 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-5pm)
• 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

The application process

• Deadline to Apply: September 14, 2026 at 2:00 AM UTC

Benefits

• Retirement savings matching plan through Wealthsimple Work
• Company equity for full-time employees
• Access to Premium Client perks, including personal finance learning & advice and a boosted interest rate on deposits
• Paid parental leave (6 months topped up to 100% of salary)
• 20 vacation days per year
• 90 Days Away program
• Top-tier health benefits
• Life & disability insurance
• Generous sick and mental health days
• Employee resource plan including services like RMT, psychology, and physiotherapy
• Up to $5,000 per year for mental health supports
• Gender Affirmation benefits
• Up to $1,500 per year for professional development
• Up to $1,500 per year for wellness and home office expenses
• Employee resource groups
• Social impact hours