Your career is an investment that grows over time!
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 3+ million users who trust us with more than $100 billion in assets.
Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.
Wealthsimple’s Concierge team is our version of Private Banking for the digital age. As a Specialist, you are the single point of contact for our Wealth Management clients. You don’t just "answer tickets"—you manage relationships. You will act as the bridge between the client and our various internal teams, ensuring that our highest-value members feel they have a personal advocate inside the building while acting as a strategic partner to our Wealth Advisors to ensure our Wealth Management clients receive a world-class experience.
What We’re Looking For:
The "White-Glove" Mindset: You understand that for a Wealth Management client, "fast" isn't enough—it has to be "right" and "proactive." You anticipate needs before the client asks.
Investment-Savvy Communicator: You can explain complex concepts—like why a trade settled a certain way or how a specific promotion works—in a way that is sophisticated yet simple.
Radical Accountability: If a client has an issue, you own it. You don't "pass the buck" to another department; you coordinate with them and stay as the client’s main contact until the finish line.
Bias for Urgency: You treat a Wealth Management client’s request with the gravity it deserves.
Grace Under Pressure:Wealth Management clients can have high expectations. You remain calm, empathetic, and professional even when navigating sensitive financial frustrations.
What You’ll Bring: Requirements
Elite Client Service Experience: 2–4 years in a high-touch, relationship-based role. This could be from Private Banking, Luxury Hospitality, or a "Customer Success" role managing a book of business.
Financial Market Literacy: A strong grasp of investment products, market trends, and account types (Registered, Non-Registered, Corporate). You can talk to a millionaire about their portfolio without sounding scripted.
Case Management Excellence: Experience managing a personal "queue" of long-term requests. You are comfortable moving a client's request from "In Progress" to "Resolved" across several days, providing constant updates.
Omnichannel Professionalism: Mastery of phone, video, and written communication. You can pivot from a friendly check-in call to a detailed email explaining a complex transfer document.
Collaborative DNA: Experience working with internal stakeholders (like Sales or Compliance) to solve a client's problem behind the scenes.
Why Wealthsimple?
🤑 Competitive salary
📈 Retirement savings matching plan using Wealthsimple for Business
🌴 20 vacation days per year
🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
💖 Company-wide wellness days off scheduled throughout the year
We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!
Technology & Innovation at Wealthsimple
We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI and tooling, to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.
DEI Statement
At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.
