As a team lead, you'll oversee client queries, manage compliance, and enhance operational efficiency while nurturing a high-performing team of registered finance agents.
Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
As the leader of our Investment Representatives, you will be responsible for handling client questions and overseeing risk and meeting compliance requirements. We manage hundreds of millions of dollars, so the stakes are high. We want to deliver extraordinary experiences that meet our client's on-demand expectations while being a compliance leader.
Please note, this role is not eligible for our 90 Days Away Program as per CIRO guidelines.
Required CSI certifications and registrations, no exceptions: Registered with CIRO, CSC, CPH, DFOL, OPSC and IDSC.
Be responsible for taking on team escalations and client complaints, analyzing root causes and implementing corrective actions.
Be responsible for leading a team of registered agents, provide ongoing feedback and performance reviews, coach and develop Investment Representatives and ensure effective performance management.
Work with product teams, trade desk and operations team to modify and enhance product specifications to meet client demand.
Identify operational improvements to improve productivity and efficiency.
Be responsible for overseeing risk and meeting compliance requirements across all of our trading processes.
Grow team expertise to align with business demand and objectives; assess team skills and capabilities and continually look for ways to provide and enhance value delivered.
Want to make a difference. We are a small team effectively reshaping how people look at the industry. We need people who 'get it' and want to play an integral part in helping us accomplish this mission.
Have extreme precision and attention to detail.
Are an excellent communicator and know how to explain complex concepts and work with a variety of people.
Are comfortable digging through data to find and analyze desired information.
Have great analytical and prioritization skills. You know how to balance what needs to be done with what’s possible to do. You understand the scope of an issue and its priorityEmbrace technology and the role it plays in financial services.
Are a passionate people leader that is excited to develop others.
Mandatory CSI certifications: CSC, CPH, DFOL, OSC, OPSC and IDSC.
Experience working on a trade desk and with trading platforms.
Experience working with clients.
Analytical experience with Excel and SQL.
Solution focused.
Passionate about technology.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 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
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
Health Insurance
Top-tier health benefits and life insurance
Diversity and inclusion resource groups
Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
Paid Time Off
20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
Wealthsimple builds smart investing products and personalized financial advice that aim to help everyone achieve long-term wealth and financial freedom. Catering primarily to everyday investors, Wealthsimple transforms confusing and costly financial services into transparent, low-cost options, making finance accessible to over 3 million users across Canada.
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Understand the required skills and qualifications, anticipate the questions you may be asked, and study well-prepared answers using our sample responses.
Team Lead Q&A's