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 4 million users who trust us with more than $50 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.
About The Role:
As an Investment Representative, you will play a critical role in executing manual trades in collaboration with our Trade Desk while supporting the Client Success team. Our mission is to provide extraordinary client experiences that meet on-demand expectations while maintaining industry-leading compliance standards.
You will support clients across multiple channels (Phone, Chat, and Web) and flex into resolving complex client cases, particularly those involving margin trading and other advanced investment products.
In this role you will have the opportunity to: Deliver an outstanding client experience by simplifying investment, personal finance, and stock trading concepts.Execute key client tasks, including manual trades, in collaboration with cross-functional teams.Handle margin-related client inquiries and ensure clients understand margin trading rules, risks, and account requirements.Identify operational improvements to enhance productivity and efficiency in trading processes.Monitor, facilitate, and improve operational workflows while working closely with our back-office teams.Develop training materials and share knowledge across Client Success teams.Contribute to product enhancements by participating in feedback loops for new feature launches.Bilingualism (French & English) is highly preferred.Skills and experience we’re looking for2+ years of investment industry experience as an Investment Representative (IR) or similar role, preferably with margin trading experience.Passion for financial services – you get the industry and want to be part of reshaping it.Extreme attention to detail and precision in handling client trades.Exceptional communication skills, with the ability to explain complex financial concepts in a simple, accessible way.Strong analytical and prioritization skills – you understand what needs to be done and how to balance competing priorities effectively.Comfortable working with data to analyze information and make informed decisions.Tech-savvy mindset, with the ability to navigate multiple applications and leverage technology to enhance financial services.Curiosity, energy, and enthusiasm for investing, with a deep understanding of wealth management, trading, and margin accounts.Client-first approach – you thrive in client-facing situations and find joy in turning challenges into positive experiences.Must Have Credential RequirementsCanadian Securities Course (CSC)Conduct and Practices Handbook Course (CPH)Derivatives Fundamentals and Options Licensing Course (DFOL)Why Wealthsimple?
🤑 Competitive salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple Work
🌴 20 vacation days per year and unlimited sick and mental health days
📚 Up to $1,500 per year towards wellness and professional development budgets respectively
🛫 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!
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.
