Investment Representative

Work set-up: 
Full Remote
Contract: 
Full time
Experience: 
Mid-level (2-5 years)
Work from: 
Anywhere

Offer summary

Qualifications:

Minimum of 2 years of experience in the investment industry, such as an Investment Representative or similar role., Relevant industry certifications including Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), and Derivatives Fundamentals and Options Licensing Course (DFOL)., Excellent communication skills with the ability to explain complex financial concepts simply., Strong attention to detail, analytical skills, and proficiency in navigating multiple financial applications..

Key responsibilities:

  • Execute manual trades in collaboration with the Trade Desk and support the Client Success team.
  • Assist clients across various channels (Phone, Chat, Web) and resolve complex client issues.
  • Identify operational improvements to enhance trading efficiency and productivity.
  • Contribute to training and feedback processes to improve client service and product features.

Wealthsimple logo
Wealthsimple Financial Services Large https://www.wealthsimple.com/
501 - 1000 Employees
See all jobs

Job description

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 lowcost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $70 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. Were looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and highperforming teams where people can be inspired to do their best work.

As an Investment Representative, you will be responsible for executing manual trades in collaboration with our Trade Desk, in addition to supporting the Client Success team. We want to deliver extraordinary experiences that meet our clients ondemand expectations while being a compliance leader.

You will be asked to support our clients across all potential channels (Phone, Chat and Web) and flex into solving complicated client edge cases as required.

In this role, youll have the opportunity it:
  • Deliver an amazing client experience; no matter what. Build a foundation of investment, personal finance and stock trading knowledge. You will have to explain investment, personal finance and stock trading concepts in a simple and accessible way.
  • Execute regular tasks for Clients including manual trades in collaboration with crossfunctional partners across Wealthsimple
  • Identify operational improvements to improve productivity and efficiency for trading processes
  • Be a key part in monitoring, facilitating and improving operational processes and working with our backoffice to deliver an exceptional service to our clients
  • Build training materials and information to share with other Client Success teams in the organization
  • Participate in strong feedback loops in a meaningful way as we launch new Product features
  • Bilingualism (FrenchEnglish) considered an asset (readwritespeak)

  • Skills you bring:
  • Industry Experience: 2 years or more of investment industry experience as an IR or similiar
  • 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 priority
  • Embrace technology and the role it plays in financial services. Specifically, you have the flexibility to navigate multiple applications simultaneously to deliver unprecedented solutions
  • Possess a passion, curiosity, and energy for finance + investing. You understand the ins and outs of the wealth management, trading, and more importantly know how to explain these concepts simply
  • Thrive in clientfacing situations. At Wealthsimple, our client always come first, and we love the thrill of turning a client’s frustration into a great experience

  • Credential Requirements:
  • Canadian Securities Course (CSC)
  • Conduct and Practices Handbook Course (CPH)
  • Derivatives Fundamentals and Options Licensing Course (DFOL)
  • 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 companyled Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
    💖 Companywide wellness days off scheduled throughout the year

    We’re a remotefirst 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!

    Read our Culture Manual and learn more about how we work.

    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. Were 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.
    •

    Required profile

    Experience

    Level of experience: Mid-level (2-5 years)
    Industry :
    Financial Services
    Spoken language(s):
    English
    Check out the description to know which languages are mandatory.

    Hard Skills

    Client ServicesProprietary TradingInvestment Account ManagementAnalyticsBusiness Performance ManagementFinanceTransitional Bilingual Education

    Other Skills

    • Analytical Skills
    • Detail Oriented
    • Communication
    • Teamwork
    • Problem Solving
    Are you interested?

    Investment Specialist Related jobs

    See more Investment Specialist jobs