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Wealthsimple

Northern America, Americas, Canada

Posted on: 02 March 2024

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Investment Representative

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 $20 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.

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 client's on-demand 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, you will:

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 cross-functional 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 back-office 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 (French/English) considered an asset (read/write/speak)

We are looking for people who:

Has industry Experience with 2 or more years of investment industry experience as an Investment Representative or similar

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 client-facing 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 Work

🌴 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) Employee Resource Groups

💖 Company-wide wellness days off scheduled throughout the year

We’re a remote-first team, with over 1000 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.

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.