Client Experience Agent – Weekends, 40hr/week

🕒 August 13

🇨🇦 Canada – Remote

💵 CA$25 - CA$26 / hour

⏳ Contract/Temporary

🟢 Junior

🚫👨‍🎓 No degree required

👻 Ghost score 32%

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Logo of Wealthsimple

Wealthsimple

1001 - 5000 employees

Founded 2014

💼 Consulting

🛡️ Insurance

💳 Fintech

🔥 Funding within the last year

💰 $393M Series E - Wealthsimple on 2025-10

Consulting • Insurance • Fintech

Wealthsimple is a Canadian financial technology company that provides consumer banking, investing, and wealth management services. It offers chequing accounts, savings, credit cards, self-directed trading (stocks, ETFs, options), cryptocurrency trading, managed portfolios, tax services, and advisory wealth management for high-net-worth clients. Wealthsimple combines digital-first banking and low-fee investing products aimed at retail customers, along with tools and educational content to support personal finance.

📋 Description

• Explain complex investment, trading, and personal finance concepts in simple, accessible terms • Advocate for clients and support their financial freedom • Own the client journey end-to-end • Navigate institutional transfers and resolve back-office issues • Collaborate cross-functionally with Product and Operations • Learn the mechanics of internal tools and improve them using frontline insights • Master multiple financial platforms simultaneously • Communicate with customers through inbound and outbound email, live chat, and phone

🎯 Requirements

• 1–2 years of high-volume customer service experience in Retail, Hospitality, Banking, or Tech Support • Genuine interest in personal finance and the stock market • Familiarity with RRSP or TFSA is advantageous • Comfortable juggling multiple browser tabs and using Slack • Proficient with keyboard shortcuts • Exceptional written and verbal communication skills in English • Bilingual French is a plus • Resilient and adaptable • Available for fixed Wednesday to Sunday shifts with rotating hours between 8:00 AM and 8:30 PM EST • Available for four weeks of Monday-to-Friday training from 9:00 AM to 5:00 PM • Legally eligible to work in Canada • Available to communicate with customers via email, live chat, and phone

🏖️ Benefits

• Generous vacation days • Sick and mental health days • Comprehensive health benefits • Group Savings Account • Employer match through Wealthsimple for Business • WFH stipend • Partner discounts for fitness studios and lifestyle activities • 40 hours guaranteed per week • 20 vacation days per year • 4 wellness days per year • Unlimited sick and mental health days per year (subject to role eligibility) • Work outside Canada for up to 90 days per year (subject to role eligibility) • Employee resource groups • Life insurance

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