Team Lead, Investments Representative

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Wealthsimple

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2014

💳 Fintech

🏦 Banking

💸 Finance

🔥 Funding within the last year

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

Fintech • Banking • Finance

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

• Manage the day-to-day operations of your pod. Conduct side-by-sides, run coaching cadences, and set the standard by getting into the queue yourself. • Own your team's output goals, CSAT, trade execution accuracy, and compliance adherence. Conduct regular trade reviews and quality assurance checks for manual trades (equities, options, crypto). • Jump into high-pressure, time-sensitive client situations—trading outages, margin events, or corporate actions, partnering with Compliance, Risk, and the Trade Desk to drive resolution. • Support our internal certification pipeline. Mentor aspiring reps, assess their readiness, and help them master complex wealth management and trading concepts. • You don't just operate in a silo. You have a proven track record of partnering directly with Trading, Compliance, or Product leadership to design, build, and roll out net-new processes that directly improve the client experience while maintaining strict regulatory standards.

🎯 Requirements

• Demonstrated leadership or mentorship experience in a regulated financial environment (e.g., formal Team Lead, Senior Representative). • Deep knowledge of wealth management, trading strategies, options, margin accounts, and cryptocurrency, and the ability to explain them simply. • You sweat the details. You can spot a missed step or compliance gap instantly and address it constructively in the moment.

🏖️ Benefits

• 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