Investment Representative - Bilingual (French & English)

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 $40 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)

We are looking for people who:

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 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 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 🌎 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 yearWe’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!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.Apply for this job

Life at Wealthsimple

Thrive Here & What We ValueCompetitive 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 | Remote-first team with over 1,000 employees coast to coast in North America.</s> | Collaborative and inclusive work environment where people can be inspired to do their best work | Company-wide wellness days off scheduled throughout the year</s> | 1. We are a small team effectively reshaping how people look at the industry. | 2. We need people who 'get it' and want to play an integral part in helping us accomplish this mission. | 3. We value collaboration and humility as we continue to create inclusive and highperforming teams where people can be inspired to do their best work. | 4. We are a remotefirst team, with over 1,000 employees coast to coast in North America. | 5. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. | 6. We provide an accessible candidate experience and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.</s> | Generous PTO offerings | 1. Remotefirst team with over 1,000 employees coast to coast in North America. | 2. Competitive salary with toptier health benefits and life insurance. | 3. Retirement savings matching plan using Wealthsimple Work | 4. Up to $1,500 per year towards wellness and professional development budgets respectively | 5. A wide variety of peer and companyled Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) | 6. 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year | 7. Companywide wellness days off scheduled throughout the year</s> | Maker-owner culture where collaboration and humility are valued. | Inclusive and high-performing teams where people can be inspired to do their best work. | A remote-first team with over 1,000 employees coast to coast in North America. | 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year</s> | Remote-first team with over 1,000 employees coast to coast in North America</s> | Remote-first team, with over 1,000 employees coast to coast in North America | DEI Statement: At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. | 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.</s> | 1. Collaborative work environment | 2. Emphasis on continuous learning and professional development | 3. Strong focus on employee wellness and mental health support | 4. Remotefirst team with opportunities for international travel</s> | Inclusive and supportive team culture | 1. Competitive salary with toptier health benefits and life insurance | 2. Retirement savings matching plan using Wealthsimple Work | 3. 20 vacation days per year and unlimited sick and mental health days | 5. 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year | 6. A wide variety of peer and companyled Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) | 7. Remotefirst team with over 1,000 employees coast to coast in North America</s> | 4. 20 vacation days per year and unlimited sick and mental health days | 5. Up to $1,500 per year towards wellness and professional development budgets respectively | 7. 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year | 8. Accessibility Statement</s> | Accessibility Statement: Wealthsimple provides an accessible candidate experience.</s> | 1. Collaborative environment | 2. Remotefirst team | 3. Wellness days off scheduled throughout the year | 4. Peer and companyled Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) | 5. Competitive salary with toptier health benefits and life insurance</s> | 1. Fastpaced environment with a focus on growth and evolution | 2. Supportive team culture that values collaboration and open communication | 3. Emphasis on meeting legal and regulatory obligations while continuing to grow as a business | 4. Opportunities for professional development and career advancement</s> | Wide variety of wellness days off scheduled throughout the year</s> | 1. Inclusive and highperforming teams where people can be inspired to do their best work. | 2. Remotefirst team with over 1,000 employees coast to coast in North America. | 3. Competitive salary with toptier health benefits and life insurance. | 4. Retirement savings matching plan using Wealthsimple Work. | 5. Up to $1,500 per year towards wellness and professional development budgets respectively. | 7. 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year. | 8. Companywide wellness days off scheduled throughout the year.</s> | 1. Clientobsessed and empathetic towards clients | 2. Design is a competitive advantage and essential to achieving mission of helping Canadians reach financial freedom | 3. Collaborative and highperforming teams where people can be inspired to do their best work | 4. Remotefirst team with over 1,000 employees coast to coast in North America | 6. Retirement savings matching plan using Wealthsimple Work | 7. Up to $1,500 per year towards wellness and professional development budgets respectively | 8. A wide variety of peer and companyled Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) | 9. 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year | 10. Companywide wellness days off scheduled throughout the year</s> | 7. Remotefirst team with over 1,000 employees coast to coast in North America.</s>