Associate, Onboarding

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 $100 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.

In this role, you will have the opportunity to:

• Support the Onboarding team; Make scheduled calls/Incoming calls to new clients looking assistance or clients onboarding to new products looking for assistance, end to end onboarding experience , client onboarding - all products, platform education/training , manage a rotating roster of clients
• Facilitate Experiments: we will run multiple experiments to assess the viability of certain approaches, processes, or tactics to grow our client base and AUM.
• Deliver an exceptional client experience by meeting each client where they are.
• Build strong relationships with our clients and internal stakeholders and get things done
• Treat your work with urgency
• Share Feedback: You will help identify trends with the Onboarding team and wider CXO pillars to identify opportunities for the business, and support product improvements
  
  
  

What you'll bring:

• Technical expertise - You are very comfortable using technology and understanding how things work
• Attention to Detail - You sweat the details. You know what top tier performance looks like because you have been a top tier performer and you know how to find the details that help your colleagues take performance to the next level
• Proactive & assertive - You spot product opportunities before they become problematic. When you spot an opportunity, you jump on it
• Communication - You understand that in this role you will need to work directly with different groups to help communicate the product requirements and roadmap. This involves pulling information from data sources, clients and team members, synthesizing this information, and then building the business case to drive the product forward
• Results Driven - Wealthsimple is a data driven organization and you feel comfortable using and manipulating data to drive insights that help drive tangible team results
  
  
  

Requirements:

• Have a proven track record of success (can be backed up with measurable results)
• Minimum 2 years client facing work experience
• Having in depth knowledge of processes at Wealthsimple is highly desirable
  
  
  

Please apply by January 26th to be considered for the role.

Why Wealthsimple?

Competitive salary with top-tier health benefits and life insurance

Retirement savings matching plan using Wealthsimple for Business

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)

Allocated number of Wellness Days that can be scheduled over the course of the year!

We’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.

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. We're 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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.