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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.
\nIn this role, you will:
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.
Full Time
$95k-138k (estimate)
03/14/2024
05/13/2024
wealthsimple.com
TORONTO, ONTARIO
500 - 1,000
2014
MICHAEL KATCHEN
$10M - $50M
Business Services
The job skills required for Investment Representative include Financial Services, Trading, Wealth Management, Futures, Collaboration, etc. Having related job skills and expertise will give you an advantage when applying to be an Investment Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Investment Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Investment Representative positions, which can be used as a reference in future career path planning. As an Investment Representative, it can be promoted into senior positions as an Investment Portfolio Manager, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Investment Representative. You can explore the career advancement for an Investment Representative below and select your interested title to get hiring information.