Financial Client Advocate Bilingual Associate

Become a Financial Client Advocate at Wealthsimple, based in Toronto, Ontario, with a hybrid working model. This role demands fluency in French and English while simplifying financial narratives for clients.

Wealthsimple values your 1-2 years of customer service experience as you ensure every client’s financial journey is smooth and successful. You'll work collaboratively across departments and become a fintech expert while utilizing your tech skills to manage various platforms effectively.

Key Responsibilities:

• Advocate for client's financial interests with clarity

• Oversee complex customer cases to ensure success

• Work closely with product teams to improve offerings

• Develop expertise in fintech applications to drive solutions

• Problem-solve effectively within a busy environment

Requirements:

• Fluency in both French and English, written and spoken

• Based in Toronto/GTA and legally allowed to work

• Full-time availability for shifts including weekends

• Customer service background in retail or banking sectors

• Strong interest in personal finance and the equity market

Bring your bilingual capabilities and financial insights to Wealthsimple’s Client Success department.