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Investment Representative - Remote

Posted Yesterday
Sales / Business
Full Time
Worldwide

Overview

As an Investment Representative at Wealthsimple, you will be responsible for executing manual trades, supporting the Client Success team, and delivering extraordinary client experiences while ensuring compliance and operational efficiency.

In Short

  • Deliver exceptional client experiences across various channels.
  • Execute manual trades in collaboration with the Trade Desk.
  • Identify and implement operational improvements.
  • Build training materials for Client Success teams.
  • Participate in feedback loops for new product features.
  • Bilingualism (French/English) is an asset.
  • 2+ years of investment industry experience required.
  • Excellent communication and analytical skills needed.
  • Comfortable navigating multiple applications.
  • Passion for finance and investing is essential.

Requirements

  • Canadian Securities Course (CSC).
  • Conduct and Practices Handbook Course (CPH).
  • Derivatives Fundamentals and Options Licensing Course (DFOL).

Benefits

  • Opportunity to work in a dynamic fintech environment.
  • Collaborative team culture focused on inclusion.
  • Chance to reshape the investment industry.
Wealthsimple logo

Wealthsimple

Wealthsimple is a leading fintech company based in Canada, dedicated to helping individuals achieve financial freedom through innovative and accessible financial services. With a mission to simplify money management, Wealthsimple leverages smart technology to transform traditionally complex and costly financial services into transparent and affordable solutions. Serving over 4 million users and managing more than $50 billion in assets, the company fosters a collaborative and inclusive work environment, encouraging talented individuals to contribute to its groundbreaking ideas and high-performing teams. Wealthsimple is committed to diversity, equity, and inclusion, ensuring that its products cater to a diverse world.

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