About this role
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 the 6-month secondment role with Workforce Management (WFM), we would be asking for 4 hours per day to help support intraday WFM. You will learn and be responsible for all aspects of intraday monitoring while supporting the improvement of the overall client experience. This role requires your hours to be 10:30 - 18:30 EST with current support hours or 12:00 - 20:00 EST when we go back to 8-8 support (Monday-Friday). The first half of your day will be in a CXA role, and the second half will be working with WFM.
This position requires a high level of detail and the ability to prioritize and complete tasks in a timely manner. Our ideal hire will be passionate about learning WFM, working with and analyzing data, and identifying opportunities to gain efficiencies.
In this role you’ll have the opportunity to:
Gain an understanding of WFM and its principles.
Interact within the wider CX organization.
Ensure schedules are adhered to meet our scheduling requirements and staffing needs.
Manage intraday requests impacting scheduling.
What you’ll bring:
Client Success / Operations Experience - experience in client experience or operations, practice in supporting backend processes (driving efficiency is considered an asset).
Data and Analytics - strong analytical and problem-solving skills with good attention to detail.
Experience with Google Sheets and docs.
Action Orientation - a clear bias for action and the ability to act without being told what to do. You take full ownership over work and seek help and input when needed.
Prioritization & Problem Solving - you know how to break down complex problems and identify root causes. 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.
Passion for Clients - incredibly passionate about our clients and our products.
Why Wealthsimple?
🤑 Competitive salary
📈 Retirement savings matching plan using Wealthsimple for Business
🌴 Generous PTO offerings
🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
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.