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 this role you’ll have the opportunity to:
Manage back-office Escalations and Investigations across communication channels (Slack, Jira, etc.)
Problem solve and manage relationships with third party vendors to find resolutions and create the best possible experience for our clients
Work collaboratively with a variety of cross-functional stakeholders (Client Experience, Growth, Marketing, Product, Engineering) to investigate and remediate issues for clients
Ensure accurate data and information spanning a variety of contexts (data tracking, invoice verification, financial reconciliation)
Provide ongoing monitoring of inventory levels to ensure adequate stock
Proactively identify and implement process improvement opportunities (proficiency in Excel is required, experience with automation tooling such as Zapier, Workato is a strong plus)Champion operational excellence by anticipating risks and evolving workflows through innovative ideas
Support broader Promotion & Reward Operations functions across Promotions, Milestone Rewards, and Giftagram (SQL proficiency and experience leveraging LLMs is a strong plus)
What you’ll bring:
Attention to detail: Consistently ensures information is accurate and reliable
Strong written and verbal communication: Speaks plainly and truthfully. Communicates complex ideas in a simple & easy-to-understand way for any audience (e.g. clients, Client Experience agents, Engineering, 3rd party vendors, Growth/Marketing teams)
Problem solving: If something seems off, you want to figure out what’s going on; you enjoy navigating uncertainty, bringing clarity to ambiguity and don’t wait for a playbook to be written
Proactive & Action Oriented: Acts without being told what to do; taking full ownership of work, and proactively seeks help and input when needed to provide well supported solutions
Collaboration: Excellent interpersonal skills and willingness to work in collaboration with various team members
Organization & planning: Plans, organizes, and schedules in a productive manner, allowing for a focus on key priorities and regular updates
Efficiency: Ability to produce significant output with minimum wasted effort; finds the path of least resistance to the problem definition, solution and execution
Honesty/integrity: Doesn't cut corners; does what is right, not what is politically expedient
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.