Wealthsimple

Associate, Gold Glove – Client Onboarding

Wealthsimple

full-time

Posted on:

Location Type: Remote

Location: Canada

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Salary

💰 CA$25 - CA$31 per hour

About the role

  • Build something people love
  • Own the transition of Wealth Management portfolios from legacy institutions to our platform
  • Ensure that the first 30–90 days of a client’s journey are seamless, educational, and impeccable.
  • Collaborate with a high-bar, fast-paced team where people are trusted to own their work, communicate openly, and ship improvements that enhance client experiences.

Requirements

  • Financial Industry Experience: 2-4 years in a client-facing role within Fintech, Wealth Management, Private Banking, or Brokerage operations.
  • Transfer Knowledge: Familiarity with the Canadian financial landscape, including an understanding of account types (RRSP, TFSA, LIRA, Corporate), tax implications, and the automated/manual transfer process (ACATS/Aton).
  • Technical Proficiency: Ability to quickly master complex internal tools and explain digital platform features to clients who may vary in technical literacy.
  • Exceptional Communication: You are as comfortable leading a professional video consultation as you are writing a clear, concise technical update via email.
  • Regulatory Knowledge: A solid understanding of KYC (Know Your Client) and AML (Anti-Money Laundering) requirements in Canada.
Benefits
  • Top-tier health benefits and life insurance
  • Long-term group savings with employer match using our Wealthsimple for Business platform
  • 20 vacation days + 4 wellness days per year, and unlimited sick and mental health days
  • 90 days away program: Employees can work outside of Canada for up to 90 days per calendar year
  • A wide variety of peer and company-led Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial analysisclient onboardingaccount managementdigital platform featurestechnical proficiencyautomated transfer processmanual transfer process
Soft Skills
communicationcollaborationclient-facingleadershipproblem-solving