Team Lead, Investments Representative

Wealthsimple

Team Lead overseeing Investment Representatives at Wealthsimple, managing operations and enhancing client experience. Leading hands-on coaching and compliance standards while partnering with various teams.

Posted 7/21/2026full-timeRemote • 🇨🇦 CanadaSenior💰 CA$101,600 - CA$127,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing day-to-day operations within a regulated financial environment, focusing on team output goals, compliance adherence, and client experience enhancement. Proficient in mentoring and assessing readiness in complex wealth management and trading concepts.

Highest-signal resume keywords

Leadership ExperienceWealth Management KnowledgeTrading Strategies ExpertiseCompliance AdherenceMentorship Skills

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Trade Execution AccuracyQuality Assurance ChecksManual Trades ReviewOptions KnowledgeMargin Accounts UnderstandingCryptocurrency Familiarity

Soft Skills

Detail-OrientedConstructive Feedback

Industry Keywords

Regulated Financial EnvironmentClient Experience ImprovementHigh-Pressure SituationsCompliance StandardsTrading Outages

About the role

Key responsibilities & impact

Manage the day-to-day operations of your pod. Conduct side-by-sides, run coaching cadences, and set the standard by getting into the queue yourself.
Own your team's output goals, CSAT, trade execution accuracy, and compliance adherence. Conduct regular trade reviews and quality assurance checks for manual trades (equities, options, crypto).
Jump into high-pressure, time-sensitive client situations—trading outages, margin events, or corporate actions, partnering with Compliance, Risk, and the Trade Desk to drive resolution.
Support our internal certification pipeline. Mentor aspiring reps, assess their readiness, and help them master complex wealth management and trading concepts.
You don't just operate in a silo. You have a proven track record of partnering directly with Trading, Compliance, or Product leadership to design, build, and roll out net-new processes that directly improve the client experience while maintaining strict regulatory standards.

Requirements

What you’ll need

Demonstrated leadership or mentorship experience in a regulated financial environment (e.g., formal Team Lead, Senior Representative).
Deep knowledge of wealth management, trading strategies, options, margin accounts, and cryptocurrency, and the ability to explain them simply.
You sweat the details. You can spot a missed step or compliance gap instantly and address it constructively in the moment.

Benefits

Comp & perks

Top-tier health benefits and life insurance
Long-term group savings with employer match, through Wealthsimple for Business
20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
90 days away: work outside Canada for up to 90 days per year
Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS