Associate, Onboarding

Wealthsimple(1 month ago)

RemoteFull TimeMedior$93,503 - $124,477 (estimated)Customer Success

About this role

This role is focused on supporting Wealthsimple’s onboarding team to deliver a smooth, end-to-end experience for new and existing clients across all products. The position is responsible for guiding clients through the platform, managing a rotating roster of clients, and ensuring each client receives a tailored, high-quality experience. The role also contributes to experiments and feedback loops that help grow the client base and assets under management. Success requires strong collaboration with internal teams to identify opportunities and support ongoing product improvements.

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Required Skills

Client Onboarding
Customer Support
Client Education
Relationship Building
Phone Communication
Experiment Facilitation
Stakeholder Management
Trend Analysis
Product Feedback
Technical Aptitude

+5 more

About Wealthsimple

wealthsimple.com

Wealthsimple is a Toronto-based fintech that offers a consumer finance platform combining automated investing, commission-free trading, banking (high‑interest chequing and savings), and a cash‑back credit card. It provides low‑fee managed portfolios (robo‑advisor) alongside access to human financial planners, tax and retirement tools, and investment products designed for long‑term wealth building. The company emphasizes simple digital experiences, accessible pricing, and integrated services as an alternative to traditional banks, serving customers primarily in Canada, the U.S., and the U.K.

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