Team Lead, Investment Representative

Wealthsimple(2 months ago)

RemoteFull TimeManager$140,369 - $183,258 (estimated)Customer Support

About this role

This role leads a team of Investment Representatives responsible for supporting Wealthsimple clients and safeguarding the integrity of the firm’s trading processes. The leader oversees escalations, complaints, and risk while ensuring stringent compliance with regulatory requirements. The position also partners with internal teams to refine products and improve operational efficiency in a high-stakes, fast-growing fintech environment. It is a people-leadership role focused on developing talent and maintaining exceptional client experiences.

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Required Skills

Team Leadership
Performance Management
Client Relations
Complaint Resolution
Root Cause Analysis
Risk Management
Regulatory Compliance
Trade Desk Operations
Trading Platforms
Product Collaboration

+9 more

Qualifications

Registered with CIRO
CSC
CPH
DFOL
OSC
OPSC
IDSC

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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