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Bilingual Associate, Customer Success

Auto-translated from French · original: Associé(e) bilingue, Succès Client

5 day weekGenerous Parental LeaveRemote · Canada

Build something people love

Wealthsimple is Canada's leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $125 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.

We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.

Our Customer Operations team doesn't just answer tickets: we solve financial puzzles by translating complex concepts into human solutions. We hire agents throughout the year and offer monthly start dates to support our continued growth.

Location and Work Model

  • 100% Remote Model: This position is entirely remote. You can work from anywhere in Canada.

  • Work Environment: Although the position is remote, candidates must have a private, quiet, and professional workspace with reliable high-speed Internet connectivity to ensure confidentiality and the quality of our interactions with customers.

  • Target Start Date: July 6, 2026

  • Contract: Initial 4-month commitment with possibility of extension and internal advancement opportunities.

Your Daily Impact:

  • The Voice of Wealthsimple: You're not just a support agent; you're an advocate for our customers' financial interests. You'll explain investment, trading, and personal finance concepts in a simple and accessible way for everyone.

  • Strategic Problem-Solving: You take ownership of the customer journey, whether facilitating a complex institutional transfer or navigating back-office operations. You ensure our customers achieve their goals, like meeting a promotion deadline.

  • "Creator-Owner" Mindset: You'll work closely with all departments across the company, from Product to Operations, learning the nuances of how we build our financial tools and improving them through direct customer engagement.

  • Expertise at Scale: You'll establish yourself as an expert in the fintech sector, mastering multiple applications and platforms simultaneously to deliver unprecedented solutions.

Your Profile:

  • Proven Customer Service Experience: You have 1 to 2 years of experience in a fast-paced, high-volume service environment (retail, hospitality, banking, or technical support).

  • Financial Curiosity: You have a genuine interest in the stock market and personal finance. If you already understand the difference between an RRSP and a TFSA, you're ahead of the game.

  • Tech Agility: You're comfortable navigating multiple browser tabs simultaneously, using Slack for internal communications, and using keyboard shortcuts to maximize your efficiency.

  • Resilience and Adaptability: You embrace a growth mindset and are comfortable with a rotating shift work schedule.

Requirements:

  • Full Bilingualism: Perfect proficiency in French and English, both spoken and written, is mandatory.

  • Availability: Available for full-time 8-hour shifts (including weekends and holidays) between 8:00 AM and 8:30 PM.

  • Position Type: This is a full-time fixed-term contract position.

Your Benefits at Wealthsimple:

  • Health Spending Account (HSA): $3,000/year A flexible tax-sheltered account, funded by Wealthsimple, to cover your health, dental, vision, and other expenses.

  • Group Savings Plan Wealthsimple contributes an automatic 3% and matches your own contributions up to 1.5% (for a total company contribution of up to 4.5%).

  • Paid Time Off (PTO) Up to 20 vacation days per year (depending on contract length) + 1 paid sick day per month.

  • Work From Anywhere (WFA) You receive an automatic prorated allowance of $75/month to cover your home office expenses.

  • Computer Equipment We provide you with the latest MacBook on the market. Plus, you'll receive as a gift a monitor, keyboard, mouse, adapter, and headphones to work with all the comfort you need.

Why Wealthsimple?

🌸 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

🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.

ICYMI

Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.

Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.

AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.