Investment Representative - Bilingual (French & English) @ Wealthsimple | Jobright.ai
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Wealthsimple · 6 hours ago

Investment Representative - Bilingual (French & English)

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FinanceFinancial Services

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Responsibilities

Deliver an amazing client experience; no matter what. Build a foundation of investment, personal finance and stock trading knowledge. You will have to explain investment, personal finance and stock trading concepts in a simple and accessible way.
Execute regular tasks for Clients including manual trades in collaboration with cross-functional partners across Wealthsimple.
Identify operational improvements to improve productivity and efficiency for trading processes.
Be a key part in monitoring, facilitating and improving operational processes and working with our back-office to deliver an exceptional service to our clients.
Build training materials and information to share with other Client Success teams in the organization.
Participate in strong feedback loops in a meaningful way as we launch new Product features.
Bilingualism (French & English)

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Investment industry experienceBilingualism (French & English)Canadian Securities Course (CSC)ConductPractices Handbook Course (CPH)Derivatives FundamentalsOptions Licensing Course (DFOL)Technical proficiencyData analysisTraining material developmentFeedback participation

Required

Bilingualism (French & English)
2 years or more of investment industry experience as an IR or similar
Extreme precision and attention to detail
Excellent communicator and know how to explain complex concepts and work with a variety of people
Comfortable digging through data to find and analyze desired information
Great analytical and prioritization skills. You know how to balance what needs to be done with what’s possible to do. You understand the scope of an issue and its priority
Embrace technology and the role it plays in financial services. Specifically, you have the flexibility to navigate multiple applications simultaneously to deliver unprecedented solutions
Possess a passion, curiosity, and energy for finance + investing. You understand the ins and outs of the wealth management, trading, and more importantly - know how to explain these concepts simply
Thrive in client-facing situations. At Wealthsimple, our client always come first, and we love the thrill of turning a client’s frustration into a great experience
Canadian Securities Course (CSC)
Conduct and Practices Handbook Course (CPH)
Derivatives Fundamentals and Options Licensing Course (DFOL)

Benefits

Competitive salary with top-tier health benefits and life insurance
Retirement savings matching plan using Wealthsimple Work
20 vacation days per year and unlimited sick and mental health days
Up to $1,500 per year towards wellness and professional development budgets respectively
Company-wide wellness days off scheduled throughout the year

Company

Wealthsimple

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Wealthsimple offers financial tools to help investors grow and manage their money.

Funding

Current Stage
Late Stage
Total Funding
$900.41M
Key Investors
TCVAllianz XPower Financial Corporation
2021-05-03Private Equity· $610.77M
2020-10-14Private Equity· $86.68M
2019-05-22Series Unknown· $74.41M

Leadership Team

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Michael Katchen
Co-founder & CEO
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Rudy Adler
Co-Founder & CPO/CMO
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Company data provided by crunchbase
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