Wealthsimple · 1 month ago
Team Lead, Investment Representative
United States
Full-time
Remote
Senior LevelWealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. As the leader of our Investment Representatives, you will be responsible for handling client questions and overseeing risk and compliance requirements while delivering extraordinary experiences that meet client expectations.
FinanceFinancial ServicesFinTechImpact InvestingPersonal FinanceWealth Management
Responsibilities
Be responsible for taking on team escalations and client complaints, analyzing root causes and implementing corrective actions
Be responsible for leading a team of registered agents, provide ongoing feedback and performance reviews, coach and develop Investment Representatives and ensure effective performance management
Work with product teams, trade desk and operations team to modify and enhance product specifications to meet client demand
Identify operational improvements to improve productivity and efficiency
Be responsible for overseeing risk and meeting compliance requirements across all of our trading processes
Grow team expertise to align with business demand and objectives; assess team skills and capabilities and continually look for ways to provide and enhance value delivered
Qualification
Required
Registered with CIRO, CSC, CPH, DFOL, OPSC and IDSC
Experience working on a trade desk and with trading platforms
Experience working with clients
Analytical experience with Excel and SQL
Solution focused
Passionate about technology
Benefits
Competitive salary with top-tier health benefits and life insurance
Retirement savings matching plan using Wealthsimple for Business
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
90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
Allocated number of Wellness Days that can be scheduled over the course of the year!
Company
Wealthsimple
Wealthsimple is a fintech company that offers digital financial services to help investors grow and manage their money.
Founded in 2014
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.44BKey Investors
TCVAllianz XPower Financial Corporation
2025-10-27Series E· $393.04M
2025-10-27Secondary Market· $142.93M
2021-05-03Series B· $610.77M
Leadership Team
Michael Katchen
Co-founder & CEO
Radhika Kakkar
COO
Recent News
Canada NewsWire
2026-01-16
Calgary Herald
2026-01-08
Company data provided by crunchbase