Financial Client Advocate Bilingual Associate
toronto, on, Canada • Posted May 31, 2026
Job Type:
Full-time
Location:
toronto, on
Posted:
May 31, 2026
Category:
Finance
Application Deadline:
July 10, 2026
Role Description
Become a Financial Client Advocate at Wealthsimple, based in Toronto, Ontario, with a hybrid working model. This role demands fluency in French and English while simplifying financial narratives for clients.
Wealthsimple values your 1-2 years of customer service experience as you ensure every client’s financial journey is smooth and successful. You'll work collaboratively across departments and become a fintech expert while utilizing your tech skills to manage various platforms effectively.
Key Responsibilities:
• Advocate for client's financial interests with clarity
• Oversee complex customer cases to ensure success
• Work closely with product teams to improve offerings
• Develop expertise in fintech applications to drive solutions
• Problem-solve effectively within a busy environment
Requirements:
• Fluency in both French and English, written and spoken
• Based in Toronto/GTA and legally allowed to work...
Wealthsimple values your 1-2 years of customer service experience as you ensure every client’s financial journey is smooth and successful. You'll work collaboratively across departments and become a fintech expert while utilizing your tech skills to manage various platforms effectively.
Key Responsibilities:
• Advocate for client's financial interests with clarity
• Oversee complex customer cases to ensure success
• Work closely with product teams to improve offerings
• Develop expertise in fintech applications to drive solutions
• Problem-solve effectively within a busy environment
Requirements:
• Fluency in both French and English, written and spoken
• Based in Toronto/GTA and legally allowed to work...
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