Team Lead, Investment Representative

Wealthsimple is looking for a Team Lead, Investment Representative to oversee client questions, risk, and compliance. The role requires leadership experience, strong communication skills, and a focus on customer satisfaction.

Requirements

• CSI certifications and registrations
• 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
• Top-tier health benefits and life insurance
• Retirement savings matching plan
• 20 vacation days per year
• Unlimited sick and mental health days
• Up to $1,500 per year towards wellness and professional development budgets
• 90 days away program