Associate, Gold Glove

7 days ago

Toronto, Canada Queer Tech Full time

Build something people love Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with 3+ million users who trust us with more than $100 billion in assets. And we’re just getting started. We’re looking for someone who thinks big, sweats the small stuff and keeps things simple. You’ll join a high‑bar, fast‑paced team where people are trusted to own their work, communicate openly, and ship things that improve our clients’ lives. Collaboration, humility, and an obsession over quality are how we get stuff done. The Gold Glove team is the "white‑glove" concierge of Wealthsimple. You are not just support; you are a dedicated onboarding partner for our most significant new clients. You will own the transition of Wealth Management portfolios from legacy institutions to our platform, ensuring that the first 30–90 days of a client’s journey are seamless, educational, and impeccable. We are looking for a specific mindset that goes beyond a resume. You are: An "Extreme Owner": You don’t just "report" delays; you pick up the phone to solve them. You feel a personal responsibility for the client’s peace of mind. A "Momentum Builder": You understand that onboarding is a sales‑adjacent role. You proactively push transfers forward to help the company hit net‑deposit targets. High EQ (Emotional Intelligence): You can sense when a client is anxious about moving their life savings and can provide the calm, expert reassurance they need. Process‑Iterative: You don't just follow the playbook; you notice where the friction is and suggest ways to make the Gold Glove experience even better for the next client. Comfortable with Ambiguity: You can navigate the "grey areas" of complex asset transfers and find creative solutions when legacy banks make the process difficult. To succeed in this role, you should have a background that balances technical financial knowledge with elite client service: Financial Industry Experience: 2-4 years in a client‑facing role within Fintech, Wealth Management, Private Banking, or Brokerage operations. Transfer Knowledge: Familiarity with the Canadian financial landscape, including an understanding of account types (RRSP, TFSA, LIRA, Corporate), tax implications, and the automated/manual transfer process (ACATS/Aton). Technical Proficiency: Ability to quickly master complex internal tools and explain digital platform features to clients who may vary in technical literacy. Exceptional Communication: You are as comfortable leading a professional video consultation as you are writing a clear, concise technical update via email. Regulatory Knowledge: A solid understanding of KYC (Know Your Client) and AML (Anti‑Money Laundering) requirements in Canada. Compensation & Equity

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