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Associate, Gold Glove (Client Onboarding)

Wealthsimple

Estimated Salary: $128K-$212K
Location: Canada
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 aren't 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.
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