Team Lead, Investment Representative
Benefits
4w PTO
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Responsibilities:
- 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
Requirements:
- Want to make a difference. We are a small team effectively reshaping how people look at the industry.
- Embrace technology and the role it plays in financial services
- Are a passionate people leader that is excited to develop others
Skills:
- Mandatory CSI certifications: CSC, CPH, DFOL, OSC, OPSC and IDSC
- Experience working on a trade desk and with trading platforms
- Experience working with clients
Wealthsimple
Wealthsimple is a fintech company with a mission to help everyone achieve financial freedom. They are the largest fintech company in Canada, with 3+ million users and more than $100 billion in assets, using smart technology to make financial services transparent and low-cost.