Investment Representative Remote Operations – Client Experience

As an Investment Representative, you will be responsible for executing manual trades in collaboration with our Trade Desk, in addition to supporting the Client Success team. We want to deliver extraordinary experiences that meet our client's on-demand expectations while being a compliance leader. You will be asked to support our clients across all potential channels (Phone, Chat and Web) and flex into solving complicated client edge cases as required. In this role, you'll have the opportunity it: Deliver an amazing client experience; no matter what. Build a foundation of investment, personal finance and stock trading knowledge. You will have to explain investment, personal finance and stock trading concepts in a simple and accessible way.  Execute regular tasks for Clients including manual trades in collaboration with cross-functional partners across Wealthsimple Identify operational improvements to improve productivity and efficiency for trading processes.