In this role you will have an opportunity to:Orchestrate seamless onboarding experiences for new plan sponsors, establishing strong foundations for long-term partnerships.Expertly manage HRIS/payroll integration processes, ensuring accurate data flow and system compatibility.Drive industry-leading employee plan adoption rates through strategic communication campaigns and engaging educational initiatives.Lead complex plan transfers from legacy providers with precision and care, coordinating cross-functional teams while providing clients with transparent milestone updates.Empower plan administrators through comprehensive platform training, equipping them with the knowledge to maximize their Wealthsimple tools.Support clients with plan governance — ensuring that plan documentation, processes, and communications align with legislative requirements and best practices.Provide insights and reporting on plan health, participation, and key success metrics.Cultivate strong client relationships through proactive service, anticipating needs and delivering personalized support.Resolve technical issues with urgency and ownership, transforming challenges into opportunities to demonstrate our commitment to excellence.Think strategically and put our Clients at the center of your work, making sure they are well taken care of, informed, and satisfied with the platform and related services.Contribute to process improvements and internal initiatives that enhance client experience and operational efficiency.What you'll bring:Can provide best in class Client relationships, matching problem solving skills with a deep Client empathy.Ability to adjust communications and support to different audiences and their needsSuperior time management, task prioritization, organizational and communication skills.Bilingual – fluent in both writing and speaking in French.Experience in Group Savings & Retirement / Pension industry.Why Wealthsimple?🤑 Competitive salary with top-tier health benefits and life insurance📈 Retirement savings matching plan using Wealthsimple for Business🌴 20 vacation days per year and unlimited sick and mental health days📚 Up to $1,500 per year towards wellness and professional development budgets respectively🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)💖 Company-wide wellness days off scheduled throughout the yearWe’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!Read our Culture Manual and learn more about
how we work.Technology & Innovation at WealthsimpleWe believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.DEI StatementAt Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.Accessibility StatementWealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. If you would like more information about how your data is processed, please contact us.
