Associate, Gold Glove (Client Onboarding)

📋 Description

• Own onboarding of Wealth Management portfolios from legacy banks.
• Be the dedicated onboarding partner for our significant new clients.
• Lead the first 30–90 days of a client’s journey to be seamless.
• Collaborate with internal teams to resolve client issues.

🎯 Requirements

• 2–4 years in a client-facing Fintech/Wealth Mgmt/Brokerage role.
• Knowledge of Canadian accounts RRSP/TFSA/LIRA and transfers.
• Familiarity with transfer processes (ACATS/Aton).
• Technical proficiency to learn internal tools and explain features.
• Exceptional communication for video consultations and updates.
• Regulatory knowledge of KYC and AML in Canada.

🎁 Benefits

• Top-tier health benefits and life insurance.
• Long-term group savings with employer match.
• 20 vacation days + 4 wellness days per year; unlimited sick and mental health days.
• 90 days away program to work outside Canada.
• Employee Resource Groups (Rainbow, Women of Wealthsimple, etc.).
• Remote first team across North America.