Intern, Client Experience Strategy & Operations

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    Wealthsimple

    All of your investing, made simple.

    1,001-5,000 employeesFounded 2014Toronto, OntarioFinancial Services
    Actively hiringPaidWinter 2027Financial Services
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    Best applied by Oct 16

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    About the role#

    The Client Experience Strategy & Operations team manages the systems, content, AI solutions, and strategic initiatives that support our client and agent experiences. We are hiring interns for two tracks: Workflow Optimization and Enablement. You will contribute to projects that impact financial services for Canadians while receiving mentorship within our community. This is a full-time, 8-month internship beginning January 11, 2027.

    What you'll do#

    Depending on your track, you will focus on one of the following areas:

    Workflow Optimization

    • Design and build AI tools for analysis and audit existing automations.
    • Map and redesign workflows to improve resolution time and operational risk.
    • Partner with the AI Experiences team to launch new features.
    • Build automation inventories to propose consolidations and new AI optimizations.

    Enablement

    • Support the group's analytical work by testing data and running original analyses.
    • Design and run trending analyses across scorecard metrics.
    • Help define and document metrics, including data sourcing and validation.
    • Build checks and first-pass reviews to catch errors in reports.
    • Support the analysis of quality data and turn findings into recommendations.

    What you'll need#

    • Currently enrolled as a student at a Canadian post-secondary institution or technical bootcamp, or a new graduate within 6 months of your graduation date.
    • Residing in Canada and available to work full-time hours.
    • Structured problem solving and process thinking skills.
    • Strong documentation and communication skills with a bias to action.
    • Basic familiarity with AI concepts like LLMs, RAG, and context windows.
    • Basic familiarity with customer operations tools such as Zendesk or JIRA.
    • Basic familiarity with data, testing, and statistical concepts.
    • Proficiency in quantitative and spreadsheet tasks, including an understanding of how relational data fits together.
    • Experience building trend analyses and visualizations.

    Location & details#

    • This is a hybrid role based in Toronto, Ontario.
    • You must be able to commute to our Toronto headquarters on Wednesdays and Thursdays.
    • Term: Winter 2027 (8 months).
    • Compensation: CA$44,000 to CA$52,000, depending on your year of study and past internship terms.

    About Wealthsimple

    Wealthsimple operates as a financial services firm based in Toronto, Ontario. Founded in 2014, the company provides wealth management, investment advisory, and portfolio management services. It currently maintains a staff size between 1,001 and 5,000 employees. The firm functions as a privately held organization.

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