Analyst, Workforce Management

Your career is an investment that grows over time!

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology we take financial services that are often confusing opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada with over 3 million users who trust us with more than $20 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.

As a Workforce Management (WFM) Analyst you will share responsibility for all aspects of the day-to-day running of WFM with a focus on contact centre forecasting and capacity planning while supporting the improvement of the overall client experience.

This position requires a high level of detail the ability to prioritize and complete tasks in a timely manner. Our ideal hire is passionate about WFM working with extracting and analyzing data and identifying opportunities to gain efficiencies.

Please note: This is a one-year contract.

In this role you will have the opportunity to:

• As part of the WFM team complete daily tasks and rituals to support our stakeholders

• Support our WFM manager on forecasting and capacity planning for both internal and external BPO requirements

• Provide various analyses to ensure optimal schedules and provide staffing recommendations to improve our performance levels

• Deep hands-on knowledge of workforce management tools and philosophies

• Strong communication skills -  written verbal and presentational

• Capture store and report on historical statistics

Skills we’re looking for:

• Workforce Management Experience - at least 1 year of Workforce Management experience in Forecasting

• Workforce Management Experience - fundamental experience of WFM tooling and best practices.

• Client Success / Operations Experience - experience in client experience or operations experience helping to drive strategic projects support backend processes and drive efficiency considered an asset

• Data and Analytics - Strong analytical and problem-solving skills with superior attention to detail. Experience using SQL is a strong asset.

• Action orientation: A clear bias for action and ability to act without being told what to do takes full ownership over work and seeks help and input when needed

• Prioritization & problem-solving - Knows how to break down complex problems and identify root causes. Knows how to balance what needs to be done with what’s possible to do. Understands the scope of an issue and its priority

• Collaboration: Excellent interpersonal skills and an ability to work cross-functionally with a wide range of stakeholders

Applications close on March 27th 5pm EST.

Why Wealthsimple?

🤑 Competitive Salary

📈 Retirement savings matching plan using Wealthsimple Work

🌴 Generous PTO offerings

🛫 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) Employee Resource Groups

We’re a remote-first team with over 1000 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.

DEI Statement

At 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 Statement

Wealthsimple 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.