AeroLeads people directory · profile
Josh Hanson Email & Phone Number
Manager - External Account Transfers
at
Wealthsimple
1 work email found
@wealthsimple.com
1 phone found area 416
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Manager - External Account Transfers
Location
Toronto, Ontario, Canada
Company size
Who is Josh Hanson? Overview
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Quick answer
Josh Hanson is listed as Manager - External Account Transfers at Wealthsimple, a with 1606 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at wealthsimple.com, phone signal with area code 416, and a matched LinkedIn profile for Josh Hanson.
Josh Hanson previously worked as Manager - Client Experience (Transfers) at Wealthsimple and Team Lead - Institutional Transfers at Wealthsimple. Josh Hanson holds Bachelor Of Education - Bed from York University.
Company email context
Email format at Wealthsimple
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{first_initial}{last}@wealthsimple.com
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AeroLeads found 1 current-domain work email signal for Josh Hanson. Compare company email patterns before reaching out.
Profile bio
About Josh Hanson
Josh Hanson is a Manager - External Account Transfers at Wealthsimple. He possess expertise in customer service, customer satisfaction, people skills, think on my feet, dependable team player and 16 more skills. Colleagues describe him as "Josh was extremely helpful, great resource and gave me a clear scope of various companies and industries that seek sales professionals. He is a skilled relationship builder who values his client’s future and puts their needs first! I remember him coordinating a meeting while he was on his vacation which just testifies the kind of professional he is. In the world of digital-disruption, Josh’s in-depth knowledge of technology client’s will make him a great professional at any organization!" and "I have the pleasure to work alongside Josh at Sales Talent Agency. Although I've only been here for 5 months, Josh has already had an important impact on my overall experience and positive view of the company. He was one of the most welcoming colleagues when I first started and made an effort to get to know the new employees, offer advice, words of encouragement and feedback. As time went on, I've had the chance to witness the way Josh handles himself with his clients, candidates, and peers. I deeply respect Josh for the work ethic and level of integrity that he brings to all his projects. He has an honest, humble and empathetic approach that is focused on adding value to his clients, candidates and colleagues. When it comes to promoting a positive company culture that is resilient in face of challenges, Josh leads by example. He is a valued member of our team and truly embodies what STA stands for!"
Listed skills include Customer Service, Customer Satisfaction, People Skills, Think On My Feet, and 17 others.
Current workplace
Josh Hanson's current company
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Wealthsimple
7 roles
Josh Hanson work experience
A career timeline built from the work history available for this profile.
Manager - Client Experience (Transfers)
CurrentOverseeing the E2E Client Experience for Institutional Transfers
Jul 2024 - Present
Team Lead - Institutional Transfers
Leading a team of 14 Client Experience Agents and working on Operational, product, and process improvements to reduce tickets, and lead to a better user experience.
Jan 2024 - Jul 2024
Client Experience (Part Time)
Took a step back and worked part-time at Wealthsimple as I pursued my Bachelor of Education at York.I served as a Swiss army knife with responsibilities ranging from, training new hires, working on incident response communications to revamping/creating processes for the client experience team as we scaled from 100 up to 250 employees on the CS team in less than a year.
Sep 2021 - Feb 2024
Team Lead - Institutional Transfers
Leading a team of 10 Client Experience Agents while working on a range of operational projects to improve efficiencies, reduce ticket drivers, and help the Client Success team scale from 30 up to 100 agents in 6 months.
Jan 2021 - Sep 2021
Associate Relationship Manager
As one of the first 175 employees at Wealthsimple I was able to help in scaling our client base from $4 billion in Assets Under Management (AUM) to $6 billion in AUM in my first 12 months. Not only am I serving as the key point of contact for our clients, but I also have been able to tackle some super exciting projects including:• Launching an internal competition that increased client referrals to Portfolio Managers resulting in a 235% increase in monthly deposits in Q3 ‘19• Implementing a process to prioritize, and call High Net Worth and 'Escalated' clients leading to a 5% increase in capture rate both Q1 and Q2 ‘19 (~$750k+ in added assets per quarter)
Sep 2018 - Feb 2021
Account Manager
• Q1 2018: 101% to Quota• Q3 2018: 141% to Quota• Generated $170k+ in revenue during first fiscal year
Jun 2017 - Sep 2018
Team & coworkers
Colleagues at Wealthsimple
Other employees you can reach at wealthsimple.com. View company contacts for 1606 employees →
RI
Rob Inglis Mba, Pmp
Colleague at WealthsimpleToronto, Ontario, Canada
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CL
Christine Landry
Colleague at WealthsimpleSt Lazare-De-Vaudreuil, Quebec, Canada
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PR
Peter Robertson
Colleague at WealthsimpleMontreal, Quebec, Canada
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IG
Ingred G.
Colleague at WealthsimpleCanada
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JH
Jessica Huffman
Colleague at WealthsimpleFargo, North Dakota, United States
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SA
Sahil A.
Colleague at WealthsimpleToronto, Ontario, Canada
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NK
Nick Kiss
Colleague at WealthsimpleToronto, Ontario, Canada
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FP
Frances Policarpio
Colleague at WealthsimpleToronto, Ontario, Canada
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RF
Rochelle Felix
Colleague at WealthsimpleMississauga, Ontario, Canada
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KL
Kimberly Lam
Colleague at WealthsimpleCanada
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Rob Inglis Mba, Pmp
Colleague at WealthsimpleToronto, Ontario, Canada
View →
CL
Christine Landry
Colleague at WealthsimpleSt Lazare-De-Vaudreuil, Quebec, Canada
View →
PR
Peter Robertson
Colleague at WealthsimpleMontreal, Quebec, Canada
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IG
Ingred G.
Colleague at WealthsimpleCanada
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JH
Jessica Huffman
Colleague at WealthsimpleFargo, North Dakota, United States
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SA
Sahil A.
Colleague at WealthsimpleToronto, Ontario, Canada
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NK
Nick Kiss
Colleague at WealthsimpleToronto, Ontario, Canada
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FP
Frances Policarpio
Colleague at WealthsimpleToronto, Ontario, Canada
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RF
Rochelle Felix
Colleague at WealthsimpleMississauga, Ontario, Canada
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KL
Kimberly Lam
Colleague at WealthsimpleCanada
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4 education records
Josh Hanson education
Bachelor Of Education - Bed
Bachelor Of Commerce (With Distinction), Marketing
Bachelor’S Degree, Business/Commerce, General
Education record
Don Mills Collegiate Institute
FAQ
Frequently asked questions about Josh Hanson
Quick answers generated from the profile data available on this page.
What company does Josh Hanson work for?
Josh Hanson works for Wealthsimple.
What is Josh Hanson's role at Wealthsimple?
Josh Hanson is listed as Manager - External Account Transfers at Wealthsimple.
What is Josh Hanson's email address?
AeroLeads has found 1 work email signal at @wealthsimple.com for Josh Hanson at Wealthsimple.
What is Josh Hanson's phone number?
AeroLeads has found 1 phone signal(s) with area code 416 for Josh Hanson at Wealthsimple.
Where is Josh Hanson based?
Josh Hanson is based in Toronto, Ontario, Canada while working with Wealthsimple.
What companies has Josh Hanson worked for?
Josh Hanson has worked for Wealthsimple and Sales Talent Agency, Inc..
Who are Josh Hanson's colleagues at Wealthsimple?
Josh Hanson's colleagues at Wealthsimple include Rob Inglis Mba, Pmp, Christine Landry, Peter Robertson, Ingred G., and Jessica Huffman.
How can I contact Josh Hanson?
You can use AeroLeads to view verified contact signals for Josh Hanson at Wealthsimple, including work email, phone, and LinkedIn data when available.
What schools did Josh Hanson attend?
Josh Hanson holds Bachelor Of Education - Bed from York University.
What skills is Josh Hanson known for?
Josh Hanson is listed with skills including Customer Service, Customer Satisfaction, People Skills, Think On My Feet, Dependable Team Player, Highly Reliable, Learning Quickly, and Microsoft Excel.
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