Josh Hanson

Manager - External Account Transfers

Josh Hanson is an experienced manager currently overseeing the End-to-End Client Experience for External Account Transfers at Wealthsimple since September 2018. Josh has held multiple leadership roles, including Team Lead for Institutional Transfers, where responsibilities involved managing teams of Client Experience Agents and driving operational improvements. Prior experience at Wealthsimple includes an Associate Relationship Manager role, contributing significantly to client growth and operational initiatives. Josh previously worked as an Account Manager at Sales Talent Agency, achieving notable sales milestones. Educational qualifications include a Bachelor of Education from York University and a Bachelor of Commerce with Distinction from Ryerson University, complemented by studies at Universidad Carlos III de Madrid.

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