Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
You’ve built remarkable things. Led AI teams in San Francisco, scaled fintechs in New York, designed next-gen platforms in Boston. But what if the next big thing isn’t there - it’s here? At Wealthsimple, we’re on a mission to help millions of people achieve financial freedom through simple, powerful, and accessible tools. We're building one of the most ambitious and meaningful tech companies in Canada, and we’re looking for world-class Canadian talent to come home and help us build what’s next.
Canada has urgent problems to solve, and real momentum. The work is complex, the scale is real and the impact will be felt by millions of people everyday - your family members, friends, and even your kindergarten teacher. Canada is at a turning point. We’re seeing real momentum in our tech ecosystem, and we need experienced leaders who know how to build at scale. It’s more than just a job. It’s about joining a mission: building products that empower millions of people and creating pathways to financial freedom.
Engineering (AI, infrastructure, backend, frontend, mobile)
Product & Design (Platform design, fintech innovation, user-centric systems)
Data & Machine Learning (ML engineers, data scientists, real-time analytics)
Finance & Strategy (Investor relations, strategic finance, capital markets)
Leadership roles (VP and Director level across R&D, Product, Strategy, and Ops)
Whether you’re a technical trailblazer, a product visionary, or a builder of high-performance teams, if you’ve led at the frontier and want to make a dent in Canada, we want to talk.
1. Submit your resume and a few quick answers. This helps us connect you with the right people.
2. We’ll review and reach out. Not with a bot, but a real human from Wealthsimple.
3. We’ll set up a casual chat if there is a role that fits. Think of it as a human conversation, not a formal interview.
4. If there’s a fit, we’ll introduce you to a senior leader from our team.
5. Once everything aligns, congratulations. You’re coming home to build.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\nHEY CANADIAN LEADERS ABROAD…IT’S TIME\n\nYou’ve built remarkable things. Led AI teams in San Francisco, scaled fintechs in New York, designed next-gen platforms in Boston. But what if the next big thing isn’t there - it’s here? At Wealthsimple, we’re on a mission to help millions of people achieve financial freedom through simple, powerful, and accessible tools. We're building one of the most ambitious and meaningful tech companies in Canada, and we’re looking for world-class Canadian talent to come home and help us build what’s next.\n\n\nCHANGE THE GAME, FOR CANADA\n\nCanada has urgent problems to solve, and real momentum. The work is complex, the scale is real and the impact will be felt by millions of people everyday - your family members, friends, and even your kindergarten teacher. Canada is at a turning point. We’re seeing real momentum in our tech ecosystem, and we need experienced leaders who know how to build at scale. It’s more than just a job. It’s about joining a mission: building products that empower millions of people and creating pathways to financial freedom.\n\n\nWHO WE'RE LOOKING FOR\n\n - Engineering (AI, infrastructure, backend, frontend, mobile)\n\n - Product & Design (Platform design, fintech innovation, user-centric systems)\n\n - Data & Machine Learning (ML engineers, data scientists, real-time analytics)\n\n - Finance & Strategy (Investor relations, strategic finance, capital markets)\n\n - Leadership roles (VP and Director level across R&D, Product, Strategy, and Ops)\n\nWhether you’re a technical trailblazer, a product visionary, or a builder of high-performance teams, if you’ve led at the frontier and want to make a dent in Canada, we want to talk.\n\n\nWHAT HAPPENS NEXT\n\n1. Submit your resume and a few quick answers. This helps us connect you with the right people.\n\n2. We’ll review and reach out. Not with a bot, but a real human from Wealthsimple.\n\n3. We’ll set up a casual chat if there is a role that fits. Think of it as a human conversation, not a formal interview.\n\n4. If there’s a fit, we’ll introduce you to a senior leader from our team.\n\n5. Once everything aligns, congratulations. You’re coming home to build.\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"698feead-c0e0-4901-aab2-2b2c43c50f66","title":"Quantitative Portfolio Manager - Direct Indexing & Model Portfolios","department":"Data & Engineering","team":"Product Engineering","employmentType":"FullTime","location":"Toronto Headquarters","secondaryLocations":[],"publishedAt":"2026-01-21T01:23:30.988+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"Ontario","addressCountry":"Canada","addressLocality":"Toronto"}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/698feead-c0e0-4901-aab2-2b2c43c50f66","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/698feead-c0e0-4901-aab2-2b2c43c50f66/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
We believe the best investment products shouldn't be reserved for the ultra-wealthy. You'd be working on models that directly shape how millions of Canadians are invested — at a scale few quants get to operate at outside of major institutions, with the autonomy of a startup.
Our culture is built on trust, intellectual honesty, and a genuine obsession with quality. You'll work with people who care deeply about getting the math right and communicating it clearly.
Own the quantitative frameworks behind our direct indexing and model portfolio strategies — from initial design through ongoing validation and improvement
Build and refine models for portfolio optimization, tax-loss harvesting, and risk management that run at scale across millions of client accounts
Partner with engineers and product managers to translate financial objectives into algorithms that actually ship
Run rigorous backtesting, stress testing, and scenario analysis to make sure the models hold up — and know when they don't
Monitor live model performance and drive continuous improvement based on what you see in production
Write clearly: white papers, methodology docs, and internal explainers that make complex math accessible to technical and non-technical audiences alike
5+ years in quantitative portfolio management or a related quant finance role
Advanced degree (Master's or PhD) in Mathematics, Statistics, Financial Engineering, Physics, or a related quantitative field
Deep expertise in portfolio optimization, including quadratic programming and large-scale optimization techniques
Hands-on experience with direct indexing and tax-aware portfolio optimization (e.g. TLH and tax alpha generation)
Strong Python skills across the scientific stack (NumPy, pandas, SciPy, CVXPY)
Fluency in portfolio theory, equity markets, and index construction
A track record of explaining complex quantitative work clearly — to engineers, PMs, and clients alike
Experience with tax-aware portfolio management, tax-loss harvesting algorithms, and tax alpha generation
Proficiency with advanced solvers like Gurobi, CPLEX, or MOSEK for large-scale problems
Familiarity with machine learning applications in asset allocation
CFA, FRM, or equivalent certification
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\nWHY WEALTHSIMPLE\n\nWe believe the best investment products shouldn't be reserved for the ultra-wealthy. You'd be working on models that directly shape how millions of Canadians are invested — at a scale few quants get to operate at outside of major institutions, with the autonomy of a startup.\n\nOur culture is built on trust, intellectual honesty, and a genuine obsession with quality. You'll work with people who care deeply about getting the math right and communicating it clearly.\n\n\nWHAT YOU'LL DO\n\n - Own the quantitative frameworks behind our direct indexing and model portfolio strategies — from initial design through ongoing validation and improvement\n\n - Build and refine models for portfolio optimization, tax-loss harvesting, and risk management that run at scale across millions of client accounts\n\n - Partner with engineers and product managers to translate financial objectives into algorithms that actually ship\n\n - Run rigorous backtesting, stress testing, and scenario analysis to make sure the models hold up — and know when they don't\n\n - Monitor live model performance and drive continuous improvement based on what you see in production\n\n - Write clearly: white papers, methodology docs, and internal explainers that make complex math accessible to technical and non-technical audiences alike\n\n\nWHAT YOU BRING\n\n - 5+ years in quantitative portfolio management or a related quant finance role\n\n - Advanced degree (Master's or PhD) in Mathematics, Statistics, Financial Engineering, Physics, or a related quantitative field\n\n - Deep expertise in portfolio optimization, including quadratic programming and large-scale optimization techniques\n\n - Hands-on experience with direct indexing and tax-aware portfolio optimization (e.g. TLH and tax alpha generation)\n\n - Strong Python skills across the scientific stack (NumPy, pandas, SciPy, CVXPY)\n\n - Fluency in portfolio theory, equity markets, and index construction\n\n - A track record of explaining complex quantitative work clearly — to engineers, PMs, and clients alike\n\n - Experience with tax-aware portfolio management, tax-loss harvesting algorithms, and tax alpha generation\n\n\nNICE TO HAVE\n\n - Proficiency with advanced solvers like Gurobi, CPLEX, or MOSEK for large-scale problems\n\n - Familiarity with machine learning applications in asset allocation\n\n - CFA, FRM, or equivalent certification\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"fd0e25ec-d91b-42ff-9847-1273fe265206","title":"Senior Manager, Payments Product Compliance","department":"Regulatory","team":"Compliance","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-03-26T16:28:07.451+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/fd0e25ec-d91b-42ff-9847-1273fe265206","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/fd0e25ec-d91b-42ff-9847-1273fe265206/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
We’re looking for a Payments Regulatory Compliance Manager to join our growing Compliance team. This role will support the Director of Payment Operations & Compliance and focus on the end-to-end management of compliance programs tied to our Banking, Credit Card, and Prepaid products. You’ll oversee Wealthsimple’s compliance with payment regulations including the Retail Payment Activities Act (RPAA) and Visa/Mastercard network rules, working closely with our Product, Legal, and Operations teams to ensure scalable and compliant launches.
This is a new role created as part of the Payments team restructure. You’ll be responsible for building sustainable programs, enabling internal alignment, and using tools like Notebook LM to help automate and accelerate execution.
Lead the implementation and management of compliance programs aligned with RPAA, card network requirements (e.g., Visa), and relevant lending licensing or registration needs
Oversee day-to-day controls and monitoring for the Banking and Credit Card compliance programs
Serve as the internal subject-matter expert for payments regulation, licensing, and risk controls related to safeguarding, operational risk, and program governance
Lead to internal training and awareness to strengthen payment regulatory knowledge across teams
Partner with Product, Engineering, and Operations teams to embed compliance into product development and lifecycle management
Draft and maintain policies, procedures, and internal guidance for applicable compliance requirements
Support regulatory reporting and audit readiness, including regulator inquiries, risk assessments, and network attestations
Identify and triage compliance risks related to payment program expansions or enhancements
Leverage automation tools (e.g., Notebook LM) to streamline program execution and reduce overhead
Collaborate with cross-functional teams to scale programs efficiently and support junior team member enablement
5+ years of experience in payments compliance, regulatory risk, or operations within fintech, banking, or payment networks
Strong understanding of Canadian payments regulation (RPAA, FINTRAC, FCAC, OSFI) and Visa/Mastercard network rules
Experience working with US bank sponsorship programs/ US payment systems and relevant regulations (e.g., BSA, FinCEN, CFPB, Nacha, RTP)
Experience supporting card or prepaid programs, PSP licensing, or retail payment frameworks
Comfortable navigating ambiguity and building new processes from the ground up
Excellent communication and project management skills, with experience working cross-functionally across Product, Legal, and Operations
Familiarity with compliance automation and tooling (e.g., GRC tools, Notebook LM, or custom-built dashboards)
Strong analytical and problem-solving abilities, with an eye for both risk and scalability
Experience working on regulatory submissions (e.g., RPAA registration, Visa program changes)
Experience introducing AI workflows to Compliance programs
Familiarity with internal governance programs and audit workflows
Background in launching new fintech products or payment rails
Experience working with processor platforms or integrations
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\nABOUT THE ROLE\n\nWe’re looking for a Payments Regulatory Compliance Manager to join our growing Compliance team. This role will support the Director of Payment Operations & Compliance and focus on the end-to-end management of compliance programs tied to our Banking, Credit Card, and Prepaid products. You’ll oversee Wealthsimple’s compliance with payment regulations including the Retail Payment Activities Act (RPAA) and Visa/Mastercard network rules, working closely with our Product, Legal, and Operations teams to ensure scalable and compliant launches.\n\nThis is a new role created as part of the Payments team restructure. You’ll be responsible for building sustainable programs, enabling internal alignment, and using tools like Notebook LM to help automate and accelerate execution.\n\n\nRESPONSIBILITIES\n\n - Lead the implementation and management of compliance programs aligned with RPAA, card network requirements (e.g., Visa), and relevant lending licensing or registration needs\n\n - Oversee day-to-day controls and monitoring for the Banking and Credit Card compliance programs\n\n - Serve as the internal subject-matter expert for payments regulation, licensing, and risk controls related to safeguarding, operational risk, and program governance\n\n - Lead to internal training and awareness to strengthen payment regulatory knowledge across teams\n\n - Partner with Product, Engineering, and Operations teams to embed compliance into product development and lifecycle management\n\n - Draft and maintain policies, procedures, and internal guidance for applicable compliance requirements\n\n - Support regulatory reporting and audit readiness, including regulator inquiries, risk assessments, and network attestations\n\n - Identify and triage compliance risks related to payment program expansions or enhancements\n\n - Leverage automation tools (e.g., Notebook LM) to streamline program execution and reduce overhead\n\n - Collaborate with cross-functional teams to scale programs efficiently and support junior team member enablement\n\n\nIDEAL CANDIDATE\n\n - 5+ years of experience in payments compliance, regulatory risk, or operations within fintech, banking, or payment networks\n\n - Strong understanding of Canadian payments regulation (RPAA, FINTRAC, FCAC, OSFI) and Visa/Mastercard network rules\n\n - Experience working with US bank sponsorship programs/ US payment systems and relevant regulations (e.g., BSA, FinCEN, CFPB, Nacha, RTP)\n\n - Experience supporting card or prepaid programs, PSP licensing, or retail payment frameworks\n\n - Comfortable navigating ambiguity and building new processes from the ground up\n\n - Excellent communication and project management skills, with experience working cross-functionally across Product, Legal, and Operations\n\n - Familiarity with compliance automation and tooling (e.g., GRC tools, Notebook LM, or custom-built dashboards)\n\n - Strong analytical and problem-solving abilities, with an eye for both risk and scalability\n \n\n\nNICE TO HAVE\n\n - Experience working on regulatory submissions (e.g., RPAA registration, Visa program changes)\n\n - Experience introducing AI workflows to Compliance programs\n\n - Familiarity with internal governance programs and audit workflows\n\n - Background in launching new fintech products or payment rails\n\nExperience working with processor platforms or integrations\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"0ace2957-7f92-4df0-9e3c-b95d960c3721","title":"Staff Product Designer (Multiple Roles, Multiple Teams)","department":"Product","team":"Product Design","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[{"location":"Remote (US)","address":{"postalAddress":{"addressRegion":"New York","addressCountry":"United States","addressLocality":"New York City"}}}],"publishedAt":"2026-01-09T19:09:03.492+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/0ace2957-7f92-4df0-9e3c-b95d960c3721","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/0ace2957-7f92-4df0-9e3c-b95d960c3721/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
Design is a strategic lever at Wealthsimple — we don’t just make things beautiful, we help shape what gets built. We're growing our Product Design team and hiring both Senior and Staff Product Designers across multiple product areas, including Investing, Banking, and more. Rather than filling a single role, we’re looking for outstanding designers who want to help us define the future of personal finance in Canada. When you apply, we’ll explore where your strengths, experience, and interests align best across our teams.
Staff Product Designer, Portfolios
Staff Product Designer, Lending
Design thoughtful, high-impact product experiences that empower clients to make smarter financial decisions.
Partner closely with product, engineering, content, and research throughout the entire product development process.
Own the full design stack — from early discovery and prototyping to high-fidelity visuals and micro-interactions.
Conduct research and use data to understand client needs, identify opportunities, and inform design decisions.
Help evolve our design system and scale the product with consistency, craft, and intention.
Raise the bar for quality and clarity — not just in your own work, but across the team.
Experience designing for consumer-facing mobile apps (React Native, native iOS/Android).
Strong UX and visual design skills, with the ability to turn complex problems into simple, elegant experiences.
A user-first mindset and a strong product sense — you know when to sweat the details and when to move quickly.
A collaborative approach and clear communication style.
Experience working closely with product and engineering teams to ship real products.
A passion for personal finance, and an interest in banking, investing, or financial planning tools.
For Senior Designers: a track record of shipping high-quality, impactful work end-to-end.
For Staff Designers: experience leading large initiatives, mentoring others, and driving design quality and strategy at a higher level.
How you’ve tackled ambiguous product challenges and found clarity.
Your process and rationale behind design decisions.
Your impact on the product and business.
How you’ve used insights to advocate for client needs.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\nABOUT THE TEAM\n\nDesign is a strategic lever at Wealthsimple — we don’t just make things beautiful, we help shape what gets built. We're growing our Product Design team and hiring both Senior and Staff Product Designers across multiple product areas, including Investing, Banking, and more. Rather than filling a single role, we’re looking for outstanding designers who want to help us define the future of personal finance in Canada. When you apply, we’ll explore where your strengths, experience, and interests align best across our teams.\n\n\nCURRENT OPEN ROLES\n\n - Staff Product Designer, Portfolios\n\n - Staff Product Designer, Lending\n\n\nWHAT YOU'LL DO\n\n - Design thoughtful, high-impact product experiences that empower clients to make smarter financial decisions.\n\n - Partner closely with product, engineering, content, and research throughout the entire product development process.\n\n - Own the full design stack — from early discovery and prototyping to high-fidelity visuals and micro-interactions.\n\n - Conduct research and use data to understand client needs, identify opportunities, and inform design decisions.\n\n - Help evolve our design system and scale the product with consistency, craft, and intention.\n\n - Raise the bar for quality and clarity — not just in your own work, but across the team.\n\n\nSKILLS YOU BRING\n\n - Experience designing for consumer-facing mobile apps (React Native, native iOS/Android).\n\n - Strong UX and visual design skills, with the ability to turn complex problems into simple, elegant experiences.\n\n - A user-first mindset and a strong product sense — you know when to sweat the details and when to move quickly.\n\n - A collaborative approach and clear communication style.\n\n - Experience working closely with product and engineering teams to ship real products.\n\n - A passion for personal finance, and an interest in banking, investing, or financial planning tools.\n\n - For Senior Designers: a track record of shipping high-quality, impactful work end-to-end. \n\n - For Staff Designers: experience leading large initiatives, mentoring others, and driving design quality and strategy at a higher level.\n\n\nIF YOU’RE EXCITED TO BE PART OF WEALTHSIMPLE'S MISSION, PLEASE APPLY WITH YOUR RESUME AND A PORTFOLIO THAT DEMONSTRATE:\n\n - How you’ve tackled ambiguous product challenges and found clarity.\n\n - Your process and rationale behind design decisions.\n\n - Your impact on the product and business.\n\n - How you’ve used insights to advocate for client needs.\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"aa58c645-69dd-4df3-b5a8-0f0ccddba549","title":"Director, Product Engagement (Lifecycle Marketing) - 15 month FT Contract","department":"Commercial & Marketing","team":"Commercial & Marketing","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-03-20T15:07:03.048+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/aa58c645-69dd-4df3-b5a8-0f0ccddba549","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/aa58c645-69dd-4df3-b5a8-0f0ccddba549/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
Our Product Engagement (PE) team's mission is to connect clients to value — ensuring every client discovers, learns, adopts, and grows with our products. We do that through smart, personalized lifecycle communications across email, push, SMS, and in-app, powered by behavioural data, rigorous experimentation, and an increasingly AI-native way of working. We embed deeply with our Product, PMM, Data Science, and Growth partners — we don't just service their requests, we shape their strategies.
We're looking for a Director, Product Engagement to lead our lifecycle function during a pivotal period of growth. This is a 15-month fixed-term contract, reporting to the VP, Product Marketing.
In this role, you'll own the strategic direction and execution of product engagement work across Wealthsimple's full product ecosystem (Self-directed Investing, Wealth Management, and Banking), with a primary mandate to drive cross-sell growth and deepen product adoption among our existing client base. You'll lead a high-performing team of lifecycle marketers, set the vision for how we use data and AI to engage clients at scale, and serve as a senior voice for the Lifecycle function across the organization.
The ideal candidate has led lifecycle or CRM functions at a hyper growth, innovative, consumer-first company, brings a sharp analytical lens to everything they do, and knows how to move fast without sacrificing client experience or quality.
Own the PE cross-sell strategy end-to-end — set the targeting philosophy, shape audience frameworks (Personalization-driven segmentation, LLM powered cohorts, propensity models), and align lifecycle programs with Wealthsimple's product adoption and business goals across all core verticals
Lead and develop a high-performing lifecycle team — set a high bar for craft and ownership, coach managers and specialists on strategic thinking and execution excellence, and build a culture where feedback, experimentation, and AI-native working are the norm
Set the AI and technology strategy for PE — drive adoption of AI-powered personalization, evaluate and make decisions on new platform capabilities, and champion scalable, automated workflows that increase team impact without increasing headcount
Establish PE as a strategic growth driver — represent the lifecycle function in senior leadership forums, bring cross-sell and client behaviour insights into product planning and roadmap conversations, and ensure PE is seen as a partner in business outcomes, not just a campaign execution team
Govern experimentation and measurement at scale — set the PE experimentation philosophy, drive program-level incrementality measurement with control groups as a standard, and use results to influence product decisions and company-wide strategy — not just marketing playbooks
4+ years of proven leadership of a lifecycle or CRM function at a consumer-first, mobile-first company — you've built and scaled retention and cross-sell programs that drove measurable business outcomes; demonstrated experience independently leading strategic initiatives required
8+ years of hands-on, omni-channel (email, push, SMS, in-app) experience using marketing automation tools/ESPs, with hands-on, recent execution experience in Braze or equivalent enterprise marketing automation platforms
Deep knowledge and understanding of customer/lifecycle marketing strategies, email marketing best practices, leveraging & activating customer data, targeting & treatment personalization, strategic cohorting & audience segmentation
A rigorous, data-driven approach to decision-making — you're comfortable with data visualization tools and experimentation design, and you instinctively connect campaign performance to business metrics
A track record of earning trust and influence with senior cross-functional stakeholders — Product, Data Science, Growth — and bringing those partners along on bold, long-term initiatives
Experience building AI-native marketing workflows — you've made thoughtful adoption decisions on AI tools and platforms, developed repeatable AI-assisted processes at a team level (personalization, segmentation, QA, reporting), and can speak credibly to AI's role in lifecycle marketing in executive and cross-functional forums
Experience leading, developing, and holding a high bar for teams of 6+ lifecycle marketers, including Managers; you're a direct, empathetic coach who makes your team better
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\nABOUT THE PRODUCT ENGAGEMENT (LIFECYCLE) TEAM\n\nOur Product Engagement (PE) team's mission is to connect clients to value — ensuring every client discovers, learns, adopts, and grows with our products. We do that through smart, personalized lifecycle communications across email, push, SMS, and in-app, powered by behavioural data, rigorous experimentation, and an increasingly AI-native way of working. We embed deeply with our Product, PMM, Data Science, and Growth partners — we don't just service their requests, we shape their strategies.\n\n\nABOUT THE ROLE\n\nWe're looking for a Director, Product Engagement to lead our lifecycle function during a pivotal period of growth. This is a 15-month fixed-term contract, reporting to the VP, Product Marketing.\n\nIn this role, you'll own the strategic direction and execution of product engagement work across Wealthsimple's full product ecosystem (Self-directed Investing, Wealth Management, and Banking), with a primary mandate to drive cross-sell growth and deepen product adoption among our existing client base. You'll lead a high-performing team of lifecycle marketers, set the vision for how we use data and AI to engage clients at scale, and serve as a senior voice for the Lifecycle function across the organization.\n\nThe ideal candidate has led lifecycle or CRM functions at a hyper growth, innovative, consumer-first company, brings a sharp analytical lens to everything they do, and knows how to move fast without sacrificing client experience or quality.\n\n\nIN THIS ROLE, YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Own the PE cross-sell strategy end-to-end — set the targeting philosophy, shape audience frameworks (Personalization-driven segmentation, LLM powered cohorts, propensity models), and align lifecycle programs with Wealthsimple's product adoption and business goals across all core verticals\n\n - Lead and develop a high-performing lifecycle team — set a high bar for craft and ownership, coach managers and specialists on strategic thinking and execution excellence, and build a culture where feedback, experimentation, and AI-native working are the norm\n\n - Set the AI and technology strategy for PE — drive adoption of AI-powered personalization, evaluate and make decisions on new platform capabilities, and champion scalable, automated workflows that increase team impact without increasing headcount\n\n - Establish PE as a strategic growth driver — represent the lifecycle function in senior leadership forums, bring cross-sell and client behaviour insights into product planning and roadmap conversations, and ensure PE is seen as a partner in business outcomes, not just a campaign execution team\n\n - Govern experimentation and measurement at scale — set the PE experimentation philosophy, drive program-level incrementality measurement with control groups as a standard, and use results to influence product decisions and company-wide strategy — not just marketing playbooks\n\n\nWHAT YOU'LL BRING:\n\n - 4+ years of proven leadership of a lifecycle or CRM function at a consumer-first, mobile-first company — you've built and scaled retention and cross-sell programs that drove measurable business outcomes; demonstrated experience independently leading strategic initiatives required\n\n - 8+ years of hands-on, omni-channel (email, push, SMS, in-app) experience using marketing automation tools/ESPs, with hands-on, recent execution experience in Braze or equivalent enterprise marketing automation platforms\n\n - Deep knowledge and understanding of customer/lifecycle marketing strategies, email marketing best practices, leveraging & activating customer data, targeting & treatment personalization, strategic cohorting & audience segmentation\n\n - A rigorous, data-driven approach to decision-making — you're comfortable with data visualization tools and experimentation design, and you instinctively connect campaign performance to business metrics\n\n - A track record of earning trust and influence with senior cross-functional stakeholders — Product, Data Science, Growth — and bringing those partners along on bold, long-term initiatives\n\n - Experience building AI-native marketing workflows — you've made thoughtful adoption decisions on AI tools and platforms, developed repeatable AI-assisted processes at a team level (personalization, segmentation, QA, reporting), and can speak credibly to AI's role in lifecycle marketing in executive and cross-functional forums\n\n - Experience leading, developing, and holding a high bar for teams of 6+ lifecycle marketers, including Managers; you're a direct, empathetic coach who makes your team better\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"e4be0339-ceea-45f1-bb4c-414e03ca8bc6","title":"Senior Data Scientist, Marketing Data","department":"Data & Engineering","team":"Risk & Decision Science","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-02-04T16:06:52.889+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/e4be0339-ceea-45f1-bb4c-414e03ca8bc6","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/e4be0339-ceea-45f1-bb4c-414e03ca8bc6/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
The Data Science & Engineering (DSE) team consists of analytics engineers, data scientists, and software engineers with diverse educational backgrounds such as math, operations research, economics, computer science, engineering and business. The team is responsible for enabling data-driven decision making and building data products at Wealthsimple.
The Marketing Data team sits within the broader Growth Data organization and focuses on driving new user acquisition and net deposit targets through marketing efforts including paid, organic, and branding initiatives. Our team is structured around key domain areas including promotions, referral and social sharing, paid marketing, and organic/upper funnel marketing measurement. We work closely with cross-functional partners in Growth, Product, and Engineering to optimize our marketing investments and scale Wealthsimple's customer base.
Marketing is a cornerstone of Wealthsimple's growth strategy, and the Marketing Data team plays a critical role in enabling data-driven decision making across all marketing channels. We're looking for a Senior Data Scientist who will serve as a domain expert for one of our key marketing pillars—driving optimization through sophisticated algorithms, measurement systems, and strategic insights that influence millions of dollars in marketing spend.
In this role, you'll be the DRI (Directly Responsible Individual) for your domain area, building data products and analytics solutions that directly impact business outcomes. You'll work on challenging problems ranging from marketing optimization algorithms to attribution modeling, experimentation, and strategic measurement. You'll collaborate closely with marketing stakeholders to understand business needs and translate them into technical solutions, while also partnering with data engineers and other data scientists on shared infrastructure.
This is a full-stack data science role where you'll wear many hats: algorithm developer, measurement strategist, analyst, experimenter, and business partner. We're looking for someone who can hit the ground running with strong marketing analytics expertise and contribute to strategic direction from day one.
Build data products and algorithms that optimize marketing performance—including budget allocation, targeting strategies, and campaign optimization across multiple channels.
Design and implement measurement strategies for marketing initiatives, including attribution modeling, incrementality analysis, and multi-touch attribution.
Drive marketing strategy through data insights, A/B testing, and causal inference methodologies to maximize ROI on marketing spend.
Develop and maintain analytics pipelines and data infrastructure, working collaboratively with data engineers and other data scientists.
Conduct exploratory analysis to identify growth opportunities, understand customer behavior, and optimize marketing tactics.
Provide business-as-usual analytics support including reporting, dashboards, and ad-hoc analysis for marketing stakeholders.
Leverage AI tooling to handle operational tasks efficiently and focus your expertise on high-impact strategic problems.
Partner with ad platforms (Google, Meta, etc.) and internal engineering teams to ensure robust tracking, data integration, and measurement capabilities.
Take ownership and ship it—continuously look for the simplest, most effective way to approach challenges; Occam's razor is your friend.
Strong preference for prior experience working with marketing teams and paid advertising platforms (Google Ads, Meta Ads, programmatic advertising, etc.).
Understanding of digital marketing mechanics including attribution, ad platforms, tracking, and conversion optimization.
Strong technical skills in Python and SQL with experience building production-quality code.
Experience with measurement and attribution—ideally including building in-house attribution systems (not just using off-the-shelf tools like Google Analytics).
Proven track record in algorithm development, optimization problems, or building data-driven decision systems.
Strong foundation in causal inference, A/B testing, and experimental design.
Excellent communication skills and ability to translate complex technical concepts for non-technical stakeholders
Has full-stack data science experience—comfortable with everything from dashboards and reporting to sophisticated algorithm development.
Can contribute to strategic direction in marketing analytics from day one with minimal ramp-up time.
Thrives in a collaborative, multi-faceted environment with ongoing alignment across stakeholders and data team membersIs passionate about measurement and understanding what drives business outcomes—navigating the complexities of attribution and incrementality.
Ideally has worked at larger-scale tech companies that develop internal analytics and optimization systems.
Adjusts quickly to changing priorities and effectively manages complexity in a fast-paced growth environment.
Values simplicity and pragmatism—knows when to build sophisticated solutions and when a simpler approach will suffice.
Is eager to teach and learn. We value making each other successful!
Is a lifelong learner who's constantly seeking feedback to continue improving their craft.
High visibility, high impact: Your work directly affects Wealthsimple's growth bottom line and influences strategic marketing decision.
Diverse technical challenges: Develop expertise across measurement, A/B testing, causal inference, machine learning, and algorithm development.
In-demand skill set: Build valuable skills in marketing analytics and optimization that are highly sought after in the tech market.
Strategic domain ownership: Own a key pillar of Wealthsimple's growth strategy and build deep expertise in a lasting problem space.
AI-enabled efficiency: Leverage cutting-edge AI tooling to amplify your impact and focus on the most strategic challenges.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\nABOUT THE TEAM\n\nThe Data Science & Engineering (DSE) team consists of analytics engineers, data scientists, and software engineers with diverse educational backgrounds such as math, operations research, economics, computer science, engineering and business. The team is responsible for enabling data-driven decision making and building data products at Wealthsimple.\n\nThe Marketing Data team sits within the broader Growth Data organization and focuses on driving new user acquisition and net deposit targets through marketing efforts including paid, organic, and branding initiatives. Our team is structured around key domain areas including promotions, referral and social sharing, paid marketing, and organic/upper funnel marketing measurement. We work closely with cross-functional partners in Growth, Product, and Engineering to optimize our marketing investments and scale Wealthsimple's customer base.\n\n\n\nABOUT THE ROLE\n\nMarketing is a cornerstone of Wealthsimple's growth strategy, and the Marketing Data team plays a critical role in enabling data-driven decision making across all marketing channels. We're looking for a Senior Data Scientist who will serve as a domain expert for one of our key marketing pillars—driving optimization through sophisticated algorithms, measurement systems, and strategic insights that influence millions of dollars in marketing spend.\n\nIn this role, you'll be the DRI (Directly Responsible Individual) for your domain area, building data products and analytics solutions that directly impact business outcomes. You'll work on challenging problems ranging from marketing optimization algorithms to attribution modeling, experimentation, and strategic measurement. You'll collaborate closely with marketing stakeholders to understand business needs and translate them into technical solutions, while also partnering with data engineers and other data scientists on shared infrastructure.\n\nThis is a full-stack data science role where you'll wear many hats: algorithm developer, measurement strategist, analyst, experimenter, and business partner. We're looking for someone who can hit the ground running with strong marketing analytics expertise and contribute to strategic direction from day one.\n\n\nWHAT YOU'LL DO\n\n - Build data products and algorithms that optimize marketing performance—including budget allocation, targeting strategies, and campaign optimization across multiple channels.\n\n - Design and implement measurement strategies for marketing initiatives, including attribution modeling, incrementality analysis, and multi-touch attribution.\n\n - Drive marketing strategy through data insights, A/B testing, and causal inference methodologies to maximize ROI on marketing spend.\n\n - Develop and maintain analytics pipelines and data infrastructure, working collaboratively with data engineers and other data scientists.\n\n - Conduct exploratory analysis to identify growth opportunities, understand customer behavior, and optimize marketing tactics.\n\n - Provide business-as-usual analytics support including reporting, dashboards, and ad-hoc analysis for marketing stakeholders.\n\n - Leverage AI tooling to handle operational tasks efficiently and focus your expertise on high-impact strategic problems.\n\n - Partner with ad platforms (Google, Meta, etc.) and internal engineering teams to ensure robust tracking, data integration, and measurement capabilities.\n\n - Take ownership and ship it—continuously look for the simplest, most effective way to approach challenges; Occam's razor is your friend.\n\n\nSKILLS YOU BRING\n\n - Strong preference for prior experience working with marketing teams and paid advertising platforms (Google Ads, Meta Ads, programmatic advertising, etc.).\n\n - Understanding of digital marketing mechanics including attribution, ad platforms, tracking, and conversion optimization.\n\n - Strong technical skills in Python and SQL with experience building production-quality code.\n\n - Experience with measurement and attribution—ideally including building in-house attribution systems (not just using off-the-shelf tools like Google Analytics).\n\n - Proven track record in algorithm development, optimization problems, or building data-driven decision systems.\n\n - Strong foundation in causal inference, A/B testing, and experimental design.\n\n - Excellent communication skills and ability to translate complex technical concepts for non-technical stakeholders\n\n\nWE ARE LOOKING FOR SOMEONE WHO:\n\n - Has full-stack data science experience—comfortable with everything from dashboards and reporting to sophisticated algorithm development.\n\n - Can contribute to strategic direction in marketing analytics from day one with minimal ramp-up time.\n\n - Thrives in a collaborative, multi-faceted environment with ongoing alignment across stakeholders and data team membersIs passionate about measurement and understanding what drives business outcomes—navigating the complexities of attribution and incrementality.\n\n - Ideally has worked at larger-scale tech companies that develop internal analytics and optimization systems.\n\n - Adjusts quickly to changing priorities and effectively manages complexity in a fast-paced growth environment.\n\n - Values simplicity and pragmatism—knows when to build sophisticated solutions and when a simpler approach will suffice.\n\n - Is eager to teach and learn. We value making each other successful!\n\n - Is a lifelong learner who's constantly seeking feedback to continue improving their craft.\n\n\nWHY YOU'LL LOVE THIS ROLE\n\n - High visibility, high impact: Your work directly affects Wealthsimple's growth bottom line and influences strategic marketing decision.\n\n - Diverse technical challenges: Develop expertise across measurement, A/B testing, causal inference, machine learning, and algorithm development.\n\n - In-demand skill set: Build valuable skills in marketing analytics and optimization that are highly sought after in the tech market.\n\n - Strategic domain ownership: Own a key pillar of Wealthsimple's growth strategy and build deep expertise in a lasting problem space.\n\n - AI-enabled efficiency: Leverage cutting-edge AI tooling to amplify your impact and focus on the most strategic challenges.\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"d91b2292-6227-4194-b112-42f0e85df6b4","title":"Senior Platform Developer – CI/CD & Developer Experience","department":"Data & Engineering","team":"Platform Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-04-15T20:56:27.973+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/d91b2292-6227-4194-b112-42f0e85df6b4","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/d91b2292-6227-4194-b112-42f0e85df6b4/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
The Delivery Platform team owns the complete deployment lifecycle at Wealthsimple. From the moment code is committed to when it's running reliably in production. We build and maintain the CI/CD infrastructure, deployment systems, and observability tools that enable hundreds of engineers to ship secure, high-quality software to millions of users with confidence and speed.
Our platform encompasses GitHub Actions self-hosted runners for continuous integration, ArgoCD and Argo Rollouts for progressive delivery with canaries and automated rollbacks, package publishing and artifact promotion, deployment visibility through Datadog and Backstage, and continuous load testing with k6. We treat reliability as our north star and deployment velocity as our measure of success.
As a Senior Developer on our team, you won't just be maintaining pipelines; you'll be architecting the systems that make shipping code at Wealthsimple fast, safe, and transparent. You will support a diverse engineering organization that uses Ruby, Python, Kotlin, and TypeScript to build the future of finance. Your work will directly empower hundreds of developers to deploy with confidence many times per day.
Evolve progressive delivery with Argo Rollouts and GitOps. Enhance our canary deployment strategies, improve automated health checks and rollback triggers, and build self-service deployment tools that give engineering teams the power to ship safely and independently. You'll work directly with Kubernetes, ArgoCD, and Argo Rollouts to make deployments invisible when they work and obvious when they don't.
Optimize CI/CD infrastructure at scale. Improve our CI workflows to optimize for speed and reliability, optimize build times across hundreds of services, enhance artifact management and package publishing workflows, and build tools that make continuous integration faster and more dependable.
Build deployment gates and guardrails that prevent production incidents. Design and implement automated quality checks including end-to-end testing, load testing, and progressive delivery validations that catch issues before they reach production. You'll be responsible for ensuring every deployment is safe and reversible.
Build world-class deployment observability and visibility. Create comprehensive deployment monitoring, dashboards, and alerting through Datadog and custom tooling. Integrate deployment metrics into Backstage to give every engineer real-time insights into their service's deployment health, success rates, and performance characteristics.
Drive Wealthsimple's 2026 reliability mission. Reliability is our top priority this year, and you'll be at the center of building systems that make it a reality. Implement chaos testing frameworks to validate system resilience, build automated rollback mechanisms, and create deployment confidence metrics that teams can trust.
Pioneer continuous, automated load testing. Design and build infrastructure that continuously validates performance characteristics of services before and during deployments. Implement k6-based testing frameworks, automated performance regression detection, and integration with deployment gates to catch performance issues early.
Champion engineering excellence and mentorship. Partner with teams across Wealthsimple to understand their deployment pain points and build solutions that increase their velocity. Share your expertise through documentation, training sessions, and code reviews. Mentor mid-level engineers on the team and across the organization.
7+ years of experience in team-based software development, with strong focus on platform engineering, DevOps, CI/CD, or SRE.
Deep expertise in modern deployment and orchestration, including Kubernetes, GitOps workflows (ArgoCD or similar), progressive delivery, and strategies such as canary and blue-green deployments with automated rollbacks.
Strong CI/CD experience: designed, built, and operated deployment pipelines using Buildkite, GitHub Actions, Jenkins, GitLab CI, or similar; experience optimizing build times, managing artifacts, and ensuring pipeline reliability at scale.
Reliability engineering and observability expertise, including building observable systems with Datadog, Prometheus, or similar tools; solid understanding of SLIs, SLOs, and error budgets.
Technical versatility across multiple languages, with experience in TypeScript, Ruby, Python, Kotlin, or similar; comfortable writing tooling, automation, and infrastructure code.
Load testing and performance validation experience, using tools such as k6, JMeter, or Gatling, and interpreting results to inform deployment decisions.
Infrastructure as Code and cloud experience, including AWS, Terraform, or comparable platforms and tools; ability to build reproducible, version-controlled, scalable infrastructure.
Product mindset for internal platforms, treating deployment infrastructure as a product and internal developers as customers.
Strong collaboration and mentorship skills, with experience coaching engineers and communicating technical concepts across teams.
Data-driven approach, using metrics to establish baselines, measure impact, and guide technical decisions.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\nABOUT THE TEAM\n\nThe Delivery Platform team owns the complete deployment lifecycle at Wealthsimple. From the moment code is committed to when it's running reliably in production. We build and maintain the CI/CD infrastructure, deployment systems, and observability tools that enable hundreds of engineers to ship secure, high-quality software to millions of users with confidence and speed.\n\nOur platform encompasses GitHub Actions self-hosted runners for continuous integration, ArgoCD and Argo Rollouts for progressive delivery with canaries and automated rollbacks, package publishing and artifact promotion, deployment visibility through Datadog and Backstage, and continuous load testing with k6. We treat reliability as our north star and deployment velocity as our measure of success.\n\n\nABOUT THE ROLE\n\nAs a Senior Developer on our team, you won't just be maintaining pipelines; you'll be architecting the systems that make shipping code at Wealthsimple fast, safe, and transparent. You will support a diverse engineering organization that uses Ruby, Python, Kotlin, and TypeScript to build the future of finance. Your work will directly empower hundreds of developers to deploy with confidence many times per day.\n\n\nWHAT YOU'LL DO\n\n - Evolve progressive delivery with Argo Rollouts and GitOps. Enhance our canary deployment strategies, improve automated health checks and rollback triggers, and build self-service deployment tools that give engineering teams the power to ship safely and independently. You'll work directly with Kubernetes, ArgoCD, and Argo Rollouts to make deployments invisible when they work and obvious when they don't.\n\n - Optimize CI/CD infrastructure at scale. Improve our CI workflows to optimize for speed and reliability, optimize build times across hundreds of services, enhance artifact management and package publishing workflows, and build tools that make continuous integration faster and more dependable.\n\n - Build deployment gates and guardrails that prevent production incidents. Design and implement automated quality checks including end-to-end testing, load testing, and progressive delivery validations that catch issues before they reach production. You'll be responsible for ensuring every deployment is safe and reversible.\n\n - Build world-class deployment observability and visibility. Create comprehensive deployment monitoring, dashboards, and alerting through Datadog and custom tooling. Integrate deployment metrics into Backstage to give every engineer real-time insights into their service's deployment health, success rates, and performance characteristics.\n\n - Drive Wealthsimple's 2026 reliability mission. Reliability is our top priority this year, and you'll be at the center of building systems that make it a reality. Implement chaos testing frameworks to validate system resilience, build automated rollback mechanisms, and create deployment confidence metrics that teams can trust.\n\n - Pioneer continuous, automated load testing. Design and build infrastructure that continuously validates performance characteristics of services before and during deployments. Implement k6-based testing frameworks, automated performance regression detection, and integration with deployment gates to catch performance issues early.\n\n - Champion engineering excellence and mentorship. Partner with teams across Wealthsimple to understand their deployment pain points and build solutions that increase their velocity. Share your expertise through documentation, training sessions, and code reviews. Mentor mid-level engineers on the team and across the organization.\n\n\nSKILLS YOU BRING\n\n - 7+ years of experience in team-based software development, with strong focus on platform engineering, DevOps, CI/CD, or SRE.\n\n - Deep expertise in modern deployment and orchestration, including Kubernetes, GitOps workflows (ArgoCD or similar), progressive delivery, and strategies such as canary and blue-green deployments with automated rollbacks.\n\n - Strong CI/CD experience: designed, built, and operated deployment pipelines using Buildkite, GitHub Actions, Jenkins, GitLab CI, or similar; experience optimizing build times, managing artifacts, and ensuring pipeline reliability at scale.\n\n - Reliability engineering and observability expertise, including building observable systems with Datadog, Prometheus, or similar tools; solid understanding of SLIs, SLOs, and error budgets.\n\n - Technical versatility across multiple languages, with experience in TypeScript, Ruby, Python, Kotlin, or similar; comfortable writing tooling, automation, and infrastructure code.\n\n - Load testing and performance validation experience, using tools such as k6, JMeter, or Gatling, and interpreting results to inform deployment decisions.\n\n - Infrastructure as Code and cloud experience, including AWS, Terraform, or comparable platforms and tools; ability to build reproducible, version-controlled, scalable infrastructure.\n\n - Product mindset for internal platforms, treating deployment infrastructure as a product and internal developers as customers.\n\n - Strong collaboration and mentorship skills, with experience coaching engineers and communicating technical concepts across teams.\n\n - Data-driven approach, using metrics to establish baselines, measure impact, and guide technical decisions.\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"d6d25e1b-4ab0-413b-9665-a14f28f60b12","title":"Senior Data Scientist, Finance & Market Risk","department":"Data & Engineering","team":"Risk & Decision Science","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-02-17T20:26:38.565+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/d6d25e1b-4ab0-413b-9665-a14f28f60b12","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/d6d25e1b-4ab0-413b-9665-a14f28f60b12/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
The Finance and Market Risk Data Science team is a dynamic group of data scientists and analytics developers who deliver high-quality financial metrics and advanced analytics that drive key decisions at Wealthsimple. We support financial planning, treasury operations, liquidity management, and brokerage risk assessment for products like margin trading and options.
Our team has created a solid foundation for data-driven financial decision-making. Now we're ready to scale these initiatives, optimizing financial resources and enhancing risk management as our product offerings grow increasingly sophisticated. As the Senior Data Scientist, Finance & Market Risk, you'll make a significant impact through advanced analytics that support both strategic financial planning and sophisticated risk management across our expanding brokerage services.
Apply advanced analytics techniques to solve complex business problems across finance and market risk domains.
Develop and maintain the finance data mart, with a focus on optimizing data quality, accessibility, and efficiency.
Create insightful dashboards to monitor financial KPIs, profitability metrics, and regulatory reporting requirements.
Collaborate cross-functionally with finance, risk, and product teams to provide business intelligence support for financial reporting, product performance analysis, and forecasting.
Productionize and make continuous improvements to Wealthsimple’s machine learning models, ensuring that models are well tested, documented and maintained.
Build automation tools and pipelines to increase team efficiency and scalability.
Design and execute product experiments to help improve Wealthsimple’s client experience.
Translate analytical findings into actionable business solutions.
Build and enhance data assets that support a variety of analytics tasks across the business.
Believe that simple is better, Occam's razor is your friend.
Take ownership and ship it; release incrementally and iteratively.
Teach and learn from your teammates. We value making others successful.
Strong technical skills in coding (SQL & Python) and statistical methods.
Strong understanding of data visualization principles and methodologies, including analytics engineering.
Able to build and maintain multi-functional relationships with various teams across the business.
Experience working with financial ledger data, including understanding of accounting principles, transaction flows, and reconciliation processes to ensure data accuracy and integrity
Experience in building end-to-end productionized machine learning pipelines.
Comfortable with software engineering best practices such as unit testing and version control.
Results-driven: keeping things as simple as possible to achieve the product goals.
Curiosity: willing to dive deep into product strategies and business context.
Experience in complex experimental design (A/B tests, factorial design).
Experience working in finance and risk management domain is a plus.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\nABOUT THE TEAM\n\nThe Finance and Market Risk Data Science team is a dynamic group of data scientists and analytics developers who deliver high-quality financial metrics and advanced analytics that drive key decisions at Wealthsimple. We support financial planning, treasury operations, liquidity management, and brokerage risk assessment for products like margin trading and options.\n\n\nABOUT THE ROLE\n\nOur team has created a solid foundation for data-driven financial decision-making. Now we're ready to scale these initiatives, optimizing financial resources and enhancing risk management as our product offerings grow increasingly sophisticated. As the Senior Data Scientist, Finance & Market Risk, you'll make a significant impact through advanced analytics that support both strategic financial planning and sophisticated risk management across our expanding brokerage services.\n\n\nWHAT YOU'LL DO\n\n - Apply advanced analytics techniques to solve complex business problems across finance and market risk domains.\n\n - Develop and maintain the finance data mart, with a focus on optimizing data quality, accessibility, and efficiency.\n\n - Create insightful dashboards to monitor financial KPIs, profitability metrics, and regulatory reporting requirements.\n\n - Collaborate cross-functionally with finance, risk, and product teams to provide business intelligence support for financial reporting, product performance analysis, and forecasting.\n\n - Productionize and make continuous improvements to Wealthsimple’s machine learning models, ensuring that models are well tested, documented and maintained.\n\n - Build automation tools and pipelines to increase team efficiency and scalability.\n\n - Design and execute product experiments to help improve Wealthsimple’s client experience.\n\n - Translate analytical findings into actionable business solutions.\n\n - Build and enhance data assets that support a variety of analytics tasks across the business.\n\n - Believe that simple is better, Occam's razor is your friend.\n\n - Take ownership and ship it; release incrementally and iteratively.\n\n - Teach and learn from your teammates. We value making others successful.\n\n\nSKILLS YOU BRING\n\n - Strong technical skills in coding (SQL & Python) and statistical methods.\n\n - Strong understanding of data visualization principles and methodologies, including analytics engineering.\n\n - Able to build and maintain multi-functional relationships with various teams across the business.\n\n - Experience working with financial ledger data, including understanding of accounting principles, transaction flows, and reconciliation processes to ensure data accuracy and integrity\n\n - Experience in building end-to-end productionized machine learning pipelines.\n\n - Comfortable with software engineering best practices such as unit testing and version control.\n\n - Results-driven: keeping things as simple as possible to achieve the product goals.\n\n - Curiosity: willing to dive deep into product strategies and business context.\n\n - Experience in complex experimental design (A/B tests, factorial design).\n\n - Experience working in finance and risk management domain is a plus.\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"5a0e34e8-63ed-42b5-bccf-10cb1310f2e5","title":"Sr Data Scientist, Growth Product","department":"Data & Engineering","team":"Risk & Decision Science","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-02-17T20:54:30.758+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/5a0e34e8-63ed-42b5-bccf-10cb1310f2e5","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/5a0e34e8-63ed-42b5-bccf-10cb1310f2e5/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
The Growth Product Data Science team consists of data scientists with diverse educational backgrounds. Our team is responsible for leading data science initiatives across the global client experience – partnering with Consolidation, Product Marketing, Lifecycle Marketing, and Product Engagement to deliver quantitative insights, personalization, and predictive models that directly shape Wealthsimple's growth strategy.
We are a full-stack data science team, meaning we own the end-to-end lifecycle: data modeling, dashboards, predictive models, experiment design and analysis, ad-hoc analysis, and opportunity identification. We operate as consultative partners to our stakeholders – solving problems, identifying opportunities, and owning targeting – not executing tasks. We measure our success by the dollar value we deliver, the ideas we surface that get prioritized, and the model-based solutions we ship that outperform the status quo.
This role will primarily partner with our Consolidation product team, which is focused on creating an incredible first 30-day experience for new clients and driving them to make Wealthsimple their primary financial relationship. The team's work spans onboarding, product-led consolidation, the Home experience, Tiers, and account discovery. With touchpoints across so many critical surfaces, you'll be uniquely positioned to have outsized impact across all of these areas.
Be the dedicated data science partner to the Consolidation product team, owning the analytics and modeling that power product-led growth across onboarding, activation, and full consolidation.
Design and analyze rigorous product experiments across the client journey, from first funding through to full asset consolidation, using A/B testing, non-inferiority tests, and other causal inference methods to measure the impact of product changes on key growth metrics.
Partner with the team's Personalization DRIs to incorporate machine learning models, such as next-best-account recommendations and personalized value propositions, into product flows where they will deliver the highest impact to clients.
Develop deep product analytics to understand how clients move through the consolidation funnel, linking external accounts, reaching their first $5k, adopting multiple products, and identify where the biggest opportunities exist to accelerate that journey.
Create and maintain data models and dashboards that monitor consolidation KPIs (Premium+ conversion, registrant-to-funded rates, linking rates, activation milestones) with a focus on data quality, accessibility, and efficiency.
Collaborate cross-functionally with Product, Engineering, Growth, and Lifecycle Marketing to translate analytical findings into product decisions and shipped features.
Proactively identify and size growth opportunities by being closest to the data, and then partner with stakeholders to get those opportunities prioritized and executed.
Build automation tools and pipelines that increase team efficiency and scalability.
Contribute to the team's culture of learning and knowledge sharing. Teach and learn from your teammates, and help make others successful.
Take ownership and ship iteratively; believe that simple is better and Occam's razor is your friend.
5+ years of experience in data science, decision science, or a similar quantitative role, including experience as the primary data scientist for a product domain or function.
Strong product analytics skills. A deep experience understanding user funnels, activation metrics, and translating product usage data into actionable growth insights.
Excellent stakeholder management and communication skills. Able to partner closely with product managers and present complex analytical findings to senior leadership.
Curiosity and ownership: willing to dive deep into product strategies, business context, and data to surface insights proactively while handling ambiguity.
Deep expertise in experimental design and causal inference (A/B testing, non-inferiority tests, factorial designs, power analysis, and related methods). This is core to the role.
Strong technical skills in SQL and Python, with hands-on experience in data pipeline tools such as dbt and Airflow.
Strong understanding of data visualization and analytics engineering principles.
Results-driven mindset: comfortable keeping things as simple as possible to achieve product goals.
Able to build and maintain multi-functional relationships with various teams across the business.
Prior experience in growth, go-to-market, or product-led growth data science is a strong plus (but not essential).
Experience in fintech or financial services is a plus.
Experience mentoring or coaching junior data scientists is a plus.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\nABOUT THE TEAM\n\nThe Growth Product Data Science team consists of data scientists with diverse educational backgrounds. Our team is responsible for leading data science initiatives across the global client experience – partnering with Consolidation, Product Marketing, Lifecycle Marketing, and Product Engagement to deliver quantitative insights, personalization, and predictive models that directly shape Wealthsimple's growth strategy.\n\nWe are a full-stack data science team, meaning we own the end-to-end lifecycle: data modeling, dashboards, predictive models, experiment design and analysis, ad-hoc analysis, and opportunity identification. We operate as consultative partners to our stakeholders – solving problems, identifying opportunities, and owning targeting – not executing tasks. We measure our success by the dollar value we deliver, the ideas we surface that get prioritized, and the model-based solutions we ship that outperform the status quo.\n\nThis role will primarily partner with our Consolidation product team, which is focused on creating an incredible first 30-day experience for new clients and driving them to make Wealthsimple their primary financial relationship. The team's work spans onboarding, product-led consolidation, the Home experience, Tiers, and account discovery. With touchpoints across so many critical surfaces, you'll be uniquely positioned to have outsized impact across all of these areas.\n\n\nWHAT YOU'LL DO\n\n - Be the dedicated data science partner to the Consolidation product team, owning the analytics and modeling that power product-led growth across onboarding, activation, and full consolidation.\n\n - Design and analyze rigorous product experiments across the client journey, from first funding through to full asset consolidation, using A/B testing, non-inferiority tests, and other causal inference methods to measure the impact of product changes on key growth metrics.\n\n - Partner with the team's Personalization DRIs to incorporate machine learning models, such as next-best-account recommendations and personalized value propositions, into product flows where they will deliver the highest impact to clients.\n\n - Develop deep product analytics to understand how clients move through the consolidation funnel, linking external accounts, reaching their first $5k, adopting multiple products, and identify where the biggest opportunities exist to accelerate that journey.\n\n - Create and maintain data models and dashboards that monitor consolidation KPIs (Premium+ conversion, registrant-to-funded rates, linking rates, activation milestones) with a focus on data quality, accessibility, and efficiency.\n\n - Collaborate cross-functionally with Product, Engineering, Growth, and Lifecycle Marketing to translate analytical findings into product decisions and shipped features.\n\n - Proactively identify and size growth opportunities by being closest to the data, and then partner with stakeholders to get those opportunities prioritized and executed.\n\n - Build automation tools and pipelines that increase team efficiency and scalability.\n\n - Contribute to the team's culture of learning and knowledge sharing. Teach and learn from your teammates, and help make others successful.\n\n - Take ownership and ship iteratively; believe that simple is better and Occam's razor is your friend.\n\n\nSKILLS YOU BRING\n\n - 5+ years of experience in data science, decision science, or a similar quantitative role, including experience as the primary data scientist for a product domain or function.\n\n - Strong product analytics skills. A deep experience understanding user funnels, activation metrics, and translating product usage data into actionable growth insights.\n\n - Excellent stakeholder management and communication skills. Able to partner closely with product managers and present complex analytical findings to senior leadership.\n\n - Curiosity and ownership: willing to dive deep into product strategies, business context, and data to surface insights proactively while handling ambiguity.\n\n - Deep expertise in experimental design and causal inference (A/B testing, non-inferiority tests, factorial designs, power analysis, and related methods). This is core to the role.\n\n - Strong technical skills in SQL and Python, with hands-on experience in data pipeline tools such as dbt and Airflow.\n\n - Strong understanding of data visualization and analytics engineering principles.\n\n - Results-driven mindset: comfortable keeping things as simple as possible to achieve product goals.\n\n - Able to build and maintain multi-functional relationships with various teams across the business.\n\n - Prior experience in growth, go-to-market, or product-led growth data science is a strong plus (but not essential).\n\n - Experience in fintech or financial services is a plus.\n\n - Experience mentoring or coaching junior data scientists is a plus.\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"3e4804bc-f9b4-44a9-874c-84524d083bf9","title":"System Analyst, FP&A","department":"Finance","team":"FP&A","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-03-13T16:10:44.438+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/3e4804bc-f9b4-44a9-874c-84524d083bf9","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/3e4804bc-f9b4-44a9-874c-84524d083bf9/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
About the role:
The FP&A function at Wealthsimple is a lean, but high-impact team serving as strategic partners to our executive leadership, translating financial data and business trends into actionable insights that drive critical decision-making. As a Systems Analyst, reporting to the Director of Product, FP&A, you will lead the implementation and ongoing ownership of Pigment as FP&A’s primary forecasting and financial analysis platform, becoming Wealthsimple’s subject matter expert for everything Pigment.
In this role you'll have the opportunity to:
Be a full system owner responsible for the evolution of our internal tooling within FP&A
Design, build, and maintain financial models within Pigment to support budgeting, forecasting, and scenario planning across the organization
Partner with the FP&A team and broader business units to adapt models as our business evolves (e.g. new product launches, feature rollouts, etc.)
Develop and maintain annual budgets and monthly re-forecasts, leveraging Pigment to streamline and enhance forecasting and analysis processes
Conduct strategic analysis across our business as you grow into broader FP&A responsibilities
Drive continuous improvement in our financial planning, analysis and forecasting processes through system optimization and automation
Skills you'll bring:
3-5 years of experience in a financial or systems role (FP&A, financial systems implementation, or business systems analysis)
Experience with Pigment is highly valued
Strong technical aptitude and experience implementing or working with other financial planning platforms (Adaptive Insights, Anaplan, or similar tools valued)
Excellent modeling skills and advanced proficiency in Excel/Google Sheets, with the ability to translate complex business logic into systematic processes
A builder mentality - you love designing solutions from scratch and optimizing systems for scale
Demonstrated ability to learn new technical platforms quickly and become the go-to expert
Strong analytical and problem-solving skills with meticulous attention to detail
A passion for understanding the \"how and why\" of business processes and translating them into scalable models
Excellent communication skills and the ability to explain technical concepts to non-technical stakeholders
Ability to thrive in a fast-growing, dynamic environment where priorities can shift quickly
Collaborative approach and eagerness to work cross-functionally with business units and finance teams
Intellectual curiosity about financial planning, business strategy, and how technology can transform FP&A
A growth mindset - excited to expand your skillset beyond systems work into broader FP&A responsibilities over time
Confidence to embrace new ways of doing things and drive change
Honesty/integrity - Doesn't cut corners; does what is right
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\nAbout the role:\n\nThe FP&A function at Wealthsimple is a lean, but high-impact team serving as strategic partners to our executive leadership, translating financial data and business trends into actionable insights that drive critical decision-making. As a Systems Analyst, reporting to the Director of Product, FP&A, you will lead the implementation and ongoing ownership of Pigment as FP&A’s primary forecasting and financial analysis platform, becoming Wealthsimple’s subject matter expert for everything Pigment.\n\nIn this role you'll have the opportunity to:\n\n - Be a full system owner responsible for the evolution of our internal tooling within FP&A\n\n - Design, build, and maintain financial models within Pigment to support budgeting, forecasting, and scenario planning across the organization\n\n - Partner with the FP&A team and broader business units to adapt models as our business evolves (e.g. new product launches, feature rollouts, etc.)\n\n - Develop and maintain annual budgets and monthly re-forecasts, leveraging Pigment to streamline and enhance forecasting and analysis processes\n\n - Conduct strategic analysis across our business as you grow into broader FP&A responsibilities\n\n - Drive continuous improvement in our financial planning, analysis and forecasting processes through system optimization and automation\n\nSkills you'll bring:\n\n - 3-5 years of experience in a financial or systems role (FP&A, financial systems implementation, or business systems analysis)\n\n - Experience with Pigment is highly valued\n\n - Strong technical aptitude and experience implementing or working with other financial planning platforms (Adaptive Insights, Anaplan, or similar tools valued)\n\n - Excellent modeling skills and advanced proficiency in Excel/Google Sheets, with the ability to translate complex business logic into systematic processes\n\n - A builder mentality - you love designing solutions from scratch and optimizing systems for scale\n\n - Demonstrated ability to learn new technical platforms quickly and become the go-to expert\n\n - Strong analytical and problem-solving skills with meticulous attention to detail\n\n - A passion for understanding the \"how and why\" of business processes and translating them into scalable models\n\n - Excellent communication skills and the ability to explain technical concepts to non-technical stakeholders\n\n - Ability to thrive in a fast-growing, dynamic environment where priorities can shift quickly\n\n - Collaborative approach and eagerness to work cross-functionally with business units and finance teams\n\n - Intellectual curiosity about financial planning, business strategy, and how technology can transform FP&A\n\n - A growth mindset - excited to expand your skillset beyond systems work into broader FP&A responsibilities over time\n\n - Confidence to embrace new ways of doing things and drive change\n\n - Honesty/integrity - Doesn't cut corners; does what is right\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"b3cb9bdb-720d-407d-a6ed-7af8357f9079","title":"Senior Product Manager, Activities & Balances","department":"Product","team":"Product Management","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[{"location":"Remote (US)","address":{"postalAddress":{"addressRegion":"New York","addressCountry":"United States","addressLocality":"New York City"}}}],"publishedAt":"2026-03-16T14:19:40.662+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/b3cb9bdb-720d-407d-a6ed-7af8357f9079","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/b3cb9bdb-720d-407d-a6ed-7af8357f9079/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
The Financial Data team builds and operates the platform that powers client balances, statements, activity feeds, and core financial metrics across Wealthsimple. We focus on delivering a reliable, real-time, and extensible foundation that other product teams can safely build on top of. The Activities domain sits at the heart of this platform, transforming raw events into clear, auditable timelines of what’s happened in a client’s account. You’ll join a high-impact, highly technical team that partners closely with engineering, data, operations, and other product teams to ship infrastructure that quietly does the right thing at scale.
As the Senior Product Manager for Activities & Balances, you’ll own the vision, strategy, and roadmap for the platform that transforms raw financial events into clear client activities and accurate balances across Wealthsimple. Reporting to the Lead PM, Financial Data, you’ll ensure we have a strong technical foundation — data models, pipelines, APIs, and tooling — that makes it easy for teams across Wealthsimple to build consistent, trustworthy client experiences on top of Activities and Balances. You’ll work closely with the Core Balances and Financial Accounting & Metrics (FAM) engineering teams to design how activities flow through our systems, how they materialize into balances, and how they support mission-critical use cases like statements, tax, and financial metrics. This is a client centric platform-style role that will require migration and legacy tech deprecation management, where you’ll lead the transition to our next-generation Financial Data stack while minimizing client and operational risk.
Own the end-to-end Activities and Balances domains (models, pipelines, APIs, contracts, and UX principles) that power client activity and balances across Wealthsimple products.
Define and drive the roadmap for the global activity feed and balance experiences, ensuring they are accurate, performant, and consistent across platforms, currencies, and account types.
Build and maintain clear rules for different balance types, making it obvious to both internal stakeholders and clients what they can do with their funds and why.
Act as the bridge between deep technical systems and the client experience, translating complex trade-offs into simple, intuitive flows and always keeping client trust and clarity at the center of decisions.
Own the pipeline that transforms activities into balances, including how it integrates with other services, and downstream consumers.
Lead major platform migrations, deprecating legacy activity and balance systems and moving use cases onto a unified Financial Data foundation with clear milestones and risk management.
Partner deeply with engineering to design data flows that support balances, statements, tax, and financial metrics with strong correctness and observability.
Collaborate with other PMs and product teams to understand their needs and solve their problems in reusable ways rather than one-off features.
Set and monitor key health metrics (e.g., activity and balance freshness, correctness, performance, developer experience) for Activities, Balances, and use them to prioritize trade-offs and investments.
Dig into the details of data models, logs, and edge cases to understand issues, validate hypotheses, and support engineering in debugging and remediation.
Champion platform thinking and best practices, helping teams adopt new capabilities, align on patterns, and ship changes safely in a high-change environment.
4+ years of product management experience, ideally in customer centric, highly technical domains.
Strong technical background, ideally with a computer science, engineering, or equivalent foundation, and comfort collaborating deeply with senior engineers.
Fast learner with a demonstrated ability to ramp quickly on complex systems, data models, and architectures.
Ability to communicate complex concepts simply to both technical and non-technical audiences, creating clarity in ambiguous and highly technical problem spaces.
Ability to come up with creative changes to requirements to deliver value to clients while reducing technical complexity.
Collaborative, low-ego working style, with a bias to roll up your sleeves, ask questions, and build strong relationships across engineering, data, operations, and other product teams.
Proven track record of shipping platform capabilities (APIs, shared services, or internal tools) that unlock value for multiple product teams or domains with experience leading large-scale migrations or replatforming efforts.
Comfort operating in a fast-paced, high-change environment, with the ability to adapt quickly, make thoughtful trade-offs, and keep teams aligned on what matters most.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\nABOUT THE TEAM\n\nThe Financial Data team builds and operates the platform that powers client balances, statements, activity feeds, and core financial metrics across Wealthsimple. We focus on delivering a reliable, real-time, and extensible foundation that other product teams can safely build on top of. The Activities domain sits at the heart of this platform, transforming raw events into clear, auditable timelines of what’s happened in a client’s account. You’ll join a high-impact, highly technical team that partners closely with engineering, data, operations, and other product teams to ship infrastructure that quietly does the right thing at scale.\n\n\nABOUT THE ROLE\n\nAs the Senior Product Manager for Activities & Balances, you’ll own the vision, strategy, and roadmap for the platform that transforms raw financial events into clear client activities and accurate balances across Wealthsimple. Reporting to the Lead PM, Financial Data, you’ll ensure we have a strong technical foundation — data models, pipelines, APIs, and tooling — that makes it easy for teams across Wealthsimple to build consistent, trustworthy client experiences on top of Activities and Balances. You’ll work closely with the Core Balances and Financial Accounting & Metrics (FAM) engineering teams to design how activities flow through our systems, how they materialize into balances, and how they support mission-critical use cases like statements, tax, and financial metrics. This is a client centric platform-style role that will require migration and legacy tech deprecation management, where you’ll lead the transition to our next-generation Financial Data stack while minimizing client and operational risk.\n\n\nWHAT YOU’LL DO\n\n - Own the end-to-end Activities and Balances domains (models, pipelines, APIs, contracts, and UX principles) that power client activity and balances across Wealthsimple products.\n\n - Define and drive the roadmap for the global activity feed and balance experiences, ensuring they are accurate, performant, and consistent across platforms, currencies, and account types.\n\n - Build and maintain clear rules for different balance types, making it obvious to both internal stakeholders and clients what they can do with their funds and why.\n\n - Act as the bridge between deep technical systems and the client experience, translating complex trade-offs into simple, intuitive flows and always keeping client trust and clarity at the center of decisions.\n\n - Own the pipeline that transforms activities into balances, including how it integrates with other services, and downstream consumers.\n\n - Lead major platform migrations, deprecating legacy activity and balance systems and moving use cases onto a unified Financial Data foundation with clear milestones and risk management.\n\n - Partner deeply with engineering to design data flows that support balances, statements, tax, and financial metrics with strong correctness and observability.\n\n - Collaborate with other PMs and product teams to understand their needs and solve their problems in reusable ways rather than one-off features.\n\n - Set and monitor key health metrics (e.g., activity and balance freshness, correctness, performance, developer experience) for Activities, Balances, and use them to prioritize trade-offs and investments.\n\n - Dig into the details of data models, logs, and edge cases to understand issues, validate hypotheses, and support engineering in debugging and remediation.\n\n - Champion platform thinking and best practices, helping teams adopt new capabilities, align on patterns, and ship changes safely in a high-change environment.\n\n\nSKILLS YOU BRING\n\n - 4+ years of product management experience, ideally in customer centric, highly technical domains.\n\n - Strong technical background, ideally with a computer science, engineering, or equivalent foundation, and comfort collaborating deeply with senior engineers.\n\n - Fast learner with a demonstrated ability to ramp quickly on complex systems, data models, and architectures.\n\n - Ability to communicate complex concepts simply to both technical and non-technical audiences, creating clarity in ambiguous and highly technical problem spaces.\n\n - Ability to come up with creative changes to requirements to deliver value to clients while reducing technical complexity.\n\n - Collaborative, low-ego working style, with a bias to roll up your sleeves, ask questions, and build strong relationships across engineering, data, operations, and other product teams.\n\n - Proven track record of shipping platform capabilities (APIs, shared services, or internal tools) that unlock value for multiple product teams or domains with experience leading large-scale migrations or replatforming efforts.\n\n - Comfort operating in a fast-paced, high-change environment, with the ability to adapt quickly, make thoughtful trade-offs, and keep teams aligned on what matters most.\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"2dc9312b-070a-4780-8167-fcc77e0daa14","title":"Manager, Salesforce Development (Commercial Strategy & Operations)","department":"Commercial & Marketing","team":"Commercial & Marketing","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-03-16T19:23:21.801+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/2dc9312b-070a-4780-8167-fcc77e0daa14","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/2dc9312b-070a-4780-8167-fcc77e0daa14/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
About the Commercial Strategy & Operations Team
The Commercial Strategy & Operations team’s purpose is to serve as the strategic engine of the Commercial organization. By integrating robust systems, high-impact enablement, scalable lead management, and streamlined revenue operations, we bridge the gap between strategy and daily execution. Working cross-functionally, we align teams, tools, and insights to drive predictable, sustainable growth.
This Role
The Commercial Strategy & Operations team is seeking a technical and strategic Manager, Salesforce Development to lead the evolution of our Salesforce architecture. In this role, you will lead the technical development and code-based architecture of our Salesforce platform while partnering with the Sales Systems & Operations Manager on platform strategy and stakeholder priorities. You won't just be closing tickets; you will ensure our technical architecture scales with our business, own complex technical builds, and own the maintenance of Salesforce.
In this role you’ll have the opportunity to:
Develop Innovative Solutions: Design, develop, and implement custom solutions and innovative features that support the CRM needs of multiple business units.
Deliver Technical Excellence: Execute development tasks including advanced Apex development (triggers, async, batch), LWC (Lightning Web Components), and SOQL optimization, ensuring all custom code is performant, secure, and built to withstand Salesforce governor limits.
Build a Foundation that Scales: Create a system architecture in Salesforce with a strong focus on scalability, user experience, and client experience.
Optimize the Lead-to-Revenue Architecture: Design and optimize the end-to-end flow of a lead from initial marketing touchpoint to revenue recognition.
Champion AI & Agentic Solutions: Partner with AI & Agentic Workflow Manager on deploying innovative solutions, accelerate delivery cycles, and maintain high code quality.
Consult on System Integrations: Build and maintain Salesforce integrations alongside external system owners (Gong, Braze, Salesloft, Zendesk, etc.).
Reporting & Analytics: Develop and deliver robust reporting tools that increase visibility, provide actionable insights, and drive performance for sales managers and team members.
Partner with Stakeholders: Work across Marketing, Commercial, and Client Experience to understand business needs and create system solutions that address them.
What you’ll bring:
Salesforce Expertise: 5+ years of experience in Salesforce Development/Engineering. Salesforce Platform Developer II, System Architect, or Application Architect certifications are highly preferred.
Technical Proficiency: Expert-level proficiency in Apex (Triggers, Classes, Batch, Async), Visualforce, and Lightning Web Components (LWC). Comfortable with cloud-based technology stacks and automation tools.
Lead-to-Revenue Knowledge: Proven experience building or managing systems for the Lead-to-Revenue cycle, including Lead Routing and Opportunity Management.
Data Modeling: Strong skills in SOQL/SOSL and a deep understanding of Salesforce’s multi-tenant architecture and governor limits.
Solution Design: Ability to create technical design documentation and process flow diagrams that clearly communicate complex logic to non-technical stakeholders.
Resourcefulness: Proven ability to thrive in dynamic environments where priorities shift quickly. A positive, \"can-do\" attitude with an adaptable approach to evolving business goals and challenges.
Collaboration: Excellent interpersonal and communication skills, with the ability to build strong relationships and work cross-functionally with diverse stakeholders across the organization.
Prioritization & Problem-Solving: Skilled at breaking down complex problems to identify root causes, while balancing competing priorities. A strategic thinker who understands both the scope and the urgency of various issues.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\nAbout the Commercial Strategy & Operations Team\n\nThe Commercial Strategy & Operations team’s purpose is to serve as the strategic engine of the Commercial organization. By integrating robust systems, high-impact enablement, scalable lead management, and streamlined revenue operations, we bridge the gap between strategy and daily execution. Working cross-functionally, we align teams, tools, and insights to drive predictable, sustainable growth.\n\nThis Role\n\nThe Commercial Strategy & Operations team is seeking a technical and strategic Manager, Salesforce Development to lead the evolution of our Salesforce architecture. In this role, you will lead the technical development and code-based architecture of our Salesforce platform while partnering with the Sales Systems & Operations Manager on platform strategy and stakeholder priorities. You won't just be closing tickets; you will ensure our technical architecture scales with our business, own complex technical builds, and own the maintenance of Salesforce.\n\nIn this role you’ll have the opportunity to:\n\n - Develop Innovative Solutions: Design, develop, and implement custom solutions and innovative features that support the CRM needs of multiple business units.\n\n - Deliver Technical Excellence: Execute development tasks including advanced Apex development (triggers, async, batch), LWC (Lightning Web Components), and SOQL optimization, ensuring all custom code is performant, secure, and built to withstand Salesforce governor limits.\n\n - Build a Foundation that Scales: Create a system architecture in Salesforce with a strong focus on scalability, user experience, and client experience.\n\n - Optimize the Lead-to-Revenue Architecture: Design and optimize the end-to-end flow of a lead from initial marketing touchpoint to revenue recognition.\n\n - Champion AI & Agentic Solutions: Partner with AI & Agentic Workflow Manager on deploying innovative solutions, accelerate delivery cycles, and maintain high code quality.\n\n - Consult on System Integrations: Build and maintain Salesforce integrations alongside external system owners (Gong, Braze, Salesloft, Zendesk, etc.).\n\n - Reporting & Analytics: Develop and deliver robust reporting tools that increase visibility, provide actionable insights, and drive performance for sales managers and team members.\n\n - Partner with Stakeholders: Work across Marketing, Commercial, and Client Experience to understand business needs and create system solutions that address them.\n\nWhat you’ll bring:\n\n - Salesforce Expertise: 5+ years of experience in Salesforce Development/Engineering. Salesforce Platform Developer II, System Architect, or Application Architect certifications are highly preferred.\n\n - Technical Proficiency: Expert-level proficiency in Apex (Triggers, Classes, Batch, Async), Visualforce, and Lightning Web Components (LWC). Comfortable with cloud-based technology stacks and automation tools.\n\n - Lead-to-Revenue Knowledge: Proven experience building or managing systems for the Lead-to-Revenue cycle, including Lead Routing and Opportunity Management.\n\n - Data Modeling: Strong skills in SOQL/SOSL and a deep understanding of Salesforce’s multi-tenant architecture and governor limits.\n\n - Solution Design: Ability to create technical design documentation and process flow diagrams that clearly communicate complex logic to non-technical stakeholders.\n\n - Resourcefulness: Proven ability to thrive in dynamic environments where priorities shift quickly. A positive, \"can-do\" attitude with an adaptable approach to evolving business goals and challenges.\n\n - Collaboration: Excellent interpersonal and communication skills, with the ability to build strong relationships and work cross-functionally with diverse stakeholders across the organization.\n\n - Prioritization & Problem-Solving: Skilled at breaking down complex problems to identify root causes, while balancing competing priorities. A strategic thinker who understands both the scope and the urgency of various issues.\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"6c343636-bac6-4755-8eeb-6c539b043447","title":"Mortgage Broker (Independent Contract)","department":"Regulatory","team":"Regulatory Operations","employmentType":"Contract","location":"Remote","secondaryLocations":[],"publishedAt":"2026-04-20T21:35:20.152+00:00","isListed":true,"isRemote":null,"workplaceType":null,"address":null,"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/6c343636-bac6-4755-8eeb-6c539b043447","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/6c343636-bac6-4755-8eeb-6c539b043447/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
Important NOTE: We are hiring mortgage brokers on an independent contractor basis.
This role will remain open until May 15, 2026. All qualified candidates will be contacted directly by the hiring leader.
This role does not qualify for the benefits listed under the \"Why Wealthsimple?\" section below.
About the role
Reporting to Wealthsimple’s Principal Broker, the selected mortgage broker will be responsible for connecting clients with mortgage solutions and driving business growth. No pre-existing book of business is required. Our ideal hire has a builder mindset, is detail-oriented, action-oriented, and proactive. They own their role and continuously help identify ways to improve processes and controls while mitigating risk. It is essential that this person manages time well, keeps on top of deliverables, and has the potential to grow with us. Must be a licensed mortgage broker in at least 1 Canadian province. Experience in lending products or other sales functions is a strong plus.
In this role you'll have the opportunity to:
Build and maintain strong client relationships, providing expert advice, and guiding clients through the mortgage process.
Identify and pursue new business opportunities, leveraging their industry knowledge.
Partner with Wealthsimple's legal, compliance, product, and marketing teams to ensure all activities align with regulatory requirements and company objectives.
Stay informed about regulatory developments, industry trends, and emerging risks.
Track and analyze their sales performance, identifying areas for improvement and growth.
What you'll bring:
Mortgage Guru: They love being a mortgage broker. Guiding clients through their mortgage journey is their passion and they always put client experience first.
Problem-solving: If something seems off, they want to figure out what’s going on; they enjoy navigating uncertainty, bringing clarity to ambiguity, and don’t wait for a playbook to be written.
Proactive Action Oriented: They act without being told what to do, taking full ownership of work and proactively seeking help and input when needed to provide well-supported solutions.
Efficiency: They can produce significant output with minimum wasted effort; they find the path of least resistance to problem definition, solution, and execution.
Strong written and verbal communication: Speaks plainly and truthfully. Communicates complex ideas in a simple and easy-to-understand way for any audience.
Honesty/integrity: Doesn't cut corners; does what is right, not what is politically expedient.
Relevant experience: Demonstrated success in a commission-based sales role, preferably within the mortgage industry.
Compensation
This is a commission-based role, offering substantial earning potential. Details of the commission structure will be discussed during the interview process.
Important NOTE: We are hiring mortgage brokers on an independent contractor basis.
This role will remain open until May 15, 2026. All qualified candidates will be contacted directly by the hiring leader.
This role does not qualify for the benefits listed under the \"Why Wealthsimple?\" section below.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\nImportant NOTE: We are hiring mortgage brokers on an independent contractor basis.\nThis role will remain open until May 15, 2026. All qualified candidates will be contacted directly by the hiring leader.\n\nThis role does not qualify for the benefits listed under the \"Why Wealthsimple?\" section below.\n\nAbout the role\n\nReporting to Wealthsimple’s Principal Broker, the selected mortgage broker will be responsible for connecting clients with mortgage solutions and driving business growth. No pre-existing book of business is required. Our ideal hire has a builder mindset, is detail-oriented, action-oriented, and proactive. They own their role and continuously help identify ways to improve processes and controls while mitigating risk. It is essential that this person manages time well, keeps on top of deliverables, and has the potential to grow with us. Must be a licensed mortgage broker in at least 1 Canadian province. Experience in lending products or other sales functions is a strong plus.\n\nIn this role you'll have the opportunity to:\n\n - Build and maintain strong client relationships, providing expert advice, and guiding clients through the mortgage process.\n\n - Identify and pursue new business opportunities, leveraging their industry knowledge.\n\n - Partner with Wealthsimple's legal, compliance, product, and marketing teams to ensure all activities align with regulatory requirements and company objectives.\n\n - Stay informed about regulatory developments, industry trends, and emerging risks.\n\n - Track and analyze their sales performance, identifying areas for improvement and growth.\n\nWhat you'll bring:\n\n - Mortgage Guru: They love being a mortgage broker. Guiding clients through their mortgage journey is their passion and they always put client experience first. \n\n - Problem-solving: If something seems off, they want to figure out what’s going on; they enjoy navigating uncertainty, bringing clarity to ambiguity, and don’t wait for a playbook to be written.\n\n - Proactive Action Oriented: They act without being told what to do, taking full ownership of work and proactively seeking help and input when needed to provide well-supported solutions.\n\n - Efficiency: They can produce significant output with minimum wasted effort; they find the path of least resistance to problem definition, solution, and execution.\n\n - Strong written and verbal communication: Speaks plainly and truthfully. Communicates complex ideas in a simple and easy-to-understand way for any audience.\n\n - Honesty/integrity: Doesn't cut corners; does what is right, not what is politically expedient.\n\n - Relevant experience: Demonstrated success in a commission-based sales role, preferably within the mortgage industry.\n\nCompensation\n\n - This is a commission-based role, offering substantial earning potential. Details of the commission structure will be discussed during the interview process.\n\nImportant NOTE: We are hiring mortgage brokers on an independent contractor basis.\nThis role will remain open until May 15, 2026. All qualified candidates will be contacted directly by the hiring leader.\n\nThis role does not qualify for the benefits listed under the \"Why Wealthsimple?\" section below.\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"cb7d7551-9024-47e2-a5ec-5dc1187d6343","title":"Software Development Manager","department":"Data & Engineering","team":"Engineering","employmentType":"FullTime","location":"Toronto Headquarters","secondaryLocations":[],"publishedAt":"2026-04-01T20:38:53.052+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"Ontario","addressCountry":"Canada","addressLocality":"Toronto"}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/cb7d7551-9024-47e2-a5ec-5dc1187d6343","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/cb7d7551-9024-47e2-a5ec-5dc1187d6343/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
We’re looking for a Software Development Manager to lead one of our R&D Platform Teams. In this role you will lead a group of 4-8 developers, and work closely with Design, Product and Data partners, to enable your team to ship quality work on both our mobile app and web platform.
In this role you will:
- Set a strategic engineering vision with your Product counterpart to develop a roadmap for your team, working closely with stakeholders.
- Work with your team to define, implement and maintain our Leverage infrastructure using Java/Kotlin
- Deeply understand our clients’ experiences to set and maintain a high quality bar for developers across platforms.
- Work closely with stakeholders to develop new products serving our margin, futures, and options clients
- Be a hands-on leader with strong craft to provide clear direction to your team and produce high quality work at speed.
- Ensure Design, Product, and Engineering (and other functions) work well together and are aligned on shared goals for planning and project work.
- Directly manage developers through identifying career and development opportunities.
- Establish a strong culture on your team and help to mature our engineering practices.
- Create clarity through shared rituals, strong communication and context.
We’re looking for someone who brings:
- Experience leading engineering teams of 4+ engineers
- Experience building backend infrastructure for low latency, high availability systems
- Experience working in a fast-moving, high-growth company and/or experience working in consumer fintech.
- Experience working in a collaborative environment with product management, design and data partners.
- Experience with our tools and technologies: Java/Kotlin, GraphQL with Apollo, Kafka, Kubernetes (note: experience with all is a nice to have, not required!)
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\nWe’re looking for a Software Development Manager to lead one of our R&D Platform Teams. In this role you will lead a group of 4-8 developers, and work closely with Design, Product and Data partners, to enable your team to ship quality work on both our mobile app and web platform.\n\nIn this role you will:\n\n- Set a strategic engineering vision with your Product counterpart to develop a roadmap for your team, working closely with stakeholders.\n\n- Work with your team to define, implement and maintain our Leverage infrastructure using Java/Kotlin\n\n- Deeply understand our clients’ experiences to set and maintain a high quality bar for developers across platforms.\n\n- Work closely with stakeholders to develop new products serving our margin, futures, and options clients\n\n- Be a hands-on leader with strong craft to provide clear direction to your team and produce high quality work at speed.\n\n- Ensure Design, Product, and Engineering (and other functions) work well together and are aligned on shared goals for planning and project work.\n\n- Directly manage developers through identifying career and development opportunities.\n\n- Establish a strong culture on your team and help to mature our engineering practices.\n\n- Create clarity through shared rituals, strong communication and context.\n\nWe’re looking for someone who brings:\n\n- Experience leading engineering teams of 4+ engineers\n\n- Experience building backend infrastructure for low latency, high availability systems\n\n- Experience working in a fast-moving, high-growth company and/or experience working in consumer fintech.\n\n- Experience working in a collaborative environment with product management, design and data partners.\n\n- Experience with our tools and technologies: Java/Kotlin, GraphQL with Apollo, Kafka, Kubernetes (note: experience with all is a nice to have, not required!)\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"b79f0d3e-dd92-4719-8789-ee8c7f815c26","title":"Senior Director, Financial Reporting","department":"Finance","team":"Controllers","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-04-22T21:53:05.597+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/b79f0d3e-dd92-4719-8789-ee8c7f815c26","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/b79f0d3e-dd92-4719-8789-ee8c7f815c26/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
We are looking for an experienced and dynamic Senior Director of Financial Reporting to join our Controllership leadership team. This strategic role is critical to supporting Wealthsimple’s continued growth and evolving regulatory landscape, including scaling the team to a public company standard.The Senior Director will be responsible for overseeing the full scope of our internal and external financial reporting function, ensuring technical accounting excellence, and maintaining a robust control environment. This is a highly visible role that requires a blend of deep technical accounting knowledge, exceptional leadership, and a proactive, forward-thinking mindset.
Financial Reporting & Accounting
Oversee the preparation and timely filing of all external financial statements, ensuring IFRS compliance.
Oversee the month end process and related accounting processes.
Drive the overall project plan and necessary infrastructure build-out to operate similar to a public company, implementing new policies, procedures and controls as required and obtaining the necessary buy-in from all stakeholders.
Coordinate and manage the external audit process, serving as a primary point of contact for external auditors.
Accounting Policy & Technical Research
Lead the development, interpretation, and application of complex technical accounting policies across the organization (e.g., IFRS 9, IFRS 18, revenue recognition, equity etc.)
Monitor the evolving regulatory landscape and company growth plans and proactively assess the impact of new accounting standards and strategy and prepare / implement the necessary changes.
Review detailed technical accounting memos to support the company’s accounting positions and communicate to senior stakeholders on the impact of the accounting policies to the organization.
Internal Controls Over Financial Reporting (ICFR)
Continue the build of a rigorous and effective internal control framework (e.g., SOX) to support a public company level control environment
Manage ongoing control testing and remediation efforts, working cross-functionally with process owners, including testing for both the SOC I as well as the interim and annual audits
Promote a strong culture of control and compliance across the organization and ensure that control design supports the company’s growth trajectory.
Leadership & Team Management
Mentor and lead a high-performing team focused on Accounting Policy, Financial Reporting, Accounting and Controls.
Foster a positive, collaborative, and growth-oriented team environment.
Act as a thought partner to the VP Controller and Executive team on critical accounting and financial matters.
CPA designation is required.
15+ years of progressive experience in finance/accounting, with significant time spent in a Financial Reporting leadership role at a publicly traded company.
Deep and current knowledge of IFRS and strong proficiency in establishing and managing internal controls (SOX/ICFR). Experience in financial services is a significant asset.
Proven ability to lead, motivate, and develop senior finance professionals.
Exceptional written and verbal communication skills, capable of presenting complex financial information clearly and concisely to non-finance stakeholders and executive leadership.
A passion for Wealthsimple, fintechs, technology, and AI
An ability to thrive in fast-paced and highly ambiguous settings, building products and processes from the group up with limited guidance
Demonstrated experience in leading cross-functional projects and fostering collaborative partnerships among diverse teams.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\nABOUT THE ROLE\n\nWe are looking for an experienced and dynamic Senior Director of Financial Reporting to join our Controllership leadership team. This strategic role is critical to supporting Wealthsimple’s continued growth and evolving regulatory landscape, including scaling the team to a public company standard.The Senior Director will be responsible for overseeing the full scope of our internal and external financial reporting function, ensuring technical accounting excellence, and maintaining a robust control environment. This is a highly visible role that requires a blend of deep technical accounting knowledge, exceptional leadership, and a proactive, forward-thinking mindset.\n\n\nWHAT YOU'LL DO:\n\nFinancial Reporting & Accounting\n\n - Oversee the preparation and timely filing of all external financial statements, ensuring IFRS compliance. \n\n - Oversee the month end process and related accounting processes.\n\n - Drive the overall project plan and necessary infrastructure build-out to operate similar to a public company, implementing new policies, procedures and controls as required and obtaining the necessary buy-in from all stakeholders.\n\n - Coordinate and manage the external audit process, serving as a primary point of contact for external auditors.\n\nAccounting Policy & Technical Research\n\n - Lead the development, interpretation, and application of complex technical accounting policies across the organization (e.g., IFRS 9, IFRS 18, revenue recognition, equity etc.)\n\n - Monitor the evolving regulatory landscape and company growth plans and proactively assess the impact of new accounting standards and strategy and prepare / implement the necessary changes.\n\n - Review detailed technical accounting memos to support the company’s accounting positions and communicate to senior stakeholders on the impact of the accounting policies to the organization.\n\nInternal Controls Over Financial Reporting (ICFR)\n\n - Continue the build of a rigorous and effective internal control framework (e.g., SOX) to support a public company level control environment\n\n - Manage ongoing control testing and remediation efforts, working cross-functionally with process owners, including testing for both the SOC I as well as the interim and annual audits\n\n - Promote a strong culture of control and compliance across the organization and ensure that control design supports the company’s growth trajectory.\n\nLeadership & Team Management\n\n - Mentor and lead a high-performing team focused on Accounting Policy, Financial Reporting, Accounting and Controls.\n\n - Foster a positive, collaborative, and growth-oriented team environment.\n\n - Act as a thought partner to the VP Controller and Executive team on critical accounting and financial matters.\n\n\nSKILLS YOU'LL BRING:\n\n - CPA designation is required.\n\n - 15+ years of progressive experience in finance/accounting, with significant time spent in a Financial Reporting leadership role at a publicly traded company.\n\n - Deep and current knowledge of IFRS and strong proficiency in establishing and managing internal controls (SOX/ICFR). Experience in financial services is a significant asset.\n\n - Proven ability to lead, motivate, and develop senior finance professionals.\n\n - Exceptional written and verbal communication skills, capable of presenting complex financial information clearly and concisely to non-finance stakeholders and executive leadership.\n\n - A passion for Wealthsimple, fintechs, technology, and AI\n\n - An ability to thrive in fast-paced and highly ambiguous settings, building products and processes from the group up with limited guidance\n\n - Demonstrated experience in leading cross-functional projects and fostering collaborative partnerships among diverse teams. \n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"09ce8bac-b8a8-4ec0-8447-e3214bfc31b5","title":"Business Development Representative - Bilingual (English & French)","department":"Commercial & Marketing","team":"Sales Strategy & Operations","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-03-26T19:57:45.305+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/09ce8bac-b8a8-4ec0-8447-e3214bfc31b5","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/09ce8bac-b8a8-4ec0-8447-e3214bfc31b5/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
For this role, we are specifically looking for a candidate that can support both our English and French speaking population across Canada.
Follow-up with high-quality leads from the Growth Marketing team, prospect cold sales-sourced leads, and own the full sales process
Build growth opportunities for the business through warm and cold outreach emails, calls, SMS and qualification
Be the first touchpoint that articulates the Wealthsimple value proposition to potential prospects
Work closely with Product and Marketing teams on “playtests” that require client interaction
Work closely with Sales and Marketing on creative projects that help drive revenue and net deposit growth
Achieve monthly quotas and daily KPI’s of outbound touches across email, calls, text
Nurture and educate prospective clients through the sales cycle until they are qualified
1-3 years experience in a sales or client-facing role, ideally with a SaaS or Financial background
Fluently bilingual in English and French (spoken and written)
Recommended - strong financial literacy (eg: Completed IFIC or CSC)
Resourcefulness — you should have demonstrated track record of persevering in the face of adversity
Adaptability — in a startup, priorities and direction can evolve quickly. You should have a positive can-do attitude and be adaptable to evolving business goals
Goal-oriented — you should have experience (and be excited about!) working hard towards a goal
Strong communication — you should be comfortable writing persuasively and communicating at all levels
Self-starter — when you see a need, you address it
Natural Curiosity - you should be eager to understand our client’s needs and uncover the root of their problem
Resiliency - bounce back from rejection and objection and keep trying
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\nFor this role, we are specifically looking for a candidate that can support both our English and French speaking population across Canada.\n\n\nWHAT YOU'LL DO\n\n - Follow-up with high-quality leads from the Growth Marketing team, prospect cold sales-sourced leads, and own the full sales process\n\n - Build growth opportunities for the business through warm and cold outreach emails, calls, SMS and qualification\n\n - Be the first touchpoint that articulates the Wealthsimple value proposition to potential prospects\n\n - Work closely with Product and Marketing teams on “playtests” that require client interaction\n\n - Work closely with Sales and Marketing on creative projects that help drive revenue and net deposit growth\n\n - Achieve monthly quotas and daily KPI’s of outbound touches across email, calls, text\n\n - Nurture and educate prospective clients through the sales cycle until they are qualified\n\n\nSKILLS YOU BRING\n\n - 1-3 years experience in a sales or client-facing role, ideally with a SaaS or Financial background\n\n - Fluently bilingual in English and French (spoken and written)\n\n - Recommended - strong financial literacy (eg: Completed IFIC or CSC)\n\n - Resourcefulness — you should have demonstrated track record of persevering in the face of adversity\n\n - Adaptability — in a startup, priorities and direction can evolve quickly. You should have a positive can-do attitude and be adaptable to evolving business goals\n\n - Goal-oriented — you should have experience (and be excited about!) working hard towards a goal\n\n - Strong communication — you should be comfortable writing persuasively and communicating at all levels\n\n - Self-starter — when you see a need, you address it\n\n - Natural Curiosity - you should be eager to understand our client’s needs and uncover the root of their problem\n\n - Resiliency - bounce back from rejection and objection and keep trying\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"66652aae-5ff7-4ff0-a696-3715a621a8b3","title":"Manager, Non-Personal Account Operations","department":"Brokerage & Capital Markets","team":"Brokerage","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-04-22T15:09:36.693+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/66652aae-5ff7-4ff0-a696-3715a621a8b3","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/66652aae-5ff7-4ff0-a696-3715a621a8b3/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
Reporting to the Senior Manager, Registered & Complex Accounts, you’ll lead the day-to-day operations for entity onboarding, non-personal account opening and maintenance, and help build a centre of excellence for business clients. You will own the end-to-end operational execution for Wealthsimple’s non-personal accounts - from onboarding and KYB/KYC to escalations, audits, and process improvement. You’ll lead a team of specialists, partner closely with Product, Engineering, Compliance, AML, and Client Experience, and play a critical role in our broader initiatives to enhance and scale our offerings for non-personal entities.
Lead and develop a high-performing Non-Personal Account Operations team responsible for onboarding, verification, and maintenance of corporate, trust and other non-personal account types.
Own the non-personal account opening lifecycle, including KYB checks, documentation review, and system updates across a suite of proprietary and vendor-provided operational tools.
Design and maintain clear SOPs, runbooks, and controls for entity onboarding, role-based access, director/owner changes, and entity bank linking, ensuring processes are auditable and aligned with CIRO and internal risk standards.
Monitor and improve key performance metrics (e.g., turnaround time, error/defect rates, escalations, audit findings) and use data to prioritize automation, tooling, and process improvements in partnership with Product, Engineering, and Data teams, bringing an operational perspective to requirements, UX tradeoffs, and rollout plans so new features and business lines are robust from day one.
Manage complex escalations and edge cases, working closely with Compliance and AML to ensure safe outcomes for clients and the firm.
Support audits and regulatory reviews related to non-personal accounts by ensuring documentation, controls, and data are complete, accurate, and easy to evidence.
Build strong cross-functional relationships with CXO, Funding/Internal Transfers, Tax, and other brokerage operations teams to ensure non-person clients experience consistent, high-quality service across all touchpoints.
5+ years of experience in brokerage or financial services operations, with significant exposure to non-personal accounts’ end-to-end administration and operations, and KYB/KYC-heavy workflows.
2+ years of people leadership experience, including managing operations specialists or analysts in a high-volume, high-accountability environment.
Deep understanding of FINTRAC regulations for establishing relationships with non-personal entities and documentation requirements.
Strong process and control mindset - you’re comfortable mapping complex workflows, identifying failure modes, and designing controls that satisfy regulatory and audit needs without overcomplicating the client experience.
Comfort working with data and tooling (e.g., Google Sheets, SQL, Kanban, workflow automation) to monitor health, identify opportunities, drive insights from analytical data, and measure impact.
A builder mentality - you enjoy turning manual, spreadsheet-driven workflows into simple, reliable, and well-instrumented processes, and you’re biased toward shipping incremental improvements over waiting for “perfect”.
Excellent communication and stakeholder management skills, with the ability to translate between operational details and strategic outcomes for partners in Product, Engineering, CX, Compliance, and leadership.
Experience working at a CIRO-regulated dealer or similar environment with non-personal entity onboarding and account operations with stringent audit expectations.
Experience supporting large-scale platform improvements or operational initiatives for non-personal clients.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\nABOUT THE ROLE\n\nReporting to the Senior Manager, Registered & Complex Accounts, you’ll lead the day-to-day operations for entity onboarding, non-personal account opening and maintenance, and help build a centre of excellence for business clients. You will own the end-to-end operational execution for Wealthsimple’s non-personal accounts - from onboarding and KYB/KYC to escalations, audits, and process improvement. You’ll lead a team of specialists, partner closely with Product, Engineering, Compliance, AML, and Client Experience, and play a critical role in our broader initiatives to enhance and scale our offerings for non-personal entities.\n\n\nIN THIS ROLE, YOU’LL:\n\n - Lead and develop a high-performing Non-Personal Account Operations team responsible for onboarding, verification, and maintenance of corporate, trust and other non-personal account types.\n\n - Own the non-personal account opening lifecycle, including KYB checks, documentation review, and system updates across a suite of proprietary and vendor-provided operational tools.\n\n - Design and maintain clear SOPs, runbooks, and controls for entity onboarding, role-based access, director/owner changes, and entity bank linking, ensuring processes are auditable and aligned with CIRO and internal risk standards.\n\n - Monitor and improve key performance metrics (e.g., turnaround time, error/defect rates, escalations, audit findings) and use data to prioritize automation, tooling, and process improvements in partnership with Product, Engineering, and Data teams, bringing an operational perspective to requirements, UX tradeoffs, and rollout plans so new features and business lines are robust from day one.\n\n - Manage complex escalations and edge cases, working closely with Compliance and AML to ensure safe outcomes for clients and the firm.\n\n - Support audits and regulatory reviews related to non-personal accounts by ensuring documentation, controls, and data are complete, accurate, and easy to evidence.\n\n - Build strong cross-functional relationships with CXO, Funding/Internal Transfers, Tax, and other brokerage operations teams to ensure non-person clients experience consistent, high-quality service across all touchpoints.\n\n\nWHAT YOU’LL BRING\n\n - 5+ years of experience in brokerage or financial services operations, with significant exposure to non-personal accounts’ end-to-end administration and operations, and KYB/KYC-heavy workflows.\n\n - 2+ years of people leadership experience, including managing operations specialists or analysts in a high-volume, high-accountability environment.\n\n - Deep understanding of FINTRAC regulations for establishing relationships with non-personal entities and documentation requirements.\n\n - Strong process and control mindset - you’re comfortable mapping complex workflows, identifying failure modes, and designing controls that satisfy regulatory and audit needs without overcomplicating the client experience.\n\n - Comfort working with data and tooling (e.g., Google Sheets, SQL, Kanban, workflow automation) to monitor health, identify opportunities, drive insights from analytical data, and measure impact.\n\n - A builder mentality - you enjoy turning manual, spreadsheet-driven workflows into simple, reliable, and well-instrumented processes, and you’re biased toward shipping incremental improvements over waiting for “perfect”.\n\n - Excellent communication and stakeholder management skills, with the ability to translate between operational details and strategic outcomes for partners in Product, Engineering, CX, Compliance, and leadership.\n\n\nNICE TO HAVE\n\n - Experience working at a CIRO-regulated dealer or similar environment with non-personal entity onboarding and account operations with stringent audit expectations.\n\n - Experience supporting large-scale platform improvements or operational initiatives for non-personal clients.\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"2df9efee-ffaa-427b-9d55-7c313c05a220","title":"Manager, Entity Accounts Product Compliance","department":"Regulatory","team":"Compliance","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-03-31T21:31:06.561+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/2df9efee-ffaa-427b-9d55-7c313c05a220","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/2df9efee-ffaa-427b-9d55-7c313c05a220/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
The Regulatory Platform team enables user and account experiences across all of Wealthsimple's products. We work at the intersection of regulation, product, and operations - partnering across the company to increase the speed and scalability of product delivery while strengthening client trust in our ecosystem. If you're energized by owning complex, high-stakes problems in a fast-moving, collaborative environment, you'll feel right at home here.
We’re looking for a highly motivated and experienced Manager, Entity Accounts Product Compliance to join our team. In this pivotal role, you will be the compliance expert and strategic partner for the product teams, and ensure that our entity account offerings - such as Corporate, Partnership, and Trust accounts - are developed and maintained in full compliance with CIRO rules, securities legislation, and internal policies, while enabling innovative and seamless client experiences.
Regulatory Expertise: Act as the primary subject matter expert for all CIRO and securities regulatory requirements related to the lifecycle of entity accounts (e.g., account opening, KYC for entities, trading permissions, registered accounts, documentation, and ongoing monitoring).
Product Development & Strategy: Partner closely with Product Managers, Engineers, Designers, and Operations leaders throughout the product development lifecycle (discovery, design, launch, and iteration) to integrate regulatory requirements into the product platform.
Compliance Infrastructure: Drive the development and enhancement of foundational platform components to support the complexities of entity account types.
Documentation & Training: Create and maintain internal regulatory documentation, policies, and procedures specific to entity accounts. Lead training sessions for internal stakeholders on new features and regulatory changes.
Risk Management: Identify, assess, and mitigate regulatory compliance risks associated with entity accounts and new product initiatives, ensuring alignment with the company’s risk appetite.
Liaison with External Parties: Support regulatory examinations and internal audits related to entity account practices, preparing necessary documentation and explanations.
Minimum of 5 years of experience in a compliance, legal, or regulatory role within the Canadian financial services industry, with a focus on securities (CIRO/IIROC/MFDA) or capital markets.
Deep knowledge of CIRO rules and Canadian securities regulation as it applies to dealer services and different types of non-individual client/entity accounts (e.g., Corporate, Trust, Partnership).
Experience working directly with product and engineering teams in an agile environment.
Strong communication and presentation skills, with the ability to translate complex regulatory requirements into clear and actionable guidance for non-compliance audiences.
Additional compliance qualifications (e.g., CSC, CCO/CAMLO training, CPH) are a strong asset.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\nABOUT THE ROLE\n\nThe Regulatory Platform team enables user and account experiences across all of Wealthsimple's products. We work at the intersection of regulation, product, and operations - partnering across the company to increase the speed and scalability of product delivery while strengthening client trust in our ecosystem. If you're energized by owning complex, high-stakes problems in a fast-moving, collaborative environment, you'll feel right at home here.\n\nWe’re looking for a highly motivated and experienced Manager, Entity Accounts Product Compliance to join our team. In this pivotal role, you will be the compliance expert and strategic partner for the product teams, and ensure that our entity account offerings - such as Corporate, Partnership, and Trust accounts - are developed and maintained in full compliance with CIRO rules, securities legislation, and internal policies, while enabling innovative and seamless client experiences.\n\n\nRESPONSIBILITIES\n\n - Regulatory Expertise: Act as the primary subject matter expert for all CIRO and securities regulatory requirements related to the lifecycle of entity accounts (e.g., account opening, KYC for entities, trading permissions, registered accounts, documentation, and ongoing monitoring).\n\n - Product Development & Strategy: Partner closely with Product Managers, Engineers, Designers, and Operations leaders throughout the product development lifecycle (discovery, design, launch, and iteration) to integrate regulatory requirements into the product platform.\n\n - Compliance Infrastructure: Drive the development and enhancement of foundational platform components to support the complexities of entity account types.\n\n - Documentation & Training: Create and maintain internal regulatory documentation, policies, and procedures specific to entity accounts. Lead training sessions for internal stakeholders on new features and regulatory changes.\n\n - Risk Management: Identify, assess, and mitigate regulatory compliance risks associated with entity accounts and new product initiatives, ensuring alignment with the company’s risk appetite.\n\n - Liaison with External Parties: Support regulatory examinations and internal audits related to entity account practices, preparing necessary documentation and explanations.\n\n\nREQUIREMENTS\n\n - Minimum of 5 years of experience in a compliance, legal, or regulatory role within the Canadian financial services industry, with a focus on securities (CIRO/IIROC/MFDA) or capital markets.\n\n - Deep knowledge of CIRO rules and Canadian securities regulation as it applies to dealer services and different types of non-individual client/entity accounts (e.g., Corporate, Trust, Partnership).\n\n - Experience working directly with product and engineering teams in an agile environment.\n\n - Strong communication and presentation skills, with the ability to translate complex regulatory requirements into clear and actionable guidance for non-compliance audiences.\n\n - Additional compliance qualifications (e.g., CSC, CCO/CAMLO training, CPH) are a strong asset.\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"f62c54a4-6924-4f7b-80a0-27a5a6967def","title":"Financial Planner","department":"Commercial & Marketing","team":"Advisory & Planning","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-04-01T14:19:00.471+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/f62c54a4-6924-4f7b-80a0-27a5a6967def","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/f62c54a4-6924-4f7b-80a0-27a5a6967def/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
We’re a team of high-performing, client-obsessed team of financial planners and advisors who are passionate about rethinking the financial industry. We are committed to mastering our craft, continuously elevating both our technical planning knowledge and our sales expertise to deliver an exceptional client experience. Our remote-first culture is built on collaboration and a shared drive for excellence; we challenge and champion one another to succeed, collectively helping our clients achieve financial freedom.
In this role, your passion for financial planning will be central as you guide clients through their entire financial journey. You will go beyond simply answering questions, instead curiously exploring the \"why\" behind each client's goals to build holistic investment, tax, and retirement strategies. Your success will come from translating this deep discovery into clear, strategic advice that encourages clients to take confident, informed action. You'll use your exceptional communication skills to demonstrate the deep value of financial planning, building the trust required to drive asset consolidation to Wealthsimple Wealth Management. This position is perfect for an entrepreneurial planner who thrives in a fast-paced, high-performance environment and is inspired to own their performance metrics while delivering a delightful, high-quality client experience.
Engage clients in meaningful financial conversations. You’ll listen deeply and ask insightful questions to understand the real goals and motivations behind their financial decisions.
Encourage action through strategic financial advice. You’ll ensure clients take meaningful steps toward achieving their financial goals, while helping them see the bigger picture.
Excite prospective and current clients with delightful advice and how we can help them achieve their financial dreams.
Drive asset consolidation to Wealthsimple Wealth Management through impactful, goal-based financial advice.
Own your performance metrics, ensuring activity and consolidation targets are met.
Deliver personalized financial planning by rigorously following up with clients via phone and video so they gain the full benefits of their plan.
Embrace technology to improve the client experience, making financial planning more accessible, intuitive, and effective.
The foundational expertise for success: A mandatory CFP designation and at least 4 years of financial planning experience with direct asset consolidation responsibilities.
An entrepreneurial mindset and a proven track record of high performance, demonstrating your ability to thrive in a fast-paced, high-expectation sales environment and own your performance metrics.
A genuine passion for financial planning and a client-focused, empathetic approach that allows you to build trust through active listening and thoughtful, transparent advice.
The natural curiosity to dig deeper; you don’t just answer financial questions, you seek to understand the motivations and long-term aspirations behind them to solve for the client's bigger picture.
Exceptional communication skills that make complex financial topics simple for clients, paired with a comfort leveraging digital tools (such as AI) and technology to enhance the client experience.
Forward-thinking adaptability that embraces the evolution of financial planning and the role technology plays in changing the game, preferably with deep experience improving Financial Planning processes. Bilingual (French) is also a strong asset.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\nABOUT THE TEAM:\n\nWe’re a team of high-performing, client-obsessed team of financial planners and advisors who are passionate about rethinking the financial industry. We are committed to mastering our craft, continuously elevating both our technical planning knowledge and our sales expertise to deliver an exceptional client experience. Our remote-first culture is built on collaboration and a shared drive for excellence; we challenge and champion one another to succeed, collectively helping our clients achieve financial freedom.\n\n\nABOUT THE ROLE:\n\nIn this role, your passion for financial planning will be central as you guide clients through their entire financial journey. You will go beyond simply answering questions, instead curiously exploring the \"why\" behind each client's goals to build holistic investment, tax, and retirement strategies. Your success will come from translating this deep discovery into clear, strategic advice that encourages clients to take confident, informed action. You'll use your exceptional communication skills to demonstrate the deep value of financial planning, building the trust required to drive asset consolidation to Wealthsimple Wealth Management. This position is perfect for an entrepreneurial planner who thrives in a fast-paced, high-performance environment and is inspired to own their performance metrics while delivering a delightful, high-quality client experience.\n\n\nAS A FINANCIAL PLANNER, YOU’LL HAVE THE OPPORTUNITY TO:\n\n - Engage clients in meaningful financial conversations. You’ll listen deeply and ask insightful questions to understand the real goals and motivations behind their financial decisions.\n\n - Encourage action through strategic financial advice. You’ll ensure clients take meaningful steps toward achieving their financial goals, while helping them see the bigger picture.\n\n - Excite prospective and current clients with delightful advice and how we can help them achieve their financial dreams.\n\n - Drive asset consolidation to Wealthsimple Wealth Management through impactful, goal-based financial advice.\n\n - Own your performance metrics, ensuring activity and consolidation targets are met.\n\n - Deliver personalized financial planning by rigorously following up with clients via phone and video so they gain the full benefits of their plan.\n\n - Embrace technology to improve the client experience, making financial planning more accessible, intuitive, and effective.\n\n\nWHAT YOU’LL BRING:\n\n - The foundational expertise for success: A mandatory CFP designation and at least 4 years of financial planning experience with direct asset consolidation responsibilities.\n\n - An entrepreneurial mindset and a proven track record of high performance, demonstrating your ability to thrive in a fast-paced, high-expectation sales environment and own your performance metrics.\n\n - A genuine passion for financial planning and a client-focused, empathetic approach that allows you to build trust through active listening and thoughtful, transparent advice.\n\n - The natural curiosity to dig deeper; you don’t just answer financial questions, you seek to understand the motivations and long-term aspirations behind them to solve for the client's bigger picture.\n\n - Exceptional communication skills that make complex financial topics simple for clients, paired with a comfort leveraging digital tools (such as AI) and technology to enhance the client experience.\n\n - Forward-thinking adaptability that embraces the evolution of financial planning and the role technology plays in changing the game, preferably with deep experience improving Financial Planning processes. Bilingual (French) is also a strong asset.\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"02d5da6a-6bb7-473b-a412-ed73868fa764","title":"Manager, Capital & Liquidity Management","department":"Finance","team":"Treasury","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-03-31T15:04:21.255+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/02d5da6a-6bb7-473b-a412-ed73868fa764","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/02d5da6a-6bb7-473b-a412-ed73868fa764/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
About the role:
As a Manager, Capital & Liquidity Management, you will report to the Director, Capital & Liquidity Management and work as a strategic partner within the Treasury team and interact directly with the broader Finance functions (FP&A and Accounting), Product, Operations, Data Science and key functional leaders within Wealthsimple to support effective and efficient capital & liquidity management. As a trusted advisor, you will provide advice and collaborate with leaders in product, operations, trading, finance, legal, regulatory & compliance to find creative solutions to difficult problems. You are adaptable, flexible, and thrive in a collaborative, innovative environment where two days rarely look the same.
In this role, you will have the opportunity to:
Lead the capital and liquidity planning effort to ensure optimal positions for each material legal entity through close collaboration with data science, FP&A, product leaders and regulatory reporting teams
Lead the contingent funding plan design, implementation and testing
Be responsible for Wealthsimple’s capital and liquidity policies and frameworks
Support planning, forecasting, effective allocation and optimization.
Responsible for Wealthsimple’s overall Treasury risk management including capital & liquidity risk identification, risk assessment, monitoring and reporting and proactive management
Drive review and assessment of key liquidity and capital assumptions to optimize financial resources while considering potential risks & vulnerabilities
Act as subject matter expert for Treasury modeling, stress testing and scenario design
Drive establishment of capital allocation framework and optimization strategies
Identify asset liability management metrics to monitor and improve balance sheet efficiency and overall performance
Monitor internal and external factors to keep within our balance sheet exposure appetite and perform periodic review and recalibration to assess thresholds/limits
Have full understanding of capital structure, funds flow and support new initiatives and ad-hoc analysis including peer benchmarking
Skills you'll bring:
5-7 years of broad Treasury/Finance experience with focus on balance sheet management and financial resource optimization
A passion for technology, specifically fintech
Prior experience in financial modeling, stress testing, planning & forecasting, drafting policies & frameworks
Deep understanding of liquidity risk, capital adequacy and risk management
Knowledge of capital structure and effective balance sheet management
Understanding of regulatory requirements for a Canadian broker-dealer
Effective communication skills that are tailored to different audiences
Self-motivated, independent and collaborative individual that is solution and detail oriented
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\nAbout the role:\n\nAs a Manager, Capital & Liquidity Management, you will report to the Director, Capital & Liquidity Management and work as a strategic partner within the Treasury team and interact directly with the broader Finance functions (FP&A and Accounting), Product, Operations, Data Science and key functional leaders within Wealthsimple to support effective and efficient capital & liquidity management. As a trusted advisor, you will provide advice and collaborate with leaders in product, operations, trading, finance, legal, regulatory & compliance to find creative solutions to difficult problems. You are adaptable, flexible, and thrive in a collaborative, innovative environment where two days rarely look the same.\n\nIn this role, you will have the opportunity to:\n\n - Lead the capital and liquidity planning effort to ensure optimal positions for each material legal entity through close collaboration with data science, FP&A, product leaders and regulatory reporting teams\n\n - Lead the contingent funding plan design, implementation and testing\n\n - Be responsible for Wealthsimple’s capital and liquidity policies and frameworks\n\n - Support planning, forecasting, effective allocation and optimization.\n\n - Responsible for Wealthsimple’s overall Treasury risk management including capital & liquidity risk identification, risk assessment, monitoring and reporting and proactive management\n\n - Drive review and assessment of key liquidity and capital assumptions to optimize financial resources while considering potential risks & vulnerabilities\n\n - Act as subject matter expert for Treasury modeling, stress testing and scenario design\n\n - Drive establishment of capital allocation framework and optimization strategies\n\n - Identify asset liability management metrics to monitor and improve balance sheet efficiency and overall performance\n\n - Monitor internal and external factors to keep within our balance sheet exposure appetite and perform periodic review and recalibration to assess thresholds/limits\n\n - Have full understanding of capital structure, funds flow and support new initiatives and ad-hoc analysis including peer benchmarking\n\nSkills you'll bring:\n\n - 5-7 years of broad Treasury/Finance experience with focus on balance sheet management and financial resource optimization\n\n - A passion for technology, specifically fintech\n\n - Prior experience in financial modeling, stress testing, planning & forecasting, drafting policies & frameworks\n\n - Deep understanding of liquidity risk, capital adequacy and risk management\n\n - Knowledge of capital structure and effective balance sheet management\n\n - Understanding of regulatory requirements for a Canadian broker-dealer\n\n - Effective communication skills that are tailored to different audiences\n\n - Self-motivated, independent and collaborative individual that is solution and detail oriented\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"0169746d-1bf0-47ca-8de1-c46869cf5cde","title":"Manager, Credit Card Funding and Reporting","department":"Finance","team":"Treasury","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-03-31T15:34:39.577+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/0169746d-1bf0-47ca-8de1-c46869cf5cde","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/0169746d-1bf0-47ca-8de1-c46869cf5cde/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
About the Role
As the Manager, Credit Card Funding and Reporting, you will report directly to the Senior Manager, Money Movement Transformation and Treasury Reporting on the Treasury team.
We are seeking a highly skilled and ownership-driven individual to join our growing Cash & Collateral Management team at Wealthsimple. As our credit portfolio scales and new products launch, we need an experienced individual who can build controls, forecasting models, and uplevel frameworks, manage a growing team, and ensure flawless execution with zero compliance misses. Thriving in a fast-paced, high-autonomy environment, you'll have a unique opportunity to shape how Wealthsimple's functions at scale—partnering closely with various partners across the company.
In this role, you will:
Own structured credit facility operations end-to-end—execute daily funding decisions, manage compliance, enable or optimize funding levers and develop business requirements as the portfolio grows
Build and maintain forecasting models and sensitivity analyses across payment cycles, utilization rates, and funding projections—translating outputs into real-time funding decisions and product economics insights that inform the business
Lead credit reporting and analytics and own variance analysis, limit and exposure monitoring, and reporting infrastructure; partner with Product and Engineering to resolve discrepancies and drive automation
Develop and maintain operational checklists, runbooks, and go/no-go frameworks to enable feature or product launches and ensure flawless execution with zero compliance misses
Build audit-ready controls and governance for WSP features from scratch—design control environments and compliance frameworks, maintain audit readiness, and partner with Controllership and Risk on regulatory requirements
Manage and build team cross-training and documentation to eliminate single points of failure and develop team capability in credit operations and Treasury
Skills you'll bring:
7+ years in Treasury, Credit Operations, or Payments with at least 2-3 years in a leadership or senior individual contributor role owning structured credit facility operations, and payment products. —ideally having helped build a credit product (specifically Securitization and ABS)
Strong forecasting, sensitivity analysis, and cash management expertise—you understand how funding costs, utilization rates, and payment cycles affect product economics and can model scenarios that drive operational decisions
Experience with limit and exposure management—setting and monitoring credit thresholds and utilization bands as a portfolio scales
2+ years managing direct reports with a track record of building operational infrastructure, launch readiness frameworks, and scalable controls—not just maintaining existing processes
Proficient in Excel/Google Sheets with SQL knowledge or experience partnering with data teams to build reporting infrastructure; familiarity with Treasury management systems (Kyriba) or payment platforms is a huge asset.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\nAbout the Role\n\nAs the Manager, Credit Card Funding and Reporting, you will report directly to the Senior Manager, Money Movement Transformation and Treasury Reporting on the Treasury team.\n\nWe are seeking a highly skilled and ownership-driven individual to join our growing Cash & Collateral Management team at Wealthsimple. As our credit portfolio scales and new products launch, we need an experienced individual who can build controls, forecasting models, and uplevel frameworks, manage a growing team, and ensure flawless execution with zero compliance misses. Thriving in a fast-paced, high-autonomy environment, you'll have a unique opportunity to shape how Wealthsimple's functions at scale—partnering closely with various partners across the company.\n\nIn this role, you will:\n\n - Own structured credit facility operations end-to-end—execute daily funding decisions, manage compliance, enable or optimize funding levers and develop business requirements as the portfolio grows\n\n - Build and maintain forecasting models and sensitivity analyses across payment cycles, utilization rates, and funding projections—translating outputs into real-time funding decisions and product economics insights that inform the business\n\n - Lead credit reporting and analytics and own variance analysis, limit and exposure monitoring, and reporting infrastructure; partner with Product and Engineering to resolve discrepancies and drive automation\n\n - Develop and maintain operational checklists, runbooks, and go/no-go frameworks to enable feature or product launches and ensure flawless execution with zero compliance misses\n\n - Build audit-ready controls and governance for WSP features from scratch—design control environments and compliance frameworks, maintain audit readiness, and partner with Controllership and Risk on regulatory requirements\n\n - Manage and build team cross-training and documentation to eliminate single points of failure and develop team capability in credit operations and Treasury\n\nSkills you'll bring:\n\n - 7+ years in Treasury, Credit Operations, or Payments with at least 2-3 years in a leadership or senior individual contributor role owning structured credit facility operations, and payment products. —ideally having helped build a credit product (specifically Securitization and ABS)\n\n - Strong forecasting, sensitivity analysis, and cash management expertise—you understand how funding costs, utilization rates, and payment cycles affect product economics and can model scenarios that drive operational decisions\n\n - Experience with limit and exposure management—setting and monitoring credit thresholds and utilization bands as a portfolio scales\n\n - 2+ years managing direct reports with a track record of building operational infrastructure, launch readiness frameworks, and scalable controls—not just maintaining existing processes\n\n - Proficient in Excel/Google Sheets with SQL knowledge or experience partnering with data teams to build reporting infrastructure; familiarity with Treasury management systems (Kyriba) or payment platforms is a huge asset.\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"5e87410e-abf4-4aae-a959-684b847239ec","title":"Manager, Indirect Tax","department":"Finance","team":"Finance","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-04-01T17:05:53.521+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/5e87410e-abf4-4aae-a959-684b847239ec","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/5e87410e-abf4-4aae-a959-684b847239ec/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
In this role you'll have the opportunity to:
Manage the end-to-end indirect tax compliance (GST/HST, QST, PST) across all applicable jurisdictions, ensuring accuracy and compliance with statutory deadlines
Support month-end and quarter-end close, including preparation of tax accruals, account reconciliations, forecasts and variance analysis
Identify and pursue ITC and ITR recovery opportunities; conduct risk assessments to surface and remediate material exposures
Manage relationships with external tax authorities, including preparation of audit responses and correspondence with CRA and provincial agencies
Provide indirect tax research and advisory support on new business initiatives, including product launches and corporate transactions
Manage multi-jurisdictional tax registrations and nexus monitoring, adapting to fast expansions into new product lines and geographic markets
Monitor indirect tax legislative and regulatory developments and assess the impact on the organization
Maintain and improve internal controls, tax policies, and compliance procedures
Collaborate with Finance and technology teams to ensure accurate tax coding and support systems and process improvements, including AI automation initiatives
Skills you'll bring:
CPA designation required; completion of the CPA In-Depth GST/HST Program or equivalent indirect tax training preferred
5–7 years of indirect tax experience, with exposure to both public accounting and public company industry environments preferred
Strong technical knowledge of Canadian indirect tax regimes including GST/HST, QST, PST, RST
Practical experience with financial institution (FI) and Selected Listed Financial Institution (SLFI) indirect tax rules, including the Special Attribution Method (SAM), is required
Solid understanding of cross-border and imported supply rules
Excellent tax technical and research skills, with the ability to balance commercial objectives and tax risk exposures
Proficient with tax software, ERP systems and AI technology (e.g. Netsuite, Claude)
Strong analytical, organizational, and problem-solving skills
Detail-oriented and communicates well
Corporate income tax knowledge is an asset
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\nIn this role you'll have the opportunity to:\n\n - Manage the end-to-end indirect tax compliance (GST/HST, QST, PST) across all applicable jurisdictions, ensuring accuracy and compliance with statutory deadlines\n\n - Support month-end and quarter-end close, including preparation of tax accruals, account reconciliations, forecasts and variance analysis\n\n - Identify and pursue ITC and ITR recovery opportunities; conduct risk assessments to surface and remediate material exposures\n\n - Manage relationships with external tax authorities, including preparation of audit responses and correspondence with CRA and provincial agencies\n\n - Provide indirect tax research and advisory support on new business initiatives, including product launches and corporate transactions\n\n - Manage multi-jurisdictional tax registrations and nexus monitoring, adapting to fast expansions into new product lines and geographic markets\n\n - Monitor indirect tax legislative and regulatory developments and assess the impact on the organization\n\n - Maintain and improve internal controls, tax policies, and compliance procedures\n\n - Collaborate with Finance and technology teams to ensure accurate tax coding and support systems and process improvements, including AI automation initiatives\n\nSkills you'll bring:\n\n - CPA designation required; completion of the CPA In-Depth GST/HST Program or equivalent indirect tax training preferred\n\n - 5–7 years of indirect tax experience, with exposure to both public accounting and public company industry environments preferred\n\n - Strong technical knowledge of Canadian indirect tax regimes including GST/HST, QST, PST, RST\n\n - Practical experience with financial institution (FI) and Selected Listed Financial Institution (SLFI) indirect tax rules, including the Special Attribution Method (SAM), is required\n\n - Solid understanding of cross-border and imported supply rules\n\n - Excellent tax technical and research skills, with the ability to balance commercial objectives and tax risk exposures\n\n - Proficient with tax software, ERP systems and AI technology (e.g. Netsuite, Claude)\n\n - Strong analytical, organizational, and problem-solving skills\n\n - Detail-oriented and communicates well\n\n - Corporate income tax knowledge is an asset\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"bfa2949e-0327-44c8-8f41-af82ff143e17","title":"Manager, Finance – Brokerage","department":"Finance","team":"Finance","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-04-01T18:10:44.003+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/bfa2949e-0327-44c8-8f41-af82ff143e17","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/bfa2949e-0327-44c8-8f41-af82ff143e17/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
About the role:
As Manager, Finance - Brokerage, you'll be a key member of the Brokerage Finance team - owning the accuracy, integrity, and regulatory compliance of Wealthsimple's brokerage financial reporting. You'll partner closely with Operations, Product, Engineering, Risk, and Compliance, and lead a small team.
This is a role for someone who is equally comfortable diving into a technical accounting problem and coaching a team member through a complex reconciliation. You'll bring both the depth to own our most critical financial processes and the leadership instincts to build a high-performing team around you.
In this role, you will have the opportunity to:
Financial Reporting & Month-End Close: Own the month-end and quarter-end close for Wealthsimple's brokerage entity (WSII), including journal entries, reconciliations, variance analyses, and management reporting. Ensure results are accurate, timely, and aligned to IFRS.
Regulatory Reporting: Prepare and review brokerage regulatory filings for CIRO and applicable securities regulators (including Form 1/MFR support). Work closely with Compliance and Engineering to embed regulatory requirements into our accounting processes and systems.
Revenue: Oversee core crypto and invest revenue streams (trade commissions, management fees and other streams). Ensure end-to-end controls, reconciliations, and accurate recognition in Oracle/NetSuite.
Internal Controls & Audit Act: as control owner for key brokerage controls - revenue, interest, cash and positions reconciliations - and ensure documentation and testing meet ICFR and SOC 1 standards. Lead brokerage-related audit walkthroughs and manage PBC responses.
Product & Systems Partnership: Partner with Product, Engineering, and Operations to translate new product launches (e.g., crypto, invest, alternative investments) into compliant accounting flows and GL design. Help shape data pipelines that support scalable, automated reporting.
Cash & Reconciliations: Oversee daily and monthly reconciliations of client cash and securities to custodians and banks. Partner with Treasury and Brokerage Operations on funding flows and liquidity as needed.
Team Leadership: Manage and mentor a small team, providing clear direction, timely feedback, and meaningful growth opportunities. Foster a culture of ownership and continuous improvement.
Skills you'll bring:
7+ years of progressive accounting or finance experience, with a CPA designation (or equivalent)
Background in brokerage, capital markets, or financial services; familiarity with CIRO rules and Canadian securities regulation is a strong asset
A mix of public accounting and industry experience is preferred
Strong IFRS technical accounting skills, particularly around financial instruments, revenue, and interest income
Hands-on experience with brokerage systems and ERP platforms (Oracle/NetSuite or similar); SQL, BI, and AI tools are a plus
Demonstrated experience with internal controls, ICFR/SOC 1, and external audits
Proven ability to manage and develop team members, with strong communication skills across finance and non-finance stakeholders
Curious, detail-oriented, and energized by a fast-moving, evolving environment
Passionate about fintech and automation - excited to modernize how brokerage finance operates
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\nAbout the role:\n\nAs Manager, Finance - Brokerage, you'll be a key member of the Brokerage Finance team - owning the accuracy, integrity, and regulatory compliance of Wealthsimple's brokerage financial reporting. You'll partner closely with Operations, Product, Engineering, Risk, and Compliance, and lead a small team.\n\nThis is a role for someone who is equally comfortable diving into a technical accounting problem and coaching a team member through a complex reconciliation. You'll bring both the depth to own our most critical financial processes and the leadership instincts to build a high-performing team around you.\n\n\nIn this role, you will have the opportunity to:\n\n - Financial Reporting & Month-End Close: Own the month-end and quarter-end close for Wealthsimple's brokerage entity (WSII), including journal entries, reconciliations, variance analyses, and management reporting. Ensure results are accurate, timely, and aligned to IFRS.\n\n - Regulatory Reporting: Prepare and review brokerage regulatory filings for CIRO and applicable securities regulators (including Form 1/MFR support). Work closely with Compliance and Engineering to embed regulatory requirements into our accounting processes and systems.\n\n - Revenue: Oversee core crypto and invest revenue streams (trade commissions, management fees and other streams). Ensure end-to-end controls, reconciliations, and accurate recognition in Oracle/NetSuite.\n\n - Internal Controls & Audit Act: as control owner for key brokerage controls - revenue, interest, cash and positions reconciliations - and ensure documentation and testing meet ICFR and SOC 1 standards. Lead brokerage-related audit walkthroughs and manage PBC responses.\n\n - Product & Systems Partnership: Partner with Product, Engineering, and Operations to translate new product launches (e.g., crypto, invest, alternative investments) into compliant accounting flows and GL design. Help shape data pipelines that support scalable, automated reporting.\n\n - Cash & Reconciliations: Oversee daily and monthly reconciliations of client cash and securities to custodians and banks. Partner with Treasury and Brokerage Operations on funding flows and liquidity as needed.\n\n - Team Leadership: Manage and mentor a small team, providing clear direction, timely feedback, and meaningful growth opportunities. Foster a culture of ownership and continuous improvement.\n\nSkills you'll bring:\n\n - 7+ years of progressive accounting or finance experience, with a CPA designation (or equivalent)\n\n - Background in brokerage, capital markets, or financial services; familiarity with CIRO rules and Canadian securities regulation is a strong asset\n\n - A mix of public accounting and industry experience is preferred\n\n - Strong IFRS technical accounting skills, particularly around financial instruments, revenue, and interest income\n\n - Hands-on experience with brokerage systems and ERP platforms (Oracle/NetSuite or similar); SQL, BI, and AI tools are a plus\n\n - Demonstrated experience with internal controls, ICFR/SOC 1, and external audits\n\n - Proven ability to manage and develop team members, with strong communication skills across finance and non-finance stakeholders\n\n - Curious, detail-oriented, and energized by a fast-moving, evolving environment\n\n - Passionate about fintech and automation - excited to modernize how brokerage finance operates\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"32abf21b-c236-48cb-86a9-eb1587d79ac4","title":"Manager, Wealth Management (Service)","department":"Commercial & Marketing","team":"Advisory & Planning","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-04-01T20:46:53.402+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/32abf21b-c236-48cb-86a9-eb1587d79ac4","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/32abf21b-c236-48cb-86a9-eb1587d79ac4/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
Our Wealth Management team delivers exceptional service to high net worth individuals — a rapidly growing segment that traditionally receives poor service unless they have $3M+ in assets. We believe these clients deserve a tech-enabled approach offering greater value, transparency, and higher quality advice at a lower cost.
As a Manager of Wealth Management (Service), you'll lead a team of licensed advisors and financial planners who serve clients across two distinct service models: On Demand Advice ($100k-$1MM) and Dedicated Advice ($1MM+). You'll be part of a managerial team who are responsible for helping shape the client journey within each model to create the most impact, and continuously raise the bar on quality, efficiency, and client outcomes.
This is a rare opportunity to build something genuinely different — a wealth management team where advisors are rewarded for doing the right thing for clients, not for accumulating book value. In a model without book ownership and with a fully salaried team, your success will be defined by your ability to design smart systems, develop your people, and create exceptional experiences at scale.
Lead & Develop a Dual-Model Advisory Team
Manage and coach a team licensed advisors operating across on demand and dedicated service models
Identify each advisor's strengths, experience, and working style to match them to the model where they'll thrive and grow
Build differentiated onboarding, training, and development pathways for each model
Lead performance evaluation using balanced scorecards rooted in client outcomes, not sales metrics
Enhance the Client Journey for Each Service Model
Define what \"value\" looks like in an on-demand context, and build the scalable systems, workflows, and prompts that deliver it reliably across a high volume of interactions
In dedicated advisory, help design a proactive engagement model that ensures advisors are strategic with their time — anticipating client needs, reducing reactive work, and maximizing the impact of every client interaction
Partner with Product and Engineering to develop tooling that supports advisors in both models and scales the team's capacity
Drive Operational Excellence
Monitor service metrics across both models and implement strategies to continuously improve advisor efficiency, client satisfaction, and proactive value delivery
Build capacity models and team structures that flex with business growth
Ensure compliance with regulatory requirements and company policies across all client interactions
Contribute Strategically
Bring a point of view on how the two service models should evolve as the business scales
Surface client and advisor insights to inform product decisions and service design
Help shape the future of wealth management delivery in Canada
CFP or IQFP designation required
CIM or CFA designation required
7+ years of experience in wealth management, with at least 3 years in a people leadership role
Experience managing or designing services across multiple delivery models (e.g., high-volume transactional service and relationship-based advisory)
A track record of building high-performing, client-first teams in environments that value quality over sales
Strong understanding of financial planning and investment management principles
Experience designing or optimizing client journeys and advisor workflows
Demonstrated ability to match talent to roles, develop advisors at varying skill levels, and build cohesive team cultures in the absence of traditional commission structures
Strong problem-solving and analytical mindset — you're comfortable using data to identify gaps and drive decisions
Technology-minded with experience leveraging digital tools to enhance advisor effectiveness and scale operations
Bilingual (English/French) capability is a significant asset
Lead a team that gives genuinely unbiased financial advice — no quotas, no book ownership, no conflicts
Work on a managerial team that builds both a scalable high-volume service and a premium advisory relationship model, side by side
Shape a new way of delivering wealth management that Canada hasn't seen before
Competitive salary and benefits in a rapidly growing company with a clear mission
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\nTHE TEAM\n\nOur Wealth Management team delivers exceptional service to high net worth individuals — a rapidly growing segment that traditionally receives poor service unless they have $3M+ in assets. We believe these clients deserve a tech-enabled approach offering greater value, transparency, and higher quality advice at a lower cost.\n\n\nTHE ROLE\n\nAs a Manager of Wealth Management (Service), you'll lead a team of licensed advisors and financial planners who serve clients across two distinct service models: On Demand Advice ($100k-$1MM) and Dedicated Advice ($1MM+). You'll be part of a managerial team who are responsible for helping shape the client journey within each model to create the most impact, and continuously raise the bar on quality, efficiency, and client outcomes.\n\nThis is a rare opportunity to build something genuinely different — a wealth management team where advisors are rewarded for doing the right thing for clients, not for accumulating book value. In a model without book ownership and with a fully salaried team, your success will be defined by your ability to design smart systems, develop your people, and create exceptional experiences at scale.\n\n\nIN THIS ROLE, YOU'LL HAVE THE OPPORTUNITY TO:\n\nLead & Develop a Dual-Model Advisory Team\n\n - Manage and coach a team licensed advisors operating across on demand and dedicated service models\n\n - Identify each advisor's strengths, experience, and working style to match them to the model where they'll thrive and grow\n\n - Build differentiated onboarding, training, and development pathways for each model\n\n - Lead performance evaluation using balanced scorecards rooted in client outcomes, not sales metrics\n\nEnhance the Client Journey for Each Service Model\n\n - Define what \"value\" looks like in an on-demand context, and build the scalable systems, workflows, and prompts that deliver it reliably across a high volume of interactions\n\n - In dedicated advisory, help design a proactive engagement model that ensures advisors are strategic with their time — anticipating client needs, reducing reactive work, and maximizing the impact of every client interaction\n\n - Partner with Product and Engineering to develop tooling that supports advisors in both models and scales the team's capacity\n\nDrive Operational Excellence\n\n - Monitor service metrics across both models and implement strategies to continuously improve advisor efficiency, client satisfaction, and proactive value delivery\n\n - Build capacity models and team structures that flex with business growth\n\n - Ensure compliance with regulatory requirements and company policies across all client interactions\n\nContribute Strategically\n\n - Bring a point of view on how the two service models should evolve as the business scales\n\n - Surface client and advisor insights to inform product decisions and service design\n\n - Help shape the future of wealth management delivery in Canada\n\n\nWHAT YOU'LL BRING\n\n - CFP or IQFP designation required\n\n - CIM or CFA designation required\n\n - 7+ years of experience in wealth management, with at least 3 years in a people leadership role\n\n - Experience managing or designing services across multiple delivery models (e.g., high-volume transactional service and relationship-based advisory)\n\n - A track record of building high-performing, client-first teams in environments that value quality over sales\n\n - Strong understanding of financial planning and investment management principles\n\n - Experience designing or optimizing client journeys and advisor workflows\n\n - Demonstrated ability to match talent to roles, develop advisors at varying skill levels, and build cohesive team cultures in the absence of traditional commission structures\n\n - Strong problem-solving and analytical mindset — you're comfortable using data to identify gaps and drive decisions\n\n - Technology-minded with experience leveraging digital tools to enhance advisor effectiveness and scale operations\n\n - Bilingual (English/French) capability is a significant asset\n\n\nWHY YOU'LL LOVE WORKING HERE\n\n - Lead a team that gives genuinely unbiased financial advice — no quotas, no book ownership, no conflicts\n\n - Work on a managerial team that builds both a scalable high-volume service and a premium advisory relationship model, side by side\n\n - Shape a new way of delivering wealth management that Canada hasn't seen before\n\n - Competitive salary and benefits in a rapidly growing company with a clear mission\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"3a92b265-b0bc-4c2b-ad6e-d618ee80ff0d","title":"Sr Software Developer, AI Platform","department":"Data & Engineering","team":"Platform Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-04-15T20:34:46.314+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/3a92b265-b0bc-4c2b-ad6e-d618ee80ff0d","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/3a92b265-b0bc-4c2b-ad6e-d618ee80ff0d/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
AI Platform Foundations is a newly formed team within Platform Engineering on a mission to make AI a reliable, governed, and productivity-multiplying force across Wealthsimple's engineering organization. We build and maintain the shared AI tooling that hundreds of developers depend on to ship faster and with more confidence. We also build the guardrails and policy controls that keep teams on the golden path, so innovation happens without introducing risk.
As a founding member of this team, you'll be shaping what AI-assisted engineering looks like at Wealthsimple. You'll work across a polyglot environment of Ruby on Rails, Python, TypeScript, and Java/Kotlin, partnering closely with teams across Platform Engineering and the broader organization to build tooling that is adopted broadly, trusted deeply, and measured rigorously. Your work will directly influence how Wealthsimple's engineers write code, review changes, and ship to production.
Build the shared AI tooling platform from the ground up. As a founding team member, you'll design and implement the shared infrastructure that brings AI-assisted development to every team at Wealthsimple. This includes consolidating one-off and custom LLM tools into a governed, reusable platform that engineering teams can adopt with confidence.
Accelerate developer productivity through AI-powered automation. Build tooling that meaningfully reduces friction in the development lifecycle. From AI-assisted code review and automated PR approvals to intelligent deployment checks, you'll create systems that let developers focus on what matters most.
Design and implement guardrails that keep developers on the golden path. Build policy controls, verification layers, and governance tooling that ensure AI interactions across the organization are safe, compliant, and aligned with Wealthsimple's standards. You'll own the systems that catch issues before they reach production.
Drive measurable adoption across a polyglot engineering organization. Work across teams using Ruby on Rails, Python, TypeScript, and Java/Kotlin to ensure the platform meets developers where they are. Track adoption, satisfaction, and impact rigorously, using data to guide what to build next.
Define the standards and practices for AI-assisted engineering at Wealthsimple. As an early builder on this team, you'll have real influence over how we approach LLM integrations, cost governance, and tooling strategy. You'll establish patterns others build on.
Champion engineering excellence and mentorship. Partner with teams across the organization, share your expertise through documentation and code reviews, and help grow the next generation of developers working in this space.
7+ years of experience in software development as part of a team, with meaningful experience in platform engineering, developer experience, or developer tooling, and a growing track record building AI-powered or LLM-driven systems.
Hands-on experience building with LLMs and AI tooling. You've explored and worked in the AI space, whether building LLM-powered developer tools, integrating AI APIs, or experimenting with agents and automation. You understand the practical realities of working with models like Claude in production systems.
A product mindset for internal platforms. You treat developer tooling as a product, with engineers as your customers. You're driven to understand their pain points, measure adoption and impact, and build solutions that stick.
Technical versatility across a polyglot stack. Experience with two or more of Ruby, Python, TypeScript, or Java/Kotlin. You're comfortable writing tooling and automation across different language ecosystems.
Experience building governance, policy, or guardrail systems. You've thought carefully about how to build systems that enforce standards at scale without getting in developers' way.
Data-informed decision-making. You use metrics to identify opportunities, measure impact, and prioritize. You're comfortable establishing baselines, setting targets, and tracking progress toward goals.
Strong cross-functional collaboration skills. You build trust with partner teams, communicate clearly about progress and trade-offs, and know how to drive alignment across an organization.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\nABOUT THE AI PLATFORM FOUNDATIONS TEAM\n\nAI Platform Foundations is a newly formed team within Platform Engineering on a mission to make AI a reliable, governed, and productivity-multiplying force across Wealthsimple's engineering organization. We build and maintain the shared AI tooling that hundreds of developers depend on to ship faster and with more confidence. We also build the guardrails and policy controls that keep teams on the golden path, so innovation happens without introducing risk.\n\nAs a founding member of this team, you'll be shaping what AI-assisted engineering looks like at Wealthsimple. You'll work across a polyglot environment of Ruby on Rails, Python, TypeScript, and Java/Kotlin, partnering closely with teams across Platform Engineering and the broader organization to build tooling that is adopted broadly, trusted deeply, and measured rigorously. Your work will directly influence how Wealthsimple's engineers write code, review changes, and ship to production.\n\n\nIN THIS ROLE YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Build the shared AI tooling platform from the ground up. As a founding team member, you'll design and implement the shared infrastructure that brings AI-assisted development to every team at Wealthsimple. This includes consolidating one-off and custom LLM tools into a governed, reusable platform that engineering teams can adopt with confidence.\n\n - Accelerate developer productivity through AI-powered automation. Build tooling that meaningfully reduces friction in the development lifecycle. From AI-assisted code review and automated PR approvals to intelligent deployment checks, you'll create systems that let developers focus on what matters most.\n\n - Design and implement guardrails that keep developers on the golden path. Build policy controls, verification layers, and governance tooling that ensure AI interactions across the organization are safe, compliant, and aligned with Wealthsimple's standards. You'll own the systems that catch issues before they reach production.\n\n - Drive measurable adoption across a polyglot engineering organization. Work across teams using Ruby on Rails, Python, TypeScript, and Java/Kotlin to ensure the platform meets developers where they are. Track adoption, satisfaction, and impact rigorously, using data to guide what to build next.\n\n - Define the standards and practices for AI-assisted engineering at Wealthsimple. As an early builder on this team, you'll have real influence over how we approach LLM integrations, cost governance, and tooling strategy. You'll establish patterns others build on.\n\n - Champion engineering excellence and mentorship. Partner with teams across the organization, share your expertise through documentation and code reviews, and help grow the next generation of developers working in this space.\n\n\nWHAT YOU'LL BRING:\n\n - 7+ years of experience in software development as part of a team, with meaningful experience in platform engineering, developer experience, or developer tooling, and a growing track record building AI-powered or LLM-driven systems.\n\n - Hands-on experience building with LLMs and AI tooling. You've explored and worked in the AI space, whether building LLM-powered developer tools, integrating AI APIs, or experimenting with agents and automation. You understand the practical realities of working with models like Claude in production systems.\n\n - A product mindset for internal platforms. You treat developer tooling as a product, with engineers as your customers. You're driven to understand their pain points, measure adoption and impact, and build solutions that stick.\n\n - Technical versatility across a polyglot stack. Experience with two or more of Ruby, Python, TypeScript, or Java/Kotlin. You're comfortable writing tooling and automation across different language ecosystems.\n\n - Experience building governance, policy, or guardrail systems. You've thought carefully about how to build systems that enforce standards at scale without getting in developers' way.\n\n - Data-informed decision-making. You use metrics to identify opportunities, measure impact, and prioritize. You're comfortable establishing baselines, setting targets, and tracking progress toward goals.\n\n - Strong cross-functional collaboration skills. You build trust with partner teams, communicate clearly about progress and trade-offs, and know how to drive alignment across an organization.\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"6978bc92-ca81-4d7e-af72-fe840c25b86a","title":"Senior Technical Specialist, Corporate Security ","department":"Regulatory","team":"Legal","employmentType":"FullTime","location":"Toronto, Ontario","secondaryLocations":[],"publishedAt":"2026-04-15T18:34:24.589+00:00","isListed":true,"isRemote":false,"workplaceType":"OnSite","address":{"postalAddress":{"addressRegion":"Ontario","addressCountry":"Canada","addressLocality":"Toronto"}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/6978bc92-ca81-4d7e-af72-fe840c25b86a","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/6978bc92-ca81-4d7e-af72-fe840c25b86a/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
We are seeking a Senior Technical Specialist, Corporate Security to oversee and optimize our Physical Protection System (PPS). In this critical role, you will be responsible for ensuring the integrity and effectiveness of all technical physical security measures, including access control, video surveillance, intrusion detection, and related infrastructure. You will lead technical projects end-to-end, manage our security integrator relationship, and serve as the subject matter expert on Genetec Security Centre across our enterprise environment.
You will stay informed on emerging security technologies, industry standards, and evolving threat landscapes to proactively identify and address potential vulnerabilities. This position requires a detail-oriented professional with deep hands-on technical expertise, strong project management discipline, and the communication skills to work effectively across all levels of the organization.
*Please note - This is a full-time onsite position requiring presence in our Toronto office five days per week.
As a Senior Technical Specialist, Corporate Security you will:
Own all aspects of the Physical Protection System (PPS), with Genetec Security Centre (access control and VMS) as the primary platform — including configuration, maintenance, troubleshooting, and optimization across a multi-site enterprise architecture.
Serve as the first point of contact for PPS troubleshooting, conducting root cause analysis and driving defect resolution in partnership with our security integrator and internal IT.
Oversee and manage the Wealthsimple security integrator relationship, holding vendors accountable to SLAs and quality standards.
Lead technical planning, testing, and implementation of new security technologies and system integrations, managing projects from scoping through delivery.
Work with IT/Security teams to improve the existing and future integrations with our IdP, ensuring user onboarding and offboarding is automated correctly and user audits can be done by our IT and Compliance teams.
Develop and maintain complete technical documentation and controls, system audits, and infrastructure records in partnership with internal and external stakeholders.
Organize and lead annual penetration testing exercises and oversee remediation of identified vulnerabilities.
Manage access control credentials and site access programs.
Develop and lead training, as well as the creation of technical policies and procedures.
What You Bring
Post-secondary education in Electronic Engineering Technology, Engineering Sciences, Information Technology, Network Engineering, IT Security, Computer Science, or a related field.
5+ years of hands-on experience managing enterprise physical security systems, with demonstrated depth in Genetec Security Centre — Omnicast VMS and access control modules are required; advanced troubleshooting and multi-server architecture experience strongly preferred.
Working IT and networking knowledge and an understanding of standard IT security practices including network segmentation, SSO and app integration, compliance auditing. You will need to gather requirements from IT/Security teams and execute those requirements in the PPS.
Proven project management experience: you've led large scale security technology projects from requirements through commissioning and can manage timelines, vendors, and competing priorities without hand-holding.
Understanding of procurement requirements and processes.
In-depth experience project managing a security integrator or third-party service vendor.
Outstanding written and verbal communication skills — able to produce clear technical documentation and present to non-technical stakeholders. You are able to communicate and build relationships with cross-functional stakeholders.
Ability to handle sensitive and contentious issues with discretion and integrity.
Previous experience in a fintech, financial services, or critical infrastructure environment is highly desirable.
Security or technical certifications are an asset: Axis Certified Professional, CISSP, CISA, or equivalent.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\nWe are seeking a Senior Technical Specialist, Corporate Security to oversee and optimize our Physical Protection System (PPS). In this critical role, you will be responsible for ensuring the integrity and effectiveness of all technical physical security measures, including access control, video surveillance, intrusion detection, and related infrastructure. You will lead technical projects end-to-end, manage our security integrator relationship, and serve as the subject matter expert on Genetec Security Centre across our enterprise environment.\n\nYou will stay informed on emerging security technologies, industry standards, and evolving threat landscapes to proactively identify and address potential vulnerabilities. This position requires a detail-oriented professional with deep hands-on technical expertise, strong project management discipline, and the communication skills to work effectively across all levels of the organization.\n\n*Please note - This is a full-time onsite position requiring presence in our Toronto office five days per week.\n\nAs a Senior Technical Specialist, Corporate Security you will:\n\n - Own all aspects of the Physical Protection System (PPS), with Genetec Security Centre (access control and VMS) as the primary platform — including configuration, maintenance, troubleshooting, and optimization across a multi-site enterprise architecture.\n\n - Serve as the first point of contact for PPS troubleshooting, conducting root cause analysis and driving defect resolution in partnership with our security integrator and internal IT.\n\n - Oversee and manage the Wealthsimple security integrator relationship, holding vendors accountable to SLAs and quality standards.\n\n - Lead technical planning, testing, and implementation of new security technologies and system integrations, managing projects from scoping through delivery.\n\n - Work with IT/Security teams to improve the existing and future integrations with our IdP, ensuring user onboarding and offboarding is automated correctly and user audits can be done by our IT and Compliance teams.\n\n - Develop and maintain complete technical documentation and controls, system audits, and infrastructure records in partnership with internal and external stakeholders.\n\n - Organize and lead annual penetration testing exercises and oversee remediation of identified vulnerabilities.\n\n - Manage access control credentials and site access programs.\n\n - Develop and lead training, as well as the creation of technical policies and procedures.\n\nWhat You Bring\n\n - Post-secondary education in Electronic Engineering Technology, Engineering Sciences, Information Technology, Network Engineering, IT Security, Computer Science, or a related field.\n\n - 5+ years of hands-on experience managing enterprise physical security systems, with demonstrated depth in Genetec Security Centre — Omnicast VMS and access control modules are required; advanced troubleshooting and multi-server architecture experience strongly preferred.\n\n - Working IT and networking knowledge and an understanding of standard IT security practices including network segmentation, SSO and app integration, compliance auditing. You will need to gather requirements from IT/Security teams and execute those requirements in the PPS.\n\n - Proven project management experience: you've led large scale security technology projects from requirements through commissioning and can manage timelines, vendors, and competing priorities without hand-holding.\n\n - Understanding of procurement requirements and processes.\n\n - In-depth experience project managing a security integrator or third-party service vendor.\n\n - Outstanding written and verbal communication skills — able to produce clear technical documentation and present to non-technical stakeholders. You are able to communicate and build relationships with cross-functional stakeholders.\n\n - Ability to handle sensitive and contentious issues with discretion and integrity.\n\n - Previous experience in a fintech, financial services, or critical infrastructure environment is highly desirable.\n\n - Security or technical certifications are an asset: Axis Certified Professional, CISSP, CISA, or equivalent.\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"19a4903b-44ee-441b-93bb-02e37c7b4918","title":"Executive Assistant","department":"Product","team":"Product Design","employmentType":"FullTime","location":"Toronto, Ontario","secondaryLocations":[],"publishedAt":"2026-04-15T17:46:29.886+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"Ontario","addressCountry":"Canada","addressLocality":"Toronto"}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/19a4903b-44ee-441b-93bb-02e37c7b4918","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/19a4903b-44ee-441b-93bb-02e37c7b4918/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
You will support a group of 3-4 VPs across our R&D (Product) organization. This role requires strong judgment, operational rigor, and the ability to operate as a force multiplier for senior leaders. You will own executive operations end-to-end, ensuring VPs are focused on the highest-value work while driving efficiency across teams.
Own high-volume calendars for 3–4 VPs, making trade-offs to balance focus time and stakeholder engagement
Act as a gatekeeper and strategic partner to VPs, challenging low-value meetings and ensuring alignment with top priorities
Lead end-to-end execution of internal events (takeovers, go-days, all-hands): owning logistics, timelines, stakeholder alignment, and execution
Manage cross-time zone coordination for international teams with minimal friction and no scheduling inefficiencies
Own expense management and financial approvals with accuracy, speed, and accountability
Coordinate travel, anticipating changes and minimizing executive downtime
Partner seamlessly with other R&D EAs to ensure consistent coverage and alignment
Maintain absolute discretion with sensitive information
Identify inefficiencies and implement scalable processes that materially improve executive leverage and team effectiveness
4 to 7 years supporting multiple leaders (VP+) from Product/Engineering environments
Strong calendar ownership and prioritization; able to make trade-offs and push back when needed
Comfortable coordinating across multiple time zones (NAM) and distributed teams
Proven experience managing mid-size internal on/off-site events end-to-end
Highly organized, detail-oriented, and a clear communicator with strong stakeholder judgment
Proactive and autonomous; identifies issues and solves them without direction
Discreet and reliable with sensitive information
Experience with AI tools (Gemini, Claude) to improve efficiency and automate workflows
Proficient with Google Workspace, Slack, Notion, and Figma
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\nYou will support a group of 3-4 VPs across our R&D (Product) organization. This role requires strong judgment, operational rigor, and the ability to operate as a force multiplier for senior leaders. You will own executive operations end-to-end, ensuring VPs are focused on the highest-value work while driving efficiency across teams.\n\n\nROLE RESPONSIBILITIES\n\n - Own high-volume calendars for 3–4 VPs, making trade-offs to balance focus time and stakeholder engagement\n\n - Act as a gatekeeper and strategic partner to VPs, challenging low-value meetings and ensuring alignment with top priorities\n\n - Lead end-to-end execution of internal events (takeovers, go-days, all-hands): owning logistics, timelines, stakeholder alignment, and execution\n\n - Manage cross-time zone coordination for international teams with minimal friction and no scheduling inefficiencies\n\n - Own expense management and financial approvals with accuracy, speed, and accountability\n\n - Coordinate travel, anticipating changes and minimizing executive downtime\n\n - Partner seamlessly with other R&D EAs to ensure consistent coverage and alignment\n\n - Maintain absolute discretion with sensitive information\n\n - Identify inefficiencies and implement scalable processes that materially improve executive leverage and team effectiveness\n\n\nSKILLS YOU BRING\n\n - 4 to 7 years supporting multiple leaders (VP+) from Product/Engineering environments\n\n - Strong calendar ownership and prioritization; able to make trade-offs and push back when needed\n\n - Comfortable coordinating across multiple time zones (NAM) and distributed teams\n\n - Proven experience managing mid-size internal on/off-site events end-to-end\n\n - Highly organized, detail-oriented, and a clear communicator with strong stakeholder judgment\n\n - Proactive and autonomous; identifies issues and solves them without direction\n\n - Discreet and reliable with sensitive information\n\n - Experience with AI tools (Gemini, Claude) to improve efficiency and automate workflows\n\n - Proficient with Google Workspace, Slack, Notion, and Figma\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"845abf97-99fb-4bf4-8b21-90efd7663fcf","title":"Senior Specialist, BPO Operations Excellence","department":"Operations","team":"Client Experience Operations","employmentType":"FullTime","location":"Toronto, Ontario","secondaryLocations":[],"publishedAt":"2026-04-15T22:01:20.284+00:00","isListed":true,"isRemote":null,"workplaceType":null,"address":{"postalAddress":{"addressRegion":"Ontario","addressCountry":"Canada","addressLocality":"Toronto"}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/845abf97-99fb-4bf4-8b21-90efd7663fcf","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/845abf97-99fb-4bf4-8b21-90efd7663fcf/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
Client Experience Operations · Individual Contributor
Location: Remote
Travel: Monthly within Canada; Quarterly to Greece
The Role
Wealthsimple’s Client Experience Operations (CXO) team is scaling fast, and with scale comes the need for world-class operational rigour. We operate a multi-site BPO model serving clients across various time zones, and we need an Operational Mechanic to ensure our partners deliver a fast, frictionless, and high-quality experience.
As the Senior Specialist, BPO Operations Excellence, you are the critical \"on-the-ground\" bridge between Wealthsimple and our BPO partners in Canada and Greece. Reporting to the Director of Contact Centre Operations, you will be responsible for transforming outsourced teams into operationally excellent functions. You are the person who identifies issues before they become problems and drives the continuous improvement work that keeps our operations running at their best.
What You’ll Do
Drive Operational Excellence: Partner daily with BPO leadership to own performance rhythms. You will manage outcomes by ensuring BPO teams embody and amplify Wealthsimple’s brand, values, and standards in every interaction.
The WFM/Ops Bridge: Own daily operational monitoring—tracking service level adherence, quality, CSAT, and handle time. You will diagnose root causes, understanding not just whether we hit targets, but why, and what changes will close the gap.
Continuous Improvement Engine: Lead and prepare operational reviews with our partners. You will approach problems from first-principles to identify and lead initiatives involving workflow friction, transfer patterns, or quality trends.
Vendor Accountability: Serve as the primary operational liaison, building relationships based on transparency and accountability. You will hold partners to ambitious performance goals while serving as a thought-partner for new strategies.
Feedback Loop Mastery: Synthesize what agents and clients are telling us into structured, actionable insights for our internal Product, R&D, and Engineering teams.
Skills You’ll Bring
The \"Block\" Experience: 7+ years of contact centre experience with at least 4+ years specifically overseeing BPO/Vendor relationships. You understand the leverage points for improvement in a multi-site environment.
Strategic Execution: Demonstrated ability to translate high-level strategic goals into daily operational outcomes. You know how to balance what needs to be done with what is possible to do.
The Dual Lens (Ops + WFM): Robust knowledge of Workforce Management (WFM) fundamentals (forecasting, scheduling, and occupancy) and how they directly affect client outcomes.
Analytical Storytelling: You have a sharp analytical mind and strong data instincts. You can interpret complex performance trends and translate them into clear, succinct narratives for senior leadership.
Exceptional Communication: You run tight meetings, write sharp summaries, and can convey complex ideas with great precision, whether you are talking to a BPO Team Lead or a VP.
Move-Fast Mentality: You are self-directed and action-oriented. You don’t wait for a full brief to start creating structure in ambiguous situations.
Nice to Haves
AI-First Mindset: Curiosity and experience in how automation (LLMs, anomaly detection, or streamlined reporting) can make operational work smarter.
Regulated Industry: Prior experience in Fintech, Banking, or highly regulated environments where accuracy and compliance are non-negotiable.
Why This Role Matters
You will be embedded in the operational reality of our contact centre. Your proximity gives you the leverage to fix things fast, build relationships that make our partners better, and surface insights that shape how we operate at scale. If you are a builder who moves fast and wants visible impact, this role was made for you.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\nClient Experience Operations · Individual Contributor\nLocation: Remote\nTravel: Monthly within Canada; Quarterly to Greece\n\nThe Role\nWealthsimple’s Client Experience Operations (CXO) team is scaling fast, and with scale comes the need for world-class operational rigour. We operate a multi-site BPO model serving clients across various time zones, and we need an Operational Mechanic to ensure our partners deliver a fast, frictionless, and high-quality experience.\nAs the Senior Specialist, BPO Operations Excellence, you are the critical \"on-the-ground\" bridge between Wealthsimple and our BPO partners in Canada and Greece. Reporting to the Director of Contact Centre Operations, you will be responsible for transforming outsourced teams into operationally excellent functions. You are the person who identifies issues before they become problems and drives the continuous improvement work that keeps our operations running at their best.\n\nWhat You’ll Do\n\n - Drive Operational Excellence: Partner daily with BPO leadership to own performance rhythms. You will manage outcomes by ensuring BPO teams embody and amplify Wealthsimple’s brand, values, and standards in every interaction.\n\n - The WFM/Ops Bridge: Own daily operational monitoring—tracking service level adherence, quality, CSAT, and handle time. You will diagnose root causes, understanding not just whether we hit targets, but why, and what changes will close the gap.\n\n - Continuous Improvement Engine: Lead and prepare operational reviews with our partners. You will approach problems from first-principles to identify and lead initiatives involving workflow friction, transfer patterns, or quality trends.\n\n - Vendor Accountability: Serve as the primary operational liaison, building relationships based on transparency and accountability. You will hold partners to ambitious performance goals while serving as a thought-partner for new strategies.\n\n - Feedback Loop Mastery: Synthesize what agents and clients are telling us into structured, actionable insights for our internal Product, R&D, and Engineering teams.\n\n\n\nSkills You’ll Bring\n\n - The \"Block\" Experience: 7+ years of contact centre experience with at least 4+ years specifically overseeing BPO/Vendor relationships. You understand the leverage points for improvement in a multi-site environment.\n\n - Strategic Execution: Demonstrated ability to translate high-level strategic goals into daily operational outcomes. You know how to balance what needs to be done with what is possible to do.\n\n - The Dual Lens (Ops + WFM): Robust knowledge of Workforce Management (WFM) fundamentals (forecasting, scheduling, and occupancy) and how they directly affect client outcomes.\n\n - Analytical Storytelling: You have a sharp analytical mind and strong data instincts. You can interpret complex performance trends and translate them into clear, succinct narratives for senior leadership.\n\n - Exceptional Communication: You run tight meetings, write sharp summaries, and can convey complex ideas with great precision, whether you are talking to a BPO Team Lead or a VP.\n\n - Move-Fast Mentality: You are self-directed and action-oriented. You don’t wait for a full brief to start creating structure in ambiguous situations.\n\n\n\nNice to Haves\n\n - AI-First Mindset: Curiosity and experience in how automation (LLMs, anomaly detection, or streamlined reporting) can make operational work smarter.\n\n - Regulated Industry: Prior experience in Fintech, Banking, or highly regulated environments where accuracy and compliance are non-negotiable.\n\n\n\nWhy This Role Matters\nYou will be embedded in the operational reality of our contact centre. Your proximity gives you the leverage to fix things fast, build relationships that make our partners better, and surface insights that shape how we operate at scale. If you are a builder who moves fast and wants visible impact, this role was made for you.\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"a548ad7a-8c33-4f78-8593-aae76b4bc890","title":"Director, Collections","department":"Operations","team":"Client Experience Operations","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-04-17T16:20:09.038+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/a548ad7a-8c33-4f78-8593-aae76b4bc890","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/a548ad7a-8c33-4f78-8593-aae76b4bc890/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
Wealthsimple is building its lending business. Credit cards are scaling, personal lines of credit and margin lending are expanding, and with that growth comes a collections function that needs to be built with the same rigor and ambition we bring to everything else. This role exists because collections is no longer a back-office afterthought. It's a high-stakes, client-facing operation that directly impacts credit losses, client trust, and regulatory standing.
As Director of Collections Operations, you'll own the entire collections lifecycle, from pre-delinquency interventions through early-stage outreach, escalating treatment strategies, charge-off, and post-charge-off recovery. You'll lead a team of collections and recovery agents to execute the strategy across lending products, define the rules and controls that govern how we recover balances, meet operational and collections key metrics/KPIs and ensure every interaction reflects the Wealthsimple brand. You'll also be the operational voice helping to shape our AI-powered collections strategy, to help build intelligent, empathetic outreach that recovers balances at scale without damaging client relationships.
This role reports to the VP, Client Experience Operations and partners closely with Data Science, Credit Risk, Finance, Compliance, Legal, and Engineering. You'll sit at the intersection of operations, risk, and technology, with a mandate to build a collections operation function that is modern, compliant, data-driven, and fundamentally client-first. Our ideal hire has deep collections expertise, thinks in systems, moves with urgency, and believes that how you collect matters as much as what you collect.
Collections Strategy and Execution
Define and execute the end-to-end collections strategy across products: credit cards, personal lines of credit, instant EFT, and margin (late stage)
Manage the escalating treatment framework, from pre-delinquency nudges (in-app banners, payment reminders, autopay encouragement) through early-stage outreach, live agent calls, hardship programs, settlements, right of offset, credit bureau reporting, and third-party referrals.
Design and manage workout programs (temporary and permanent hardship, reduced payments, interest rate adjustments, settlements, forbearance plans) with clear approval thresholds and exception processes
Partner with data science to inform the design of new segmentation frameworks and risk-based treatment paths that shift collections from one-size-fits-all to personalized, data-driven engagement journeys
Risk, Controls, and Compliance
Maintain current knowledge of evolving provincial rules (e.g., limitation periods, licensing, permitted contact practices) and ensure operational processes reflect changes in real time
Ensure agents comply with all applicable regulatory frameworks across every Canadian jurisdiction, including provincial collection agency licensing requirements and PIPEDA guidelines.
Serve as the operational authority executing within the boundaries of our collections policy
Ensure audit readiness across all collections activity, including documentation of decisions, exception approvals, and change management for policies and procedures
Data, Analytics, and Financial Reporting
Own performance metrics: roll rates, net recovery rate, cost to collect, days sales outstanding (DSO), promise-to-pay and broken promise rates, right party contact rates, and cure attribution
Partner with Data Science to build and refine propensity-to-pay models, optimize treatment strategies through experimentation, and leverage segmentation and decisioning outputs to sharpen collections execution
Collaborate with Finance and Credit Risk on recoveries forecasting, provisions, and the accounting treatment of delinquent and charged-off balances.
Define requirements for dashboards and reporting rhythms that give our Risk Committee clear visibility into collections performance; partner with data science to build dashboards
AI and Automation
Define the operational requirements for AI-powered collections tools, including payment intelligence, engagement tracking, reconciliation, and customer insights (best contact time, risk scores)
Define and execute the digital-first collections channel strategy, including dialer optimization, contact rate management, best-time-to-contact models, and next-best-action recommendations
Partner with Data Science and Engineering to build and deploy AI/ML-informed strategies, including repayment propensity models, roll prediction, optimal contact timing, and engagement scoring
Tooling, Vendors, and Third Parties
Lead the evaluation and selection of collections case management software, addressing known gaps in audit/compliance logging, queue management, and investigator workflows. Own the transition from current tooling to a purpose-built collections platform
Manage third-party collection agency relationships end to end: vendor selection, compliance audits, strategy alignment, performance management, and commercial terms. Build the operational processes for agency assignment, recall, and reconciliation of direct payments
Determine when and how to expand to additional third-party partners or geographies based on cost, performance, and risk considerations
Collaborate with Engineering partners to integrate vendor tools
People Leadership
Lead, coach, and grow a team of collections associates and recovery agents
Set the tone for how the team engages with clients. Collections at Wealthsimple should feel respectful, human, and solution-oriented. Every account in the collection process is a client, and there is always a chance they come back into good standing
Build the team's capabilities to keep pace with a rapidly evolving landscape in AI, collections technology, and regulatory change
Deep collections expertise: 8+ years in collections, credit risk, or loan servicing, with significant experience in unsecured consumer lending (credit cards, personal loans, or lines of credit). You know how collections actually works end to end, from queue segmentation and escalating treatment design to settlement negotiations and charge-off accounting
A regulated mindset: You've operated in regulated environments (banking, fintech, financial services) and understand the interplay between collections strategy, compliance, and risk governance. Experience with Canadian provincial collections regulations is a strong asset
Analytical Rigor: You're fluent in the metrics that matter. You use data to track operational efficiency, optimize agent performance, and make the case for change. Comfortable working with Data Science teams on modeling and segmentation
A builder's disposition -- You've stood up or materially scaled collections operations before. You're comfortable defining processes, growing a team of agents, choosing tooling, and getting into the details while also setting strategic direction
People leadership: Proven experience leading and developing operations teams. You set high standards, coach with care, and create environments where people do their best work
Vendor management chops: Experience managing third-party collection agencies, including compliance oversight, performance accountability, and commercial negotiations
AI curiosity: You're excited about what AI and automation can do for collections. You don't need to be an engineer, but you should have strong opinions about how technology can make outreach smarter, more humane, and more effective
Industry pulse: You stay deeply connected to industry trends in collections technology, AI agents, and regulatory evolution
Bonus if you also...
Have experience with collections in a multi-product lending environment (credit cards plus other consumer lending products)
Bring hands-on familiarity with modern collections platforms or CRM tools and understand the tradeoffs in build-vs-buy decisions for case management
Have worked cross-functionally with Credit Risk, Finance, and Data Science teams to shape credit strategy
Understand the financial mechanics of lending programs: how collections performance flows through to provisions, net loss rates, cost of funds, and program profitability
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\nWealthsimple is building its lending business. Credit cards are scaling, personal lines of credit and margin lending are expanding, and with that growth comes a collections function that needs to be built with the same rigor and ambition we bring to everything else. This role exists because collections is no longer a back-office afterthought. It's a high-stakes, client-facing operation that directly impacts credit losses, client trust, and regulatory standing.\n\nAs Director of Collections Operations, you'll own the entire collections lifecycle, from pre-delinquency interventions through early-stage outreach, escalating treatment strategies, charge-off, and post-charge-off recovery. You'll lead a team of collections and recovery agents to execute the strategy across lending products, define the rules and controls that govern how we recover balances, meet operational and collections key metrics/KPIs and ensure every interaction reflects the Wealthsimple brand. You'll also be the operational voice helping to shape our AI-powered collections strategy, to help build intelligent, empathetic outreach that recovers balances at scale without damaging client relationships.\n\nThis role reports to the VP, Client Experience Operations and partners closely with Data Science, Credit Risk, Finance, Compliance, Legal, and Engineering. You'll sit at the intersection of operations, risk, and technology, with a mandate to build a collections operation function that is modern, compliant, data-driven, and fundamentally client-first. Our ideal hire has deep collections expertise, thinks in systems, moves with urgency, and believes that how you collect matters as much as what you collect.\n\n\nKEY RESPONSIBILITIES\n\nCollections Strategy and Execution\n\n - Define and execute the end-to-end collections strategy across products: credit cards, personal lines of credit, instant EFT, and margin (late stage)\n\n - Manage the escalating treatment framework, from pre-delinquency nudges (in-app banners, payment reminders, autopay encouragement) through early-stage outreach, live agent calls, hardship programs, settlements, right of offset, credit bureau reporting, and third-party referrals.\n\n - Design and manage workout programs (temporary and permanent hardship, reduced payments, interest rate adjustments, settlements, forbearance plans) with clear approval thresholds and exception processes\n\n - Partner with data science to inform the design of new segmentation frameworks and risk-based treatment paths that shift collections from one-size-fits-all to personalized, data-driven engagement journeys\n\nRisk, Controls, and Compliance\n\n - Maintain current knowledge of evolving provincial rules (e.g., limitation periods, licensing, permitted contact practices) and ensure operational processes reflect changes in real time\n\n - Ensure agents comply with all applicable regulatory frameworks across every Canadian jurisdiction, including provincial collection agency licensing requirements and PIPEDA guidelines.\n\n - Serve as the operational authority executing within the boundaries of our collections policy\n\n - Ensure audit readiness across all collections activity, including documentation of decisions, exception approvals, and change management for policies and procedures\n\nData, Analytics, and Financial Reporting\n\n - Own performance metrics: roll rates, net recovery rate, cost to collect, days sales outstanding (DSO), promise-to-pay and broken promise rates, right party contact rates, and cure attribution\n\n - Partner with Data Science to build and refine propensity-to-pay models, optimize treatment strategies through experimentation, and leverage segmentation and decisioning outputs to sharpen collections execution\n\n - Collaborate with Finance and Credit Risk on recoveries forecasting, provisions, and the accounting treatment of delinquent and charged-off balances.\n\n - Define requirements for dashboards and reporting rhythms that give our Risk Committee clear visibility into collections performance; partner with data science to build dashboards\n\nAI and Automation\n\n - Define the operational requirements for AI-powered collections tools, including payment intelligence, engagement tracking, reconciliation, and customer insights (best contact time, risk scores)\n\n - Define and execute the digital-first collections channel strategy, including dialer optimization, contact rate management, best-time-to-contact models, and next-best-action recommendations\n\n - Partner with Data Science and Engineering to build and deploy AI/ML-informed strategies, including repayment propensity models, roll prediction, optimal contact timing, and engagement scoring\n\nTooling, Vendors, and Third Parties\n\n - Lead the evaluation and selection of collections case management software, addressing known gaps in audit/compliance logging, queue management, and investigator workflows. Own the transition from current tooling to a purpose-built collections platform\n\n - Manage third-party collection agency relationships end to end: vendor selection, compliance audits, strategy alignment, performance management, and commercial terms. Build the operational processes for agency assignment, recall, and reconciliation of direct payments\n\n - Determine when and how to expand to additional third-party partners or geographies based on cost, performance, and risk considerations\n\n - Collaborate with Engineering partners to integrate vendor tools\n\nPeople Leadership\n\n - Lead, coach, and grow a team of collections associates and recovery agents\n\n - Set the tone for how the team engages with clients. Collections at Wealthsimple should feel respectful, human, and solution-oriented. Every account in the collection process is a client, and there is always a chance they come back into good standing\n\n - Build the team's capabilities to keep pace with a rapidly evolving landscape in AI, collections technology, and regulatory change\n\n\nWHAT YOU BRING\n\n - Deep collections expertise: 8+ years in collections, credit risk, or loan servicing, with significant experience in unsecured consumer lending (credit cards, personal loans, or lines of credit). You know how collections actually works end to end, from queue segmentation and escalating treatment design to settlement negotiations and charge-off accounting\n\n - A regulated mindset: You've operated in regulated environments (banking, fintech, financial services) and understand the interplay between collections strategy, compliance, and risk governance. Experience with Canadian provincial collections regulations is a strong asset\n\n - Analytical Rigor: You're fluent in the metrics that matter. You use data to track operational efficiency, optimize agent performance, and make the case for change. Comfortable working with Data Science teams on modeling and segmentation\n\n - A builder's disposition -- You've stood up or materially scaled collections operations before. You're comfortable defining processes, growing a team of agents, choosing tooling, and getting into the details while also setting strategic direction\n\n - People leadership: Proven experience leading and developing operations teams. You set high standards, coach with care, and create environments where people do their best work\n\n - Vendor management chops: Experience managing third-party collection agencies, including compliance oversight, performance accountability, and commercial negotiations\n\n - AI curiosity: You're excited about what AI and automation can do for collections. You don't need to be an engineer, but you should have strong opinions about how technology can make outreach smarter, more humane, and more effective\n\n - Industry pulse: You stay deeply connected to industry trends in collections technology, AI agents, and regulatory evolution\n\n\nBonus if you also...\n\n - Have experience with collections in a multi-product lending environment (credit cards plus other consumer lending products)\n\n - Bring hands-on familiarity with modern collections platforms or CRM tools and understand the tradeoffs in build-vs-buy decisions for case management\n\n - Have worked cross-functionally with Credit Risk, Finance, and Data Science teams to shape credit strategy\n\n - Understand the financial mechanics of lending programs: how collections performance flows through to provisions, net loss rates, cost of funds, and program profitability\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"621e0f65-b8c2-495a-9387-2fb047dd0a57","title":"Senior Software Developer, Platform Experience","department":"Data & Engineering","team":"Platform Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-04-16T21:12:44.663+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/621e0f65-b8c2-495a-9387-2fb047dd0a57","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/621e0f65-b8c2-495a-9387-2fb047dd0a57/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
The Platform Experience team sits as a bridge between Platform and Product engineering. We enable product teams to ship reliable code by partnering directly with developers to solve production challenges and with implementation of systematic improvements. We're central to Wealthsimple's reliability mission: when our products are reliable, clients trust us with their financial future. We focus on protecting critical flows, reducing time to detect and resolve incidents, and ensuring we learn from every issue to prevent recurrence.
Reporting to the Manager of Software Development, you'll work alongside a senior group of Software Developers to improve reliability across Wealthsimple's products. You'll take ownership of significant components and services, partnering with product teams to identify and resolve production issues. This role offers the opportunity to work across the full stack, contribute to platform primitives that make reliability the default, and help maintain Wealthsimple’s high standard for security, reliability and user experience.
Partner directly with product engineers to diagnose and resolve production issues, building solutions that prevent recurrence.
Take end-to-end ownership of system components, designing with reliability and maintainability as primary concerns.
Contribute to platform tools and frameworks that help all engineers ship reliably.
Collaborate with Platform, Product, and Data partners to align technical decisions with client needs.
Help establish technical standards and best practices for development at Wealthsimple.
6+ years of software development experience building products with demonstrated growth in technical scope and autonomy.
Experience in optimizing platform engineering and/or infrastructure.
Knowledge of 2 or more of the following languages: Ruby on Rails / TypeScript / Kotlin.
Experience using LLMs to drive broad changes across codebases (Claude).
Strong problem-solving skills with the ability to tackle complex issues across multiple systems and keen interest in getting to the root cause.
Experience designing and maintaining production systems with high availability requirements.
Strong communication and collaboration skills. You can explain complex technical concepts clearly and work effectively with stakeholders across different backgrounds.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\nABOUT THE TEAM \n\n The Platform Experience team sits as a bridge between Platform and Product engineering. We enable product teams to ship reliable code by partnering directly with developers to solve production challenges and with implementation of systematic improvements. We're central to Wealthsimple's reliability mission: when our products are reliable, clients trust us with their financial future. We focus on protecting critical flows, reducing time to detect and resolve incidents, and ensuring we learn from every issue to prevent recurrence.\n\n\nABOUT THE ROLE\n\nReporting to the Manager of Software Development, you'll work alongside a senior group of Software Developers to improve reliability across Wealthsimple's products. You'll take ownership of significant components and services, partnering with product teams to identify and resolve production issues. This role offers the opportunity to work across the full stack, contribute to platform primitives that make reliability the default, and help maintain Wealthsimple’s high standard for security, reliability and user experience.\n\n\nWHAT YOU'LL DO\n\n - Partner directly with product engineers to diagnose and resolve production issues, building solutions that prevent recurrence.\n\n - Take end-to-end ownership of system components, designing with reliability and maintainability as primary concerns.\n\n - Contribute to platform tools and frameworks that help all engineers ship reliably.\n\n - Collaborate with Platform, Product, and Data partners to align technical decisions with client needs.\n\n - Help establish technical standards and best practices for development at Wealthsimple.\n\n\nSKILLS YOU BRING\n\n - 6+ years of software development experience building products with demonstrated growth in technical scope and autonomy.\n\n - Experience in optimizing platform engineering and/or infrastructure.\n\n - Knowledge of 2 or more of the following languages: Ruby on Rails / TypeScript / Kotlin.\n\n - Experience using LLMs to drive broad changes across codebases (Claude).\n\n - Strong problem-solving skills with the ability to tackle complex issues across multiple systems and keen interest in getting to the root cause.\n\n - Experience designing and maintaining production systems with high availability requirements.\n\n - Strong communication and collaboration skills. You can explain complex technical concepts clearly and work effectively with stakeholders across different backgrounds.\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"6aaa2c0c-6241-44e0-bfd6-8cb4e0427de5","title":"Associé(e) bilingue, Succès Client – Télétravail (CDD)","department":"Operations","team":"Client Experience Operations","employmentType":"FullTime","location":"Toronto Headquarters","secondaryLocations":[],"publishedAt":"2026-04-22T18:04:48.845+00:00","isListed":true,"isRemote":null,"workplaceType":null,"address":{"postalAddress":{"addressRegion":"Ontario","addressCountry":"Canada","addressLocality":"Toronto"}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/6aaa2c0c-6241-44e0-bfd6-8cb4e0427de5","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/6aaa2c0c-6241-44e0-bfd6-8cb4e0427de5/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
Notre équipe des Opérations Client ne se contente pas de répondre à des billets : nous résolvons des énigmes financières en traduisant des concepts complexes en solutions humaines. Nous embauchons des agents tout au long de l'année et proposons des dates de début mensuelles pour accompaagner notre croissance continue.
Modèle 100 % télétravail : Ce poste est entièrement à distance. Vous pouvez travailler de n'importe où au Canada.
Environnement de travail : Bien que le poste soit à distance, les candidats doivent disposer d'un espace de travail privé, calme et professionnel, doté d'une connexion Internet haute vitesse fiable, afin de garantir la confidentialité et la qualité de nos interactions avec les clients.
Date de début visée : 11 mai 2026
La voix de Wealthsimple : Vous n'êtes pas seulement un agent de soutien ; vous êtes un défenseur des intérêts financiers de nos clients. Vous expliquerez des concepts d'investissement, de trading et de finances personnelles de manière simple et accessible pour tous.
Résolution stratégique de problèmes : Vous prenez en charge le parcours du client, qu'il s'agisse de faciliter un transfert institutionnel complexe ou de naviguer dans les opérations d'arrière-guichet (back-office). Vous veillez à ce que nos clients atteignent leurs objectifs, comme respecter la date limite d'une promotion.
Mentalité de « Créateur-Propriétaire » : Vous travaillerez en étroite collaboration avec tous les services de l'entreprise, du Produit aux Opérations, en apprenant les subtilités de la création de nos outils financiers et en les améliorant grâce à l'engagement direct avec les clients.
Expertise à grande échelle : Vous vous imposerez comme un expert dans le secteur des technologies financières (fintech), maîtrisant simultanément plusieurs applications et plateformes pour offrir des solutions inédites.
Expérience confirmée en service client : Vous avez 1 à 2 ans d'expérience dans un environnement de service rapide et à haut volume (commerce de détail, hôtellerie, secteur bancaire ou soutien technique).
Curiosité financière : Vous avez un intérêt réel pour le marché boursier et les finances personnelles. Si vous comprenez déjà la différence entre un REER et un CELI, vous avez une longueur d'avance.
Agilité technologique : Vous êtes à l'aise pour naviguer entre plusieurs onglets de navigateur simultanément, utiliser Slack pour les communications internes et utiliser des raccourcis clavier pour maximiser votre efficacité.
Résilience et adaptabilité : Vous adoptez une mentalité de croissance et êtes à l'aise avec un horaire de travail par quarts (rotatif).
Bilinguisme intégral : Une maîtrise parfaite du français et de l'anglais, tant à l'oral qu'à l'écrit, est obligatoire.
Disponibilité : Être disponible pour des quarts de travail à temps plein de 8h/jour (y compris les fins de semaine et les jours fériés) entre 8h00 et 20h30.
Type de poste : Il s'agit d'un poste contractuel à temps plein, à durée déterminée.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\nNotre équipe des Opérations Client ne se contente pas de répondre à des billets : nous résolvons des énigmes financières en traduisant des concepts complexes en solutions humaines. Nous embauchons des agents tout au long de l'année et proposons des dates de début mensuelles pour accompaagner notre croissance continue.\n\n\nEMPLACEMENT ET MODÈLE DE TRAVAIL\n\n - Modèle 100 % télétravail : Ce poste est entièrement à distance. Vous pouvez travailler de n'importe où au Canada.\n\n - Environnement de travail : Bien que le poste soit à distance, les candidats doivent disposer d'un espace de travail privé, calme et professionnel, doté d'une connexion Internet haute vitesse fiable, afin de garantir la confidentialité et la qualité de nos interactions avec les clients.\n\n - Date de début visée : 11 mai 2026\n\n\nVOTRE IMPACT AU QUOTIDIEN :\n\n - La voix de Wealthsimple : Vous n'êtes pas seulement un agent de soutien ; vous êtes un défenseur des intérêts financiers de nos clients. Vous expliquerez des concepts d'investissement, de trading et de finances personnelles de manière simple et accessible pour tous.\n\n - Résolution stratégique de problèmes : Vous prenez en charge le parcours du client, qu'il s'agisse de faciliter un transfert institutionnel complexe ou de naviguer dans les opérations d'arrière-guichet (back-office). Vous veillez à ce que nos clients atteignent leurs objectifs, comme respecter la date limite d'une promotion.\n\n - Mentalité de « Créateur-Propriétaire » : Vous travaillerez en étroite collaboration avec tous les services de l'entreprise, du Produit aux Opérations, en apprenant les subtilités de la création de nos outils financiers et en les améliorant grâce à l'engagement direct avec les clients.\n\n - Expertise à grande échelle : Vous vous imposerez comme un expert dans le secteur des technologies financières (fintech), maîtrisant simultanément plusieurs applications et plateformes pour offrir des solutions inédites.\n\n\nVOTRE PROFIL :\n\n - Expérience confirmée en service client : Vous avez 1 à 2 ans d'expérience dans un environnement de service rapide et à haut volume (commerce de détail, hôtellerie, secteur bancaire ou soutien technique).\n\n - Curiosité financière : Vous avez un intérêt réel pour le marché boursier et les finances personnelles. Si vous comprenez déjà la différence entre un REER et un CELI, vous avez une longueur d'avance.\n\n - Agilité technologique : Vous êtes à l'aise pour naviguer entre plusieurs onglets de navigateur simultanément, utiliser Slack pour les communications internes et utiliser des raccourcis clavier pour maximiser votre efficacité.\n\n - Résilience et adaptabilité : Vous adoptez une mentalité de croissance et êtes à l'aise avec un horaire de travail par quarts (rotatif).\n\n\nEXIGENCES:\n\n - Bilinguisme intégral : Une maîtrise parfaite du français et de l'anglais, tant à l'oral qu'à l'écrit, est obligatoire.\n\n - Disponibilité : Être disponible pour des quarts de travail à temps plein de 8h/jour (y compris les fins de semaine et les jours fériés) entre 8h00 et 20h30.\n\n - Type de poste : Il s'agit d'un poste contractuel à temps plein, à durée déterminée.\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"2ab88096-2f54-4cbc-96af-c860d89b3e0c","title":"Senior Associate, Futures Clearing","department":"Regulatory","team":"Regulatory Operations","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-04-17T19:53:16.092+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/2ab88096-2f54-4cbc-96af-c860d89b3e0c","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/2ab88096-2f54-4cbc-96af-c860d89b3e0c/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
Wealthsimple Operations Associates own and scale processes intelligently, with analytics, grit, and grace. We manage billions of dollars, so the stakes are high. We want to deliver extraordinary experiences that meet our client's on-demand expectations, while being a compliance leader. At Wealthsimple, we are maker-owners, we believe that simple is better, and we do what's right for each client.
Be a key member of the Futures Clearing Operations team, responsible for full lifecycle management from execution through settlement and expiration.
Be responsible for the daily execution of all operationally critical activities related to Futures, including trade and position reconciliations, settlements, expiration processing, and cash and collateral movements.
Take ownership of critical trade and position reconciliations, investigating and resolving breaks across internal systems, clearing workflows, and counterparties.
Be a Subject Matter Expert (SME) on Futures settlement workflows, margin impacts, and lifecycle events.
Partner cross-functionally with Margin and Risk Remediation teams to monitor exposures and strengthen operational controls.
Support in UAT testing and production validation for new product launches, system enhancements, and workflow improvements.
Troubleshoot, manage, and proactively resolve reconciliation differences while maintaining strong risk awareness and accuracy.
Use data to identify inefficiencies, propose automation opportunities, and help scale back-office processes to support product growth.
Develop and enhance processes and controls to improve operational resiliency and efficiency.
Have 3+ years of experience at a broker-dealer, clearing firm, exchange, or fintech company handling back-office reconciliations and settlement responsibilities. Experience with derivatives, options or Futures.
Experience at a CIRO-regulated dealer is preferred.
Have direct experience managing trade and position reconciliations, expiration processing, and settlement workflows.
Demonstrate a strong ownership mindset — you proactively identify issues, drive resolution end-to-end, and continuously improve processes.
Are highly organized with strong attention to detail and are comfortable working in a fast-paced environment while meeting tight deadlines.
Have strong Excel skills; experience with SQL or other programming/scripting languages is a plus.
Have excellent communication and collaboration skills, and thrive in a cross-functional environment.
Have completed or are pursuing relevant industry courses (CSC, DFOL, derivatives licensing, etc.) are preferred.
Available to support early and late hours on rotating shifts as required by market events and settlement cycles.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\nWealthsimple Operations Associates own and scale processes intelligently, with analytics, grit, and grace. We manage billions of dollars, so the stakes are high. We want to deliver extraordinary experiences that meet our client's on-demand expectations, while being a compliance leader. At Wealthsimple, we are maker-owners, we believe that simple is better, and we do what's right for each client.\n\n\nWHAT YOU'LL DO\n\n - Be a key member of the Futures Clearing Operations team, responsible for full lifecycle management from execution through settlement and expiration.\n\n - Be responsible for the daily execution of all operationally critical activities related to Futures, including trade and position reconciliations, settlements, expiration processing, and cash and collateral movements.\n\n - Take ownership of critical trade and position reconciliations, investigating and resolving breaks across internal systems, clearing workflows, and counterparties.\n\n - Be a Subject Matter Expert (SME) on Futures settlement workflows, margin impacts, and lifecycle events.\n\n - Partner cross-functionally with Margin and Risk Remediation teams to monitor exposures and strengthen operational controls.\n\n - Support in UAT testing and production validation for new product launches, system enhancements, and workflow improvements.\n\n - Troubleshoot, manage, and proactively resolve reconciliation differences while maintaining strong risk awareness and accuracy.\n\n - Use data to identify inefficiencies, propose automation opportunities, and help scale back-office processes to support product growth.\n\n - Develop and enhance processes and controls to improve operational resiliency and efficiency.\n\n\nSKILLS YOU BRING\n\n - Have 3+ years of experience at a broker-dealer, clearing firm, exchange, or fintech company handling back-office reconciliations and settlement responsibilities. Experience with derivatives, options or Futures.\n\n - Experience at a CIRO-regulated dealer is preferred.\n\n - Have direct experience managing trade and position reconciliations, expiration processing, and settlement workflows.\n\n - Demonstrate a strong ownership mindset — you proactively identify issues, drive resolution end-to-end, and continuously improve processes.\n\n - Are highly organized with strong attention to detail and are comfortable working in a fast-paced environment while meeting tight deadlines.\n\n - Have strong Excel skills; experience with SQL or other programming/scripting languages is a plus.\n\n - Have excellent communication and collaboration skills, and thrive in a cross-functional environment.\n\n - Have completed or are pursuing relevant industry courses (CSC, DFOL, derivatives licensing, etc.) are preferred.\n\n - Available to support early and late hours on rotating shifts as required by market events and settlement cycles.\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."},{"id":"5993a07e-e28c-4f68-9927-4e4373b1ff92","title":"Manager, Legal Operations","department":"Brokerage & Capital Markets","team":"Brokerage","employmentType":"FullTime","location":"Toronto, Ontario","secondaryLocations":[],"publishedAt":"2026-04-20T19:33:25.476+00:00","isListed":true,"isRemote":true,"workplaceType":"Hybrid","address":{"postalAddress":{"addressRegion":"Ontario","addressCountry":"Canada","addressLocality":"Toronto"}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/5993a07e-e28c-4f68-9927-4e4373b1ff92","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/5993a07e-e28c-4f68-9927-4e4373b1ff92/application","descriptionHtml":"Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
As the Manager, Legal Ops, you will lead the team responsible for processing of third party payment demands and orders and other operations processes involving legal risk. Whether it’s a CRA Requirement to Pay, a court-ordered garnishment, a Maintenance Enforcement Program (MEP) notice, or contested estates or issues involving capacity, you are the person who ensures we respond accurately, on time, and in full compliance with Canadian law.
This isn't just about data entry. It’s about building a scalable \"machine\" that can handle complex legal requests across different provinces while keeping the client experience top-of-mind. You’ll be the bridge between our Legal team, our Back-Office Operations, and external government agencies.
*Please note: This is a hybrid position requiring presence in our Toronto office a minimum of 1 day per week.
Master the Flow: Oversee the end-to-end processing of third party demands, including CRA Requests for Information and Requirements to Pay, wage garnishments, family support orders (MEP), civil / family garnishments, court-ordered seizures and estate administration (probate, letters of administration, executor/administrator instructions), and power of attorney and trading authority registrations.
Regulatory Compliance: Ensure all responses strictly adhere to federal and provincial legislation (like the Income Tax Act or provincial Enforcement of Maintenance Orders Acts). You’ll stay ahead of changing regulations to keep our processes current.
Process Engineering: We’re a tech company first. You’ll identify opportunities to automate manual workflows, reduce \"toil,\" and use technology to track deadlines and payments more efficiently.
Complex Case Management: Act as the escalation point for complex orders—multiple garnishments on one account, priority of claims, or ambiguous court orders, contested estates, accounts with conflicting POA registrations, or clients who have lost capacity. You'll work closely with Legal to find the right path forward.
Stakeholder Liaison: Communicate directly with the CRA, provincial sheriffs, third parties and Canadian courts. You’ll also partner with our Client Experience (CX) team to ensure that when a client is affected, they receive clear and empathetic communication.
Audit & Reporting: Maintain an impeccable paper trail. You’ll lead regular quality checks and provide reporting on volume, aging, and accuracy to senior leadership.
Team Leadership: Manage and coach a specialized team, fostering a culture of high precision, curiosity, and continuous improvement.
Domain Expertise: 5+ years of experience in legal orders, garnishments, or third party demands within a Canadian bank, credit union, or major payroll provider. Experience building or scaling a third party demand program is an asset.
Knowledge of the \"System\": You have a deep understanding of the Canadian legal landscape related to provincial garnishment and civil / family enforcement processes.
A Detail Obsession: You find the one missing digit in a 20-page document. You understand that in this role, \"close enough\" isn't good enough.
Tech-Forward Mindset: You aren't afraid of a spreadsheet, but you’d rather build a better system. Experience with workflow automation, SQL and/ or modern back-office tools is a huge asset.
Empathy: You recognize that behind every garnishment or order is a human being. You handle sensitive financial information with the utmost discretion and care.
Problem-Solving Grit: You enjoy solving complex problems, building processes to scale, and developing innovative solutions.
Team Leadership: Exceptional relationship-building and management skills. You are a passionate people leader who has experience managing and leading a team.
LL.B. or J.D. and member of a Canadian provincial bar association, is considered an asset.
Bilingualism (English and French).
Located in Toronto with a requirement to come into office 2-3 days per week.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\nABOUT THE TEAM\n\nAs the Manager, Legal Ops, you will lead the team responsible for processing of third party payment demands and orders and other operations processes involving legal risk. Whether it’s a CRA Requirement to Pay, a court-ordered garnishment, a Maintenance Enforcement Program (MEP) notice, or contested estates or issues involving capacity, you are the person who ensures we respond accurately, on time, and in full compliance with Canadian law.\n\nThis isn't just about data entry. It’s about building a scalable \"machine\" that can handle complex legal requests across different provinces while keeping the client experience top-of-mind. You’ll be the bridge between our Legal team, our Back-Office Operations, and external government agencies.\n\n*Please note: This is a hybrid position requiring presence in our Toronto office a minimum of 1 day per week.\n\n\nWHAT YOU’LL DO:\n\n - Master the Flow: Oversee the end-to-end processing of third party demands, including CRA Requests for Information and Requirements to Pay, wage garnishments, family support orders (MEP), civil / family garnishments, court-ordered seizures and estate administration (probate, letters of administration, executor/administrator instructions), and power of attorney and trading authority registrations.\n\n - Regulatory Compliance: Ensure all responses strictly adhere to federal and provincial legislation (like the Income Tax Act or provincial Enforcement of Maintenance Orders Acts). You’ll stay ahead of changing regulations to keep our processes current.\n\n - Process Engineering: We’re a tech company first. You’ll identify opportunities to automate manual workflows, reduce \"toil,\" and use technology to track deadlines and payments more efficiently.\n\n - Complex Case Management: Act as the escalation point for complex orders—multiple garnishments on one account, priority of claims, or ambiguous court orders, contested estates, accounts with conflicting POA registrations, or clients who have lost capacity. You'll work closely with Legal to find the right path forward.\n\n - Stakeholder Liaison: Communicate directly with the CRA, provincial sheriffs, third parties and Canadian courts. You’ll also partner with our Client Experience (CX) team to ensure that when a client is affected, they receive clear and empathetic communication.\n\n - Audit & Reporting: Maintain an impeccable paper trail. You’ll lead regular quality checks and provide reporting on volume, aging, and accuracy to senior leadership.\n\n - Team Leadership: Manage and coach a specialized team, fostering a culture of high precision, curiosity, and continuous improvement.\n\n\nWHAT YOU’LL BRING:\n\n - Domain Expertise: 5+ years of experience in legal orders, garnishments, or third party demands within a Canadian bank, credit union, or major payroll provider. Experience building or scaling a third party demand program is an asset.\n\n - Knowledge of the \"System\": You have a deep understanding of the Canadian legal landscape related to provincial garnishment and civil / family enforcement processes.\n\n - A Detail Obsession: You find the one missing digit in a 20-page document. You understand that in this role, \"close enough\" isn't good enough.\n\n - Tech-Forward Mindset: You aren't afraid of a spreadsheet, but you’d rather build a better system. Experience with workflow automation, SQL and/ or modern back-office tools is a huge asset.\n\n - Empathy: You recognize that behind every garnishment or order is a human being. You handle sensitive financial information with the utmost discretion and care.\n\n - Problem-Solving Grit: You enjoy solving complex problems, building processes to scale, and developing innovative solutions.\n\n - Team Leadership: Exceptional relationship-building and management skills. You are a passionate people leader who has experience managing and leading a team.\n\n\nNICE TO HAVE:\n\n - LL.B. or J.D. and member of a Canadian provincial bar association, is considered an asset.\n\n - Bilingualism (English and French).\n\n - Located in Toronto with a requirement to come into office 2-3 days per week.\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year\n\n✈️ 90 days away: work outside Canada for up to 90 days per year\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us."}],"apiVersion":"1"}