Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
Great work happens in spaces designed for it. Wealthsimple's Workplace Operations team is responsible for delivering safe, functional, and welcoming environments for our people. We believe in unreasonable hospitality - going beyond what's expected, in ways big and small, to remove friction and create space for people to focus on what matters. As part of the team, you'll help shape how our office experience scales, creating a best-in-class workplace that enables our employees to do their best work and helps drive the business forward.
As Lead, Workplace Operations, you own the experience of the physical workplace itself: the systems, facilities, F&B, and workplace safety that every Wealthsimpler relies on, across every hub in Canada and the US. You set the roadmap and govern the standard for all of it, end to end. This is a hands-on operational role reporting to the Senior Manager, Real Estate Operations within People Operations, so you're the person people escalate to when there’s an operational issue with no playbook, and you’ll be trusted to make the call.
Own the annual workplace operations roadmap across all hubs, set priorities against department goals, and drive programs from planning through rollout. Act as the primary escalation point for operational issues where there is no established playbook.
Run day-to-day workplace operations across building systems, facilities, F&B, and physical space, setting the service standard across hubs and ensuring issues are resolved quickly, consistently, and with a hospitality mindset.
Own the maintenance and physical space lifecycle across all locations, including preventive maintenance, reactive repairs, capital planning, minor works, moves, and refurbishments. Ensure work is planned properly, business continuity is protected, and standards remain consistent regardless of who executes locally.
Lead workplace vendor and contract management, including sourcing and vetting partners, RFPs, contract standards, SLAs, performance management, and escalation. Hold vendors accountable for cost, quality, and service.
Own the workplace operating budget across all hubs, set the annual envelope, allocate spend across programs and sites, manage forecasting and approvals, and drive cost optimization while maintaining service standards.
Own a visible, proactive workplace health and safety framework across all locations, keeping requirements, processes, and practices aligned with local regulations across Ontario, other provinces, and US states.
Turn ticketing, utilization, occupancy, and service data into decisions that improve workplace operations and inform portfolio planning. Identify recurring bottlenecks, build scalable solutions, and take on team oversight as the function grows.
6-8+ years in Workplace Operations, Facility Management, or Property Management, with real ownership of programs, budgets, and vendor relationships rather than just delivery support
An activated vendor network: contractors, trades, facilities vendors you already know and trust, so you can move on day one - and you can speak to how you vet them and hold them to a high standard.
Hands-on experience running minor works and moves from scope to completion - budgets, contractors, business continuity, and consistency of standard regardless of who’s executing locally, with real accountability for the result.
Contract and RFP experience: you can turn a service need into a standard, run the RFP process end to end and negotiate the SLA yourself.
A data-driven approach: you build the framework and the measurement to inform workplace decisions, and use good judgment to bring AI tools into the mix, speeding up reporting, spotting patterns, and driving faster solutions.
Strong communicator, built for change. You take a rollout that could land as noise and turn it into a clear plan so people understand what's changing and why, not just that it happened.
Working knowledge of Ontario's Occupational Health and Safety Act (OHSA), along with building code and fire safety requirements, with the judgement to keep a framework current as local requirements shift.
High agency. You see a gap and close it, and you’d rather ask forgiveness than permission
Comfortable with ambiguity and shifting priorities. You make great decisions without a perfect playbook and build the answers as you go.
An instinct for hospitality. You notice the small things and don’t wait to be asked before fixing them.
A builder. You’d rather design the scalable solution than patch around the same problem again. You take ownership of the outcome, not just your piece of the process.
Steady under pressure. You take the hard thing, work through it calmly, and the people around you never feel the panic, just the resolution.
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nABOUT THE TEAM\n\nGreat work happens in spaces designed for it. Wealthsimple's Workplace Operations team is responsible for delivering safe, functional, and welcoming environments for our people. We believe in unreasonable hospitality - going beyond what's expected, in ways big and small, to remove friction and create space for people to focus on what matters. As part of the team, you'll help shape how our office experience scales, creating a best-in-class workplace that enables our employees to do their best work and helps drive the business forward.\n\n\n\n\n\nABOUT THE ROLE\n\nAs Lead, Workplace Operations, you own the experience of the physical workplace itself: the systems, facilities, F&B, and workplace safety that every Wealthsimpler relies on, across every hub in Canada and the US. You set the roadmap and govern the standard for all of it, end to end. This is a hands-on operational role reporting to the Senior Manager, Real Estate Operations within People Operations, so you're the person people escalate to when there’s an operational issue with no playbook, and you’ll be trusted to make the call. \n\n\n\n\n\nWHAT YOU’LL DO\n\n - Own the annual workplace operations roadmap across all hubs, set priorities against department goals, and drive programs from planning through rollout. Act as the primary escalation point for operational issues where there is no established playbook.\n\n - Run day-to-day workplace operations across building systems, facilities, F&B, and physical space, setting the service standard across hubs and ensuring issues are resolved quickly, consistently, and with a hospitality mindset.\n\n - Own the maintenance and physical space lifecycle across all locations, including preventive maintenance, reactive repairs, capital planning, minor works, moves, and refurbishments. Ensure work is planned properly, business continuity is protected, and standards remain consistent regardless of who executes locally.\n\n - Lead workplace vendor and contract management, including sourcing and vetting partners, RFPs, contract standards, SLAs, performance management, and escalation. Hold vendors accountable for cost, quality, and service.\n\n - Own the workplace operating budget across all hubs, set the annual envelope, allocate spend across programs and sites, manage forecasting and approvals, and drive cost optimization while maintaining service standards.\n\n - Own a visible, proactive workplace health and safety framework across all locations, keeping requirements, processes, and practices aligned with local regulations across Ontario, other provinces, and US states.\n\n - Turn ticketing, utilization, occupancy, and service data into decisions that improve workplace operations and inform portfolio planning. Identify recurring bottlenecks, build scalable solutions, and take on team oversight as the function grows.\n \n \n\n\nSKILLS YOU’LL BRING\n\n - 6-8+ years in Workplace Operations, Facility Management, or Property Management, with real ownership of programs, budgets, and vendor relationships rather than just delivery support\n\n - An activated vendor network: contractors, trades, facilities vendors you already know and trust, so you can move on day one - and you can speak to how you vet them and hold them to a high standard.\n\n - Hands-on experience running minor works and moves from scope to completion - budgets, contractors, business continuity, and consistency of standard regardless of who’s executing locally, with real accountability for the result.\n\n - Contract and RFP experience: you can turn a service need into a standard, run the RFP process end to end and negotiate the SLA yourself.\n\n - A data-driven approach: you build the framework and the measurement to inform workplace decisions, and use good judgment to bring AI tools into the mix, speeding up reporting, spotting patterns, and driving faster solutions.\n\n - Strong communicator, built for change. You take a rollout that could land as noise and turn it into a clear plan so people understand what's changing and why, not just that it happened.\n\n - Working knowledge of Ontario's Occupational Health and Safety Act (OHSA), along with building code and fire safety requirements, with the judgement to keep a framework current as local requirements shift.\n \n\n\nWHO YOU ARE\n\n - High agency. You see a gap and close it, and you’d rather ask forgiveness than permission\n\n - Comfortable with ambiguity and shifting priorities. You make great decisions without a perfect playbook and build the answers as you go.\n\n - An instinct for hospitality. You notice the small things and don’t wait to be asked before fixing them.\n\n - A builder. You’d rather design the scalable solution than patch around the same problem again. You take ownership of the outcome, not just your piece of the process.\n\n - Steady under pressure. You take the hard thing, work through it calmly, and the people around you never feel the panic, just the resolution.\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"93453282-d95c-42a3-87e4-b13df7d9ec03","title":"Future Opportunities - North Star: Calling all Canadians Abroad","department":"General","team":"Future Opportunities","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-02-14T17:27:16.004+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/93453282-d95c-42a3-87e4-b13df7d9ec03","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/93453282-d95c-42a3-87e4-b13df7d9ec03/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\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\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\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\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\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\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\n\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\n\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\n\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.\n\n"},{"id":"795c4800-ecf4-413d-8c49-55dc06e166a7","title":"Director, Partnerships - Retail Equity Capital","department":"Finance","team":"Corporate Development","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-06-25T16:09:45.212+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/795c4800-ecf4-413d-8c49-55dc06e166a7","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/795c4800-ecf4-413d-8c49-55dc06e166a7/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 Corporate Development function at Wealthsimple is a lean, high-impact team responsible for accelerating the company's growth through mergers & acquisitions, investments, and strategic initiatives. As Director of Partnerships for Retail Equity Capital, reporting to the VP of Corporate Development, you will own the vision and execution of Wealthsimple's retail equity capital strategy, building a function that sits at the intersection of issuers, capital markets, and retail investors.
Your mandate is to expand the investment opportunities available to Wealthsimple clients while establishing Wealthsimple as a meaningful distribution partner for issuers looking to reach retail investors at scale. You will originate and develop relationships across the ecosystem, from investment banks and syndicate desks to emerging market platforms. While senior leadership remains engaged at the highest levels, you will own the full lifecycle of each opportunity from origination and relationship development through execution and client delivery. Internally, you will coordinate across legal, product management, engineering, marketing, and operations to bring each offering to market successfully and deliver a best-in-class client experience.
Define and own Wealthsimple's retail investment access strategy, identifying how we expand the range of opportunities available to our clients across public and private markets
Build and grow relationships across the investment ecosystem, including investment banks, syndicate desks, issuers, and private market platforms, positioning Wealthsimple as a trusted and differentiated distribution partner
Serve as Wealthsimple's primary external voice to issuers and capital markets counterparties, articulating the strategic value of retail distribution and securing access to high-demand offerings
Lead end-to-end execution of IPO and other client opportunities to invest in, coordinating across legal, engineering, marketing, and operations to bring offerings to market successfully and compliantly
Partner with product and engineering to shape the roadmap and infrastructure needed to scale Wealthsimple's investment access capabilities over time
Build repeatable frameworks and operational processes that allow the function to scale as deal volume and product complexity grow
Develop compelling strategic narratives and business cases that align senior leadership on participation decisions and longer-term market opportunities
10+ years of experience in equity capital markets, private markets, or related field with direct exposure to equity offerings and capital markets transactions
A strong ownership mindset with the ability to operate autonomously in a fast-paced, ambiguous environment
Proven ability to manage complex, cross-functional initiatives across legal, product, engineering, and go-to-market teams
Executive-level communication and relationship-building skills, with the ability to represent Wealthsimple credibly to issuers, banks, and senior counterparties
Strong commercial and analytical acumen, including comfort with financial modeling and data-driven decision-making
A well-developed network across investment banks, capital markets participants, and financial services in Canada, the US, and internationally
Excellent strategic judgment, creative problem-solving, and the ability to move quickly without sacrificing quality
Demonstrated ability to build and scale operational processes from the ground up
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\nThe Corporate Development function at Wealthsimple is a lean, high-impact team responsible for accelerating the company's growth through mergers & acquisitions, investments, and strategic initiatives. As Director of Partnerships for Retail Equity Capital, reporting to the VP of Corporate Development, you will own the vision and execution of Wealthsimple's retail equity capital strategy, building a function that sits at the intersection of issuers, capital markets, and retail investors.\n\n\n\nYour mandate is to expand the investment opportunities available to Wealthsimple clients while establishing Wealthsimple as a meaningful distribution partner for issuers looking to reach retail investors at scale. You will originate and develop relationships across the ecosystem, from investment banks and syndicate desks to emerging market platforms. While senior leadership remains engaged at the highest levels, you will own the full lifecycle of each opportunity from origination and relationship development through execution and client delivery. Internally, you will coordinate across legal, product management, engineering, marketing, and operations to bring each offering to market successfully and deliver a best-in-class client experience.\n\n\n\n\nIN THIS ROLE, YOU WILL:\n\n - Define and own Wealthsimple's retail investment access strategy, identifying how we expand the range of opportunities available to our clients across public and private markets\n\n - Build and grow relationships across the investment ecosystem, including investment banks, syndicate desks, issuers, and private market platforms, positioning Wealthsimple as a trusted and differentiated distribution partner\n\n - Serve as Wealthsimple's primary external voice to issuers and capital markets counterparties, articulating the strategic value of retail distribution and securing access to high-demand offerings\n\n - Lead end-to-end execution of IPO and other client opportunities to invest in, coordinating across legal, engineering, marketing, and operations to bring offerings to market successfully and compliantly\n\n - Partner with product and engineering to shape the roadmap and infrastructure needed to scale Wealthsimple's investment access capabilities over time\n\n - Build repeatable frameworks and operational processes that allow the function to scale as deal volume and product complexity grow\n\n - Develop compelling strategic narratives and business cases that align senior leadership on participation decisions and longer-term market opportunities\n \n \n\n\nWE'RE LOOKING FOR SOMEONE WHO HAS:\n\n - 10+ years of experience in equity capital markets, private markets, or related field with direct exposure to equity offerings and capital markets transactions\n\n - A strong ownership mindset with the ability to operate autonomously in a fast-paced, ambiguous environment\n\n - Proven ability to manage complex, cross-functional initiatives across legal, product, engineering, and go-to-market teams\n\n - Executive-level communication and relationship-building skills, with the ability to represent Wealthsimple credibly to issuers, banks, and senior counterparties\n\n - Strong commercial and analytical acumen, including comfort with financial modeling and data-driven decision-making\n\n - A well-developed network across investment banks, capital markets participants, and financial services in Canada, the US, and internationally\n\n - Excellent strategic judgment, creative problem-solving, and the ability to move quickly without sacrificing quality\n\n - Demonstrated ability to build and scale operational processes from the ground up\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"d6c5fce8-ce92-40d6-b028-07c91bb4eb03","title":"(Bilingual) Senior Advisor / Lead Advisor, Wealth Management Service (Quebec Clients)","department":"Commercial & Marketing","team":"Advisory & Planning","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-05-15T18:59:49.161+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/d6c5fce8-ce92-40d6-b028-07c91bb4eb03","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/d6c5fce8-ce92-40d6-b028-07c91bb4eb03/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
This posting covers a single opening on our Wealth Management team that will be leveled as either Senior Advisor or Lead Advisor, based on the candidate's years of experience and professional designations. Both levels share the same core mandate and must-have requirements below.
As a Senior or Lead Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients throughout their journey with us. This position is fully salaried with no commission structure or sales targets. Your performance will be evaluated on a balanced scorecard focused entirely on delivering world-class client experiences.
Client segment by level: Senior Advisors typically support clients with $1MM+ in assets; Lead Advisors typically support clients with $3MM+ in assets. Final leveling and book assignment is based on experience and designations held.
Provide exceptional onboarding experiences for new clients, ensuring a smooth transition to Wealthsimple
Develop comprehensive financial plans tailored to each client's unique situation and goals
Create custom investment proposals that align with clients' financial objectives and risk tolerance
Proactively service client accounts, anticipating needs before they arise
Maintain regular communication with clients through phone, video, and in-person meetings
Apply your financial expertise to complex client situations involving corporations, trusts, and estates
Contribute your insights to improve our service offering and client experience
Required for this role (Quebec):
Pl. Fin. (Planificateur financier / Financial Planner) designation — required. This is a legally protected professional title in Quebec, jointly overseen by the Institut de planification financière (IPF) and the Autorité des marchés financiers (AMF). It is legally required in Quebec to practice comprehensive personal financial planning and to use the title.
Bilingual — French and English required.
CIM or CFA designation required
Additional designations including FEA, TEP, CPA, etc. are required for a Lead Advisor
Senior Advisor: 5+ years of experience in wealth management or financial advisory roles
Lead Advisor: 10+ years of experience in wealth management or financial advisory roles, specifically working with HNW/UHNW clients
CFP or IQFP designation is an asset
Proven track record of delivering exceptional client service
Strong financial planning and investment management knowledge
Excellent communication skills with the ability to explain complex concepts clearly
Client-first mentality in all aspects of your work
Passion for helping clients achieve their financial goals
Technology-minded with the ability to leverage digital tools to enhance client experience
Purpose-driven role focused on client outcomes rather than sales targets
Opportunity to challenge industry norms and truly put clients first
Collaborative team environment with access to cutting-edge fintech tools
Career growth in a rapidly expanding company
Competitive salary and benefits package
Be part of revolutionizing how wealth management services are delivered in Canada
If you're passionate about providing unbiased financial advice and creating exceptional client experiences for high net worth clients in a modern, technology-enabled environment, we'd love to hear from 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nTHE ROLE\n\nThis posting covers a single opening on our Wealth Management team that will be leveled as either Senior Advisor or Lead Advisor, based on the candidate's years of experience and professional designations. Both levels share the same core mandate and must-have requirements below.\n\n\n\nAs a Senior or Lead Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients throughout their journey with us. This position is fully salaried with no commission structure or sales targets. Your performance will be evaluated on a balanced scorecard focused entirely on delivering world-class client experiences.\n\n\n\nClient segment by level: Senior Advisors typically support clients with $1MM+ in assets; Lead Advisors typically support clients with $3MM+ in assets. Final leveling and book assignment is based on experience and designations held.\n\n\n\n\nWHAT YOU'LL DO:\n\n - Provide exceptional onboarding experiences for new clients, ensuring a smooth transition to Wealthsimple\n\n - Develop comprehensive financial plans tailored to each client's unique situation and goals\n\n - Create custom investment proposals that align with clients' financial objectives and risk tolerance\n\n - Proactively service client accounts, anticipating needs before they arise\n\n - Maintain regular communication with clients through phone, video, and in-person meetings\n\n - Apply your financial expertise to complex client situations involving corporations, trusts, and estates\n\n - Contribute your insights to improve our service offering and client experience\n\n\n\n\nWHAT YOU BRING:\n\nRequired for this role (Quebec):\n\n - Pl. Fin. (Planificateur financier / Financial Planner) designation — required. This is a legally protected professional title in Quebec, jointly overseen by the Institut de planification financière (IPF) https://institutpf.org/en/faq and the Autorité des marchés financiers (AMF) https://lautorite.qc.ca/en/becoming-a-professional/financial-planning. It is legally required in Quebec to practice comprehensive personal financial planning and to use the title.\n\n - Bilingual — French and English required.\n\n - CIM or CFA designation required\n\n - Additional designations including FEA, TEP, CPA, etc. are required for a Lead Advisor\n\n\nEXPERIENCE (BY LEVEL):\n\n - Senior Advisor: 5+ years of experience in wealth management or financial advisory roles\n\n - Lead Advisor: 10+ years of experience in wealth management or financial advisory roles, specifically working with HNW/UHNW clients\n\n\nALSO IMPORTANT:\n\n - CFP or IQFP designation is an asset\n\n - Proven track record of delivering exceptional client service\n\n - Strong financial planning and investment management knowledge\n\n - Excellent communication skills with the ability to explain complex concepts clearly\n\n - Client-first mentality in all aspects of your work\n\n - Passion for helping clients achieve their financial goals\n\n - Technology-minded with the ability to leverage digital tools to enhance client experience\n\n\n\n\nWHY YOU'LL LOVE WORKING HERE\n\n - Purpose-driven role focused on client outcomes rather than sales targets\n\n - Opportunity to challenge industry norms and truly put clients first\n\n - Collaborative team environment with access to cutting-edge fintech tools\n\n - Career growth in a rapidly expanding company\n\n - Competitive salary and benefits package\n\n - Be part of revolutionizing how wealth management services are delivered in Canada\n\nIf you're passionate about providing unbiased financial advice and creating exceptional client experiences for high net worth clients in a modern, technology-enabled environment, we'd love to hear from you.\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"f4b08544-3e5f-4281-a26f-f536e58abd2b","title":"Associé(e) bilingue, Succès Client – Télétravail (CDD)","department":"Operations","team":"Client Experience Operations","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-05-02T04:37:10.525+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/f4b08544-3e5f-4281-a26f-f536e58abd2b","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/f4b08544-3e5f-4281-a26f-f536e58abd2b/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 accompagner 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 : le 26 oct, 2026.
Contrat : Engagement initial de 6 mois avec possibilité de prolongation et opportunités d'évolution en interne.
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.
Compte de dépenses santé (CDS) : 3 000 $/an Un compte flexible défiscalisé, financé par Wealthsimple, pour couvrir vos frais de santé, soins dentaires, optiques et plus encore.
Régime d’épargne collectif Wealthsimple verse une cotisation automatique de 3 % et égale vos propres contributions jusqu’à 1,5 % (pour une contribution totale de l’entreprise allant jusqu’à 4,5 %).
Congés payés (PTO) Jusqu’à 20 jours de vacances par an (selon la durée du contrat) + 1 jour de congé de maladie payé par mois.
Télétravail (WFA) Vous recevez une allocation automatique au prorata de 75 $/mois pour couvrir vos frais de bureau à domicile.
Matériel informatique Nous vous fournissons le tout dernier MacBook sur le marché. De plus, vous recevrez en cadeau un écran, un clavier, une souris, un adaptateur et un casque d'écoute pour travailler avec tout le confort nécessaire.
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\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 accompagner notre croissance continue.\n\n\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 : le 26 oct, 2026.\n\n - Contrat : Engagement initial de 6 mois avec possibilité de prolongation et opportunités d'évolution en interne.\n \n \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 \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 \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\n\n\nVOS AVANTAGES CHEZ WEALTHSIMPLE :\n\n - Compte de dépenses santé (CDS) : 3 000 $/an Un compte flexible défiscalisé, financé par Wealthsimple, pour couvrir vos frais de santé, soins dentaires, optiques et plus encore.\n\n - Régime d’épargne collectif Wealthsimple verse une cotisation automatique de 3 % et égale vos propres contributions jusqu’à 1,5 % (pour une contribution totale de l’entreprise allant jusqu’à 4,5 %).\n\n - Congés payés (PTO) Jusqu’à 20 jours de vacances par an (selon la durée du contrat) + 1 jour de congé de maladie payé par mois.\n\n - Télétravail (WFA) Vous recevez une allocation automatique au prorata de 75 $/mois pour couvrir vos frais de bureau à domicile.\n\n - Matériel informatique Nous vous fournissons le tout dernier MacBook sur le marché. De plus, vous recevrez en cadeau un écran, un clavier, une souris, un adaptateur et un casque d'écoute pour travailler avec tout le confort nécessaire.\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"823abbcd-fbd3-4e35-b25c-def2b1764a22","title":"Associé(e) bilingue, Succès Client - Toronto - Hybride (Contrat à durée déterminée)","department":"Operations","team":"Client Experience Operations","employmentType":"FullTime","location":"Toronto Headquarters","secondaryLocations":[],"publishedAt":"2026-05-02T04:34:40.885+00:00","isListed":true,"isRemote":null,"workplaceType":null,"address":{"postalAddress":{"addressRegion":"Ontario","addressCountry":"Canada","addressLocality":"Toronto"}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/823abbcd-fbd3-4e35-b25c-def2b1764a22","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/823abbcd-fbd3-4e35-b25c-def2b1764a22/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 accompagner notre croissance continue.
Modèle hybride : Ce poste est basé à Toronto, Ontario.
Présence au bureau : Les candidats doivent être en mesure de travailler dans un environnement hybride et de se rendre à nos bureaux situés au 80 Spadina Avenue, selon les besoins de l'entreprise.
Les candidats retenus peuvent prévoir une date d'entrée en fonction le 26 oct, 2026.
Contrat : Engagement initial de 6 mois avec possibilité de prolongation et opportunités d'évolution en interne.
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.
Résidence : Résider en Toronto/GTA et avoir le droit légal de travailler au Canada.
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.
Compte de dépenses santé (CDS) : 3 000 $/an Un compte flexible défiscalisé, financé par Wealthsimple, pour couvrir vos frais de santé, soins dentaires, optiques et plus encore.
Régime d’épargne collectif Wealthsimple verse une cotisation automatique de 3 % et égale vos propres contributions jusqu’à 1,5 % (pour une contribution totale de l’entreprise allant jusqu’à 4,5 %).
Congés payés (PTO) Jusqu’à 20 jours de vacances par an (selon la durée du contrat) + 1 jour de congé de maladie payé par mois.
Télétravail (WFA) Vous recevez une allocation automatique au prorata de 75 $/mois pour couvrir vos frais de bureau à domicile.
Matériel informatique Nous vous fournissons le tout dernier MacBook sur le marché. De plus, vous recevrez en cadeau un écran, un clavier, une souris, un adaptateur et un casque d'écoute pour travailler avec tout le confort nécessaire.
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\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 accompagner notre croissance continue.\n\n\n\n\nEMPLACEMENT ET MODÈLE DE TRAVAIL\n\n - Modèle hybride : Ce poste est basé à Toronto, Ontario.\n\n - Présence au bureau : Les candidats doivent être en mesure de travailler dans un environnement hybride et de se rendre à nos bureaux situés au 80 Spadina Avenue, selon les besoins de l'entreprise.\n\n - Les candidats retenus peuvent prévoir une date d'entrée en fonction le 26 oct, 2026.\n\n - Contrat : Engagement initial de 6 mois avec possibilité de prolongation et opportunités d'évolution en interne.\n \n \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 \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 \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 - Résidence : Résider en Toronto/GTA et avoir le droit légal de travailler au Canada.\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\n\n\nVOS AVANTAGES CHEZ WEALTHSIMPLE :\n\n - Compte de dépenses santé (CDS) : 3 000 $/an Un compte flexible défiscalisé, financé par Wealthsimple, pour couvrir vos frais de santé, soins dentaires, optiques et plus encore.\n\n - Régime d’épargne collectif Wealthsimple verse une cotisation automatique de 3 % et égale vos propres contributions jusqu’à 1,5 % (pour une contribution totale de l’entreprise allant jusqu’à 4,5 %).\n\n - Congés payés (PTO) Jusqu’à 20 jours de vacances par an (selon la durée du contrat) + 1 jour de congé de maladie payé par mois.\n\n - Télétravail (WFA) Vous recevez une allocation automatique au prorata de 75 $/mois pour couvrir vos frais de bureau à domicile.\n\n - Matériel informatique Nous vous fournissons le tout dernier MacBook sur le marché. De plus, vous recevrez en cadeau un écran, un clavier, une souris, un adaptateur et un casque d'écoute pour travailler avec tout le confort nécessaire.\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"913df5c5-0e98-46c3-909b-614d3d935b6e","title":"Future Opportunities: Sr Software Developer - Platform Engineering","department":"Data & Engineering","team":"Platform Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-06-15T19:32:06.303+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/913df5c5-0e98-46c3-909b-614d3d935b6e","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/913df5c5-0e98-46c3-909b-614d3d935b6e/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
Talent Pool Disclaimer: We review applications on an ongoing basis and reach out proactively when your experience lines up with a current or upcoming opportunity. Applying here won’t tie you to a single role or guarantee an immediate interview; instead, it puts your profile in front of our team and keeps you in our talent network for future Platform Engineering openings. We aim to provide feedback to everyone, but depending on demand and review timelines, responses may be delayed.
Wealthsimple's PE org builds the systems that the rest of engineering builds on. We operate Platform-as-a-Product: our developers are our customers, and we're measured by the leverage we give them. Our work shapes how every engineer at Wealthsimple writes, ships, and runs code. When we do it well, the whole company moves faster and ships with more confidence.
You'll join one of our Platform teams and take ownership of significant pieces of the developer experience. You'll work hands-on across the full lifecycle: designing, building, shipping, and operating the systems engineers depend on every day. You'll lead projects end-to-end, partner with the teams that use what you build, and grow your influence beyond your immediate team as you go. This job posting covers two distinct areas:
Platform Engineering: You build the systems that enable engineers to build, ship, and operate software reliably and efficiently, including developer platforms, internal tooling, CI/CD and software delivery systems, cloud infrastructure and service frameworks, reliability and observability tooling, and large-scale distributed systems. The focus is on improving developer productivity, system reliability, and software delivery speed.
Data Platforms: You build the infrastructure that powers data, analytics, and machine learning across the company, including data ingestion pipelines and orchestration, large-scale data warehousing, streaming and batch processing systems, data modeling, quality and governance, and analytics enablement. The focus is on delivering trusted, scalable, and high-quality data systems.
Design and build production-grade distributed systems
Own technical architecture in your domain (Platform or Data)
Improve reliability, scalability, and performance of core systems
Work closely with internal users (engineers or data practitioners)
Participate in operational ownership (on-call where applicable)
Lead projects end-to-end from design to production
Senior engineers with deep experience in one of the two areas below:
Platform Engineering (infrastructure, developer platforms, SRE)
Data Engineering (data infrastructure, pipelines, analytics systems)
7+ years building production systems
Strong experience in distributed systems or data-intensive systems
Experience owning system design decisions
Operational experience (production support, incidents, debugging)
Experience building systems used by other engineers or data teams
Cloud infrastructure experience (AWS/GCP/Kubernetes)
CI/CD or developer tooling experience (Platform track)
dbt, Airflow, Snowflake, or similar tools (Data track)
Observability, reliability engineering, or data quality systems
Experience working across both domains (not required)
Python · Cloud infrastructure · Kubernetes · Distributed systems · dbt · Airflow · Streaming systems
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\nTalent Pool Disclaimer: We review applications on an ongoing basis and reach out proactively when your experience lines up with a current or upcoming opportunity. Applying here won’t tie you to a single role or guarantee an immediate interview; instead, it puts your profile in front of our team and keeps you in our talent network for future Platform Engineering openings. We aim to provide feedback to everyone, but depending on demand and review timelines, responses may be delayed.\n\n\n\n\nABOUT THE PLATFORM ENGINEERING TEAM:\n\nWealthsimple's PE org builds the systems that the rest of engineering builds on. We operate Platform-as-a-Product: our developers are our customers, and we're measured by the leverage we give them. Our work shapes how every engineer at Wealthsimple writes, ships, and runs code. When we do it well, the whole company moves faster and ships with more confidence.\n\nYou'll join one of our Platform teams and take ownership of significant pieces of the developer experience. You'll work hands-on across the full lifecycle: designing, building, shipping, and operating the systems engineers depend on every day. You'll lead projects end-to-end, partner with the teams that use what you build, and grow your influence beyond your immediate team as you go. This job posting covers two distinct areas:\n\n - Platform Engineering: You build the systems that enable engineers to build, ship, and operate software reliably and efficiently, including developer platforms, internal tooling, CI/CD and software delivery systems, cloud infrastructure and service frameworks, reliability and observability tooling, and large-scale distributed systems. The focus is on improving developer productivity, system reliability, and software delivery speed.\n\n - Data Platforms: You build the infrastructure that powers data, analytics, and machine learning across the company, including data ingestion pipelines and orchestration, large-scale data warehousing, streaming and batch processing systems, data modeling, quality and governance, and analytics enablement. The focus is on delivering trusted, scalable, and high-quality data systems.\n\n \n\n\nIN ONE THESE ROLES YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Design and build production-grade distributed systems\n\n - Own technical architecture in your domain (Platform or Data)\n\n - Improve reliability, scalability, and performance of core systems\n\n - Work closely with internal users (engineers or data practitioners)\n\n - Participate in operational ownership (on-call where applicable)\n\n - Lead projects end-to-end from design to production\n\n\n\n\nWHAT WE’RE LOOKING FOR:\n\nSenior engineers with deep experience in one of the two areas below:\n\n - Platform Engineering (infrastructure, developer platforms, SRE)\n\n - Data Engineering (data infrastructure, pipelines, analytics systems)\n\n\nCORE EXPECTATIONS (ALL CANDIDATES):\n\n - 7+ years building production systems\n\n - Strong experience in distributed systems or data-intensive systems\n\n - Experience owning system design decisions\n\n - Operational experience (production support, incidents, debugging)\n\n - Experience building systems used by other engineers or data teams\n\n\nNICE TO HAVE\n\n - Cloud infrastructure experience (AWS/GCP/Kubernetes)\n\n - CI/CD or developer tooling experience (Platform track)\n\n - dbt, Airflow, Snowflake, or similar tools (Data track)\n\n - Observability, reliability engineering, or data quality systems\n\n - Experience working across both domains (not required)\n\n\nTECH STACK (VARIES BY TEAM)\n\nPython · Cloud infrastructure · Kubernetes · Distributed systems · dbt · Airflow · Streaming systems\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"eeb6b49e-cd1a-4ac0-ab93-67dbc631758d","title":"Staff Software Developer, Production Engineering","department":"Data & Engineering","team":"Platform Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-08-05T17:29:17.393+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/eeb6b49e-cd1a-4ac0-ab93-67dbc631758d","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/eeb6b49e-cd1a-4ac0-ab93-67dbc631758d/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 team
We build the products and infrastructure that millions of Canadians trust with their financial lives. Data & Engineering at Wealthsimple spans everything from the client-facing apps to the systems running underneath them — and we hold ourselves to a high bar on both. We move fast, but we build thoughtfully: quality, security, and scalability aren’t trade-offs here, they’re the standard.
The Production Engineering team sits within Platform Experience, on the boundary between Platform and Product. Our mandate is to raise reliability across Wealthsimple’s most critical flows — reducing incidents, helping service teams ship safely, and turning individual fixes into platform-wide improvements. We measure ourselves against two targets: 99.9% uptime on critical flows, and fewer than 1% of weekly active users experiencing errors in the app. If you want to work on hard problems with people who care deeply about craft, you’ll fit right in.
About the role
This is a new role — one that doesn’t yet exist at Wealthsimple — and it’s a meaningful one. As a Staff Software Developer on Production Engineering, you’ll bring senior technical leadership to the work of making Wealthsimple more reliable at scale. You’ll work across platform and product teams, identify the highest-leverage reliability problems, and build solutions that don’t just fix the immediate issue but raise the floor for everyone. This isn’t a role where you sit in one corner of the codebase. It’s a role where you shape how engineering gets done across the company.
What you’ll do
Improve the platform to prevent incidents — designing and driving adoption of guardrails, sensible defaults, and engineering standards that reduce the likelihood of failures across services
Build tooling that reduces time to mitigation when incidents occur, including contributing to our in-house product on AI-assisted incident response
Own the investigation and follow-through on load test findings — translating results into concrete reliability improvements across critical flows
Work across platform and product engineering teams as a technical influencer — participating in architecture and readiness reviews, coaching service owners, and driving adoption of scalable reliability practices
Identify recurring failure patterns and design platform-level fixes that prevent them from showing up again in a different service
Contribute to the team’s reliability syncs with product engineering, helping align on incident themes, critical-flow risks, and the next highest-leverage initiatives
Skills you bring
8+ years of software engineering experience, with significant time in platform, infrastructure, or SRE work
Demonstrated track record of improving reliability at scale — reducing incidents, building guardrails, or driving operational standards across multiple teams
Strong proficiency in backend systems and distributed architecture; you can diagnose complex failure modes across a service mesh
Experience with load testing and capacity planning, and the ability to translate findings into concrete engineering improvements
Proven ability to work across engineering teams as a technical influencer — driving adoption of standards and practices without direct authority
Familiarity with Kubernetes, Helm, Argo and modern deployment tooling
Strong written and verbal communication — comfortable presenting findings and recommendations to both engineering teams and senior leadership
Who you are
You think in systems — you’re not looking for the fix, you’re looking for what caused the problem and how to make sure it doesn’t happen elsewhere
You’re comfortable working without direct authority; you build credibility through the quality of your thinking and the clarity of your recommendations
You hold a high bar for operational excellence without making it someone else’s problem to catch up to — you bring people along
You’re energised by ambiguity, not slowed down by it; you know how to prioritise when everything feels urgent
You’re curious about where AI-assisted tooling is headed in reliability engineering, and you want to help shape how we use it — not just observe it from a distance
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\nAbout the team\n\nWe build the products and infrastructure that millions of Canadians trust with their financial lives. Data & Engineering at Wealthsimple spans everything from the client-facing apps to the systems running underneath them — and we hold ourselves to a high bar on both. We move fast, but we build thoughtfully: quality, security, and scalability aren’t trade-offs here, they’re the standard.\n\nThe Production Engineering team sits within Platform Experience, on the boundary between Platform and Product. Our mandate is to raise reliability across Wealthsimple’s most critical flows — reducing incidents, helping service teams ship safely, and turning individual fixes into platform-wide improvements. We measure ourselves against two targets: 99.9% uptime on critical flows, and fewer than 1% of weekly active users experiencing errors in the app. If you want to work on hard problems with people who care deeply about craft, you’ll fit right in.\n\n \n\nAbout the role\n\nThis is a new role — one that doesn’t yet exist at Wealthsimple — and it’s a meaningful one. As a Staff Software Developer on Production Engineering, you’ll bring senior technical leadership to the work of making Wealthsimple more reliable at scale. You’ll work across platform and product teams, identify the highest-leverage reliability problems, and build solutions that don’t just fix the immediate issue but raise the floor for everyone. This isn’t a role where you sit in one corner of the codebase. It’s a role where you shape how engineering gets done across the company.\n\n \n\nWhat you’ll do\n\n - Improve the platform to prevent incidents — designing and driving adoption of guardrails, sensible defaults, and engineering standards that reduce the likelihood of failures across services\n\n - Build tooling that reduces time to mitigation when incidents occur, including contributing to our in-house product on AI-assisted incident response\n\n - Own the investigation and follow-through on load test findings — translating results into concrete reliability improvements across critical flows\n\n - Work across platform and product engineering teams as a technical influencer — participating in architecture and readiness reviews, coaching service owners, and driving adoption of scalable reliability practices\n\n - Identify recurring failure patterns and design platform-level fixes that prevent them from showing up again in a different service\n\n - Contribute to the team’s reliability syncs with product engineering, helping align on incident themes, critical-flow risks, and the next highest-leverage initiatives\n\n \n\nSkills you bring\n\n - 8+ years of software engineering experience, with significant time in platform, infrastructure, or SRE work\n\n - Demonstrated track record of improving reliability at scale — reducing incidents, building guardrails, or driving operational standards across multiple teams\n\n - Strong proficiency in backend systems and distributed architecture; you can diagnose complex failure modes across a service mesh\n\n - Experience with load testing and capacity planning, and the ability to translate findings into concrete engineering improvements\n\n - Proven ability to work across engineering teams as a technical influencer — driving adoption of standards and practices without direct authority\n\n - Familiarity with Kubernetes, Helm, Argo and modern deployment tooling\n\n - Strong written and verbal communication — comfortable presenting findings and recommendations to both engineering teams and senior leadership\n\n \n\nWho you are\n\n - You think in systems — you’re not looking for the fix, you’re looking for what caused the problem and how to make sure it doesn’t happen elsewhere\n\n - You’re comfortable working without direct authority; you build credibility through the quality of your thinking and the clarity of your recommendations\n\n - You hold a high bar for operational excellence without making it someone else’s problem to catch up to — you bring people along\n\n - You’re energised by ambiguity, not slowed down by it; you know how to prioritise when everything feels urgent\n\n - You’re curious about where AI-assisted tooling is headed in reliability engineering, and you want to help shape how we use it — not just observe it from a distance\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"5d461267-c9f1-4c7c-bcc3-4403b8df5502","title":"Staff and Senior Product Designer (Multiple Roles, Multiple Teams)","department":"Product","team":"Product Design","employmentType":"FullTime","location":"Canada","secondaryLocations":[{"location":"Remote (US)","address":{"postalAddress":{"addressRegion":"New York","addressCountry":"United States","addressLocality":"New York City"}}}],"publishedAt":"2026-07-08T13:52:24.910+00:00","isListed":true,"isRemote":null,"workplaceType":null,"address":null,"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/5d461267-c9f1-4c7c-bcc3-4403b8df5502","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/5d461267-c9f1-4c7c-bcc3-4403b8df5502/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 Designer, AI Products
Senior Designer, Self-Directed Investing
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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\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\n\n\nCURRENT OPEN ROLES\n\n 1. Staff Designer, AI Products \n\n 2. Senior Designer, Self-Directed Investing\n\n\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\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\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\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\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\n\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\n\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\n\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.\n\n"},{"id":"ca658e54-6569-4081-84ac-a9b7541e7af8","title":"Sr Data Scientist, AI Products","department":"Data & Engineering","team":"Data & Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[{"location":"Toronto, Canada ","address":null}],"publishedAt":"2026-07-03T19:36:02.235+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/ca658e54-6569-4081-84ac-a9b7541e7af8","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/ca658e54-6569-4081-84ac-a9b7541e7af8/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 AI Products Data Science team is a full-stack, product-driven unit at the heart of Wealthsimple’s innovation. We own the end-to-end AI lifecycle: from model architecture and data pipelines to designing experiments that drive real-world impact for over 4 million Canadians.
We are looking for a Senior Data Scientist who thrives at the intersection of AI research and product development. You are someone who can design and scale complex models while maintaining a product manager’s mindset, constantly asking how our technology creates value for our clients. In this collaborative role, you will transform technical breakthroughs into seamless product experiences, ensuring that every model we ship moves the needle for our business.
In this role, you'll have the opportunity to:
Lead the full AI product lifecycle: from identifying user pain points and defining KPIs to training foundation models and measuring real-world impact.
Design and execute rigorous experiments (A/B tests, causal inference) to validate new AI features and drive product optimizations.
Partner with Product Managers, Designers, and Engineers to translate business goals into a technical AI roadmap, ensuring our model development stays aligned with user needs and technical feasibility.
Build and maintain production-grade training pipelines and evaluation harnesses using reproducible, well-tested code.
Analyze production feedback and user interactions to iteratively refine models and maximize value.
Foster a collaborative culture: mentor teammates, simplify complex problems, and drive iterative, high-impact delivery.
What you bring:
Deep product sense: define success metrics, translate vague business objectives into measurable hypotheses, and measure product impact through A/B testing and causal inference.
Experience with product analytics to derive actionable insights that inform product roadmaps.
Proven track record of converting model outputs into business outcomes; comfortable communicating technical findings to cross-functional partners (PMs, designers, engineers) to drive alignment.
Experience designing, training, and shipping production AI models, with depth in transformer architectures and LLMs.
Solid fundamentals (attention, tokenization, embeddings, regularization) and failure mode analysis.
Familiarity with fine-tuning (LoRA, adapters), knowledge distillation, quantization, and instruction tuning.
Bonus:
Background in recommender systems, representation learning, or self-supervised learning; production LLM application development; open-source contributions or publications in AI.
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\nThe AI Products Data Science team is a full-stack, product-driven unit at the heart of Wealthsimple’s innovation. We own the end-to-end AI lifecycle: from model architecture and data pipelines to designing experiments that drive real-world impact for over 4 million Canadians.\n\nWe are looking for a Senior Data Scientist who thrives at the intersection of AI research and product development. You are someone who can design and scale complex models while maintaining a product manager’s mindset, constantly asking how our technology creates value for our clients. In this collaborative role, you will transform technical breakthroughs into seamless product experiences, ensuring that every model we ship moves the needle for our business.\n\n\n\nIn this role, you'll have the opportunity to:\n\n - Lead the full AI product lifecycle: from identifying user pain points and defining KPIs to training foundation models and measuring real-world impact.\n\n - Design and execute rigorous experiments (A/B tests, causal inference) to validate new AI features and drive product optimizations.\n\n - Partner with Product Managers, Designers, and Engineers to translate business goals into a technical AI roadmap, ensuring our model development stays aligned with user needs and technical feasibility.\n\n - Build and maintain production-grade training pipelines and evaluation harnesses using reproducible, well-tested code.\n\n - Analyze production feedback and user interactions to iteratively refine models and maximize value.\n\n - Foster a collaborative culture: mentor teammates, simplify complex problems, and drive iterative, high-impact delivery.\n \n \n\nWhat you bring: \n\n - Deep product sense: define success metrics, translate vague business objectives into measurable hypotheses, and measure product impact through A/B testing and causal inference.\n\n - Experience with product analytics to derive actionable insights that inform product roadmaps.\n\n - Proven track record of converting model outputs into business outcomes; comfortable communicating technical findings to cross-functional partners (PMs, designers, engineers) to drive alignment.\n\n - Experience designing, training, and shipping production AI models, with depth in transformer architectures and LLMs.\n\n - Solid fundamentals (attention, tokenization, embeddings, regularization) and failure mode analysis.\n\n - Familiarity with fine-tuning (LoRA, adapters), knowledge distillation, quantization, and instruction tuning.\n\nBonus:\n\n - Background in recommender systems, representation learning, or self-supervised learning; production LLM application development; open-source contributions or publications in AI.\n\n\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"9f45d7bf-788e-456c-97d3-8fba8b88387d","title":"Future Opportunities: Senior Software Developer - Product Engineering","department":"Data & Engineering","team":"Data & Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[{"location":"Remote (US)","address":{"postalAddress":{"addressRegion":"New York","addressCountry":"United States","addressLocality":"New York City"}}}],"publishedAt":"2026-07-06T23:27:28.898+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/9f45d7bf-788e-456c-97d3-8fba8b88387d","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/9f45d7bf-788e-456c-97d3-8fba8b88387d/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
Product Engineering at Wealthsimple drives the development of our core offerings across Investing, Banking, Growth, and AI Products. The team builds intuitive, high-impact features that help millions of clients achieve their financial goals, working closely with Product and Design to bring user-centric ideas to life. As part of Wealthsimple’s broader engineering organization, Product Engineering operates in high-autonomy teams with an agile, high-iteration approach, rigorous automated testing, and frequent deployments to ship fast while maintaining quality.
Take ownership of a domain and grow it. Our product is in a stage where the right senior engineer can have an outsized influence on what we build, how we build it, and where we go next. You'll own meaningful slices of the product end-to-end, partnering with product and design to ship features that real customers depend on.
Work across the full stack on high-impact features. Our team owns feature development from frontend to backend. You'll build Ruby services that handle core business logic and integrations, while also shipping React and React Native experiences that customers interact with daily. Whether you lean frontend or backend, you'll be expected to contribute meaningfully across the stack.
Solve complex, high-stakes problems. Your work will involve regulatory and compliance requirements, complex data structures, varied workflows, and different risk profiles depending on the use case. You'll design systems that handle this complexity reliably while keeping the client experience simple.
Act as a technical leader within the domain. Influence architecture decisions, raise the bar on code quality and operational excellence, mentor teammates, and help define the technical strategy for the domain. As the team grows, you'll be one of the people others look to for context, judgment, and direction.
Leverage AI-centric workflows to ship faster and safer. We invest heavily in AI tooling for engineers, and we expect senior developers to push the frontier of how we use these tools to deliver production-grade software. You'll experiment with new workflows, share what works, and help establish patterns that the rest of the team can build on.
Drive process and engineering excellence. Senior engineers on our team don't just ship features, they identify what's slowing the team down and fix it. You'll help evolve how we plan, build, review, deploy, and operate, partnering with your engineering manager to make the team measurably better over time.
Collaborate across the broader organization. Our domain sits at the intersection of several critical systems and teams. You'll work closely with engineering, product, and other cross-functional teams to deliver a best-in-class experience for our customers.
5+ years of professional software engineering experience, with a track record of shipping production systems that real users or businesses depend on. You've operated as a senior contributor on a team and understand what it takes to deliver reliably in a complex domain.
Comfort working across the stack: Full-stack, front-end-leaning or backend-leaning experiences. Our frontend is React and React Native. And our primary backend stack is Ruby on Rails, and Kotlin or Java experience is a strong nice-to-have. If your background is in a different language, we're still interested. At the end of the day what matters is depth, judgment, and a genuine willingness to ramp up on our stack.
An AI-first development workflow that doesn't compromise on rigour. You've moved beyond using AI as autocomplete and into genuinely agentic workflows across the full development lifecycle: building, testing, reviewing, and reasoning about security in the software you ship. You're fluent with these tools and are constantly finding new ways to push their limits, while also bringing the engineering judgment to know when the model is wrong, where the risks are, and what level of verification a change actually needs before it touches production. You're excited to help establish what excellent AI-assisted engineering looks like on our team.
A maker-owner mindset. You're looking for a place where you can plant a flag, take ownership of a growing area, and shape it over time. You're motivated by the opportunity to grow business banking from where it is today into something significantly larger as opposed to just by shipping the next ticket.
Excitement for complex, high-impact problems. You're energized by the messiness of regulated financial products. The rules, the edge cases, the reconciliation, and the reliability requirements that come with moving real money for real businesses. You see complexity as a problem worth solving well, not a reason to look elsewhere.
Technical leadership and mentorship instincts. You raise the bar through your code, your reviews, your design documents, and the way you support your teammates. You enjoy growing other engineers and have experience doing it.
A bias toward driving improvement. You notice when something isn't working, a process, a system, a piece of infrastructure and you do something about it. You’re able to collaborate effectively with both technical and non-technical stakeholders and work with teammates to prioritize and ship those improvements alongside product work.
Strong cross-functional collaboration. You communicate clearly with product, design, compliance, operations, and partner engineering teams. You build trust, navigate trade-offs constructively, and know how to drive alignment in a regulated environment where the right answer often involves multiple stakeholders.
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nTALENT POOL DISCLAIMER: WE REVIEW APPLICATIONS ON AN ONGOING BASIS AND REACH OUT PROACTIVELY WHEN YOUR EXPERIENCE LINES UP WITH A CURRENT OR UPCOMING OPPORTUNITY. APPLYING HERE WON’T TIE YOU TO A SINGLE ROLE OR GUARANTEE AN IMMEDIATE INTERVIEW; INSTEAD, IT PUTS YOUR PROFILE IN FRONT OF OUR TEAM AND KEEPS YOU IN OUR TALENT NETWORK FOR FUTURE PRODUCT ENGINEERING OPENINGS. WE AIM TO PROVIDE FEEDBACK TO EVERYONE, BUT DEPENDING ON DEMAND AND REVIEW TIMELINES, RESPONSES MAY BE DELAYED.\n\n\n\n\nABOUT PRODUCT ENGINEERING AT WEALTHSIMPLE:\n\nProduct Engineering at Wealthsimple drives the development of our core offerings across Investing, Banking, Growth, and AI Products. The team builds intuitive, high-impact features that help millions of clients achieve their financial goals, working closely with Product and Design to bring user-centric ideas to life. As part of Wealthsimple’s broader engineering organization, Product Engineering operates in high-autonomy teams with an agile, high-iteration approach, rigorous automated testing, and frequent deployments to ship fast while maintaining quality.\n\n\n\n\nIN THESE ROLES YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Take ownership of a domain and grow it. Our product is in a stage where the right senior engineer can have an outsized influence on what we build, how we build it, and where we go next. You'll own meaningful slices of the product end-to-end, partnering with product and design to ship features that real customers depend on.\n\n - Work across the full stack on high-impact features. Our team owns feature development from frontend to backend. You'll build Ruby services that handle core business logic and integrations, while also shipping React and React Native experiences that customers interact with daily. Whether you lean frontend or backend, you'll be expected to contribute meaningfully across the stack.\n\n - Solve complex, high-stakes problems. Your work will involve regulatory and compliance requirements, complex data structures, varied workflows, and different risk profiles depending on the use case. You'll design systems that handle this complexity reliably while keeping the client experience simple.\n\n - Act as a technical leader within the domain. Influence architecture decisions, raise the bar on code quality and operational excellence, mentor teammates, and help define the technical strategy for the domain. As the team grows, you'll be one of the people others look to for context, judgment, and direction.\n\n - Leverage AI-centric workflows to ship faster and safer. We invest heavily in AI tooling for engineers, and we expect senior developers to push the frontier of how we use these tools to deliver production-grade software. You'll experiment with new workflows, share what works, and help establish patterns that the rest of the team can build on.\n\n - Drive process and engineering excellence. Senior engineers on our team don't just ship features, they identify what's slowing the team down and fix it. You'll help evolve how we plan, build, review, deploy, and operate, partnering with your engineering manager to make the team measurably better over time.\n\n - Collaborate across the broader organization. Our domain sits at the intersection of several critical systems and teams. You'll work closely with engineering, product, and other cross-functional teams to deliver a best-in-class experience for our customers.\n\n\n\n\nWHAT YOU'LL BRING:\n\n - 5+ years of professional software engineering experience, with a track record of shipping production systems that real users or businesses depend on. You've operated as a senior contributor on a team and understand what it takes to deliver reliably in a complex domain.\n\n - Comfort working across the stack: Full-stack, front-end-leaning or backend-leaning experiences. Our frontend is React and React Native. And our primary backend stack is Ruby on Rails, and Kotlin or Java experience is a strong nice-to-have. If your background is in a different language, we're still interested. At the end of the day what matters is depth, judgment, and a genuine willingness to ramp up on our stack. \n\n - An AI-first development workflow that doesn't compromise on rigour. You've moved beyond using AI as autocomplete and into genuinely agentic workflows across the full development lifecycle: building, testing, reviewing, and reasoning about security in the software you ship. You're fluent with these tools and are constantly finding new ways to push their limits, while also bringing the engineering judgment to know when the model is wrong, where the risks are, and what level of verification a change actually needs before it touches production. You're excited to help establish what excellent AI-assisted engineering looks like on our team.\n\n - A maker-owner mindset. You're looking for a place where you can plant a flag, take ownership of a growing area, and shape it over time. You're motivated by the opportunity to grow business banking from where it is today into something significantly larger as opposed to just by shipping the next ticket.\n\n - Excitement for complex, high-impact problems. You're energized by the messiness of regulated financial products. The rules, the edge cases, the reconciliation, and the reliability requirements that come with moving real money for real businesses. You see complexity as a problem worth solving well, not a reason to look elsewhere.\n\n - Technical leadership and mentorship instincts. You raise the bar through your code, your reviews, your design documents, and the way you support your teammates. You enjoy growing other engineers and have experience doing it.\n\n - A bias toward driving improvement. You notice when something isn't working, a process, a system, a piece of infrastructure and you do something about it. You’re able to collaborate effectively with both technical and non-technical stakeholders and work with teammates to prioritize and ship those improvements alongside product work.\n\n - Strong cross-functional collaboration. You communicate clearly with product, design, compliance, operations, and partner engineering teams. You build trust, navigate trade-offs constructively, and know how to drive alignment in a regulated environment where the right answer often involves multiple stakeholders.\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"eaad1bd7-75c4-4e73-a1cf-155b38d02f46","title":"Senior Manager, Software Development - Clients & Accounts","department":"Data & Engineering","team":"Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[{"location":"Remote (US)","address":{"postalAddress":{"addressRegion":"New York","addressCountry":"United States","addressLocality":"New York City"}}}],"publishedAt":"2026-09-04T18:41:32.582+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/eaad1bd7-75c4-4e73-a1cf-155b38d02f46","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/eaad1bd7-75c4-4e73-a1cf-155b38d02f46/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
Clients & Accounts Platform (CAP) owns the core client and account models at the heart of our product — the foundation every other team builds on top of. We build the uncompromising, simple, fully digital in-app onboarding experience Wealthsimple is known for, guiding clients from sign-up through funded accounts in minutes, not days, and almost always with no human intervention. On the backend, our platform defines and enforces the compliance and product requirements every team relies on; on the frontend, we orchestrate the onboarding modules — KYC, identity verification, agreement signing, and more — that show up across nearly every Wealthsimple product.
We're a full-stack team, and we're both platform-facing (other engineering teams are our customers) and product-facing (clients are). Our services are critical tier — when they go down, most of Wealthsimple stops working — so we hold ourselves to five nines of uptime while still shipping and iterating at tech-company speed. It's demanding work, and one of the highest-impact places to build at Wealthsimple.
We’re looking for a Senior Manager to lead Accounts Engineering, one of the teams inside CAP. Accounts Engineering builds new account types (Business Accounts, RESPs, and more), defines the core account configurations that unlock new product features, and evolves the account domain model that the rest of the company builds against. You'll manage a team of roughly 8 full-stack developers.
This team moves fast. There is always more demand than capacity — no shortage of ideas, product asks, or backlog. Your job is to turn that pressure into a high-velocity, high-quality team that ships work the company can rely on for years.
Build and lead a high-velocity, high-quality full-stack engineering team, including hiring, coaching, performance managing, and promoting senior ICs
Orchestrate and drive alignment on the team's architectural north star, and make sure every project ladders up to it
Partner with Product and Data Science to define the team's roadmap and resource projects — and make the hard prioritization calls when the list of things we want to do is (as always) larger than what we can actually do
Review, critique, and contribute to project technical planning — and stay close enough to the work to drive projects through to launch without surprises
Own your team's operational excellence: reliability, on-call health, SLAs, and the day-to-day quality of what we ship
Keep the team on the leading edge of AI-assisted engineering — across planning, code review, incident response, and anywhere else it can compound — and keep pushing that edge, treating \"how much faster AI can make us\" as a question we never stop asking
4+ years managing high-performance software development teams through multiple successful product launches, including coaching and growing senior and staff ICs
Strong full-stack technical background — system design chops are essential, and front-end depth is a real plus. You lead from the front technically: you can sit in a design review and push back with substance, and you can spot what's missing in a project plan before the team does
A \"ship it\" mentality: you set a high bar for pace, iteration, and quality, and you build a team culture around it — including having the hard conversations when someone isn't meeting the bar
A track record of building teams from the ground up — hiring, performance managing, and promoting
Comfort operating under real pressure: you treat \"we don't have enough capacity\" as a strategy problem, not a complaint, and you make strong, opinionated calls when there's more to do than time to do it
Metrics-oriented: you don't speculate, you prove. You expect the same of the engineers you lead
An AI-first mindset — you use AI as a core part of how you and your team work, not as a side experiment
A strong communicator who makes their team's work visible across the organization and manages upward and across effectively — negotiating priorities with peer managers, setting expectations with stakeholders, and making sure leadership understands the trade-offs behind the roadmap
Experience in the fintech or banking industry
Experience managing both platform teams (where other engineering teams are your customers) and product teams (where clients are)
Hands-on experience with Rails, Kotlin, and/or React
Deep experience across both backend and frontend development
Comfortable writing your own SQL to answer your own questions about the business
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nABOUT THE TEAM\n\nClients & Accounts Platform (CAP) owns the core client and account models at the heart of our product — the foundation every other team builds on top of. We build the uncompromising, simple, fully digital in-app onboarding experience Wealthsimple is known for, guiding clients from sign-up through funded accounts in minutes, not days, and almost always with no human intervention. On the backend, our platform defines and enforces the compliance and product requirements every team relies on; on the frontend, we orchestrate the onboarding modules — KYC, identity verification, agreement signing, and more — that show up across nearly every Wealthsimple product.\n\n\n\nWe're a full-stack team, and we're both platform-facing (other engineering teams are our customers) and product-facing (clients are). Our services are critical tier — when they go down, most of Wealthsimple stops working — so we hold ourselves to five nines of uptime while still shipping and iterating at tech-company speed. It's demanding work, and one of the highest-impact places to build at Wealthsimple.\n\n\n\n\nABOUT THE ROLE\n\nWe’re looking for a Senior Manager to lead Accounts Engineering, one of the teams inside CAP. Accounts Engineering builds new account types (Business Accounts, RESPs, and more), defines the core account configurations that unlock new product features, and evolves the account domain model that the rest of the company builds against. You'll manage a team of roughly 8 full-stack developers.\n\n\n\nThis team moves fast. There is always more demand than capacity — no shortage of ideas, product asks, or backlog. Your job is to turn that pressure into a high-velocity, high-quality team that ships work the company can rely on for years.\n\n\n\n\nIN THIS ROLE YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Build and lead a high-velocity, high-quality full-stack engineering team, including hiring, coaching, performance managing, and promoting senior ICs\n\n - Orchestrate and drive alignment on the team's architectural north star, and make sure every project ladders up to it\n\n - Partner with Product and Data Science to define the team's roadmap and resource projects — and make the hard prioritization calls when the list of things we want to do is (as always) larger than what we can actually do\n\n - Review, critique, and contribute to project technical planning — and stay close enough to the work to drive projects through to launch without surprises\n\n - Own your team's operational excellence: reliability, on-call health, SLAs, and the day-to-day quality of what we ship\n\n - Keep the team on the leading edge of AI-assisted engineering — across planning, code review, incident response, and anywhere else it can compound — and keep pushing that edge, treating \"how much faster AI can make us\" as a question we never stop asking\n\n\n\n\nWHAT WE'RE LOOKING FOR:\n\n - 4+ years managing high-performance software development teams through multiple successful product launches, including coaching and growing senior and staff ICs\n\n - Strong full-stack technical background — system design chops are essential, and front-end depth is a real plus. You lead from the front technically: you can sit in a design review and push back with substance, and you can spot what's missing in a project plan before the team does\n\n - A \"ship it\" mentality: you set a high bar for pace, iteration, and quality, and you build a team culture around it — including having the hard conversations when someone isn't meeting the bar\n\n - A track record of building teams from the ground up — hiring, performance managing, and promoting\n\n - Comfort operating under real pressure: you treat \"we don't have enough capacity\" as a strategy problem, not a complaint, and you make strong, opinionated calls when there's more to do than time to do it\n\n - Metrics-oriented: you don't speculate, you prove. You expect the same of the engineers you lead\n\n - An AI-first mindset — you use AI as a core part of how you and your team work, not as a side experiment\n\n - A strong communicator who makes their team's work visible across the organization and manages upward and across effectively — negotiating priorities with peer managers, setting expectations with stakeholders, and making sure leadership understands the trade-offs behind the roadmap\n\n\n\n\nNICE-TO-HAVE'S:\n\n - Experience in the fintech or banking industry\n\n - Experience managing both platform teams (where other engineering teams are your customers) and product teams (where clients are)\n\n - Hands-on experience with Rails, Kotlin, and/or React\n\n - Deep experience across both backend and frontend development\n\n - Comfortable writing your own SQL to answer your own questions about the business\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"c51f3ae9-5861-44e7-ab04-264a135910a1","title":"Senior Software Developer, LLM Infrastructure","department":"Data & Engineering","team":"Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-08-12T17:26:55.838+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/c51f3ae9-5861-44e7-ab04-264a135910a1","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/c51f3ae9-5861-44e7-ab04-264a135910a1/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
Machine Learning Infrastructure Team
The Machine Learning Infrastructure team builds the core foundation powering AI and GenAI initiatives across Wealthsimple. As our AI footprint expands, our priority is building scalable, cost-effective infrastructure that enables high-performance inference using open-source models alongside vendor solutions. Our responsibilities are to:
Build and maintain infrastructure to host and serve open-source LLMs reliably on cloud/GPU systems.
Implement intelligent model-routing frameworks to optimize performance, cost, and latency.
Develop evaluation and benchmarking tooling (Evals) to test, validate, and compare model performance across use cases.
Set the technical direction for operating scalable LLM infrastructure company-wide.
The Role
As a Senior Software Engineer on the ML Infrastructure team, you will design and implement the core backend and infrastructure powering our AI systems. You will work closely with data scientists, platform engineers, and engineering leaders to scale our GenAI footprint efficiently and securely.
In this role, you will have the opportunity to:
Build model-routing architecture (e.g., LiteLLM integration) to dynamically direct requests across internal and external models.
Provision and manage high-performance GPU infrastructure for serving open-source LLMs.
Build evaluation frameworks (Evals) that enable engineers and data scientists to benchmark model quality against production requirements.
Drive key cost-optimization and infrastructure efficiency initiatives without sacrificing system accuracy or reliability.
We are looking for people who have:
6+ years of software engineering experience building production-ready distributed systems or data platform infrastructure.
Strong proficiency in Python and infrastructure tooling like Kubernetes and Terraform.
Proven experience designing and operating highly performant, observable backend systems.
Practical experience or deep familiarity with the modern AI ecosystem (e.g., serving open-source models, vLLM, Ray, model routing, or evaluation frameworks).
Track record of owning technical projects end-to-end with high autonomy.
Our stack includes:
Container & Infra: Kubernetes, Terraform, AWS GPU infrastructure
Languages & APIs: Python, FastAPI
LLM Tooling & Serving: LiteLLM, vLLM, Ray, Bedrock
Data & Streaming: Kafka, Postgres, Redshift, Snowflake
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\nMachine Learning Infrastructure Team\n\nThe Machine Learning Infrastructure team builds the core foundation powering AI and GenAI initiatives across Wealthsimple. As our AI footprint expands, our priority is building scalable, cost-effective infrastructure that enables high-performance inference using open-source models alongside vendor solutions. Our responsibilities are to:\n\n - Build and maintain infrastructure to host and serve open-source LLMs reliably on cloud/GPU systems.\n\n - Implement intelligent model-routing frameworks to optimize performance, cost, and latency.\n\n - Develop evaluation and benchmarking tooling (Evals) to test, validate, and compare model performance across use cases.\n\n - Set the technical direction for operating scalable LLM infrastructure company-wide.\n\nThe Role\n\nAs a Senior Software Engineer on the ML Infrastructure team, you will design and implement the core backend and infrastructure powering our AI systems. You will work closely with data scientists, platform engineers, and engineering leaders to scale our GenAI footprint efficiently and securely.\n\nIn this role, you will have the opportunity to:\n\n - Build model-routing architecture (e.g., LiteLLM integration) to dynamically direct requests across internal and external models.\n\n - Provision and manage high-performance GPU infrastructure for serving open-source LLMs.\n\n - Build evaluation frameworks (Evals) that enable engineers and data scientists to benchmark model quality against production requirements.\n\n - Drive key cost-optimization and infrastructure efficiency initiatives without sacrificing system accuracy or reliability.\n\nWe are looking for people who have:\n\n - 6+ years of software engineering experience building production-ready distributed systems or data platform infrastructure.\n\n - Strong proficiency in Python and infrastructure tooling like Kubernetes and Terraform.\n\n - Proven experience designing and operating highly performant, observable backend systems.\n\n - Practical experience or deep familiarity with the modern AI ecosystem (e.g., serving open-source models, vLLM, Ray, model routing, or evaluation frameworks).\n\n - Track record of owning technical projects end-to-end with high autonomy.\n\nOur stack includes:\n\n - Container & Infra: Kubernetes, Terraform, AWS GPU infrastructure\n\n - Languages & APIs: Python, FastAPI\n\n - LLM Tooling & Serving: LiteLLM, vLLM, Ray, Bedrock\n\n - Data & Streaming: Kafka, Postgres, Redshift, Snowflake\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"b0271319-e7bc-4a4e-94ea-a6cffb23d6f2","title":"Manager Software Development, Observability Platform","department":"Data & Engineering","team":"Data & Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-07-23T19:33:28.763+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/b0271319-e7bc-4a4e-94ea-a6cffb23d6f2","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/b0271319-e7bc-4a4e-94ea-a6cffb23d6f2/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 Observability Platform team exists to make production legible to every engineer and AI agent at Wealthsimple, on their first day and every day after. Every request, job, and user action produces a signal, and our job is to turn that signal into a fast, high-cardinality data asset that anyone can question. A business stakeholder investigating a drop in conversions, a service owner tracing a slow endpoint, an engineer validating a release, and an AI agent confirming its own change should all reach for the same data and get an answer in seconds.
We treat the platform as a product, and the engineers, service owners, and business stakeholders who depend on it as our partners. Our mission is to build the wide-event data model, the query foundation, and the golden paths that connect people to production data. We instrument on open standards such as OpenTelemetry so switching costs are a configuration change rather than a rewrite, and we optimize for the questions people did not anticipate rather than for pre-built dashboards.
As the founding Software Development Manager for this team, you will hire and lead the engineers who build this foundation, and set the technical vision that shapes how Wealthsimple understands its systems for years to come.
Build the wide-event data model at the heart of the platform. Lead an events-first foundation on open standards such as OpenTelemetry, including the schema, SDKs, libraries, and instrumentation defaults that make rich, consistent, high-cardinality telemetry the path of least resistance for every team.
Build the query foundation that connects people to production data, and make it legible to AI agents. Design the columnar or streaming backends, the tagging and context-propagation standards, and the access patterns, including protocols such as MCP, that let a business stakeholder, a service owner, an engineer, or an AI agent ask an unanticipated question and get a fast answer.
Connect production data to business impact. Tie telemetry to client experience and business outcomes through SLOs and user flows, so teams see a problem in the numbers that matter before clients feel it. This is detection framed as a data question, not a wall of machine-state alerts.
Define what observability means at Wealthsimple, set a multi-year roadmap, and align engineering and leadership behind it.
Own the tool and vendor strategy across the observability stack, including how we get the most from Datadog while reducing lock-in and managing cost.
Prove value on pilots. Start with one or two teams to validate the approach before scaling it across the organization.
Hire and lead the team, and own career development, performance management, coaching, and a culture of technical excellence.
Stay hands-on, and move fast with AI coding tools such as Claude Code fluently to prototype, unblock the team, and raise its bar for building with AI.
7+ years in software engineering, with a software development background. You build platforms as software, with the testing, design, and engineering rigor that implies.
Direct, hands-on experience treating telemetry as a data problem. You have designed wide structured events, managed high cardinality, and worked with columnar or streaming backends, sampling, tagging, and context propagation. This is the core of the role.
Direct experience building an observability, telemetry, or production-data platform before, so you are not learning the problem space on the job. You do not need to have built a commercial product such as Datadog or Honeycomb, but you have built the equivalent inside an engineering organization.
A track record of building SDKs and shared platforms in a platform, data, or foundations team. You have shipped the libraries, paved roads, and defaults that other engineers build on, and you treat those engineers as partners.
Fluency with OpenTelemetry or an equivalent, and with SLI and SLO design that ties signals to client experience and business outcomes.
3+ years of engineering management experience, developing engineers and delivering complex initiatives through both growth and change.
The ability to set a vision, sequence the work, and move engineering and leadership toward it.
Strong people leadership and cross-boundary influence. You grow careers, give clear feedback, build inclusive teams, and build trust with peer managers, senior leadership, service owners, and business stakeholders.
Experience with columnar stores such as ClickHouse, streaming systems such as Kafka, or query engines built for high-cardinality analytics.
Experience building observability for LLM and agent-based workloads.
Familiarity with self-serve data access, semantic layers, or data cataloging that helps non-experts find and query the right signal.
Experience in a regulated or fintech environment.
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nABOUT THE OBSERVABILITY PLATFORM TEAM\n\nThe Observability Platform team exists to make production legible to every engineer and AI agent at Wealthsimple, on their first day and every day after. Every request, job, and user action produces a signal, and our job is to turn that signal into a fast, high-cardinality data asset that anyone can question. A business stakeholder investigating a drop in conversions, a service owner tracing a slow endpoint, an engineer validating a release, and an AI agent confirming its own change should all reach for the same data and get an answer in seconds.\n\nWe treat the platform as a product, and the engineers, service owners, and business stakeholders who depend on it as our partners. Our mission is to build the wide-event data model, the query foundation, and the golden paths that connect people to production data. We instrument on open standards such as OpenTelemetry so switching costs are a configuration change rather than a rewrite, and we optimize for the questions people did not anticipate rather than for pre-built dashboards.\n\nAs the founding Software Development Manager for this team, you will hire and lead the engineers who build this foundation, and set the technical vision that shapes how Wealthsimple understands its systems for years to come.\n\n\nIN THIS ROLE YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Build the wide-event data model at the heart of the platform. Lead an events-first foundation on open standards such as OpenTelemetry, including the schema, SDKs, libraries, and instrumentation defaults that make rich, consistent, high-cardinality telemetry the path of least resistance for every team.\n\n - Build the query foundation that connects people to production data, and make it legible to AI agents. Design the columnar or streaming backends, the tagging and context-propagation standards, and the access patterns, including protocols such as MCP, that let a business stakeholder, a service owner, an engineer, or an AI agent ask an unanticipated question and get a fast answer.\n\n - Connect production data to business impact. Tie telemetry to client experience and business outcomes through SLOs and user flows, so teams see a problem in the numbers that matter before clients feel it. This is detection framed as a data question, not a wall of machine-state alerts.\n\n - Define what observability means at Wealthsimple, set a multi-year roadmap, and align engineering and leadership behind it.\n\n - Own the tool and vendor strategy across the observability stack, including how we get the most from Datadog while reducing lock-in and managing cost.\n\n - Prove value on pilots. Start with one or two teams to validate the approach before scaling it across the organization.\n\n - Hire and lead the team, and own career development, performance management, coaching, and a culture of technical excellence.\n\n - Stay hands-on, and move fast with AI coding tools such as Claude Code fluently to prototype, unblock the team, and raise its bar for building with AI.\n\n\nWHAT YOU'LL BRING:\n\n - 7+ years in software engineering, with a software development background. You build platforms as software, with the testing, design, and engineering rigor that implies.\n\n - Direct, hands-on experience treating telemetry as a data problem. You have designed wide structured events, managed high cardinality, and worked with columnar or streaming backends, sampling, tagging, and context propagation. This is the core of the role.\n\n - Direct experience building an observability, telemetry, or production-data platform before, so you are not learning the problem space on the job. You do not need to have built a commercial product such as Datadog or Honeycomb, but you have built the equivalent inside an engineering organization.\n\n - A track record of building SDKs and shared platforms in a platform, data, or foundations team. You have shipped the libraries, paved roads, and defaults that other engineers build on, and you treat those engineers as partners.\n\n - Fluency with OpenTelemetry or an equivalent, and with SLI and SLO design that ties signals to client experience and business outcomes.\n\n - 3+ years of engineering management experience, developing engineers and delivering complex initiatives through both growth and change.\n\n - The ability to set a vision, sequence the work, and move engineering and leadership toward it.\n\n - Strong people leadership and cross-boundary influence. You grow careers, give clear feedback, build inclusive teams, and build trust with peer managers, senior leadership, service owners, and business stakeholders.\n\n\nNICE TO HAVE:\n\n - Experience with columnar stores such as ClickHouse, streaming systems such as Kafka, or query engines built for high-cardinality analytics.\n\n - Experience building observability for LLM and agent-based workloads.\n\n - Familiarity with self-serve data access, semantic layers, or data cataloging that helps non-experts find and query the right signal.\n\n - Experience in a regulated or fintech environment.\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"386772a5-f900-43f0-815b-4ab8b04ff708","title":"Staff Software Engineer, Observability Platform","department":"Data & Engineering","team":"Data & Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-07-23T19:36:25.660+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/386772a5-f900-43f0-815b-4ab8b04ff708","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/386772a5-f900-43f0-815b-4ab8b04ff708/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 Observability Platform team exists to make production legible to every engineer and AI agent at Wealthsimple, on their first day and every day after. Every request, job, and user action produces a signal, and our job is to turn that signal into a fast, high-cardinality data asset that anyone can question. A business stakeholder investigating a drop in conversions, a service owner tracing a slow endpoint, an engineer validating a release, and an AI agent confirming its own change should all reach for the same data and get an answer in seconds.
We treat the platform as a product, and the engineers, service owners, and business stakeholders who depend on it as our partners. Our mission is to build the wide-event data model, the query foundation, and the golden paths that connect people to production data. We instrument on open standards such as OpenTelemetry so switching costs are a configuration change rather than a rewrite, and we optimize for the questions people did not anticipate rather than for pre-built dashboards.
As the Staff Software Engineer on this team, you are the deepest technical builder and the person who sets the technical bar. You design the foundations, write the code that matters most, and raise the engineering quality of everyone around you.
Design and build the events-first foundation. Own the architecture of the wide-event data model and the high-throughput ingest, storage, and query pipelines behind it, including the high-cardinality and columnar or streaming systems that make arbitrary questions answerable in production, whether they come from a business stakeholder, a service owner, an engineer, or an AI agent.
Build the SDKs and golden paths. Design and ship the instrumentation libraries, shared SDKs, and defaults that make rich, consistent telemetry the path of least resistance for every engineering team, and drive their adoption.
Set the technical standards. Define the instrumentation conventions, naming, tagging, sampling, and context-propagation practices on open standards such as OpenTelemetry, and codify them so humans and AI agents share one language.
Make production legible to AI agents. Build the fast query foundation and access patterns, including protocols such as MCP, that let AI agents investigate incidents, verify their own changes, and operate in tight feedback loops alongside engineers.
Move fast with AI tooling. Use AI coding tools such as Claude Code and modern LLMs fluently to prototype, build, and navigate large systems, and help the team raise its own bar for building with AI.
Work confidently in ambiguity. Jump into unfamiliar codebases and make significant, well-reasoned changes with high impact.
Prove value through experiments. Pilot new approaches with one or two teams, measure the results, and scale what works rather than committing everything up front.
Raise the bar for others. Mentor senior engineers, review complex designs, and lead cross-team technical initiatives through influence rather than authority.
Significant software engineering experience, typically 8+ years, with a software development background. You build platforms and tools as software, with the design, testing, and engineering rigor that implies.
A hands-on, current coder in more than one language such as Kotlin and Ruby. You are comfortable across multiple stacks, and you still spend meaningful time writing and shipping production code.
Direct experience building an observability, telemetry, or production-data platform and its SDKs before. You have shipped the instrumentation libraries, pipelines, and shared platforms that other engineers build on, and you carry the deep technical expertise this team is founded on.
Depth in event-based and high-cardinality systems. You understand wide structured events, columnar or streaming backends, cardinality, sampling, tagging, and context propagation, and the tradeoffs of ingesting and querying telemetry at scale. This is the core of the role.
Fluency with open standards and instrumentation. Hands-on experience with OpenTelemetry or an equivalent, and with SLI and SLO design that ties signals to client experience and business outcomes, is core to how you work.
Comfort making significant changes in ambiguous codebases. You can enter a system you did not build, form an accurate model of it quickly, and change it safely and substantially.
Proficiency with AI coding tools and LLMs. You use tools such as Claude Code fluently in your daily workflow, you have a clear point of view on where they help and where they do not, and you keep quality high while moving faster.
Strong communication and influence. You work closely with other engineering teams, service owners, and business stakeholders, explain complex tradeoffs clearly to technical and non-technical audiences, and improve the systems and the people around you.
Experience with columnar stores such as ClickHouse, streaming systems such as Kafka, or query engines built for high-cardinality analytics.
Experience building observability for LLM and agent-based workloads.
Familiarity with self-serve data access, semantic layers, or data cataloging that helps non-experts find and query the right signal.
Experience in a regulated or fintech environment.
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nABOUT THE OBSERVABILITY PLATFORM TEAM\n\nThe Observability Platform team exists to make production legible to every engineer and AI agent at Wealthsimple, on their first day and every day after. Every request, job, and user action produces a signal, and our job is to turn that signal into a fast, high-cardinality data asset that anyone can question. A business stakeholder investigating a drop in conversions, a service owner tracing a slow endpoint, an engineer validating a release, and an AI agent confirming its own change should all reach for the same data and get an answer in seconds.\n\nWe treat the platform as a product, and the engineers, service owners, and business stakeholders who depend on it as our partners. Our mission is to build the wide-event data model, the query foundation, and the golden paths that connect people to production data. We instrument on open standards such as OpenTelemetry so switching costs are a configuration change rather than a rewrite, and we optimize for the questions people did not anticipate rather than for pre-built dashboards.\n\nAs the Staff Software Engineer on this team, you are the deepest technical builder and the person who sets the technical bar. You design the foundations, write the code that matters most, and raise the engineering quality of everyone around you.\n\n\nIN THIS ROLE YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Design and build the events-first foundation. Own the architecture of the wide-event data model and the high-throughput ingest, storage, and query pipelines behind it, including the high-cardinality and columnar or streaming systems that make arbitrary questions answerable in production, whether they come from a business stakeholder, a service owner, an engineer, or an AI agent.\n\n - Build the SDKs and golden paths. Design and ship the instrumentation libraries, shared SDKs, and defaults that make rich, consistent telemetry the path of least resistance for every engineering team, and drive their adoption.\n\n - Set the technical standards. Define the instrumentation conventions, naming, tagging, sampling, and context-propagation practices on open standards such as OpenTelemetry, and codify them so humans and AI agents share one language.\n\n - Make production legible to AI agents. Build the fast query foundation and access patterns, including protocols such as MCP, that let AI agents investigate incidents, verify their own changes, and operate in tight feedback loops alongside engineers.\n\n - Move fast with AI tooling. Use AI coding tools such as Claude Code and modern LLMs fluently to prototype, build, and navigate large systems, and help the team raise its own bar for building with AI.\n\n - Work confidently in ambiguity. Jump into unfamiliar codebases and make significant, well-reasoned changes with high impact.\n\n - Prove value through experiments. Pilot new approaches with one or two teams, measure the results, and scale what works rather than committing everything up front.\n\n - Raise the bar for others. Mentor senior engineers, review complex designs, and lead cross-team technical initiatives through influence rather than authority.\n\n\nWHAT YOU'LL BRING:\n\n - Significant software engineering experience, typically 8+ years, with a software development background. You build platforms and tools as software, with the design, testing, and engineering rigor that implies.\n\n - A hands-on, current coder in more than one language such as Kotlin and Ruby. You are comfortable across multiple stacks, and you still spend meaningful time writing and shipping production code.\n\n - Direct experience building an observability, telemetry, or production-data platform and its SDKs before. You have shipped the instrumentation libraries, pipelines, and shared platforms that other engineers build on, and you carry the deep technical expertise this team is founded on.\n\n - Depth in event-based and high-cardinality systems. You understand wide structured events, columnar or streaming backends, cardinality, sampling, tagging, and context propagation, and the tradeoffs of ingesting and querying telemetry at scale. This is the core of the role.\n\n - Fluency with open standards and instrumentation. Hands-on experience with OpenTelemetry or an equivalent, and with SLI and SLO design that ties signals to client experience and business outcomes, is core to how you work.\n\n - Comfort making significant changes in ambiguous codebases. You can enter a system you did not build, form an accurate model of it quickly, and change it safely and substantially.\n\n - Proficiency with AI coding tools and LLMs. You use tools such as Claude Code fluently in your daily workflow, you have a clear point of view on where they help and where they do not, and you keep quality high while moving faster.\n\n - Strong communication and influence. You work closely with other engineering teams, service owners, and business stakeholders, explain complex tradeoffs clearly to technical and non-technical audiences, and improve the systems and the people around you.\n\n\nNICE TO HAVE:\n\n - Experience with columnar stores such as ClickHouse, streaming systems such as Kafka, or query engines built for high-cardinality analytics.\n\n - Experience building observability for LLM and agent-based workloads.\n\n - Familiarity with self-serve data access, semantic layers, or data cataloging that helps non-experts find and query the right signal.\n\n - Experience in a regulated or fintech environment.\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"1501a2b0-832d-4d6a-920c-8090955beb1c","title":"Lead, People Systems - Payroll, Absence and Time-Tracking","department":"People Operations & Communications","team":"People Operations","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-07-29T19:01:29.015+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/1501a2b0-832d-4d6a-920c-8090955beb1c","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/1501a2b0-832d-4d6a-920c-8090955beb1c/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 People Systems & Operations Team:
The People Systems and Operations team builds and operates the systems, workflows, and automations the business runs on. We manage every stage of the employee lifecycle and own the design and optimization of the processes behind it. We're accountable for the reliability, scale, and integrity of our People systems.
What you bring to the system:
Configure and maintain Payroll: pay components, earnings and deductions, pay groups, period schedules, and payroll-related business processes
Configure and maintain Absence: time-off plans, accrual rules, eligibility criteria, and leave types
Configure and maintain Time Tracking: time entry templates, validations, work calendars, and overtime calculations
Configure and maintain Core HCM foundations: supervisory organizations, staffing models, job profiles and job/compensation structures, custom organizations, and worker data integrity
Support annual and recurring People cycles in Workday, including compensation reviews, open enrollment configuration, and org restructures (mass supervisory org changes and job catalog updates)
Design, build, and maintain business process definitions in both domains, including condition rules, calculated fields, custom validations, routing and approval logic, and notifications
Partner with the Payroll team to troubleshoot configuration-driven payroll issues, including gross-to-net discrepancies, retro calculations, and off-cycle errors — the Payroll team owns processing; you own the configuration behind it
Bring a strong command of the Workday security model: role-based, user-based, and intersection security groups, domain security policies, business process security policies, and integration system users (ISUs), with sound judgment about when to leverage each as you configure and troubleshoot across domains
Support security and data audits in partnership with the broader team, using Workday delivered and custom audit reports to analyze access patterns, remediate exceptions, and uphold segregation of duties
Perform impact analysis before changes ship, including how HCM and security changes ripple into payroll, absence, and time data
What you bring to the business:
Translate business requirements from our internal partners into scalable system design, and document configuration decisions as you go
Build trusted relationships with partner teams, acting as a translator between technical configuration and business needs
Support change management for system updates and new functionality: communicate what's changing and why, prepare documentation and enablement materials, and make sure changes land well with the people who use them
Build and maintain advanced, matrix, and composite reports and dashboards; support mass data changes via EIB
Configure alerts, scheduled reports, and report security so the right data reaches the right people automatically
Triage and resolve day-to-day system issues, getting to root cause rather than patching symptoms
Actively look for where AI and automation can strengthen how People Systems works, from testing, documentation, and requirements drafting to ticket triage and report generation, using Anthropic's own tools as part of your daily workflow
Drive process automation and optimization opportunities with the broader People team and partner functions
Qualifications:
7+ years of experience as a Workday Business Systems Analyst, with demonstrated expertise in system configuration, testing, and implementation
Workday Pro accreditations or Workday partner certifications in HCM, Payroll, Absence, Time Tracking
Exposure to Workday Prism Analytics, Extend, or advanced reporting beyond standard report writer
Experience applying AI tools to HRIS or People operations work, or strong interest in building that muscle
Have deep hands-on working knowledge of Workday Payroll, Absence, and Time Tracking (PATT) configuration and design, business process configuration, and Security
Have hands-on working knowledge of Workday Core HCM
Have worked in a fast-paced, high-growth environment and know how to flex between roles
Possess strong technical skills including understanding of Workday architecture, security models, and integration methodologies
Have experience with full lifecycle Workday implementations and/or significant module expansions
Are intellectually curious, you ask \"why\" before \"how,\" explore root causes rather than symptoms, and stay current on Workday and adjacent HR tech because you want to, not because you have to
Approach problems with creativity, comfortable looking past the standard or obvious solution to find an answer that actually fits the business
Treat HR data security and privacy as a non-negotiable foundation in everything you build and maintain
Excel at building relationships and communicating effectively with technical and non-technical stakeholders at all levels
Are detail-oriented with strong documentation skills and a commitment to process excellence
Have a track record of managing multiple competing priorities, with a bias toward flexibility and impact
Have a collaborative mindset and willingness to pick up slack even if it goes outside your job description
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\nAbout the People Systems & Operations Team:\n\nThe People Systems and Operations team builds and operates the systems, workflows, and automations the business runs on. We manage every stage of the employee lifecycle and own the design and optimization of the processes behind it. We're accountable for the reliability, scale, and integrity of our People systems.\n\nWhat you bring to the system:\n\n - Configure and maintain Payroll: pay components, earnings and deductions, pay groups, period schedules, and payroll-related business processes\n\n - Configure and maintain Absence: time-off plans, accrual rules, eligibility criteria, and leave types\n\n - Configure and maintain Time Tracking: time entry templates, validations, work calendars, and overtime calculations\n\n - Configure and maintain Core HCM foundations: supervisory organizations, staffing models, job profiles and job/compensation structures, custom organizations, and worker data integrity\n\n - Support annual and recurring People cycles in Workday, including compensation reviews, open enrollment configuration, and org restructures (mass supervisory org changes and job catalog updates)\n\n - Design, build, and maintain business process definitions in both domains, including condition rules, calculated fields, custom validations, routing and approval logic, and notifications\n\n - Partner with the Payroll team to troubleshoot configuration-driven payroll issues, including gross-to-net discrepancies, retro calculations, and off-cycle errors — the Payroll team owns processing; you own the configuration behind it\n\n - Bring a strong command of the Workday security model: role-based, user-based, and intersection security groups, domain security policies, business process security policies, and integration system users (ISUs), with sound judgment about when to leverage each as you configure and troubleshoot across domains\n\n - Support security and data audits in partnership with the broader team, using Workday delivered and custom audit reports to analyze access patterns, remediate exceptions, and uphold segregation of duties\n\n - Perform impact analysis before changes ship, including how HCM and security changes ripple into payroll, absence, and time data\n\n\n\nWhat you bring to the business:\n\n - Translate business requirements from our internal partners into scalable system design, and document configuration decisions as you go\n\n - Build trusted relationships with partner teams, acting as a translator between technical configuration and business needs\n\n - Support change management for system updates and new functionality: communicate what's changing and why, prepare documentation and enablement materials, and make sure changes land well with the people who use them\n\n - Build and maintain advanced, matrix, and composite reports and dashboards; support mass data changes via EIB\n\n - Configure alerts, scheduled reports, and report security so the right data reaches the right people automatically\n\n - Triage and resolve day-to-day system issues, getting to root cause rather than patching symptoms\n\n - Actively look for where AI and automation can strengthen how People Systems works, from testing, documentation, and requirements drafting to ticket triage and report generation, using Anthropic's own tools as part of your daily workflow\n\n - Drive process automation and optimization opportunities with the broader People team and partner functions\n\n\n\nQualifications:\n\n - 7+ years of experience as a Workday Business Systems Analyst, with demonstrated expertise in system configuration, testing, and implementation\n\n - Workday Pro accreditations or Workday partner certifications in HCM, Payroll, Absence, Time Tracking\n\n - Exposure to Workday Prism Analytics, Extend, or advanced reporting beyond standard report writer\n\n - Experience applying AI tools to HRIS or People operations work, or strong interest in building that muscle\n\n - Have deep hands-on working knowledge of Workday Payroll, Absence, and Time Tracking (PATT) configuration and design, business process configuration, and Security\n\n - Have hands-on working knowledge of Workday Core HCM\n\n - Have worked in a fast-paced, high-growth environment and know how to flex between roles\n\n - Possess strong technical skills including understanding of Workday architecture, security models, and integration methodologies\n\n - Have experience with full lifecycle Workday implementations and/or significant module expansions\n\n - Are intellectually curious, you ask \"why\" before \"how,\" explore root causes rather than symptoms, and stay current on Workday and adjacent HR tech because you want to, not because you have to\n\n - Approach problems with creativity, comfortable looking past the standard or obvious solution to find an answer that actually fits the business\n\n - Treat HR data security and privacy as a non-negotiable foundation in everything you build and maintain\n\n - Excel at building relationships and communicating effectively with technical and non-technical stakeholders at all levels\n\n - Are detail-oriented with strong documentation skills and a commitment to process excellence\n\n - Have a track record of managing multiple competing priorities, with a bias toward flexibility and impact\n\n - Have a collaborative mindset and willingness to pick up slack even if it goes outside your job description\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"062a74c6-65e3-4210-bfb3-e0f1af9fe732","title":"Senior Software Developer - Cards","department":"Data & Engineering","team":"Engineering","employmentType":"FullTime","location":"Toronto Headquarters","secondaryLocations":[],"publishedAt":"2026-08-11T18:46:51.280+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"Ontario","addressCountry":"Canada","addressLocality":"Toronto"}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/062a74c6-65e3-4210-bfb3-e0f1af9fe732","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/062a74c6-65e3-4210-bfb3-e0f1af9fe732/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 a Senior Software Developer on the Cards team, you'll own meaningful slices of the card stack end to end — from card issuance and authorization through transaction processing, disputes, rewards, and card lifecycle management. This is not a features-on-top-of-a-BaaS role. We're building card infrastructure in-house, and the person we hire will be able to say they built it.
You'll bring strong technical judgment, a bias toward action, and a deep sense of ownership. You'll work closely with product managers, designers, and engineers to turn complex, high-stakes problems into simple, reliable experiences for millions of Canadians.
Shape and own greenfield work in a space that's still early for Wealthsimple — our card program is still in its early years and there's significant greenfield building ahead; if you've built something from scratch before, that experience will go far here
Own complex, end-to-end projects across the card stack — from technical design through implementation, launch, and iteration
Build and improve the backend systems that power our card products, with a focus on reliability, performance, and correctness
Work on core card infrastructure: card issuance, tokenization, authorization flows, BIN management, transaction processing, card lifecycle management, and dispute infrastructure
Make thoughtful architectural decisions and help the team balance speed, quality, and scale — influence what we build, how we build it, and where we go next
Partner closely with Product and Design to clarify goals, surface trade-offs, and deliver outcomes — not just features
Build with the reliability and observability standards that card journeys demand — a declined tap or a poorly handled dispute is felt immediately by our members
Leverage AI-centric workflows to ship faster and safer — we invest heavily in AI tooling and expect senior engineers to push the frontier of how we use these tools
Raise the technical bar through design reviews, code reviews, documentation, pairing, and mentorship
Help create a team culture where people communicate clearly, learn quickly, and take ownership together
5+ years of professional software engineering experience and a track record of shipping production-grade systems that real users depend on
Experience building and owning backend systems in a payments, card, or financial services environment — ideally with direct exposure to card issuance, authorization, payment rails, or card lifecycle management
Strong backend engineering fundamentals — you understand how money moves, how systems fail, and how to build for correctness at scale
A maker-owner mindset: you're looking for a place to plant a flag, take ownership of a growing domain, and shape it over time — motivated by building the best card program in Canada, not just shipping the next ticket
Comfort with ambiguity and greenfield work — you've built something from 0→1 before and thrive in an environment where not everything is defined yet
An AI-first development workflow that doesn't compromise on rigour — you've moved beyond AI as autocomplete into genuinely agentic workflows, and bring the engineering judgment to know when the model is wrong
Product judgment: you care about the member problem, can simplify complexity, and know when to iterate versus when to invest for the long term
The ability to navigate ambiguity, define a path forward, and bring others along through clear written and verbal communication
Technical leadership and mentorship instincts — you raise the bar through your code, your reviews, your design documents, and the way you support your teammates
A collaborative, low-ego approach to engineering and a willingness to give and receive candid feedback
Experience working directly with card networks or card processors — on either side of the integration
Experience building card infrastructure in-house rather than on top of a BaaS platform
Ruby on Rails or experience in a comparable backend language — Ruby is helpful but not a requirement; depth and willingness to ramp matter more
React and/or React Native experience
Experience in a fast-moving environment where engineers have broad ownership and meaningful influence over product 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nABOUT THE ROLE\n\nAs a Senior Software Developer on the Cards team, you'll own meaningful slices of the card stack end to end — from card issuance and authorization through transaction processing, disputes, rewards, and card lifecycle management. This is not a features-on-top-of-a-BaaS role. We're building card infrastructure in-house, and the person we hire will be able to say they built it.\n\nYou'll bring strong technical judgment, a bias toward action, and a deep sense of ownership. You'll work closely with product managers, designers, and engineers to turn complex, high-stakes problems into simple, reliable experiences for millions of Canadians.\n\n\n\n\nWHAT YOU'LL DO\n\n - Shape and own greenfield work in a space that's still early for Wealthsimple — our card program is still in its early years and there's significant greenfield building ahead; if you've built something from scratch before, that experience will go far here\n\n - Own complex, end-to-end projects across the card stack — from technical design through implementation, launch, and iteration\n\n - Build and improve the backend systems that power our card products, with a focus on reliability, performance, and correctness\n\n - Work on core card infrastructure: card issuance, tokenization, authorization flows, BIN management, transaction processing, card lifecycle management, and dispute infrastructure\n\n - Make thoughtful architectural decisions and help the team balance speed, quality, and scale — influence what we build, how we build it, and where we go next\n\n - Partner closely with Product and Design to clarify goals, surface trade-offs, and deliver outcomes — not just features\n\n - Build with the reliability and observability standards that card journeys demand — a declined tap or a poorly handled dispute is felt immediately by our members\n\n - Leverage AI-centric workflows to ship faster and safer — we invest heavily in AI tooling and expect senior engineers to push the frontier of how we use these tools\n\n - Raise the technical bar through design reviews, code reviews, documentation, pairing, and mentorship\n\n - Help create a team culture where people communicate clearly, learn quickly, and take ownership together\n\n \n \n\n\nWHAT YOU BRING\n\n - 5+ years of professional software engineering experience and a track record of shipping production-grade systems that real users depend on\n\n - Experience building and owning backend systems in a payments, card, or financial services environment — ideally with direct exposure to card issuance, authorization, payment rails, or card lifecycle management\n\n - Strong backend engineering fundamentals — you understand how money moves, how systems fail, and how to build for correctness at scale\n\n - A maker-owner mindset: you're looking for a place to plant a flag, take ownership of a growing domain, and shape it over time — motivated by building the best card program in Canada, not just shipping the next ticket\n\n - Comfort with ambiguity and greenfield work — you've built something from 0→1 before and thrive in an environment where not everything is defined yet\n\n - An AI-first development workflow that doesn't compromise on rigour — you've moved beyond AI as autocomplete into genuinely agentic workflows, and bring the engineering judgment to know when the model is wrong\n\n - Product judgment: you care about the member problem, can simplify complexity, and know when to iterate versus when to invest for the long term\n\n - The ability to navigate ambiguity, define a path forward, and bring others along through clear written and verbal communication\n\n - Technical leadership and mentorship instincts — you raise the bar through your code, your reviews, your design documents, and the way you support your teammates\n\n - A collaborative, low-ego approach to engineering and a willingness to give and receive candid feedback\n\n \n \n\n\nNICE TO HAVE EXPERIENCE\n\n - Experience working directly with card networks or card processors — on either side of the integration\n\n - Experience building card infrastructure in-house rather than on top of a BaaS platform\n\n - Ruby on Rails or experience in a comparable backend language — Ruby is helpful but not a requirement; depth and willingness to ramp matter more\n\n - React and/or React Native experience\n\n - Experience in a fast-moving environment where engineers have broad ownership and meaningful influence over product decisions\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"b12d0ef2-6d33-4d6e-af76-53afb7f1da55","title":"Senior Growth Creative Strategist","department":"Commercial & Marketing","team":"Marketing","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-08-14T20:10:49.090+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/b12d0ef2-6d33-4d6e-af76-53afb7f1da55","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/b12d0ef2-6d33-4d6e-af76-53afb7f1da55/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 Senior Creative Strategist to own the strategy and operating system behind our paid social creative.
This is a performance-first role for someone who can turn customer insights, performance data, platform trends, and strong creative judgment into ads that acquire incremental clients efficiently.
You will own the creative process from research and concept development through briefing, production, launch, reporting, and iteration. You’ll work closely with performance marketing, creative, influencer, and UGC partners to build a high-volume creative testing engine across major campaign launches and evergreen acquisition.
This is a senior individual contributor role. You should be comfortable setting the strategy, building the systems and driving the creative work.
A high-volume creative testing engine that consistently launches new concepts and iterations
Creative campaigns that acquire incremental clients within target iCAC
Clear reporting and documentation that helps shape the ad playbook
High creative standards across paid social, influencer, and UGC
Strong trust and alignment across performance marketing, creative, and other partners
Research and insights
Determine which ads we should make by analyzing customer behaviour, audience needs, competitor creative, cultural signals, platform trends and internal data.
Creative strategy
Develop the concepts, messaging angles, channel strategies, and testing frameworks behind our paid social creative.
Briefing and execution
Own every ad from concept through launch, including briefs, hooks, scripts, copy, visual direction, creator direction, and final creative review.
Performance analysis and optimization
Own the creative reporting and optimization framework, document learnings, identify winners and fatigue, and continuously evolve the testing roadmap to keep campaigns within target iCAC.
Influencer and UGC strategy
Set the creative strategy and direction for influencer and UGC content, partnering with internal team members and creators to produce performance-oriented work.
Creative systems and leadership
Build the processes, standards, documentation, and AI-enabled workflows required to run a fast, effective, and repeatable creative engine.
5+ years of experience in performance creative, creative strategy, paid social, or a related role
A proven track record of building high-volume creative testing engines that consistently produce winning concepts
Deep experience developing performance creative for Meta and TikTok, including UGC, creator, and influencer-led advertising
Strong creative judgment across concepts, hooks, copy, scripts, visual direction, and production
A data-driven approach to creative, with experience building testing frameworks, analyzing performance, and documenting learnings
A highly hands-on working style, with the ability to build scalable systems, integrate AI into workflows, and give clear direction to creative partners
Experience creating high-quality UGC, comfort being on camera
Able to shoot and/or edit content
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nTHE ROLE\n\nWe’re looking for a Senior Creative Strategist to own the strategy and operating system behind our paid social creative.\n\n\n\nThis is a performance-first role for someone who can turn customer insights, performance data, platform trends, and strong creative judgment into ads that acquire incremental clients efficiently.\n\n\n\nYou will own the creative process from research and concept development through briefing, production, launch, reporting, and iteration. You’ll work closely with performance marketing, creative, influencer, and UGC partners to build a high-volume creative testing engine across major campaign launches and evergreen acquisition.\n\n\n\nThis is a senior individual contributor role. You should be comfortable setting the strategy, building the systems and driving the creative work.\n\n\n\n\nWHAT SUCCESS LOOKS LIKE\n\n - A high-volume creative testing engine that consistently launches new concepts and iterations\n\n - Creative campaigns that acquire incremental clients within target iCAC\n\n - Clear reporting and documentation that helps shape the ad playbook\n\n - High creative standards across paid social, influencer, and UGC\n\n - Strong trust and alignment across performance marketing, creative, and other partners\n\n\n\n\nWHAT YOU’LL DO\n\n - Research and insights\n Determine which ads we should make by analyzing customer behaviour, audience needs, competitor creative, cultural signals, platform trends and internal data.\n\n - Creative strategy\n Develop the concepts, messaging angles, channel strategies, and testing frameworks behind our paid social creative.\n\n - Briefing and execution\n Own every ad from concept through launch, including briefs, hooks, scripts, copy, visual direction, creator direction, and final creative review.\n\n - Performance analysis and optimization\n Own the creative reporting and optimization framework, document learnings, identify winners and fatigue, and continuously evolve the testing roadmap to keep campaigns within target iCAC.\n\n - Influencer and UGC strategy\n Set the creative strategy and direction for influencer and UGC content, partnering with internal team members and creators to produce performance-oriented work.\n\n - Creative systems and leadership\n Build the processes, standards, documentation, and AI-enabled workflows required to run a fast, effective, and repeatable creative engine.\n\n\n\n\nWHAT YOU BRING\n\n - 5+ years of experience in performance creative, creative strategy, paid social, or a related role\n\n - A proven track record of building high-volume creative testing engines that consistently produce winning concepts\n\n - Deep experience developing performance creative for Meta and TikTok, including UGC, creator, and influencer-led advertising\n\n - Strong creative judgment across concepts, hooks, copy, scripts, visual direction, and production\n\n - A data-driven approach to creative, with experience building testing frameworks, analyzing performance, and documenting learnings\n\n - A highly hands-on working style, with the ability to build scalable systems, integrate AI into workflows, and give clear direction to creative partners\n \n \n\n\nNICE TO HAVE\n\n - Experience creating high-quality UGC, comfort being on camera\n\n - Able to shoot and/or edit content\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"124545d2-793a-4ad1-8de2-b220bbb841b1","title":"Manager, Brokerage Platform Operations (General Ledger)","department":"Brokerage & Capital Markets","team":"Brokerage","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-11T16:41:28.828+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/124545d2-793a-4ad1-8de2-b220bbb841b1","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/124545d2-793a-4ad1-8de2-b220bbb841b1/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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
Reporting to the Director, Brokerage Account Operations, you will own and scale our brokerage general ledger processes. You sit at the intersection of Operations, Finance, and Engineering—translating transactional booking logic into reliable operational workflows. Your core mission is to safeguard ledger integrity, ensure regulatory audit readiness, and systematically improve core brokerage processes.
About the Team:
The Brokerage Operations team manages the engine behind Wealthsimple’s brokerage services. We ensure billions of dollars move seamlessly, accurately, and in full compliance with regulatory standards. Our team works cross-functionally to bridge technical engineering specs with real-world financial accuracy.
What You'll Do
Ensure Ledger Integrity: Lead cross-functional efforts to ensure accurate journal entries, reconciliations, and reporting for all client transactional data.
Remediate Systemic Issues: Investigate data anomalies entering the general ledger, tracing root causes to design automated, long-term solutions.
Lead Audit Readiness: Coordinate operational deliverables for brokerage audits (SOC, FinOps, MFRs) and maintain robust process documentation.
Oversee Asset Movements: Monitor internal and external ledger transfer bookings, tracking timelines so exception cases are handled promptly.
Scale Operations: Partner with Engineering to automate manual workflows, reduce operational risk, and support new product launches.
Develop the Team & Processes: Mentor team members while designing process improvements that reduce manual burden and eliminate single points of failure.
Skills You Bring
5+ years of experience in brokerage or broker-dealer accounting, finance, or ledger operations.
Direct general ledger experience operating an in-house or non-outsourced ledger day-to-day.
Cross-functional fluency with the ability to communicate technical requirements to Engineering and accounting logic to Finance.
Experience with regulatory oversight, such as Monthly Financial Reports (MFRs) or SOC audit support.
Nice to Have
Hands-on experience mapping software systems like Oracle GL or NetSuite.
Hands-on experience using SQL
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\nAbout the Role \n\nReporting to the Director, Brokerage Account Operations, you will own and scale our brokerage general ledger processes. You sit at the intersection of Operations, Finance, and Engineering—translating transactional booking logic into reliable operational workflows. Your core mission is to safeguard ledger integrity, ensure regulatory audit readiness, and systematically improve core brokerage processes.\n\n\n\nAbout the Team:\n\nThe Brokerage Operations team manages the engine behind Wealthsimple’s brokerage services. We ensure billions of dollars move seamlessly, accurately, and in full compliance with regulatory standards. Our team works cross-functionally to bridge technical engineering specs with real-world financial accuracy.\n\n\n\nWhat You'll Do\n\n - Ensure Ledger Integrity: Lead cross-functional efforts to ensure accurate journal entries, reconciliations, and reporting for all client transactional data.\n\n - Remediate Systemic Issues: Investigate data anomalies entering the general ledger, tracing root causes to design automated, long-term solutions.\n\n - Lead Audit Readiness: Coordinate operational deliverables for brokerage audits (SOC, FinOps, MFRs) and maintain robust process documentation.\n\n - Oversee Asset Movements: Monitor internal and external ledger transfer bookings, tracking timelines so exception cases are handled promptly.\n\n - Scale Operations: Partner with Engineering to automate manual workflows, reduce operational risk, and support new product launches.\n\n - Develop the Team & Processes: Mentor team members while designing process improvements that reduce manual burden and eliminate single points of failure.\n \n \n\nSkills You Bring\n\n - 5+ years of experience in brokerage or broker-dealer accounting, finance, or ledger operations.\n\n - Direct general ledger experience operating an in-house or non-outsourced ledger day-to-day.\n\n - Cross-functional fluency with the ability to communicate technical requirements to Engineering and accounting logic to Finance.\n\n - Experience with regulatory oversight, such as Monthly Financial Reports (MFRs) or SOC audit support.\n \n \n\nNice to Have\n\n - Hands-on experience mapping software systems like Oracle GL or NetSuite.\n\n - Hands-on experience using SQL\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"dc2ee546-5f93-48b9-b0aa-61b583aa5361","title":"Lead, Motion & Product Marketing Design","department":"Commercial & Marketing","team":"Marketing","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-08-18T15:11:12.494+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/dc2ee546-5f93-48b9-b0aa-61b583aa5361","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/dc2ee546-5f93-48b9-b0aa-61b583aa5361/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 will have the opportunity to:
Partner with product designers and the creative team to bring our product to life at our bi-annual Wealthsimple Presents live events, building and refining prototypes that bring product moments to life on stage, and translating product UI into more stylized storytelling assets where the moment calls for it
Own design for our Product Marketing surfaces including: What's New (in-app), The Report, and Social Wrapped (spotlighting top shipped products/features)
Create launch and feature visuals for major releases and manage our app store presence.
Produce animations, static assets, and video (including talking-head-over-product style content) that explain features and educate clients
Serve as the brand and marketing team’s go-to resource for everything product design related.
Build and maintain a library of UI assets and product demos that marketing and influencer partners can pull from
Partner closely with the team who owns the marketing website to product UI elements for product detail pages, making sure the product we’re selling is elevated and showcased at its best
We’re looking for someone who:
Has 6+ years of experience in a design role that spans product and marketing
Portfolio that includes examples of motion design, marketing design, brand design, or product design with strong production chops
Is strong at productionizing and can take existing product UI, brand direction, or campaign concepts and turning them into polished, launch-ready assets quickly, rather than originating core product or brand design from scratch
Build and maintain AI-powered workflows to create scalable, repeatable asset production processes.
Has hands-on motion and video skills as a core, daily-use part of their craft. Comfortable in After Effects and Premiere (or equivalent), producing everything from lightweight UI animations to more produced explainer/talking-head content
Is fluent in product design tools (Figma)
Can move fluidly between product, marketing, and creative, understanding the priorities, constraints, and voice of each without needing much translation
Has a track record of shipping high-quality, on-brand work fast and independently, managing multiple concurrent requests from different stakeholders (product marketing, growth, brand, dotcom)
Has sharp taste and an eye for polish, but treats that taste as being in service of clarity and reusability, not personal authorship
Is a clear, proactive communicator who is comfortable managing intake from multiple teams and setting expectations on scope and timelines
Nice to have:
Experience building or maintaining a shared asset/component library for cross-team reuse
Experience working with financial services or other regulated-industry marketing content
Familiarity with social-first video formats and platforms
If you're excited about this role, along with your resume, send us a portfolio or reel that shows:
Examples of product UI you've translated into marketing/education content
At least one motion or video piece you led end-to-end
How you've worked across product, marketing, and creative stakeholders to ship something quickly
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\nIn this role, you will have the opportunity to:\n\n - Partner with product designers and the creative team to bring our product to life at our bi-annual Wealthsimple Presents live events, building and refining prototypes that bring product moments to life on stage, and translating product UI into more stylized storytelling assets where the moment calls for it\n\n - Own design for our Product Marketing surfaces including: What's New (in-app), The Report, and Social Wrapped (spotlighting top shipped products/features)\n\n - Create launch and feature visuals for major releases and manage our app store presence.\n\n - Produce animations, static assets, and video (including talking-head-over-product style content) that explain features and educate clients\n\n - Serve as the brand and marketing team’s go-to resource for everything product design related.\n\n - Build and maintain a library of UI assets and product demos that marketing and influencer partners can pull from\n\n - Partner closely with the team who owns the marketing website to product UI elements for product detail pages, making sure the product we’re selling is elevated and showcased at its best\n \n \n\nWe’re looking for someone who:\n\n - Has 6+ years of experience in a design role that spans product and marketing\n\n - Portfolio that includes examples of motion design, marketing design, brand design, or product design with strong production chops\n\n - Is strong at productionizing and can take existing product UI, brand direction, or campaign concepts and turning them into polished, launch-ready assets quickly, rather than originating core product or brand design from scratch\n\n - Build and maintain AI-powered workflows to create scalable, repeatable asset production processes.\n\n - Has hands-on motion and video skills as a core, daily-use part of their craft. Comfortable in After Effects and Premiere (or equivalent), producing everything from lightweight UI animations to more produced explainer/talking-head content\n\n - Is fluent in product design tools (Figma)\n\n - Can move fluidly between product, marketing, and creative, understanding the priorities, constraints, and voice of each without needing much translation\n\n - Has a track record of shipping high-quality, on-brand work fast and independently, managing multiple concurrent requests from different stakeholders (product marketing, growth, brand, dotcom)\n\n - Has sharp taste and an eye for polish, but treats that taste as being in service of clarity and reusability, not personal authorship\n\n - Is a clear, proactive communicator who is comfortable managing intake from multiple teams and setting expectations on scope and timelines\n\n\n\nNice to have:\n\n - Experience building or maintaining a shared asset/component library for cross-team reuse\n\n - Experience working with financial services or other regulated-industry marketing content\n\n - Familiarity with social-first video formats and platforms\n\n\n\nIf you're excited about this role, along with your resume, send us a portfolio or reel that shows:\n\n - Examples of product UI you've translated into marketing/education content\n\n - At least one motion or video piece you led end-to-end\n\n - How you've worked across product, marketing, and creative stakeholders to ship something quickly\n\n\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"6f8ab2cd-3426-4e9e-bc53-2b5534a29601","title":"Sr Data Scientist, Finance, Brokerage & Market Risk","department":"Data & Engineering","team":"Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-08-14T19:54:03.506+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/6f8ab2cd-3426-4e9e-bc53-2b5534a29601","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/6f8ab2cd-3426-4e9e-bc53-2b5534a29601/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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, Brokerage 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.
In this role, you'll make a significant impact through advanced analytics that support both strategic financial planning and sophisticated market risk management across our expanding brokerage services.
Own the development and maintenance of the finance and market risk data marts, optimizing for performance, data quality, reliability, and efficiency
Design, build, and document robust data pipelines that generate critical financial reports and metrics for stakeholders across the organization
Build, automate, and maintain brokerage reporting & monitoring systems, ensuring data integrity and accuracy across financial processes
Partner closely with business stakeholders in brokerage and market risk to launch and support new financial products and model development initiatives
Create insightful dashboards and visualizations to monitor brokerage KPIs, profitability metrics, and regulatory reporting requirements
Provide business intelligence support for trade and collateral monitoring, financial reporting, product performance analysis, and forecasting initiatives
Translate complex business requirements into scalable analytics solutions that address key financial and risk management needs
Participate in code reviews and contribute to best practices for data engineering and analytics development
Mentor junior team members and share knowledge to elevate the team's technical capabilities
5+ years of experience in data engineering or analytics development, with demonstrated expertise in data mart architecture, design, and management
Strong proficiency in SQL with the ability to write complex queries, optimize performance, and work with large-scale datasets
Experience working at brokerage operations or financial services, with knowledge of accounting principles and market risk concepts (preferred)
Familiarity with regulatory reporting requirements and financial product structures (a plus)
Hands-on experience building and orchestrating data pipelines using modern tools such as dbt, Airflow, or similar workflow management platforms
Working knowledge of cloud infrastructure, particularly AWS services (S3, Redshift, Snowflake or equivalent)
Proficiency in Python for data manipulation, automation, and scripting
Experience with version control systems, particularly Git and GitHub, including branching strategies, pull requests, and code reviews
Proven ability to translate complex business requirements into scalable, data-driven solutions
Strong data visualization skills with experience using tools such as Tableau, Looker, Power BI, or similar platforms
Understanding of analytics engineering principles and best practices for building maintainable, well-documented data models
Excellent communication and interpersonal skills, with the ability to explain technical concepts to non-technical stakeholders
Demonstrated ability to collaborate effectively with cross-functional teams, including finance, risk, and product 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\nThe Finance, Brokerage 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\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.\n\nIn this role, you'll make a significant impact through advanced analytics that support both strategic financial planning and sophisticated market risk management across our expanding brokerage services.\n\n\n\nIN THIS ROLE, YOU WILL HAVE THE OPPORTUNITY TO:\n\n - Own the development and maintenance of the finance and market risk data marts, optimizing for performance, data quality, reliability, and efficiency\n\n - Design, build, and document robust data pipelines that generate critical financial reports and metrics for stakeholders across the organization\n\n - Build, automate, and maintain brokerage reporting & monitoring systems, ensuring data integrity and accuracy across financial processes\n\n - Partner closely with business stakeholders in brokerage and market risk to launch and support new financial products and model development initiatives\n\n - Create insightful dashboards and visualizations to monitor brokerage KPIs, profitability metrics, and regulatory reporting requirements\n\n - Provide business intelligence support for trade and collateral monitoring, financial reporting, product performance analysis, and forecasting initiatives\n\n - Translate complex business requirements into scalable analytics solutions that address key financial and risk management needs\n\n - Participate in code reviews and contribute to best practices for data engineering and analytics development\n\n - Mentor junior team members and share knowledge to elevate the team's technical capabilities\n\n\n\n\nWHAT YOU BRING:\n\n - 5+ years of experience in data engineering or analytics development, with demonstrated expertise in data mart architecture, design, and management\n\n - Strong proficiency in SQL with the ability to write complex queries, optimize performance, and work with large-scale datasets\n\n - Experience working at brokerage operations or financial services, with knowledge of accounting principles and market risk concepts (preferred)\n\n - Familiarity with regulatory reporting requirements and financial product structures (a plus)\n\n - Hands-on experience building and orchestrating data pipelines using modern tools such as dbt, Airflow, or similar workflow management platforms\n\n - Working knowledge of cloud infrastructure, particularly AWS services (S3, Redshift, Snowflake or equivalent)\n\n - Proficiency in Python for data manipulation, automation, and scripting\n\n - Experience with version control systems, particularly Git and GitHub, including branching strategies, pull requests, and code reviews\n\n - Proven ability to translate complex business requirements into scalable, data-driven solutions\n\n - Strong data visualization skills with experience using tools such as Tableau, Looker, Power BI, or similar platforms\n\n - Understanding of analytics engineering principles and best practices for building maintainable, well-documented data models\n\n - Excellent communication and interpersonal skills, with the ability to explain technical concepts to non-technical stakeholders\n\n - Demonstrated ability to collaborate effectively with cross-functional teams, including finance, risk, and product teams\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"0fd2bdd4-87c1-4642-8111-52c878c8eeb9","title":"Manager, Software Development - Financial Risk","department":"Data & Engineering","team":"Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-08-14T14:55:15.746+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/0fd2bdd4-87c1-4642-8111-52c878c8eeb9","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/0fd2bdd4-87c1-4642-8111-52c878c8eeb9/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 Risk Engineering team builds the tooling that keeps Wealthsimple's clients safe from fraud, without getting in the way of the experience they signed up for. We sit at the intersection of engineering, product, compliance, fraud countermeasures, and data science, and we're the ones who turn that intersection into working systems. We move fast, but we build thoughtfully. Every decision here is a real trade-off between risk and experience, and we take that seriously. If you want to work on problems where the stakes are real and the answers aren't obvious, this is the team for it.
As Manager of Software Development for Financial Risk, you'll lead the team responsible for how Wealthsimple detects and responds to fraud. This is a hands-on technical leadership role: you'll set the roadmap, but you'll also be in the work when it counts. You'll be the connective tissue between engineering, product, compliance, fraud countermeasures, and data science, making sure those teams are solving the same problem instead of five different ones.
Own and evolve the technical roadmap for the Financial Risk Engineering team
Act as the connective layer between engineering, product, compliance, fraud countermeasures, and data science
Stay hands-on: jump into the codebase, weigh in on architecture decisions, and help unblock the team when it matters
Build and grow a team that can operate confidently in an area where the right answer is rarely obvious
Partner with data science and analytics to turn fraud signals into systems that actually catch things
Help shape how AI tools get used across the team, from incident investigation to code review
Experience managing engineering teams, with the technical depth to contribute directly, not just direct
Comfortable making decisions that involve real trade-offs, without a clear right answer
A strong track record partnering across non-engineering functions, like product, compliance, data science, and building trust with each
A clear communicator, able to explain technical and risk trade-offs to a range of stakeholders
Experience with streaming technologies such as Apache Flink, Apache Spark, or Kafka
A data engineering background working with large datasets and making them usable in real time
Experience in risk or payments
Experience working closely with analytics or data science teams
Full stack experience, with React on the frontend and backend experience across various languages and frameworks — building an experience when things go wrong for the client is an important area the team is responsible for
You're comfortable stepping into the code when the team needs it, not just reviewing from a distance
You make peace with ambiguity — fraud and risk rarely come with a clean answer
You build trust across teams that don't always share the same priorities
You use AI as part of how you work, not as an afterthought
You take ownership of outcomes, not just your own team's output
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nABOUT THE TEAM\n\nThe Financial Risk Engineering team builds the tooling that keeps Wealthsimple's clients safe from fraud, without getting in the way of the experience they signed up for. We sit at the intersection of engineering, product, compliance, fraud countermeasures, and data science, and we're the ones who turn that intersection into working systems. We move fast, but we build thoughtfully. Every decision here is a real trade-off between risk and experience, and we take that seriously. If you want to work on problems where the stakes are real and the answers aren't obvious, this is the team for it.\n\n\n\n\nABOUT THE ROLE\n\nAs Manager of Software Development for Financial Risk, you'll lead the team responsible for how Wealthsimple detects and responds to fraud. This is a hands-on technical leadership role: you'll set the roadmap, but you'll also be in the work when it counts. You'll be the connective tissue between engineering, product, compliance, fraud countermeasures, and data science, making sure those teams are solving the same problem instead of five different ones.\n\n\n\n\nIN THIS ROLE YOU'LL HAVE THE OPPORTUNITY TO\n\n - Own and evolve the technical roadmap for the Financial Risk Engineering team\n\n - Act as the connective layer between engineering, product, compliance, fraud countermeasures, and data science\n\n - Stay hands-on: jump into the codebase, weigh in on architecture decisions, and help unblock the team when it matters\n\n - Build and grow a team that can operate confidently in an area where the right answer is rarely obvious\n\n - Partner with data science and analytics to turn fraud signals into systems that actually catch things\n\n - Help shape how AI tools get used across the team, from incident investigation to code review\n\n\n\n\nSKILLS YOU BRING\n\n - Experience managing engineering teams, with the technical depth to contribute directly, not just direct\n\n - Comfortable making decisions that involve real trade-offs, without a clear right answer\n\n - A strong track record partnering across non-engineering functions, like product, compliance, data science, and building trust with each\n\n - A clear communicator, able to explain technical and risk trade-offs to a range of stakeholders\n\n\n\n\nNICE-TO-HAVE'S\n\n - Experience with streaming technologies such as Apache Flink, Apache Spark, or Kafka\n\n - A data engineering background working with large datasets and making them usable in real time\n\n - Experience in risk or payments\n\n - Experience working closely with analytics or data science teams\n\n - Full stack experience, with React on the frontend and backend experience across various languages and frameworks — building an experience when things go wrong for the client is an important area the team is responsible for\n\n\n\n\nWHO YOU ARE\n\n - You're comfortable stepping into the code when the team needs it, not just reviewing from a distance\n\n - You make peace with ambiguity — fraud and risk rarely come with a clean answer\n\n - You build trust across teams that don't always share the same priorities\n\n - You use AI as part of how you work, not as an afterthought\n\n - You take ownership of outcomes, not just your own team's output\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"de09418a-8a12-46aa-a371-34bafaf5be26","title":"Software Development and Data Science Internships (Winter 2027)","department":"Data & Engineering","team":"Data & Engineering","employmentType":"Intern","location":"Toronto, Ontario","secondaryLocations":[],"publishedAt":"2026-08-31T14:21:24.892+00:00","isListed":true,"isRemote":true,"workplaceType":"Hybrid","address":{"postalAddress":{"addressRegion":"Ontario","addressCountry":"Canada","addressLocality":"Toronto"}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/de09418a-8a12-46aa-a371-34bafaf5be26","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/de09418a-8a12-46aa-a371-34bafaf5be26/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
Location: Toronto, ON (Hybrid)
We offer 4-8 month internships designed for co-op students, non-co-op students, and recent graduates who are ready to ship impactful work. You'll join a high-performing team where you'll contribute to projects that are fundamentally changing how Canadians manage their money. We're committed to your growth, providing the mentorship and community you need to deepen your craft and leave better than you arrived.
Our internship program operates on a hybrid model out of our Toronto headquarters. You'll be in-office on Wednesdays and Thursdays to collaborate, connect, and learn in person, while maintaining the flexibility of remote work for the rest of the week.
This posting covers two roles: Software Development and Data Science Intern. Please apply to the one that best fits your interests.
Please note: the role you apply for is the role you will be assessed on throughout the interview process. We are unable to accommodate requests to switch between Software Development and Data Science tracks after submission.
Our engineering organization spans everything from product-focused pods to financial infrastructure, building the software that powers our entire suite of services. We operate with a platform-as-a-product mindset, leveraging microservices and an agile, high-iteration approach. With rigorous automated testing and a deployment frequency of 100+ times a day, we move fast while staying secure.
Product Engineering: Drives the development of our core offerings across Investing, Banking, Lending & Marketing. This team builds intuitive and impactful features that empower millions to achieve their financial goals. If you're passionate about crafting user-centric solutions and seeing your work make a real difference, this is your team.
Main stack: React, Typescript, Ruby on Rails, Python
Platform Engineering: Empowers developers by providing the platforms, tools, and infrastructure needed to build and maintain fast, reliable, secure, and scalable systems. Teams include Reliability, Infrastructure, Data Foundations, Dev Tooling, Edge and AI Platform, built with a platform-as-a-product mindset.
Main stack: Typescript, Ruby on Rails, Python, Kubernetes, Snowflake
Book of Records (BOR): Builds the core financial building blocks powering our products, including a real-time ledger, and enables product teams to innovate with confidence.
Main stack: Java, Kotlin
Python used across automation, data, and internal tooling
Hosted on AWS (RDS, Aurora, SQS, SNS, S3, Kafka)
Deploying code 100+ times a day with rigorous automated testing
Best-in-class tooling for profiling, logging, tracing, and experimentation
Data Science at Wealthsimple turns complex, real-world financial data into decisions, products, and experiences that help millions build wealth. We partner closely with Product, Engineering, and business leaders to design experiments, build models, and surface insights that shape what we ship.
Agentic Analytics & Context Engineering
Banking & AI Products DSE
Growth & Investing Data Science
Enablement Data Science
Credit Analytics
Fraud & AML Countermeasures
Together, these teams cover the full range of our data work, from building the data infrastructure and tooling that power the business, to partnering directly with banking, growth, and investing product teams, to bringing decision science to our operational and financial backbone, to owning the analytics and machine learning behind credit and fraud risk. Wherever you land, you'll be working with real production data to help shape decisions that directly impact millions of clients.
Tech stack:
Python-first environment with Pandas, scikit-learn, NumPy, and Jupyter
SQL for data access and manipulation across large, production datasets
Statistical foundations across both frequentist and Bayesian approaches
Machine learning toolkit spanning regression, decision trees, and beyond
Experimentation infrastructure for A/B testing and causal inference at scale
Take ownership without being asked. See something broken and fix it
Ship fast/frequently and know what's worth iterating on (and what to cut)
Tackle new, complex problems with curiosity and self-direction
Use AI tools in their workflow and are curious about what else is possible
Communicate clearly and care about the person on the other end of what they're building
Believe that debate, inclusivity, and transparency make for better products
Applications close Sep 18th at 11:59 PM EST.
1. Application + Video Submission: Apply and submit a short video using the prompt in the application form.
2. Technical Interview: A 1-hour coding interview in the language you chose on your application form.
3. Final Interview: A 30 minute interview with an engineering or data science manager. Bring a project you're proud of and walk through your role, decisions, trade-offs, and lessons learned. We'll also discuss your collaboration style and how you approach learning and growth.
4. Offers: Offers extended!
Enrolled in a Canadian post-secondary institution (in your third year of study or later) or a new graduate (Within 6 months of your graduation date)
At least 2 paid software development/data science work terms completed
Legally authorized to work in Canada (Wealthsimple does not provide immigration or relocation support for interns)
🤑 Base salary range: For this role, candidates can expect the following base salary range:
• Term 1 students: CAD $74,000 - $78,000
• Term 2 students: CAD $77,000 - $81,000
• Term 3 students: CAD $80,000 - $84,000
• Term 4 students: CAD $83,000 - $87,000
• Term 5 students: CAD $86,000 - $90,000
Your current year of study and number of past internship terms will determine your salary band. Actual compensation within each band is based on skills, experience, and academic performance. Exceptional candidates may be considered above the top of their year's range. 🚀
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nINTERNSHIPS @ WEALTHSIMPLE\n\nLocation: Toronto, ON (Hybrid)\n\nWe offer 4-8 month internships designed for co-op students, non-co-op students, and recent graduates who are ready to ship impactful work. You'll join a high-performing team where you'll contribute to projects that are fundamentally changing how Canadians manage their money. We're committed to your growth, providing the mentorship and community you need to deepen your craft and leave better than you arrived.\n\nOur internship program operates on a hybrid model out of our Toronto headquarters. You'll be in-office on Wednesdays and Thursdays to collaborate, connect, and learn in person, while maintaining the flexibility of remote work for the rest of the week.\n\nThis posting covers two roles: Software Development and Data Science Intern. Please apply to the one that best fits your interests.\n\nPlease note: the role you apply for is the role you will be assessed on throughout the interview process. We are unable to accommodate requests to switch between Software Development and Data Science tracks after submission.\n\n\n\n\nSOFTWARE DEVELOPMENT INTERN\n\nOur engineering organization spans everything from product-focused pods to financial infrastructure, building the software that powers our entire suite of services. We operate with a platform-as-a-product mindset, leveraging microservices and an agile, high-iteration approach. With rigorous automated testing and a deployment frequency of 100+ times a day, we move fast while staying secure.\n\n\nOUR TEAMS:\n\n - Product Engineering: Drives the development of our core offerings across Investing, Banking, Lending & Marketing. This team builds intuitive and impactful features that empower millions to achieve their financial goals. If you're passionate about crafting user-centric solutions and seeing your work make a real difference, this is your team.\n \n - Main stack: React, Typescript, Ruby on Rails, Python\n\n - Platform Engineering: Empowers developers by providing the platforms, tools, and infrastructure needed to build and maintain fast, reliable, secure, and scalable systems. Teams include Reliability, Infrastructure, Data Foundations, Dev Tooling, Edge and AI Platform, built with a platform-as-a-product mindset.\n \n - Main stack: Typescript, Ruby on Rails, Python, Kubernetes, Snowflake\n\n - Book of Records (BOR): Builds the core financial building blocks powering our products, including a real-time ledger, and enables product teams to innovate with confidence.\n \n - Main stack: Java, Kotlin\n\n\nADDITIONAL INFO ON OUR TECHNOLOGIES:\n\n - Python used across automation, data, and internal tooling\n\n - Hosted on AWS (RDS, Aurora, SQS, SNS, S3, Kafka)\n\n - Deploying code 100+ times a day with rigorous automated testing\n\n - Best-in-class tooling for profiling, logging, tracing, and experimentation\n\n\n\n\nDATA SCIENCE INTERN\n\nData Science at Wealthsimple turns complex, real-world financial data into decisions, products, and experiences that help millions build wealth. We partner closely with Product, Engineering, and business leaders to design experiments, build models, and surface insights that shape what we ship.\n\n\nOUR TEAMS:\n\n - Agentic Analytics & Context Engineering\n\n - Banking & AI Products DSE\n\n - Growth & Investing Data Science\n\n - Enablement Data Science\n\n - Credit Analytics\n\n - Fraud & AML Countermeasures\n\nTogether, these teams cover the full range of our data work, from building the data infrastructure and tooling that power the business, to partnering directly with banking, growth, and investing product teams, to bringing decision science to our operational and financial backbone, to owning the analytics and machine learning behind credit and fraud risk. Wherever you land, you'll be working with real production data to help shape decisions that directly impact millions of clients.\n\nTech stack:\n\n - Python-first environment with Pandas, scikit-learn, NumPy, and Jupyter\n\n - SQL for data access and manipulation across large, production datasets\n\n - Statistical foundations across both frequentist and Bayesian approaches\n\n - Machine learning toolkit spanning regression, decision trees, and beyond\n\n - Experimentation infrastructure for A/B testing and causal inference at scale\n\n\n\n\nWHO WE'RE LOOKING FOR\n\n - Take ownership without being asked. See something broken and fix it\n\n - Ship fast/frequently and know what's worth iterating on (and what to cut)\n\n - Tackle new, complex problems with curiosity and self-direction\n\n - Use AI tools in their workflow and are curious about what else is possible\n\n - Communicate clearly and care about the person on the other end of what they're building\n\n - Believe that debate, inclusivity, and transparency make for better products\n\n\n\n\nTHE INTERVIEW PROCESS\n\nApplications close Sep 18th at 11:59 PM EST.\n\n1. Application + Video Submission: Apply and submit a short video using the prompt in the application form.\n\n2. Technical Interview: A 1-hour coding interview in the language you chose on your application form.\n\n3. Final Interview: A 30 minute interview with an engineering or data science manager. Bring a project you're proud of and walk through your role, decisions, trade-offs, and lessons learned. We'll also discuss your collaboration style and how you approach learning and growth.\n\n4. Offers: Offers extended!\n\n\n\n\nELIGIBILITY\n\n - Enrolled in a Canadian post-secondary institution (in your third year of study or later) or a new graduate (Within 6 months of your graduation date)\n\n - At least 2 paid software development/data science work terms completed\n\n - Legally authorized to work in Canada (Wealthsimple does not provide immigration or relocation support for interns)\n \n\n\nCOMPENSATION & EQUITY\n\n🤑 Base salary range: For this role, candidates can expect the following base salary range:\n\n• Term 1 students: CAD $74,000 - $78,000\n\n• Term 2 students: CAD $77,000 - $81,000\n\n• Term 3 students: CAD $80,000 - $84,000\n\n• Term 4 students: CAD $83,000 - $87,000\n\n• Term 5 students: CAD $86,000 - $90,000\n\nYour current year of study and number of past internship terms will determine your salary band. Actual compensation within each band is based on skills, experience, and academic performance. Exceptional candidates may be considered above the top of their year's range. 🚀\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"2f079487-b38e-4496-8008-eb7dc6e0f134","title":"Manager, Tax","department":"Finance","team":"Controllers","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-08-18T13:39:14.729+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/2f079487-b38e-4496-8008-eb7dc6e0f134","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/2f079487-b38e-4496-8008-eb7dc6e0f134/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 tax team sits inside Finance and looks after Wealthsimple's own corporate tax position. We're deliberately building out specialist tax functions: one lane owns direct tax, another owns transfer pricing and international tax. The team is small, the entity group isn't, and we're putting in place the review and documentation discipline that investor-grade reporting depends on. If you'd rather set a technical standard than inherit one, this is a good moment to join.
Reporting to the Director of Tax, you'll own the direct tax lane: our income tax provision, corporate compliance, deferred tax attribute tracking, corporate tax forecasting, and the technical positions behind them. Indirect tax and transfer pricing sit with other specialists, so you can go deep rather than wide.
Prepare or review the income tax provision each month, quarter, and year, covering current and deferred tax, the effective tax rate reconciliation, provision-to-return true-ups, and tax account reconciliations.
Set the technical standard for direct tax: what gets independently recalculated, what can be accepted on the preparer's support, and what evidence a review leaves behind. You'll shape the workpapers, registers and review workflow that carry that standard, including where AI/automation takes on the assembly so your time goes to judgment
Analyze and document any new and significant and/or complex tax positions, from recognition and recoverability of deferred tax assets to attributes and loss pools through entity changes, EIFEL restrictions, and uncertain treatments under IFRIC 23. Refresh positions on an annual basis.Review T2 and provincial corporate income tax returns across the entity group, along with instalments, elections and information returns, keep the compliance calendar current, and follow through with true-ups to returns and notices of assessments Investigate and resolve discrepancies in assessment and refund amounts by proactively following up with tax authorities and other internal tax function areas
Ensure tax return working papers are prepared in an audit-ready manner, with clear substantiation and source documents maintained within tax ownership to support positions taken
Produce and upkeep entity level tax memos for each legal entity which outlines the business operations, tax adjustments and basis of treatment that links back to the relevant Income Tax Act or Regulation sections
Lead our direct tax audit support: the standing file, the schedules authorities ask for, and the technical responses that go back to the CRA and Revenu Québec
Ensure special tax elections/waivers for tax exemptions or deferrals are filed on time, in the appropriate method and evidence retained for audit defence
Assist Tax Director in advising the business on the direct tax consequences of transactions, entity changes, and reorganisations
CPA designation, with deep Canadian corporate income tax knowledge and hands-on provision experience under IFRS and IAS 12: current and deferred tax, the effective tax rate reconciliation, tax forecasting,and provision-to-return true-ups
Judgment on recognition and recoverability of deferred tax assets, plus experience with tax attributes and loss pools
T2 and provincial corporate income tax compliance across a multi-entity group
A track record of reviewing work prepared by other people. You've written review notes, cleared them, and decided when something was ready to release. Technical writing that lands: you can frame an issue, reach a defensible position, document the basis, and explain the conclusion to someone who doesn't do tax
In-Depth Tax Program or an equivalent Canadian tax specialisation
Experience with CRA or provincial audits and correspondence
Experience directing external tax advisors rather than receiving output
Financial services, fintech, or another regulated multi-entity environment, and familiarity with Taxprep, NetSuite, Taxnet Pro or comparable tools
You take active ownership of direct tax, monitor changes internally (new product and line of business) and externally (new tax legislations and CRA administrative positions).You review by risk, not by rote: you know what deserves an independent recalculation and what doesn't, and you can explain the difference. You hold a technical line without making it personal, so your review notes read as help rather than a verdict on someone's competence.
You document a position as you reach it, so the conclusion stands on its own later. You're comfortable with data and processes we're still sharpening, and you use AI where it earns its place and are clear about where it doesn't. You wouldn't let a model form a judgment you'd have to defend.
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nABOUT THE TEAM\n\nThe tax team sits inside Finance and looks after Wealthsimple's own corporate tax position. We're deliberately building out specialist tax functions: one lane owns direct tax, another owns transfer pricing and international tax. The team is small, the entity group isn't, and we're putting in place the review and documentation discipline that investor-grade reporting depends on. If you'd rather set a technical standard than inherit one, this is a good moment to join.\n\n\n\n\nABOUT THE ROLE\n\nReporting to the Director of Tax, you'll own the direct tax lane: our income tax provision, corporate compliance, deferred tax attribute tracking, corporate tax forecasting, and the technical positions behind them. Indirect tax and transfer pricing sit with other specialists, so you can go deep rather than wide.\n\n\n\n\nIN THIS ROLE YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Prepare or review the income tax provision each month, quarter, and year, covering current and deferred tax, the effective tax rate reconciliation, provision-to-return true-ups, and tax account reconciliations.\n\n - Set the technical standard for direct tax: what gets independently recalculated, what can be accepted on the preparer's support, and what evidence a review leaves behind. You'll shape the workpapers, registers and review workflow that carry that standard, including where AI/automation takes on the assembly so your time goes to judgment\n\n - Analyze and document any new and significant and/or complex tax positions, from recognition and recoverability of deferred tax assets to attributes and loss pools through entity changes, EIFEL restrictions, and uncertain treatments under IFRIC 23. Refresh positions on an annual basis.Review http://basis.Review T2 and provincial corporate income tax returns across the entity group, along with instalments, elections and information returns, keep the compliance calendar current, and follow through with true-ups to returns and notices of assessments Investigate and resolve discrepancies in assessment and refund amounts by proactively following up with tax authorities and other internal tax function areas\n\n - Ensure tax return working papers are prepared in an audit-ready manner, with clear substantiation and source documents maintained within tax ownership to support positions taken\n\n - Produce and upkeep entity level tax memos for each legal entity which outlines the business operations, tax adjustments and basis of treatment that links back to the relevant Income Tax Act or Regulation sections\n\n - Lead our direct tax audit support: the standing file, the schedules authorities ask for, and the technical responses that go back to the CRA and Revenu Québec\n\n - Ensure special tax elections/waivers for tax exemptions or deferrals are filed on time, in the appropriate method and evidence retained for audit defence\n\n - Assist Tax Director in advising the business on the direct tax consequences of transactions, entity changes, and reorganisations\n\n\nSKILLS YOU BRING:\n\n - CPA designation, with deep Canadian corporate income tax knowledge and hands-on provision experience under IFRS and IAS 12: current and deferred tax, the effective tax rate reconciliation, tax forecasting,and provision-to-return true-ups\n\n - Judgment on recognition and recoverability of deferred tax assets, plus experience with tax attributes and loss pools\n\n - T2 and provincial corporate income tax compliance across a multi-entity group\n\n - A track record of reviewing work prepared by other people. You've written review notes, cleared them, and decided when something was ready to release. Technical writing that lands: you can frame an issue, reach a defensible position, document the basis, and explain the conclusion to someone who doesn't do tax\n\n\nNICE TO HAVE:\n\n - In-Depth Tax Program or an equivalent Canadian tax specialisation\n\n - Experience with CRA or provincial audits and correspondence\n\n - Experience directing external tax advisors rather than receiving output\n\n - Financial services, fintech, or another regulated multi-entity environment, and familiarity with Taxprep, NetSuite, Taxnet Pro or comparable tools\n\n\nWHO YOU ARE:\n\nYou take active ownership of direct tax, monitor changes internally (new product and line of business) and externally (new tax legislations and CRA administrative positions).You review by risk, not by rote: you know what deserves an independent recalculation and what doesn't, and you can explain the difference. You hold a technical line without making it personal, so your review notes read as help rather than a verdict on someone's competence.\n\n\n\nYou document a position as you reach it, so the conclusion stands on its own later. You're comfortable with data and processes we're still sharpening, and you use AI where it earns its place and are clear about where it doesn't. You wouldn't let a model form a judgment you'd have to defend.\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"e47022a5-019c-4e62-954f-d83a73f8f8a5","title":"Manager, Transfer Pricing & International Tax","department":"Finance","team":"Controllers","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-08-18T13:49:07.536+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/e47022a5-019c-4e62-954f-d83a73f8f8a5","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/e47022a5-019c-4e62-954f-d83a73f8f8a5/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 team is where numbers become decisions. We partner closely with business leaders across the company to make sure Wealthsimple is allocating resources wisely, hitting its targets, and building toward long-term sustainability. Within Finance, the Tax team is responsible for managing Wealthsimple's tax profiles across a growing number of legal entities and products — balancing tax law compliance while enabling business strategy. We're a small, high-trust team embedded in the business, and we hold ourselves to a high bar for both rigour and clarity.
We are looking for a Manager, Transfer Pricing & International Tax to join our growing Tax team and take ownership of the company’s transfer pricing framework.
This is a high-impact role for someone who enjoys combining technical tax expertise with practical business partnership. You will lead transfer pricing policy, documentation, compliance audit and advisory work across the group, while partnering closely with Finance, Accounting, Treasury, Legal, FP&A and business teams.
The role is primarily focused on transfer pricing, with an opportunity to support broader international tax matters if/when the company expands into new markets in future.
You will have the opportunity to help build a scalable transfer pricing function in a fast-growing fintech environment, including establishing processes, controls and documentation that support continued growth and future IPO readiness.
Own, update and maintain the group’s transfer pricing framework, policies and governance processes, including the contemporaneous documentation. Ensure they remain aligned with the group’s actual functions, assets and risks.
Lead the preparation and review of Canadian and international transfer pricing documentation, including local files, master files and supporting analyses, as applicable.
Develop scalable transfer pricing processes, controls and governance appropriate for a growing organization.
Identify opportunities to automate transfer pricing calculations, data collection and reporting.
Lead transfer pricing analysis for intercompany services, technology and IP arrangements, financing, guarantees, cost allocations and other related-party transactions.
Assess appropriate transfer pricing methodologies and oversee benchmarking and economic analyses.
Manage transfer pricing calculations, data requirements and processes
Monitor intercompany transactions and identify gaps between transfer pricing policies, agreements and actual activity.
Review and/or design intercompany agreements and supporting documentation.
Monitor changes in the business and proactively identify transfer pricing implications of new products, entities, jurisdictions and changes to operating models.
For any special projects, manage external advisors and ensure deliverables are technically sound and commercially practical.
Support transfer pricing audits, tax authority inquiries and controversy matters.
Build relationships across the organization and proactively identify tax considerations before business decisions are finalized.
Support the Tax team with international tax matters as the company expands its footprint.
Monitor developments in international tax rules, including bilateral tax treaties and OECD initiatives, and assess potential impacts on the business.
5–8+ years of relevant experience in transfer pricing, international tax or tax advisory.
Strong knowledge of Canadian transfer pricing rules and OECD transfer pricing principles.
Experience with Canadian transfer pricing documentation, T106 and T1134 reporting.
Experience with intercompany transactions and multinational or cross-border operating models.
Strong understanding of transfer pricing methodologies and economic benchmarking.
Experience managing transfer pricing projects.
Strong analytical and problem-solving skills, with the ability to work through complex transactions and develop practical solutions.
Excellent written and verbal communication skills, including the ability to explain technical tax matters to non-tax stakeholders, and translate complex transfer pricing concepts into clear, practical recommendations.
Strong project management skills and the ability to manage multiple priorities in a fast-paced environment.
CPA, CA, LL.M. or another relevant professional designation is an asset.
Experience in fintech, financial services, technology or another rapidly growing industry.
U.S. tax or other international transfer pricing experience.
Experience with intercompany financing and guarantee arrangements.
Experience with technology, intellectual property or centralized service arrangements.
Experience with transfer pricing audits or tax controversy.
Experience with tax technology, automation or data analytics.
This is an opportunity to join a high-growth fintech at an exciting stage of its evolution and help build the transfer pricing function rather than simply maintain an established model.
You’ll work on cross-border transactions, innovative financial products and evolving business models while partnering with stakeholders across Tax, Finance, Treasury and the broader organization.
The role offers significant opportunity to grow with the company, with the potential to take on broader international tax responsibilities as the business expands internationally.
If you’re a transfer pricing professional who enjoys solving complex problems, building scalable processes and partnering with the business, we’d love to hear from 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nABOUT THE TEAM\n\nThe Finance team is where numbers become decisions. We partner closely with business leaders across the company to make sure Wealthsimple is allocating resources wisely, hitting its targets, and building toward long-term sustainability. Within Finance, the Tax team is responsible for managing Wealthsimple's tax profiles across a growing number of legal entities and products — balancing tax law compliance while enabling business strategy. We're a small, high-trust team embedded in the business, and we hold ourselves to a high bar for both rigour and clarity.\n\n\n\n\nABOUT THE ROLE\n\nWe are looking for a Manager, Transfer Pricing & International Tax to join our growing Tax team and take ownership of the company’s transfer pricing framework.\n\nThis is a high-impact role for someone who enjoys combining technical tax expertise with practical business partnership. You will lead transfer pricing policy, documentation, compliance audit and advisory work across the group, while partnering closely with Finance, Accounting, Treasury, Legal, FP&A and business teams.\n\nThe role is primarily focused on transfer pricing, with an opportunity to support broader international tax matters if/when the company expands into new markets in future.\n\nYou will have the opportunity to help build a scalable transfer pricing function in a fast-growing fintech environment, including establishing processes, controls and documentation that support continued growth and future IPO readiness.\n\n\n\n\nIN THIS ROLE YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Own, update and maintain the group’s transfer pricing framework, policies and governance processes, including the contemporaneous documentation. Ensure they remain aligned with the group’s actual functions, assets and risks.\n\n - Lead the preparation and review of Canadian and international transfer pricing documentation, including local files, master files and supporting analyses, as applicable.\n\n - Develop scalable transfer pricing processes, controls and governance appropriate for a growing organization.\n\n - Identify opportunities to automate transfer pricing calculations, data collection and reporting.\n\n - Lead transfer pricing analysis for intercompany services, technology and IP arrangements, financing, guarantees, cost allocations and other related-party transactions.\n\n - Assess appropriate transfer pricing methodologies and oversee benchmarking and economic analyses.\n\n - Manage transfer pricing calculations, data requirements and processes\n\n - Monitor intercompany transactions and identify gaps between transfer pricing policies, agreements and actual activity.\n\n - Review and/or design intercompany agreements and supporting documentation.\n\n - Monitor changes in the business and proactively identify transfer pricing implications of new products, entities, jurisdictions and changes to operating models.\n\n - For any special projects, manage external advisors and ensure deliverables are technically sound and commercially practical.\n\n - Support transfer pricing audits, tax authority inquiries and controversy matters.\n\n - Build relationships across the organization and proactively identify tax considerations before business decisions are finalized.\n\n - Support the Tax team with international tax matters as the company expands its footprint.\n\n - Monitor developments in international tax rules, including bilateral tax treaties and OECD initiatives, and assess potential impacts on the business.\n \n \n\n\nSKILLS YOU’LL BRING:\n\n - 5–8+ years of relevant experience in transfer pricing, international tax or tax advisory.\n\n - Strong knowledge of Canadian transfer pricing rules and OECD transfer pricing principles.\n\n - Experience with Canadian transfer pricing documentation, T106 and T1134 reporting.\n\n - Experience with intercompany transactions and multinational or cross-border operating models.\n\n - Strong understanding of transfer pricing methodologies and economic benchmarking.\n\n - Experience managing transfer pricing projects.\n\n - Strong analytical and problem-solving skills, with the ability to work through complex transactions and develop practical solutions.\n\n - Excellent written and verbal communication skills, including the ability to explain technical tax matters to non-tax stakeholders, and translate complex transfer pricing concepts into clear, practical recommendations.\n\n - Strong project management skills and the ability to manage multiple priorities in a fast-paced environment.\n\n - CPA, CA, LL.M. or another relevant professional designation is an asset.\n\n\n\n\nNICE TO HAVE:\n\n - Experience in fintech, financial services, technology or another rapidly growing industry.\n\n - U.S. tax or other international transfer pricing experience.\n\n - Experience with intercompany financing and guarantee arrangements.\n\n - Experience with technology, intellectual property or centralized service arrangements.\n\n - Experience with transfer pricing audits or tax controversy.\n\n - Experience with tax technology, automation or data analytics.\n\n\n\n\nWHY JOIN US?\n\nThis is an opportunity to join a high-growth fintech at an exciting stage of its evolution and help build the transfer pricing function rather than simply maintain an established model.\n\nYou’ll work on cross-border transactions, innovative financial products and evolving business models while partnering with stakeholders across Tax, Finance, Treasury and the broader organization.\n\nThe role offers significant opportunity to grow with the company, with the potential to take on broader international tax responsibilities as the business expands internationally.\n\nIf you’re a transfer pricing professional who enjoys solving complex problems, building scalable processes and partnering with the business, we’d love to hear from you.\n\n\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"5bec7e2a-249b-4e81-9e62-180a725e1e22","title":"Manager, Quantitative Market Risk","department":"Brokerage & Capital Markets","team":"Brokerage","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-08-17T23:27:07.436+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/5bec7e2a-249b-4e81-9e62-180a725e1e22","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/5bec7e2a-249b-4e81-9e62-180a725e1e22/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
Operations is the team that makes everything run. Within Operations, the Credit Risk team owns the models, frameworks, and day-to-day execution that keep Wealthsimple's brokerage business running soundly — across margin, delinquency, and dynamic risk reporting. We're a high-ownership team that works closely with Product, Finance, and the business to close gaps, reduce friction, and build for scale. If you take risk seriously and want your work to have a direct impact on how millions of Canadians experience their finances, you'll feel at home here.
We manage billions of dollars on behalf of millions of Canadians, and doing that well means having people who understand not just what a model says — but whether it's saying something meaningful. This is a risk quant role in the true sense: you'll own the development, maintenance, and methodology of the models our teams depend on to make consequential decisions every day. You'll work across margin, stress testing, and capital impact modelling in a CIRO-regulated environment, and you'll be the person who knows when something is off and can fix it.
Own the development, testing, and ongoing maintenance of quantitative risk models, including VaR, SVaR, broad-based stress testing, and single-stock stress testing — updating them as market conditions and regulatory requirements evolve
Write and maintain clear methodology documentation for every model used in day-to-day stakeholder decisions, so the teams consuming your outputs understand what they're working with
Apply deep knowledge of CIRO 5000 margin rules to model how margin requirements and capital would be impacted under a range of stressed conditions
Develop production-quality code across multiple programming languages to build, maintain, and improve model infrastructure
Work cross-functionally with margin, delinquency, and dynamic risk reporting teams to support risk-cognizant decision-making — translating complex model outputs into clear, actionable guidance
Identify and flag model performance issues proactively, including cases where outputs may be inaccurate or non-meaningful given current market conditions
7 to 10 years of experience in a quantitative risk or quantitative analytics role within financial services, preferably in a CIRO-regulated brokerage environment
Genuine hands-on model development experience across stress testing methodologies including VaR, SVaR, broad-based stress testing, and single-stock stress testing — not just model consumption
Deep knowledge of markets, trading instruments, and valuation principles across equities, options, futures, and fixed income
Deep understanding of CIRO 5000 margin rules and the ability to model how margin requirements and capital would be impacted under stressed conditions
Expert-level proficiency in SQL and Python (R being a plus), with demonstrated ability to develop production-quality code
Strong written communication skills, including the ability to produce clear methodology documentation for both technical and non-technical audiences
Ability to work independently on complex technical problems and deliver under tight deadlines without requiring hands-on management through the work
Ability to lead a small team. Depending on the candidate's qualifications/skills, they may be evaluated for a Senior Manager position.
Master’s degree in a quantitative field.
CFA, FRM, or equivalent professional designation
Derivatives Fundamentals and Options Licensing (DFOL) certification
Familiarity with building or contributing to model governance frameworks, including ticketing, prioritization, and model registry infrastructure
Experience presenting quantitative model outputs and methodology to senior stakeholders or regulators
Exposure to margin lending, portfolio lending, or credit risk in a brokerage context
Someone who understands market context deeply enough to know when a model is producing results that don't make sense — and experienced enough to fix it
Rigorous about methodology and documentation; you don't consider something done until the next person can understand it without asking you
Comfortable working independently on hard technical problems; you don't need to be managed through the work, and you know how to prioritize when deadlines are real
A clear, direct communicator who can bring non-technical stakeholders along without losing precision
Thoughtful about how you use new tools, including AI — you see them as ways to work better, not as substitutes for the judgement this work requires
Someone who builds trust with cross-functional partners by being reliable, consistent, and easy to work with even when the subject matter is complex
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nABOUT THE TEAM\n\nOperations is the team that makes everything run. Within Operations, the Credit Risk team owns the models, frameworks, and day-to-day execution that keep Wealthsimple's brokerage business running soundly — across margin, delinquency, and dynamic risk reporting. We're a high-ownership team that works closely with Product, Finance, and the business to close gaps, reduce friction, and build for scale. If you take risk seriously and want your work to have a direct impact on how millions of Canadians experience their finances, you'll feel at home here.\n\n \n\n\nABOUT THE ROLE\n\nWe manage billions of dollars on behalf of millions of Canadians, and doing that well means having people who understand not just what a model says — but whether it's saying something meaningful. This is a risk quant role in the true sense: you'll own the development, maintenance, and methodology of the models our teams depend on to make consequential decisions every day. You'll work across margin, stress testing, and capital impact modelling in a CIRO-regulated environment, and you'll be the person who knows when something is off and can fix it.\n\n \n\n\nWHAT YOU'LL DO\n\n - Own the development, testing, and ongoing maintenance of quantitative risk models, including VaR, SVaR, broad-based stress testing, and single-stock stress testing — updating them as market conditions and regulatory requirements evolve\n\n - Write and maintain clear methodology documentation for every model used in day-to-day stakeholder decisions, so the teams consuming your outputs understand what they're working with\n\n - Apply deep knowledge of CIRO 5000 margin rules to model how margin requirements and capital would be impacted under a range of stressed conditions\n\n - Develop production-quality code across multiple programming languages to build, maintain, and improve model infrastructure\n\n - Work cross-functionally with margin, delinquency, and dynamic risk reporting teams to support risk-cognizant decision-making — translating complex model outputs into clear, actionable guidance\n\n - Identify and flag model performance issues proactively, including cases where outputs may be inaccurate or non-meaningful given current market conditions\n\n \n\n\nSKILLS YOU BRING\n\n - 7 to 10 years of experience in a quantitative risk or quantitative analytics role within financial services, preferably in a CIRO-regulated brokerage environment\n\n - Genuine hands-on model development experience across stress testing methodologies including VaR, SVaR, broad-based stress testing, and single-stock stress testing — not just model consumption\n\n - Deep knowledge of markets, trading instruments, and valuation principles across equities, options, futures, and fixed income\n\n - Deep understanding of CIRO 5000 margin rules and the ability to model how margin requirements and capital would be impacted under stressed conditions\n\n - Expert-level proficiency in SQL and Python (R being a plus), with demonstrated ability to develop production-quality code\n\n - Strong written communication skills, including the ability to produce clear methodology documentation for both technical and non-technical audiences\n\n - Ability to work independently on complex technical problems and deliver under tight deadlines without requiring hands-on management through the work\n\n - Ability to lead a small team. Depending on the candidate's qualifications/skills, they may be evaluated for a Senior Manager position.\n\n \n\n\nNICE TO HAVE\n\n - Master’s degree in a quantitative field.\n\n - CFA, FRM, or equivalent professional designation\n\n - Derivatives Fundamentals and Options Licensing (DFOL) certification\n\n - Familiarity with building or contributing to model governance frameworks, including ticketing, prioritization, and model registry infrastructure\n\n - Experience presenting quantitative model outputs and methodology to senior stakeholders or regulators\n\n - Exposure to margin lending, portfolio lending, or credit risk in a brokerage context\n\n \n\n\nWHO YOU ARE\n\n - Someone who understands market context deeply enough to know when a model is producing results that don't make sense — and experienced enough to fix it\n\n - Rigorous about methodology and documentation; you don't consider something done until the next person can understand it without asking you\n\n - Comfortable working independently on hard technical problems; you don't need to be managed through the work, and you know how to prioritize when deadlines are real\n\n - A clear, direct communicator who can bring non-technical stakeholders along without losing precision\n\n - Thoughtful about how you use new tools, including AI — you see them as ways to work better, not as substitutes for the judgement this work requires\n\n - Someone who builds trust with cross-functional partners by being reliable, consistent, and easy to work with even when the subject matter is complex\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"d7c5d2de-f04c-41d8-b77d-5b0fe999f10b","title":"Senior Manager, Corporate Development","department":"Finance","team":"Corporate Development","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-08-24T17:20:41.313+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/d7c5d2de-f04c-41d8-b77d-5b0fe999f10b","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/d7c5d2de-f04c-41d8-b77d-5b0fe999f10b/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 Corporate Development function at Wealthsimple is a small but high-impact team responsible for accelerating the company’s growth through mergers & acquisitions, strategic investments, and strategic partnerships. We’re looking for someone who can seamlessly swing between corporate strategy projects to identify avenues for scalable growth and tactical deal execution to catalyze our highest priorities. You will work with product, engineering, and business leadership to identify, evaluate, and execute on inorganic growth opportunities that give our company access to best-in-class product, technology, and talent. You will own the development of rigorous analyses to evaluate build / buy / partner scenarios with the goal of providing strategic recommendations to the leadership team. This is a great role for someone who is an innovative thinker and wants to help bend the company’s growth trajectory.
Partner with leaders across the company to identify strategic opportunities that can accelerate our product roadmap and business strategy
Be a subject matter expert on the competitive landscape and industry trends; leverage your market insights to develop the business case for growth opportunities via product expansion or partnership distribution strategies
Lead qualitative and quantitative analyses including build / buy / partner considerations, financial forecasting, and valuation modeling
Manage all stages of a deal process - including inbound / outbound sourcing, deal assessment, valuation, negotiations, due diligence, structuring, closing processes, and post-deal integration - while coordinating across a large cross-functional team
Collaborate and build relationships with internal stakeholders across all functions and seniority levels, as well as with external parties in our ecosystem (VCs, founders, investment banks, etc.)
7+ years of relevant work experience in corporate development, investment banking, venture capital, or private equity
Proactive ownership mindset and can thrive in a dynamic, fast paced environment
Passion for high growth tech, FinTech, and traditional FinServices
Ability to think strategically and leverage a combination of critical thinking, intellectual curiosity, business judgment, and product intuition
Demonstrated problem-solving skills, with exceptional ability to create structured quantitative and qualitative analyses
Superior financial modeling and valuation skills (including DCF, comps analysis, etc.)
High EQ and interpersonal skills to cultivate relationships internally and externally
Ability to balance multiple high-priority projects and collaborate / coordinate across large cross-functional teams
Strong communication skills (verbal + written) and can deliver insights around complex business problems in a thoughtful and persuasive manner
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nABOUT THE TEAM:\n\nThe Corporate Development function at Wealthsimple is a small but high-impact team responsible for accelerating the company’s growth through mergers & acquisitions, strategic investments, and strategic partnerships. We’re looking for someone who can seamlessly swing between corporate strategy projects to identify avenues for scalable growth and tactical deal execution to catalyze our highest priorities. You will work with product, engineering, and business leadership to identify, evaluate, and execute on inorganic growth opportunities that give our company access to best-in-class product, technology, and talent. You will own the development of rigorous analyses to evaluate build / buy / partner scenarios with the goal of providing strategic recommendations to the leadership team. This is a great role for someone who is an innovative thinker and wants to help bend the company’s growth trajectory.\n\n\n\n\nIN THIS ROLE, YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Partner with leaders across the company to identify strategic opportunities that can accelerate our product roadmap and business strategy\n\n - Be a subject matter expert on the competitive landscape and industry trends; leverage your market insights to develop the business case for growth opportunities via product expansion or partnership distribution strategies\n\n - Lead qualitative and quantitative analyses including build / buy / partner considerations, financial forecasting, and valuation modeling\n\n - Manage all stages of a deal process - including inbound / outbound sourcing, deal assessment, valuation, negotiations, due diligence, structuring, closing processes, and post-deal integration - while coordinating across a large cross-functional team\n\n - Collaborate and build relationships with internal stakeholders across all functions and seniority levels, as well as with external parties in our ecosystem (VCs, founders, investment banks, etc.)\n \n \n\n\nWE'RE LOOKING FOR SOMEONE WHO HAS:\n\n - 7+ years of relevant work experience in corporate development, investment banking, venture capital, or private equity\n\n - Proactive ownership mindset and can thrive in a dynamic, fast paced environment\n\n - Passion for high growth tech, FinTech, and traditional FinServices\n\n - Ability to think strategically and leverage a combination of critical thinking, intellectual curiosity, business judgment, and product intuition\n\n - Demonstrated problem-solving skills, with exceptional ability to create structured quantitative and qualitative analyses\n\n - Superior financial modeling and valuation skills (including DCF, comps analysis, etc.)\n\n - High EQ and interpersonal skills to cultivate relationships internally and externally\n\n - Ability to balance multiple high-priority projects and collaborate / coordinate across large cross-functional teams\n\n - Strong communication skills (verbal + written) and can deliver insights around complex business problems in a thoughtful and persuasive manner\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"f430ab6a-f0ba-4aba-9630-0c7bee2e7fda","title":"Senior Advisor/Lead Advisor, Wealth Management","department":"Commercial & Marketing","team":"Advisory & Planning","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-08T14:32:51.493+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/f430ab6a-f0ba-4aba-9630-0c7bee2e7fda","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/f430ab6a-f0ba-4aba-9630-0c7bee2e7fda/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
This posting covers a single opening on our Wealth Management team that will be leveled as either Senior Advisor or Lead Advisor, based on the candidate's years of experience and professional designations. Both levels share the same core mandate and must-have requirements below.
As a Senior or Lead Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients throughout their journey with us. This position is fully salaried with no commission structure or sales targets. Your performance will be evaluated on a balanced scorecard focused entirely on delivering world-class client experiences.
Client segment by level: Senior Advisors typically support clients with $1MM+ in assets; Lead Advisors typically support clients with $3MM+ in assets. Final leveling and book assignment is based on experience and designations held.
Provide exceptional onboarding experiences for new clients, ensuring a smooth transition to Wealthsimple
Develop comprehensive financial plans tailored to each client's unique situation and goals
Create custom investment proposals that align with clients' financial objectives and risk tolerance
Proactively service client accounts, anticipating needs before they arise
Maintain regular communication with clients through phone, video, and in-person meetings
Apply your financial expertise to complex client situations involving corporations, trusts, and estates
Contribute your insights to improve our service offering and client experience
CFP designation required
CIM or CFA designation required
Additional designations including FEA, TEP, CPA, etc. are required for a Lead Advisor
Senior Advisor: 5+ years of experience in wealth management or financial advisory roles
Lead Advisor: 10+ years of experience in wealth management or financial advisory roles, specifically working with HNW/UHNW clients
Proven track record of delivering exceptional client service
Strong financial planning and investment management knowledge
Excellent communication skills with the ability to explain complex concepts clearly
Client-first mentality in all aspects of your work
Passion for helping clients achieve their financial goals
Technology-minded with the ability to leverage digital tools to enhance client experience
Purpose-driven role focused on client outcomes rather than sales targets
Opportunity to challenge industry norms and truly put clients first
Collaborative team environment with access to cutting-edge fintech tools
Career growth in a rapidly expanding company
Competitive salary and benefits package
Be part of revolutionizing how wealth management services are delivered in Canada
If you're passionate about providing unbiased financial advice and creating exceptional client experiences for high net worth clients in a modern, technology-enabled environment, we'd love to hear from 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nTHE ROLE\n\nThis posting covers a single opening on our Wealth Management team that will be leveled as either Senior Advisor or Lead Advisor, based on the candidate's years of experience and professional designations. Both levels share the same core mandate and must-have requirements below.\n\nAs a Senior or Lead Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients throughout their journey with us. This position is fully salaried with no commission structure or sales targets. Your performance will be evaluated on a balanced scorecard focused entirely on delivering world-class client experiences.\n\nClient segment by level: Senior Advisors typically support clients with $1MM+ in assets; Lead Advisors typically support clients with $3MM+ in assets. Final leveling and book assignment is based on experience and designations held.\n\n\n\n\nWHAT YOU'LL DO\n\n - Provide exceptional onboarding experiences for new clients, ensuring a smooth transition to Wealthsimple\n\n - Develop comprehensive financial plans tailored to each client's unique situation and goals\n\n - Create custom investment proposals that align with clients' financial objectives and risk tolerance\n\n - Proactively service client accounts, anticipating needs before they arise\n\n - Maintain regular communication with clients through phone, video, and in-person meetings\n\n - Apply your financial expertise to complex client situations involving corporations, trusts, and estates\n\n - Contribute your insights to improve our service offering and client experience\n\n\n\n\nWHAT YOU BRING\n\n\nREQUIRED FOR THIS ROLE:\n\n - CFP designation required\n\n - CIM or CFA designation required\n\n - Additional designations including FEA, TEP, CPA, etc. are required for a Lead Advisor\n\n\nEXPERIENCE (BY LEVEL):\n\n - Senior Advisor: 5+ years of experience in wealth management or financial advisory roles\n\n - Lead Advisor: 10+ years of experience in wealth management or financial advisory roles, specifically working with HNW/UHNW clients\n\n\nALSO IMPORTANT:\n\n - Proven track record of delivering exceptional client service\n\n - Strong financial planning and investment management knowledge\n\n - Excellent communication skills with the ability to explain complex concepts clearly\n\n - Client-first mentality in all aspects of your work\n\n - Passion for helping clients achieve their financial goals\n\n - Technology-minded with the ability to leverage digital tools to enhance client experience\n\n\nWHY YOU'LL LOVE WORKING HERE\n\n - Purpose-driven role focused on client outcomes rather than sales targets\n\n - Opportunity to challenge industry norms and truly put clients first\n\n - Collaborative team environment with access to cutting-edge fintech tools\n\n - Career growth in a rapidly expanding company\n\n - Competitive salary and benefits package\n\n - Be part of revolutionizing how wealth management services are delivered in Canada\n\nIf you're passionate about providing unbiased financial advice and creating exceptional client experiences for high net worth clients in a modern, technology-enabled environment, we'd love to hear from you.\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"5dfa4cf7-9e3e-4b36-8c00-52e3252de6b4","title":"Financial Planner","department":"Commercial & Marketing","team":"Advisory & Planning","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-02T17:49:00.323+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/5dfa4cf7-9e3e-4b36-8c00-52e3252de6b4","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/5dfa4cf7-9e3e-4b36-8c00-52e3252de6b4/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 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 at Wealthsimple. 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 at Wealthsimple 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nABOUT THE TEAM\n\nWe’re a team of high-performing, client-obsessed team of financial planners 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\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 at Wealthsimple. 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\n\n\nWHAT YOU'LL DO:\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 at Wealthsimple 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\n\n\nWHAT YOU 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\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\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\n\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\n\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\n\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.\n\n"},{"id":"6dd789f2-681f-44d1-9935-b5b7e124943a","title":"Associate, Securities Lending Operations (18-month contract)","department":"Brokerage & Capital Markets","team":"Brokerage & Capital Markets","employmentType":"Contract","location":"Toronto, Ontario","secondaryLocations":[],"publishedAt":"2026-08-28T13:40:42.991+00:00","isListed":true,"isRemote":null,"workplaceType":null,"address":{"postalAddress":{"addressRegion":"Ontario","addressCountry":"Canada","addressLocality":"Toronto"}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/6dd789f2-681f-44d1-9935-b5b7e124943a","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/6dd789f2-681f-44d1-9935-b5b7e124943a/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 clients' 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.
Operations is the team that makes everything run. We own the systems, processes, and day-to-day execution that keep Wealthsimple functioning at scale — across trading, client support, compliance, and beyond. Within Operations, the Securities Lending Operations team works directly with the Trading Desk and other Operations Associates to manage daily lending activity, settlement, and counterparty relationships. We're a high-ownership team that works closely with Product, Finance, and the business to close gaps, reduce friction, and build for scale.
Join the Operations team, and work directly with our Senior Manager and Team Lead, Securities Lending Operations, Trading Desk, and other Operations Associates to execute on daily securities lending processes
Assist in maintaining positioning by processing returns from counterparties and supporting the loan recall process
Work to ensure timely loan and return settlement, and resolve related issues
Collaborate with traders, product managers, engineering, and other operations teams to ensure effective and timely trade flow and settlement
Communicate with counterparties via email or on calls to execute on loans and recalls, and resolve discrepancies
Identify and resolve discrepancies in transactions
Perform daily and monthly reconciliation of records and assist with audit requests
Support front-office operations related to corporate actions and daily market movement
Support billing and month-end processes
Represent Wealthsimple in interactions with external counterparties and cultivate industry relationships
Support the development of operational procedures as we build out our Options business
Support the treasury team with cash movements, including billing
Support the onboarding of new counterparties
3+ years of experience working at a broker-dealer, bank, capital markets firm, or pension fund
A background in finance, accounting, business, or a related technical field, with strong business judgment and the ability to operate within tight deadlines
Strong technical skills in Excel and Google Sheets, including formulas and pivot
Please note: teams in this role typically start their day around 7:30am ET. Please factor this earlier schedule into your decision to apply. We look forward to reviewing your application!
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nABOUT THE ROLE\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 clients' 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 \n\n\nABOUT THE TEAM\n\nOperations is the team that makes everything run. We own the systems, processes, and day-to-day execution that keep Wealthsimple functioning at scale — across trading, client support, compliance, and beyond. Within Operations, the Securities Lending Operations team works directly with the Trading Desk and other Operations Associates to manage daily lending activity, settlement, and counterparty relationships. We're a high-ownership team that works closely with Product, Finance, and the business to close gaps, reduce friction, and build for scale.\n\n \n\n\nIN THIS ROLE YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Join the Operations team, and work directly with our Senior Manager and Team Lead, Securities Lending Operations, Trading Desk, and other Operations Associates to execute on daily securities lending processes\n\n - Assist in maintaining positioning by processing returns from counterparties and supporting the loan recall process\n\n - Work to ensure timely loan and return settlement, and resolve related issues\n\n - Collaborate with traders, product managers, engineering, and other operations teams to ensure effective and timely trade flow and settlement\n\n - Communicate with counterparties via email or on calls to execute on loans and recalls, and resolve discrepancies\n\n - Identify and resolve discrepancies in transactions\n\n - Perform daily and monthly reconciliation of records and assist with audit requests\n\n - Support front-office operations related to corporate actions and daily market movement\n\n - Support billing and month-end processes\n\n - Represent Wealthsimple in interactions with external counterparties and cultivate industry relationships\n\n - Support the development of operational procedures as we build out our Options business\n\n - Support the treasury team with cash movements, including billing\n\n - Support the onboarding of new counterparties\n\n\nSKILLS YOU BRING:\n\n - 3+ years of experience working at a broker-dealer, bank, capital markets firm, or pension fund\n\n - A background in finance, accounting, business, or a related technical field, with strong business judgment and the ability to operate within tight deadlines\n\n - Strong technical skills in Excel and Google Sheets, including formulas and pivot\n\n\n\nPlease note: teams in this role typically start their day around 7:30am ET. Please factor this earlier schedule into your decision to apply. We look forward to reviewing your application! \n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"f76d48ec-fd37-4699-b31f-663e64af950e","title":"Manager, Demand Generation","department":"Commercial & Marketing","team":"Marketing","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-08-31T19:10:42.379+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/f76d48ec-fd37-4699-b31f-663e64af950e","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/f76d48ec-fd37-4699-b31f-663e64af950e/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 Manager, Demand Generation to run demand generation for our retail sales business. This role owns the programs that create and capture demand — generating high-intent prospects at the top of the funnel, converting them into funded clients, and routing the right ones to our sales and advisory teams for our higher-value segments.
You'll build and run demand programs across paid media, organic, lifecycle, and referrals, with a clear focus on demand quality and downstream client value — not just volume at the top. You'll partner closely with Growth, Sales, Product Marketing, and Commercial Operations, operate with a high degree of day-to-day autonomy, and be accountable to demand and conversion outcomes.
Own the execution of consumer demand generation across paid media, organic, lifecycle, and referrals — with a clear focus on the quality of demand you're creating, measured through to funded accounts.
Build demand programs that feed our sales and advisory teams for high-value client segments. Partner with Sales to define what a qualified prospect looks like, build segment-specific campaigns, and measure what actually converts.
Partner with Sales and Commercial Ops on lead definitions, routing, scoring, and feedback loops. Sit in on pipeline and performance reviews and use what you hear to sharpen targeting and improve lead quality.
Build and maintain clear reporting across the demand funnel — from first touch through sign-up, funding, and retained client value. Identify patterns, surface insights, and make clear recommendations on where to double down, test, or pull back.
Run a consistent testing cadence across creative, audiences, offers, and landing pages, and turn what you learn into repeatable programs.
Actively embed AI tools into demand gen workflows — creative and copy iteration, audience research, landing page iteration, and campaign experimentation.
Contribute to the quarterly demand plan alongside the Commercial Growth lead, then own delivery against it.
4–6 years in demand generation, growth, or performance marketing with a track record of generating high-quality consumer demand across multiple channels. You've worked in a self-serve motion and understand how to feed a sales team alongside it.
Deep hands-on experience in paid media — you've owned budgets and managed campaigns across Google, Meta, TikTok, YouTube, or programmatic, and you optimize for downstream value, not just cost per acquisition.
Experience generating demand across distinct consumer segments — you know how messaging, channel mix, and creative need to shift between a first-time investor and a high-net-worth prospect.
Strong cross-functional partnering — you've worked closely with Sales (lead definitions, feedback loops) and Product Marketing (messaging, campaign briefs) and made both relationships an advantage.
A demonstrated habit of using AI to accelerate your work — generating and testing creative at scale, building research or enrichment workflows, or getting to insights from data faster. You treat AI as a core part of how you work.
Analytical mindset with the ability to use data to diagnose funnel problems, prioritize opportunities, and recommend change — not just report on results.
Experience in a consumer sales environment — you've marketed alongside a consumer sales or advisory team, understand how they work a prospect, and know what makes a lead worth their time.
Lifecycle marketing experience — you've built and owned onboarding, nurture, or re-engagement journeys and know how lifecycle compounds the demand you generate.
Hands-on with a lifecycle or marketing automation platform — Braze, Iterable, HubSpot, or similar.
Experience in consumer fintech, investing, banking, or insurance.
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nABOUT THE ROLE\n\nWe're looking for a Manager, Demand Generation to run demand generation for our retail sales business. This role owns the programs that create and capture demand — generating high-intent prospects at the top of the funnel, converting them into funded clients, and routing the right ones to our sales and advisory teams for our higher-value segments.\n\nYou'll build and run demand programs across paid media, organic, lifecycle, and referrals, with a clear focus on demand quality and downstream client value — not just volume at the top. You'll partner closely with Growth, Sales, Product Marketing, and Commercial Operations, operate with a high degree of day-to-day autonomy, and be accountable to demand and conversion outcomes.\n\n\n\n\nWHAT YOU'LL DO\n\n - Own the execution of consumer demand generation across paid media, organic, lifecycle, and referrals — with a clear focus on the quality of demand you're creating, measured through to funded accounts.\n\n - Build demand programs that feed our sales and advisory teams for high-value client segments. Partner with Sales to define what a qualified prospect looks like, build segment-specific campaigns, and measure what actually converts.\n\n - Partner with Sales and Commercial Ops on lead definitions, routing, scoring, and feedback loops. Sit in on pipeline and performance reviews and use what you hear to sharpen targeting and improve lead quality.\n\n - Build and maintain clear reporting across the demand funnel — from first touch through sign-up, funding, and retained client value. Identify patterns, surface insights, and make clear recommendations on where to double down, test, or pull back.\n\n - Run a consistent testing cadence across creative, audiences, offers, and landing pages, and turn what you learn into repeatable programs.\n\n - Actively embed AI tools into demand gen workflows — creative and copy iteration, audience research, landing page iteration, and campaign experimentation.\n\n - Contribute to the quarterly demand plan alongside the Commercial Growth lead, then own delivery against it.\n\n\n\n\nWHAT YOU BRING\n\n - 4–6 years in demand generation, growth, or performance marketing with a track record of generating high-quality consumer demand across multiple channels. You've worked in a self-serve motion and understand how to feed a sales team alongside it.\n\n - Deep hands-on experience in paid media — you've owned budgets and managed campaigns across Google, Meta, TikTok, YouTube, or programmatic, and you optimize for downstream value, not just cost per acquisition.\n\n - Experience generating demand across distinct consumer segments — you know how messaging, channel mix, and creative need to shift between a first-time investor and a high-net-worth prospect.\n\n - Strong cross-functional partnering — you've worked closely with Sales (lead definitions, feedback loops) and Product Marketing (messaging, campaign briefs) and made both relationships an advantage.\n\n - A demonstrated habit of using AI to accelerate your work — generating and testing creative at scale, building research or enrichment workflows, or getting to insights from data faster. You treat AI as a core part of how you work.\n\n - Analytical mindset with the ability to use data to diagnose funnel problems, prioritize opportunities, and recommend change — not just report on results.\n\n\n\n\nBONUS POINTS\n\n - Experience in a consumer sales environment — you've marketed alongside a consumer sales or advisory team, understand how they work a prospect, and know what makes a lead worth their time.\n\n - Lifecycle marketing experience — you've built and owned onboarding, nurture, or re-engagement journeys and know how lifecycle compounds the demand you generate.\n\n - Hands-on with a lifecycle or marketing automation platform — Braze, Iterable, HubSpot, or similar.\n\n - Experience in consumer fintech, investing, banking, or insurance.\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"272ea39d-c94e-4400-956a-bbe8d40461b3","title":"Design Intern (Winter 2027)","department":"Product","team":"Product Design","employmentType":"Intern","location":"Toronto, Ontario","secondaryLocations":[],"publishedAt":"2026-08-31T14:41:46.250+00:00","isListed":true,"isRemote":true,"workplaceType":"Hybrid","address":{"postalAddress":{"addressRegion":"Ontario","addressCountry":"Canada","addressLocality":"Toronto"}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/272ea39d-c94e-4400-956a-bbe8d40461b3","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/272ea39d-c94e-4400-956a-bbe8d40461b3/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 Intern (Winter 2027 - 8 month term)
Location: Toronto, ON (Hybrid)
At Wealthsimple, we offer 4 to 8-month internships that are open to co-op and non-co-op students, and recent grads. During your internship, you will have the opportunity to contribute to projects that are changing the landscape of financial services for Canadians. You will be on a team that supports your growth, provides mentorship, and connects you to the broader Wealthsimple community!
Our internship program operates on a hybrid model out of our Toronto headquarters. You'll be in-office on Wednesdays and Thursdays to collaborate, connect, and learn in person, while maintaining the flexibility of remote work for the rest of the week.
Design plays a big role at Wealthsimple, as we help shape what gets built and how customers experience it. We’re hiring a Design Intern to support the design and delivery of real product experiences across areas like Investing, Banking, and more.
You’ll work closely with designers, product managers, and engineers, contribute to real projects, and see your work ship to production. You won’t be stuck on the sidelines, you’ll be part of a team, learning how products are designed, built, and improved in a fast-moving, collaborative environment.
Rather than filling a single narrow role, we’re looking for an emerging designer who’s curious, motivated, and excited to learn. During the interview process, we’ll look for a team where your interests and strengths are a great fit and where you can do meaningful, hands-on work.
In this role, you’ll have the opportunity to:
Work alongside Senior and Staff Product Designers on meaningful, real product initiatives, contributing to experiences used by millions of Canadians
Own smaller projects end-to-end from understanding the problem, to exploring ideas, to refining and shipping work to production
Design thoughtful, high-quality UI and interactions while also developing your product thinking, judgment, and customer empathy
Collaborate closely with product managers and engineers to learn how great ideas move from concept to shipped product without compromising on quality
Participate in customer research and feedback sessions to better understand real customer needs and pain points
See your work ship to production multiple times over the course of your internship, and learn how teams iterate and improve after launch
This is a hands-on role with real responsibility. You’ll be trusted to contribute ideas, ask questions, and help raise the quality bar, not just execute tasks.
Experience using Figma to design and prototype product experiences
Genuine interest in product design and curiosity about how digital products are built and improved over time
Passion for Wealthsimple’s mission and excitement about helping Canadians reach financial freedom
Strong taste and a willingness to share ideas, explore alternatives, and explain your thinking
Comfort learning new problem spaces quickly and eagerness to dig into complex domains
Interest in talking to customers and using research and feedback to inform your design decisions
A collaborative mindset! You enjoy working closely with designers, engineers, and product partners
Applications close Sep 18th at 11:59 PM EST.
1. Application + Video Submission: Apply and submit a short video file on the application form
2. Hiring Manager Interview: A 30 minute interview with a member of our design team. Walk us through a project or design from your portfolio, sharing your thinking, what influenced your choices, and any trade-offs you considered. We're especially interested in how you think about users and how your work contributes to a clear, thoughtful experience. We'll follow up with a few questions on your approach, collaboration, and what you learned, then leave time for yours.
3. Portfolio Review Interview: A 30 minute interview with another member of our team, going deeper into your work and practice. Present a 10 minute walkthrough of one or two projects, preferably including an AI-related example if you have one. Be ready to discuss the context and goals behind each project, how your thinking evolved, how you evaluated directions, and how you collaborated with partners. We'll also explore your design judgment and ability to navigate ambiguity, with time for your questions at the end.
4. Offers: Offers extended!
Enrolled in a Canadian post-secondary institution, technical bootcamp or a new graduate (Within 6 months of your graduation date)
Available to work full-time hours
Residing in Canada
Able to commute to our Toronto HQ on Wednesdays and Thursdays
Experience experimenting with prototyping or developer tools such as Cursor, Claude Code, or other AI-assisted workflows
We don’t expect interns to have it all figured out. We’re excited by people with strong potential, good judgment, and the motivation to learn fast and make things better.
🤑 Base salary range: For this role, candidates can expect the following base salary range:
• Term 1 students: CAD $74,000 - $78,000
• Term 2 students: CAD $77,000 - $81,000
• Term 3 students: CAD $80,000 - $84,000
• Term 4 students: CAD $83,000 - $87,000
• Term 5 students: CAD $86,000 - $90,000
Your current year of study and number of past internship terms will determine your salary band. Actual compensation within each band is based on skills, experience, and academic performance. Exceptional candidates may be considered above the top of their year's range. 🚀
We use clear year-based levels and market-based salary bands to ensure compensation is fair and consistent across all internship programs.
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nINTERNSHIPS @ WEALTHSIMPLE\n\nDesign Intern (Winter 2027 - 8 month term)\n\nLocation: Toronto, ON (Hybrid)\n\nAt Wealthsimple, we offer 4 to 8-month internships that are open to co-op and non-co-op students, and recent grads. During your internship, you will have the opportunity to contribute to projects that are changing the landscape of financial services for Canadians. You will be on a team that supports your growth, provides mentorship, and connects you to the broader Wealthsimple community!\n\nOur internship program operates on a hybrid model out of our Toronto headquarters. You'll be in-office on Wednesdays and Thursdays to collaborate, connect, and learn in person, while maintaining the flexibility of remote work for the rest of the week.\n\n\n\n\nABOUT THE PRODUCT DESIGN TEAM\n\nDesign plays a big role at Wealthsimple, as we help shape what gets built and how customers experience it. We’re hiring a Design Intern to support the design and delivery of real product experiences across areas like Investing, Banking, and more.\n\n\n\nYou’ll work closely with designers, product managers, and engineers, contribute to real projects, and see your work ship to production. You won’t be stuck on the sidelines, you’ll be part of a team, learning how products are designed, built, and improved in a fast-moving, collaborative environment.\n\n\n\nRather than filling a single narrow role, we’re looking for an emerging designer who’s curious, motivated, and excited to learn. During the interview process, we’ll look for a team where your interests and strengths are a great fit and where you can do meaningful, hands-on work.\n\n\n\nIn this role, you’ll have the opportunity to:\n\n - Work alongside Senior and Staff Product Designers on meaningful, real product initiatives, contributing to experiences used by millions of Canadians\n\n - Own smaller projects end-to-end from understanding the problem, to exploring ideas, to refining and shipping work to production\n\n - Design thoughtful, high-quality UI and interactions while also developing your product thinking, judgment, and customer empathy\n\n - Collaborate closely with product managers and engineers to learn how great ideas move from concept to shipped product without compromising on quality\n\n - Participate in customer research and feedback sessions to better understand real customer needs and pain points\n\n - See your work ship to production multiple times over the course of your internship, and learn how teams iterate and improve after launch\n\nThis is a hands-on role with real responsibility. You’ll be trusted to contribute ideas, ask questions, and help raise the quality bar, not just execute tasks.\n\n\n\n\nWHO WE’RE LOOKING FOR:\n\n - Experience using Figma to design and prototype product experiences\n\n - Genuine interest in product design and curiosity about how digital products are built and improved over time\n\n - Passion for Wealthsimple’s mission and excitement about helping Canadians reach financial freedom\n\n - Strong taste and a willingness to share ideas, explore alternatives, and explain your thinking\n\n - Comfort learning new problem spaces quickly and eagerness to dig into complex domains\n\n - Interest in talking to customers and using research and feedback to inform your design decisions\n\n - A collaborative mindset! You enjoy working closely with designers, engineers, and product partners\n\n\n\n\nTHE INTERVIEW PROCESS\n\nApplications close Sep 18th at 11:59 PM EST.\n\n1. Application + Video Submission: Apply and submit a short video file on the application form\n\n2. Hiring Manager Interview: A 30 minute interview with a member of our design team. Walk us through a project or design from your portfolio, sharing your thinking, what influenced your choices, and any trade-offs you considered. We're especially interested in how you think about users and how your work contributes to a clear, thoughtful experience. We'll follow up with a few questions on your approach, collaboration, and what you learned, then leave time for yours.\n\n3. Portfolio Review Interview: A 30 minute interview with another member of our team, going deeper into your work and practice. Present a 10 minute walkthrough of one or two projects, preferably including an AI-related example if you have one. Be ready to discuss the context and goals behind each project, how your thinking evolved, how you evaluated directions, and how you collaborated with partners. We'll also explore your design judgment and ability to navigate ambiguity, with time for your questions at the end.\n\n4. Offers: Offers extended!\n\n\n\n\nELIGIBILITY\n\n - Enrolled in a Canadian post-secondary institution, technical bootcamp or a new graduate (Within 6 months of your graduation date)\n\n - Available to work full-time hours\n\n - Residing in Canada\n\n - Able to commute to our Toronto HQ on Wednesdays and Thursdays\n\n\n\n\nNICE-TO-HAVE\n\n - Experience experimenting with prototyping or developer tools such as Cursor, Claude Code, or other AI-assisted workflows\n\nWe don’t expect interns to have it all figured out. We’re excited by people with strong potential, good judgment, and the motivation to learn fast and make things better.\n\n\n\n\nCOMPENSATION & EQUITY\n\n🤑 Base salary range: For this role, candidates can expect the following base salary range:\n\n• Term 1 students: CAD $74,000 - $78,000\n\n• Term 2 students: CAD $77,000 - $81,000\n\n• Term 3 students: CAD $80,000 - $84,000\n\n• Term 4 students: CAD $83,000 - $87,000\n\n• Term 5 students: CAD $86,000 - $90,000\n\nYour current year of study and number of past internship terms will determine your salary band. Actual compensation within each band is based on skills, experience, and academic performance. Exceptional candidates may be considered above the top of their year's range. 🚀\n\nWe use clear year-based levels and market-based salary bands to ensure compensation is fair and consistent across all internship programs.\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"760256ae-8dd2-4b69-9fd8-4162de1b6505","title":"Marketing Rotational Program - 12 Months","department":"Commercial & Marketing","team":"Marketing","employmentType":"FullTime","location":"Toronto, Ontario","secondaryLocations":[],"publishedAt":"2026-08-31T14:12:45.899+00:00","isListed":true,"isRemote":true,"workplaceType":"Hybrid","address":{"postalAddress":{"addressRegion":"Ontario","addressCountry":"Canada","addressLocality":"Toronto"}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/760256ae-8dd2-4b69-9fd8-4162de1b6505","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/760256ae-8dd2-4b69-9fd8-4162de1b6505/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
Location: Toronto, Hybrid
Our marketing teams are offering a 12 month Early Talent rotational program starting in January 2027. They’re designed for co-op students, non-co-op students, and recent graduates who are ready to ship impactful work. You'll join a high-performing team where you'll contribute to projects that are fundamentally changing how Canadians manage their money. We're committed to your growth, providing the mentorship and community you need to deepen your craft and leave better than you arrived.
Our Early Talent program operates on a hybrid model where our early talent come into office on Wednesdays and Thursdays. We’ll also get together for key moments like team gatherings, early talent events, and other IRL moments that matter.
This posting covers two roles: Growth Marketing and Product and Client Marketing. Please select your preference in the application form for the one that best fits your interests.
Wealthsimple's Product & Client Marketing team is outcome-obsessed. We start with the business problem and work backwards to the marketing tactics, never the other way around. We're the connective tissue between Product, Sales, and Marketing, and we take full ownership of cross-functional work so our products and content get the attention they deserve. The team is made up of product marketers, content strategists, and the people who own how clients hear from us in the app. We work across 4 teams: Product Marketing for Investing and Banking, Product Engagement, and Content Marketing.
This is a 12-month program, not a summer job. You'll join the Product & Client Marketing stream and spend the year in roughly 6 month rotations across two of our four teams:
Investing product marketing. Go-to-market for everything people invest in with us, from self-directed accounts to managed portfolios to private markets. Positioning, launch plans, and the client research behind both.
Banking product marketing. Go-to-market for the products people use every day: chequing, the Wealthsimple credit card, and lending.
Product Engagement. The in-app and email communications that take someone from \"I signed up\" to \"I use this for everything.\" Who gets a message, what it says, and what happened after it went out.
Content Marketing. Our content strategy, including educational resources and organic growth channels like Wealthsimple Learn.
We'll match you to your first rotation based on what you're already good at and what projects are ready to go when you start. We'll pick the second one together, partway through the year, based on where you're strongest and what you want to get better at.
Own a real piece of a launch. A channel, a campaign flow, a set of assets, a section of a go-to-market plan. You'll run it day to day. Your manager reviews and QAs the work, but won't be telling you what to do next.
Write things (potentially millions of) clients actually read. Product copy, in-app messages, campaign emails, educational content. Drafted against a brief, edited hard, shipped.
Learn the products cold. By the end of a rotation you should be able to explain any product on your team in plain language, explain how it works underneath, and say why someone would pick us over the alternative.
Pull your own numbers. Get comfortable in our data and AI tools, report on how your work performed, and bring a recommendation for what to do next. Not just the chart.
Build a hard technical skill using our messaging platform, as well as HTML and CSS for email. These are skills you take with you: the tools we use are the tools most companies use.
Ideate & experiment on lifecycle and cross-sell strategies to drive product engagement and adoption within Wealthsimple’s product ecosystem.
Leave something behind. Every rotation should end with work that outlasts you, and a handover clear enough that the next person can run it.
Wealthsimple's Growth Marketing team owns how people find us, and what happens after they do. We buy and earn attention across the channels where Canadians actually spend their time, then build the communications that turn a new signup into someone who uses Wealthsimple for everything. The team is made up of performance marketers, influencer and partnerships leads, and lifecycle marketers who live in the data and the details. We work across 3 teams: Lifecycle Marketing, User Acquisition, and Influencer Marketing.
This is a 12-month program, not a summer job. You'll join the Growth Marketing stream and spend the year in 2 rotations of roughly 6 months each, across our 3 teams:
Lifecycle Marketing. The emails, push notifications, and in-app messages that reach millions of clients. This is the most technical work on the team: audience logic, testing, QA, and a lot of time inside our messaging platform.
User Acquisition. Paid performance marketing across channels like Meta and Snap. Building campaigns, watching them daily, and figuring out what to change when the numbers move.
Influencer Marketing. The creators and partners who introduce Wealthsimple to people who've never heard of us. Sourcing, briefing, and measuring whether any of it worked.
We'll match you to your first rotation based on what you're already good at and what projects are ready to go when you start. We'll pick the second one together, partway through the year, based on where you're strongest and what you want to get better at.
Own a channel or a flow. A set of paid campaigns, a creator partnership, a lifecycle flow that goes out every month. You'll run it day to day, monitor it, and decide what to try next.
Get into the weeds, on purpose. Audience targeting, suppression rules, conditional logic, QA before anything ships. The details are the job here, not the overhead around it.
Build a hard technical skill. Depending on where you start, that's our messaging platform, HTML and CSS for email, or the ad platforms. These are skills you take with you: the tools we use are the tools most companies use.
Write things (potentially millions of) clients actually read. Campaign emails, push copy, in-app messages, creator briefs. Drafted against a brief, edited hard, shipped.
Run your own tests and pull your own numbers. Get comfortable in our data and AI tools, design a test that will actually tell you something, and bring a recommendation for what to do next.
Leave something behind. Every rotation should end with work that outlasts you, and a handover clear enough that the next person can run it.
Interest in doing category-leading marketing, and the ambition to be genuinely good at the craft rather than just done with the task
Coachability. You seek out feedback, check that you understood it, and the next draft is visibly better
Curiosity about where marketing is going, and the ambition to suggest an idea nobody asked for
Scrappiness. You find another way in when the obvious one is blocked
Comfort working across a lot of stakeholders and competing asks, where the list of what matters most changes during the week
Real interest in personal or business finance, and a clear enough grasp of what Wealthsimple does that you could explain it to your least technical family member
A marketing internship behind you, or a project you owned end to end: a student association, a startup, team leadership, or something you built yourself
Our best early talent has consistently been people who'd already done real things. We care much more about what you've actually shipped than where you shipped it.
Applications close Sep 18th at 11:59 PM EST.
1. Application + Video Submission: (Aug 31 - Sep 18) Apply and submit a short video response with a written transcript.
2. Hiring Manager Interview: (Sep 16 – Sep 30) A 30 minute interview with a marketing leader, where you’ll get an introduction and overview of the internship, dive into your experience, and have the opportunity to ask questions about the program.
3. Project Review Interview: (Oct 1 - Oct 16) A 1 hour interview with 2-3 leaders on our Marketing team. Bring a project you're proud of and walk through your role, decisions, trade-offs, and lessons learned. We'll also discuss your collaboration style and how you approach learning and growth.
4. Talent Acquisition Interview (Oct 1-Oct 16) A 30 minute interview (live if you’re in Toronto!), where you can connect with our Talent Acquisition team, hear more about our culture and values, and have the chance to ask any questions.
5. Offers: (Week of Oct 19) Offers extended!
Eligibility
Enrolled in a post-secondary institution or a recent graduate
Current co-op, non-co-op students and new grads welcome
Legally authorized to work in Canada (Wealthsimple does not provide immigration or relocation support for early talent)
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nROTATIONAL PROGRAMS @ WEALTHSIMPLE\n\nLocation: Toronto, Hybrid\n\nOur marketing teams are offering a 12 month Early Talent rotational program starting in January 2027. They’re designed for co-op students, non-co-op students, and recent graduates who are ready to ship impactful work. You'll join a high-performing team where you'll contribute to projects that are fundamentally changing how Canadians manage their money. We're committed to your growth, providing the mentorship and community you need to deepen your craft and leave better than you arrived.\n\nOur Early Talent program operates on a hybrid model where our early talent come into office on Wednesdays and Thursdays. We’ll also get together for key moments like team gatherings, early talent events, and other IRL moments that matter.\n\nThis posting covers two roles: Growth Marketing and Product and Client Marketing. Please select your preference in the application form for the one that best fits your interests.\n\n\n\n\n\n\n\nPRODUCT AND CLIENT MARKETING\n\n\n\n\nABOUT THE TEAM\n\nWealthsimple's Product & Client Marketing team is outcome-obsessed. We start with the business problem and work backwards to the marketing tactics, never the other way around. We're the connective tissue between Product, Sales, and Marketing, and we take full ownership of cross-functional work so our products and content get the attention they deserve. The team is made up of product marketers, content strategists, and the people who own how clients hear from us in the app. We work across 4 teams: Product Marketing for Investing and Banking, Product Engagement, and Content Marketing.\n\n\n\n\nABOUT THE ROLE\n\nThis is a 12-month program, not a summer job. You'll join the Product & Client Marketing stream and spend the year in roughly 6 month rotations across two of our four teams:\n\n - Investing product marketing. Go-to-market for everything people invest in with us, from self-directed accounts to managed portfolios to private markets. Positioning, launch plans, and the client research behind both.\n\n - Banking product marketing. Go-to-market for the products people use every day: chequing, the Wealthsimple credit card, and lending.\n\n - Product Engagement. The in-app and email communications that take someone from \"I signed up\" to \"I use this for everything.\" Who gets a message, what it says, and what happened after it went out.\n\n - Content Marketing. Our content strategy, including educational resources and organic growth channels like Wealthsimple Learn https://www.wealthsimple.com/en-ca/learn.\n\n\n\nWe'll match you to your first rotation based on what you're already good at and what projects are ready to go when you start. We'll pick the second one together, partway through the year, based on where you're strongest and what you want to get better at.\n\n\n\n\nIN THIS ROLE, YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Own a real piece of a launch. A channel, a campaign flow, a set of assets, a section of a go-to-market plan. You'll run it day to day. Your manager reviews and QAs the work, but won't be telling you what to do next.\n\n - Write things (potentially millions of) clients actually read. Product copy, in-app messages, campaign emails, educational content. Drafted against a brief, edited hard, shipped.\n\n - Learn the products cold. By the end of a rotation you should be able to explain any product on your team in plain language, explain how it works underneath, and say why someone would pick us over the alternative.\n\n - Pull your own numbers. Get comfortable in our data and AI tools, report on how your work performed, and bring a recommendation for what to do next. Not just the chart.\n\n - Build a hard technical skill using our messaging platform, as well as HTML and CSS for email. These are skills you take with you: the tools we use are the tools most companies use.\n\n - Ideate & experiment on lifecycle and cross-sell strategies to drive product engagement and adoption within Wealthsimple’s product ecosystem.\n\n - Leave something behind. Every rotation should end with work that outlasts you, and a handover clear enough that the next person can run it.\n\n\n\n\n\n\nGROWTH MARKETING\n\n\n\n\nABOUT THE TEAM\n\nWealthsimple's Growth Marketing team owns how people find us, and what happens after they do. We buy and earn attention across the channels where Canadians actually spend their time, then build the communications that turn a new signup into someone who uses Wealthsimple for everything. The team is made up of performance marketers, influencer and partnerships leads, and lifecycle marketers who live in the data and the details. We work across 3 teams: Lifecycle Marketing, User Acquisition, and Influencer Marketing.\n\n\n\n\nABOUT THE ROLE\n\nThis is a 12-month program, not a summer job. You'll join the Growth Marketing stream and spend the year in 2 rotations of roughly 6 months each, across our 3 teams:\n\n - Lifecycle Marketing. The emails, push notifications, and in-app messages that reach millions of clients. This is the most technical work on the team: audience logic, testing, QA, and a lot of time inside our messaging platform.\n\n - User Acquisition. Paid performance marketing across channels like Meta and Snap. Building campaigns, watching them daily, and figuring out what to change when the numbers move.\n\n - Influencer Marketing. The creators and partners who introduce Wealthsimple to people who've never heard of us. Sourcing, briefing, and measuring whether any of it worked.\n\nWe'll match you to your first rotation based on what you're already good at and what projects are ready to go when you start. We'll pick the second one together, partway through the year, based on where you're strongest and what you want to get better at.\n\n\n\n\nIN THIS ROLE, YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Own a channel or a flow. A set of paid campaigns, a creator partnership, a lifecycle flow that goes out every month. You'll run it day to day, monitor it, and decide what to try next.\n\n - Get into the weeds, on purpose. Audience targeting, suppression rules, conditional logic, QA before anything ships. The details are the job here, not the overhead around it.\n\n - Build a hard technical skill. Depending on where you start, that's our messaging platform, HTML and CSS for email, or the ad platforms. These are skills you take with you: the tools we use are the tools most companies use.\n\n - Write things (potentially millions of) clients actually read. Campaign emails, push copy, in-app messages, creator briefs. Drafted against a brief, edited hard, shipped.\n\n - Run your own tests and pull your own numbers. Get comfortable in our data and AI tools, design a test that will actually tell you something, and bring a recommendation for what to do next.\n\n - Leave something behind. Every rotation should end with work that outlasts you, and a handover clear enough that the next person can run it.\n\n\n\n\n\nWHAT YOU'LL BRING\n\n - Interest in doing category-leading marketing, and the ambition to be genuinely good at the craft rather than just done with the task\n\n - Coachability. You seek out feedback, check that you understood it, and the next draft is visibly better\n\n - Curiosity about where marketing is going, and the ambition to suggest an idea nobody asked for\n\n - Scrappiness. You find another way in when the obvious one is blocked\n\n - Comfort working across a lot of stakeholders and competing asks, where the list of what matters most changes during the week\n\n - Real interest in personal or business finance, and a clear enough grasp of what Wealthsimple does that you could explain it to your least technical family member\n\n - A marketing internship behind you, or a project you owned end to end: a student association, a startup, team leadership, or something you built yourself\n\n\n\nOur best early talent has consistently been people who'd already done real things. We care much more about what you've actually shipped than where you shipped it.\n\n\n\n\nTHE INTERVIEW PROCESS\n\nApplications close Sep 18th at 11:59 PM EST.\n\n1. Application + Video Submission: (Aug 31 - Sep 18) Apply and submit a short video response with a written transcript.\n\n2. Hiring Manager Interview: (Sep 16 – Sep 30) A 30 minute interview with a marketing leader, where you’ll get an introduction and overview of the internship, dive into your experience, and have the opportunity to ask questions about the program.\n\n3. Project Review Interview: (Oct 1 - Oct 16) A 1 hour interview with 2-3 leaders on our Marketing team. Bring a project you're proud of and walk through your role, decisions, trade-offs, and lessons learned. We'll also discuss your collaboration style and how you approach learning and growth.\n\n4. Talent Acquisition Interview (Oct 1-Oct 16) A 30 minute interview (live if you’re in Toronto!), where you can connect with our Talent Acquisition team, hear more about our culture and values, and have the chance to ask any questions.\n\n5. Offers: (Week of Oct 19) Offers extended!\n\n\n\nEligibility\n\n - Enrolled in a post-secondary institution or a recent graduate\n\n - Current co-op, non-co-op students and new grads welcome\n\n - Legally authorized to work in Canada (Wealthsimple does not provide immigration or relocation support for early talent)\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"3c1c3668-e3bf-4b6b-8394-db47dac6d08e","title":"Senior Manager, Client Tax","department":"Finance","team":"Treasury","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-08-31T15:52:21.512+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/3c1c3668-e3bf-4b6b-8394-db47dac6d08e","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/3c1c3668-e3bf-4b6b-8394-db47dac6d08e/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 Client Tax team helps make investing simple, reliable, and compliant for Wealthsimple clients. We lead the systems, processes, controls, and reporting that support tax slips, registered accounts, client statements, withholding, and related regulatory obligations across our growing brokerage business.
You’ll lead Wealthsimple’s client tax function across brokerage products and regulated entities, including the people and team capabilities required to deliver the mandate. You’ll be accountable for accurate, timely, and scalable client tax reporting, while building the controls, systems, and operating practices needed to support continued product and client growth. You’ll act as a senior partner to CXO, Product, Engineering, Operations, Compliance, Legal, and Finance, translating complex client tax and regulatory requirements into product design advice with clear decisions and reliable execution. A key part of the role is working closely with CXO to ensure reporting processes, internal & external communications, and issue resolution deliver a clear and reliable client experience.
Lead the strategy, operating model, and execution of Wealthsimple’s client tax operating function across Canadian and applicable U.S. requirements.
Own the end-to-end delivery of client tax slips, registered-account reporting, client statements, and related regulatory filings, including readiness, controls, quality assurance, amendments, and regulator communications.
Establish and maintain robust governance for QI, FATCA, CRS, non-resident withholding, and client reporting obligations, ensuring risks and regulatory gaps are identified and addressed.
Trusted advisor and partner to CXO, Product, Engineering, and Operations leaders on new-product client tax treatment and reporting implications, reporting logic, data quality, system requirements, testing, automation, scalable process design, and client-impacting issue resolution, excluding any corporate and sales tax implications.
Lead, coach, and develop the Client Tax team, including setting team priorities, hiring and onboarding, performance management, career development, and standards for accuracy, timeliness, escalation management, client outcomes, and audit readiness.
Implement AI and automation strategies to create significant operational efficiencies and leverage to support our ambition growth and scaling.
Provide clear technical research, recommendations, and executive-level communication on tax reporting issues, regulatory change, control environments, and investment priorities.
8+ years of progressive experience in client tax reporting, financial services tax, brokerage operations, regulatory reporting, or a related function, including significant experience directly leading and developing people.
Deep knowledge of Canadian brokerage tax reporting and registered-account requirements, including relevant CRA, Revenu Québec, and applicable U.S. reporting obligations.
Experience with QI, FATCA, CRS, withholding tax, client statements, book-of-record data, and the control requirements associated with high-volume regulated reporting.
A track record of leading cross-functional programs involving Product, CXO, Engineering, Operations, Compliance, Legal, and external stakeholders.
Strong analytical, communication, and judgment skills, with the ability to turn complex regulatory requirements into strategic product design and practical operating decisions.
CPA designation or equivalent professional qualification.
In-Depth Tax Program or an equivalent Canadian tax specialisation
Experience with CIRO/CRM2/CRM3 reporting, fintech, digital brokerage, or high-growth financial-services environments.
Experience scaling reporting through automation, modern data tooling, and operational-control frameworks.
Experience in a Big Four or national accounting firm, or a comparable advisory environment.
You are a strategic, hands-on leader who can move between technical detail and enterprise-level priorities.
You bring sound judgment in ambiguous or evolving regulatory environments.
You are an experienced people leader who builds high-trust teams with clear expectations, direct feedback, strong development practices, and a healthy performance culture.
You care deeply about accuracy, client outcomes, resilience, and doing the right thing.
You simplify complex topics and create alignment across functions.
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nABOUT THE TEAM\n\nThe Client Tax team helps make investing simple, reliable, and compliant for Wealthsimple clients. We lead the systems, processes, controls, and reporting that support tax slips, registered accounts, client statements, withholding, and related regulatory obligations across our growing brokerage business.\n\n\n\n\nABOUT THE ROLE\n\nYou’ll lead Wealthsimple’s client tax function across brokerage products and regulated entities, including the people and team capabilities required to deliver the mandate. You’ll be accountable for accurate, timely, and scalable client tax reporting, while building the controls, systems, and operating practices needed to support continued product and client growth. You’ll act as a senior partner to CXO, Product, Engineering, Operations, Compliance, Legal, and Finance, translating complex client tax and regulatory requirements into product design advice with clear decisions and reliable execution. A key part of the role is working closely with CXO to ensure reporting processes, internal & external communications, and issue resolution deliver a clear and reliable client experience.\n\n\n\n\nIN THIS ROLE YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Lead the strategy, operating model, and execution of Wealthsimple’s client tax operating function across Canadian and applicable U.S. requirements.\n\n - Own the end-to-end delivery of client tax slips, registered-account reporting, client statements, and related regulatory filings, including readiness, controls, quality assurance, amendments, and regulator communications.\n\n - Establish and maintain robust governance for QI, FATCA, CRS, non-resident withholding, and client reporting obligations, ensuring risks and regulatory gaps are identified and addressed.\n\n - Trusted advisor and partner to CXO, Product, Engineering, and Operations leaders on new-product client tax treatment and reporting implications, reporting logic, data quality, system requirements, testing, automation, scalable process design, and client-impacting issue resolution, excluding any corporate and sales tax implications.\n\n - Lead, coach, and develop the Client Tax team, including setting team priorities, hiring and onboarding, performance management, career development, and standards for accuracy, timeliness, escalation management, client outcomes, and audit readiness.\n\n - Implement AI and automation strategies to create significant operational efficiencies and leverage to support our ambition growth and scaling.\n\n - Provide clear technical research, recommendations, and executive-level communication on tax reporting issues, regulatory change, control environments, and investment priorities.\n \n \n\n\nSKILLS YOU BRING:\n\n - 8+ years of progressive experience in client tax reporting, financial services tax, brokerage operations, regulatory reporting, or a related function, including significant experience directly leading and developing people.\n\n - Deep knowledge of Canadian brokerage tax reporting and registered-account requirements, including relevant CRA, Revenu Québec, and applicable U.S. reporting obligations.\n\n - Experience with QI, FATCA, CRS, withholding tax, client statements, book-of-record data, and the control requirements associated with high-volume regulated reporting.\n\n - A track record of leading cross-functional programs involving Product, CXO, Engineering, Operations, Compliance, Legal, and external stakeholders.\n\n - Strong analytical, communication, and judgment skills, with the ability to turn complex regulatory requirements into strategic product design and practical operating decisions.\n \n \n\n\nNICE TO HAVE:\n\n - CPA designation or equivalent professional qualification.\n\n - In-Depth Tax Program or an equivalent Canadian tax specialisation\n\n - Experience with CIRO/CRM2/CRM3 reporting, fintech, digital brokerage, or high-growth financial-services environments.\n\n - Experience scaling reporting through automation, modern data tooling, and operational-control frameworks.\n\n - Experience in a Big Four or national accounting firm, or a comparable advisory environment.\n \n \n\n\nWHO YOU ARE:\n\n - You are a strategic, hands-on leader who can move between technical detail and enterprise-level priorities.\n\n - You bring sound judgment in ambiguous or evolving regulatory environments.\n\n - You are an experienced people leader who builds high-trust teams with clear expectations, direct feedback, strong development practices, and a healthy performance culture.\n\n - You care deeply about accuracy, client outcomes, resilience, and doing the right thing.\n\n - You simplify complex topics and create alignment across functions.\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"3f324be6-87bf-4352-a098-bde635287f9c","title":"Intern, Capital Markets (8 month term)","department":"Brokerage & Capital Markets","team":"Capital Markets","employmentType":"Intern","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-08T14:43:19.425+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/3f324be6-87bf-4352-a098-bde635287f9c","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/3f324be6-87bf-4352-a098-bde635287f9c/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
✔ Currently in Year 3 or 4 of a Canadian post-secondary program or technical bootcamp (or graduated within the last 6 months)
✔ Available to work full-time market hours: 7am - 5pm EST
✔ Residing in Canada
✔ Able to commute to our Toronto HQ on Tuesday AND Wednesdays OR Thursdays
Reporting to a Trader on Securities Lending, you will sit on a fast-paced front-office desk managing inventory across our lending book. This isn't a shadow position, you’ll take direct ownership of day-to-day desk operations and build high-visibility solutions that shape how we scale.
Wealthsimple’s Securities Lending desk processes a high volume of trades and returns per day. You will play a mission-critical role in managing this volume while driving automation projects (using SQL, Google Apps Script, and Sheets) that optimize revenue flows, eliminate manual friction, and directly impact desk profitability. This is an 8-month term that will run from January 11, 2027- Aug 27, 2027.
📆 Application Deadline: Monday Sept 21st @ 11:59PM EST
Drive high-volume daily execution: Own the entire return process ensuring proper booking, settlement, and daily inventory balance across counterparties.
Manage trade desk risk & continuity: Monitor recall notifications, corporate action instructions, and contract compare breaks, acting as a crucial line of defense to prevent financial discrepancies.
Cross-functional visibility & stakeholder exposure: Act as a central connector between front-office trading, Treasury, Middle Office, and Engineering teams, while participating in client/counterparty engagements.
Assist in providing general trade desk support as required.
Build automation & workflow tools (40% project focus): Identify desk bottlenecks and build custom Google Apps Scripts, SQL queries, or P&L tracking tools to automate routine tasks (e.g., morning trading reports, data reconciliations).
Troubleshoot breakdowns in daily functions, identify blockers and implement solutions to resolve issues.
Learn about the fintech industry and gain insight in the securities finance market.
Sense of Urgency & Prioritization: Ability to thrive in a high-velocity, live trading environment where market conditions change without notice. You know how to triage urgent tasks versus long-term project work.
Process Automation Mindset: Strong proficiency in Google Sheets/Excel (building macros, complex formulas, Google Apps Scripting) and SQL. You don't just execute a repetitive process, you write scripts to automate it.
Capital Markets Curiosity: Basic understanding of financial markets, margin, and securities lending mechanics, paired with an eagerness to learn Bloomberg terminal tools.
Coachability & Ambition: Scrappy, resilient, and comfortable with ambiguity. You take feedback in stride, ask smart questions when stuck, and proactively chase excellence in your work.
Target Profile: Currently pursuing a degree in Business, Finance, STEM or a related field (targeting 3rd/4th year students or recent graduates with prior internship/work experience).
🤑 Base salary range: For this role, candidates located in Canada can expect a base salary range, described in the posting. Actual compensation is determined based on skills, experience, and role level. Exceptional candidates may be considered above the top of the range, and pay can increase quickly for those who make a big impact in the role.
• Term 1 students: CAD $43,000 - $44,800
• Term 2 students: CAD $44,000 - $46,500
• Term 3 students: CAD $47,000 - $49,700
• Term 4 students: CAD $48,000 - $50,000
• Term 5 students: CAD $49,000 - $52,000
Your current year of study and number of past internship terms will determine your salary band. Actual compensation within each band is based on skills, experience, and academic performance. Exceptional candidates may be considered above the top of their year's range 🚀.
We use clear year-based levels and market-based salary bands to ensure compensation is fair and consistent across all internship programs.
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nELIGIBILITY\n\n✔ Currently in Year 3 or 4 of a Canadian post-secondary program or technical bootcamp (or graduated within the last 6 months)\n\n✔ Available to work full-time market hours: 7am - 5pm EST\n\n✔ Residing in Canada\n\n✔ Able to commute to our Toronto HQ on Tuesday AND Wednesdays OR Thursdays\n\n\nReporting to a Trader on Securities Lending, you will sit on a fast-paced front-office desk managing inventory across our lending book. This isn't a shadow position, you’ll take direct ownership of day-to-day desk operations and build high-visibility solutions that shape how we scale.\n\nWealthsimple’s Securities Lending desk processes a high volume of trades and returns per day. You will play a mission-critical role in managing this volume while driving automation projects (using SQL, Google Apps Script, and Sheets) that optimize revenue flows, eliminate manual friction, and directly impact desk profitability. This is an 8-month term that will run from January 11, 2027- Aug 27, 2027.\n\n📆 Application Deadline: Monday Sept 21st @ 11:59PM EST\n\n\n\n\nWHAT YOU'LL DO\n\n - Drive high-volume daily execution: Own the entire return process ensuring proper booking, settlement, and daily inventory balance across counterparties.\n\n - Manage trade desk risk & continuity: Monitor recall notifications, corporate action instructions, and contract compare breaks, acting as a crucial line of defense to prevent financial discrepancies.\n\n - Cross-functional visibility & stakeholder exposure: Act as a central connector between front-office trading, Treasury, Middle Office, and Engineering teams, while participating in client/counterparty engagements.\n\n - Assist in providing general trade desk support as required.\n\n - Build automation & workflow tools (40% project focus): Identify desk bottlenecks and build custom Google Apps Scripts, SQL queries, or P&L tracking tools to automate routine tasks (e.g., morning trading reports, data reconciliations).\n\n - Troubleshoot breakdowns in daily functions, identify blockers and implement solutions to resolve issues.\n\n - Learn about the fintech industry and gain insight in the securities finance market.\n \n \n\n\nSKILLS YOU BRING\n\n - Sense of Urgency & Prioritization: Ability to thrive in a high-velocity, live trading environment where market conditions change without notice. You know how to triage urgent tasks versus long-term project work.\n\n - Process Automation Mindset: Strong proficiency in Google Sheets/Excel (building macros, complex formulas, Google Apps Scripting) and SQL. You don't just execute a repetitive process, you write scripts to automate it.\n\n - Capital Markets Curiosity: Basic understanding of financial markets, margin, and securities lending mechanics, paired with an eagerness to learn Bloomberg terminal tools.\n\n - Coachability & Ambition: Scrappy, resilient, and comfortable with ambiguity. You take feedback in stride, ask smart questions when stuck, and proactively chase excellence in your work.\n\n - Target Profile: Currently pursuing a degree in Business, Finance, STEM or a related field (targeting 3rd/4th year students or recent graduates with prior internship/work experience).\n \n 🤑 Base salary range: For this role, candidates located in Canada can expect a base salary range, described in the posting. Actual compensation is determined based on skills, experience, and role level. Exceptional candidates may be considered above the top of the range, and pay can increase quickly for those who make a big impact in the role.\n \n • Term 1 students: CAD $43,000 - $44,800\n • Term 2 students: CAD $44,000 - $46,500\n • Term 3 students: CAD $47,000 - $49,700\n • Term 4 students: CAD $48,000 - $50,000\n • Term 5 students: CAD $49,000 - $52,000\n \n Your current year of study and number of past internship terms will determine your salary band. Actual compensation within each band is based on skills, experience, and academic performance. Exceptional candidates may be considered above the top of their year's range 🚀. \n \n \n We use clear year-based levels and market-based salary bands to ensure compensation is fair and consistent across all internship programs.\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"c4e71621-80b2-4886-814b-c2dad17394d0","title":"Content Writer, Investment Research","department":"Product","team":"Investment Research","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-02T19:52:40.223+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/c4e71621-80b2-4886-814b-c2dad17394d0","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/c4e71621-80b2-4886-814b-c2dad17394d0/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 Investment Research Team
The Investment Research Team is the heart of all Investment products designed by Wealthsimple. We deeply understand markets and financial securities, and develop best-in-class strategies and products that meet the needs of our expanding client base. Our expertise is equal parts analytical and strategic, both in deeply understanding how financial products and securities work, as well as building a vision for how we can apply those tools to further the financial freedom of our clients.
What you’ll do
Own our monthly investor insights — the flagship, timeless (not transactional) content that helps clients understand what matters in markets right now and why.
Produce client-ready due diligence questionnaires and other investment materials that require both accuracy and clarity.
Build out general advice and financial planning content for our advice hub, helping clients connect investment principles to their broader financial lives.
Write timely, on-demand notes for wealth management clients when markets or events call for a direct, thoughtful response.
Dive into new research and market developments with genuine curiosity, and synthesize it into insights that go beyond what AI alone can produce.
Exercise strong editorial judgment — deciding what's worth writing about, curating signal from noise, and quickly dismissing what isn't interesting or relevant.
Use AI tools to help polish and refine standard content, while focusing your own effort on the core thinking, structure, and argument that only a human can provide.
Partner with the broader investment team as well as cross-functional editorial teams to stay connected to markets, client concerns, and what's top of mind for Wealthsimple's client base.
Who you are
An investment thinker first — you understand investment principles and portfolio concepts well enough to identify what's genuinely insightful, even if you're not the one building the models.
Financially literate on the planning side — you're comfortable with financial planning concepts and can speak to clients' broader financial lives, not just markets.
A strong writer — you can produce clear, engaging, client-ready content, and you know how to use AI to sharpen and polish your work rather than replace your thinking.
Curious and research-driven — you love digging into new topics and staying current, and you're energized by synthesizing complex ideas into something readable.
A confident editor — you have taste and judgment about what's worth saying, and you can structure and shape an argument, not just execute on a brief.
Market-connected — you stay plugged into what's happening in markets and can translate that into content that feels current and relevant, not generic.
Reliable and self-directed — you can consistently deliver high-quality content on time, without needing heavy oversight.
Familiarity with Canadian wealth management, financial planning, or retail investment products.
An existing portfolio of published financial writing that demonstrates strong investment thinking and editorial voice.
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\nAbout the Investment Research Team\n\nThe Investment Research Team is the heart of all Investment products designed by Wealthsimple. We deeply understand markets and financial securities, and develop best-in-class strategies and products that meet the needs of our expanding client base. Our expertise is equal parts analytical and strategic, both in deeply understanding how financial products and securities work, as well as building a vision for how we can apply those tools to further the financial freedom of our clients.\n\n\n\nWhat you’ll do\n\n - Own our monthly investor insights — the flagship, timeless (not transactional) content that helps clients understand what matters in markets right now and why.\n\n - Produce client-ready due diligence questionnaires and other investment materials that require both accuracy and clarity.\n\n - Build out general advice and financial planning content for our advice hub, helping clients connect investment principles to their broader financial lives.\n\n - Write timely, on-demand notes for wealth management clients when markets or events call for a direct, thoughtful response.\n\n - Dive into new research and market developments with genuine curiosity, and synthesize it into insights that go beyond what AI alone can produce.\n\n - Exercise strong editorial judgment — deciding what's worth writing about, curating signal from noise, and quickly dismissing what isn't interesting or relevant.\n\n - Use AI tools to help polish and refine standard content, while focusing your own effort on the core thinking, structure, and argument that only a human can provide.\n\n - Partner with the broader investment team as well as cross-functional editorial teams to stay connected to markets, client concerns, and what's top of mind for Wealthsimple's client base.\n \n \n\nWho you are\n\n - An investment thinker first — you understand investment principles and portfolio concepts well enough to identify what's genuinely insightful, even if you're not the one building the models.\n\n - Financially literate on the planning side — you're comfortable with financial planning concepts and can speak to clients' broader financial lives, not just markets.\n\n - A strong writer — you can produce clear, engaging, client-ready content, and you know how to use AI to sharpen and polish your work rather than replace your thinking.\n\n - Curious and research-driven — you love digging into new topics and staying current, and you're energized by synthesizing complex ideas into something readable.\n\n - A confident editor — you have taste and judgment about what's worth saying, and you can structure and shape an argument, not just execute on a brief.\n\n - Market-connected — you stay plugged into what's happening in markets and can translate that into content that feels current and relevant, not generic.\n\n - Reliable and self-directed — you can consistently deliver high-quality content on time, without needing heavy oversight.\n \n \n\n\nNICE TO HAVES\n\n - Familiarity with Canadian wealth management, financial planning, or retail investment products.\n\n - An existing portfolio of published financial writing that demonstrates strong investment thinking and editorial voice.\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"c4cea9f1-950e-4035-83a8-7126b72b3a28","title":"Credit & Fraud Analytics Intern (Winter 2027)","department":"Data & Engineering","team":"Engineering","employmentType":"Intern","location":"Toronto, Ontario","secondaryLocations":[],"publishedAt":"2026-09-03T16:08:04.363+00:00","isListed":true,"isRemote":true,"workplaceType":"Hybrid","address":{"postalAddress":{"addressRegion":"Ontario","addressCountry":"Canada","addressLocality":"Toronto"}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/c4cea9f1-950e-4035-83a8-7126b72b3a28","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/c4cea9f1-950e-4035-83a8-7126b72b3a28/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
Credit & Fraud Analytics Intern (Winter 2027)
Location: Toronto, ON (Hybrid)
At Wealthsimple, we offer 4 to 8-month internships that are open to co-op and non-co-op students, and recent grads. During your internship, you will have the opportunity to contribute to projects that are changing the landscape of financial services for Canadians. You will be on a team that supports your growth, provides mentorship, and connects you to the broader Wealthsimple community!
Our internship program operates on a hybrid model out of our Toronto headquarters. You'll be in-office on Wednesdays and Thursdays to collaborate, connect, and learn in person, while maintaining the flexibility of remote work for the rest of the week.
This is a single posting for internship opportunities across two closely partnered risk teams. You'll be placed on one of them based on fit and business need, and you'll work with the other throughout your term.
Credit Analytics is part of Wealthsimple's retail lending group, building a team of exceptional lending professionals with diverse backgrounds. We're taking on green-field lending, starting with small data and growing through iteration and experimentation. The team manages a suite of inclusive retail lending products, optimizing risk and return while delighting customers. We're building inclusive financial products and want someone willing to challenge the status quo of what it means to be credit-worthy.
Fraud Countermeasures is responsible for enabling Wealthsimple to grow safely. We aim to balance fraud risk and client experience: our mission is to minimize losses while creating seamless experiences. Our goal is to use data and analytics to make every decision a rational one. The team is at the forefront of every new feature launch, and its strategies mitigate millions of dollars of attempted fraud annually while protecting the financial security of over 3 million clients.
Both roles require cross-functional collaboration with engineering, product, data science, and client experience teams. A typical week has you solving ambiguous problems in a fast-paced environment that prioritizes shipping and iterating new features for our clients. These teams are a great place to see your work deliver significant business impact and accelerate Wealthsimple's goal to be the primary financial service provider to millions of Canadians.
Depending on your placement, your projects will draw from the following:
Credit strategy and portfolio performance
Support the development of strategies to manage risk and optimize performance across Wealthsimple's credit card products and other retail lending domains — approval, initial limits, line management, pricing, authorization, and collections.
Evaluate the performance of lending portfolios, campaigns, strategies, and experiments.
Recommend strategy enhancements to improve marginal profitability and mitigate emerging risks.
Support the execution and analysis of retail lending campaigns that drive revenue by changing approvals, line management, pricing, credit limits, and recovery rates.
Fraud strategy and countermeasures
Help build data-driven business cases around fraud strategies to manage risk on new and existing products, including our credit and prepaid card programs.
Create metrics and visualizations to monitor account activity, applying judgment to uncover anomalous patterns.
Apply financial modelling to estimate the fraud loss impact of new feature launches.
Support the development of grounded decision thresholds using ML-based risk scores.
Shared across both
Partner with data science, product, and engineering to bring ideas to market and implement strategies that drive immediate impact.
Share trends and performance with leadership, and work across many teams to support roadmaps.
Has strong data skills — dashboards, reporting, visualization, and data manipulation — with applied experience and demonstrated success in academic and/or professional settings.
Has experience using SQL to conduct quantitative and qualitative analysis, and synthesizing results into actionable proposals.
Can develop and communicate stories to both technical and non-technical stakeholders.
Is able to internalize and weigh information to come to balanced decisions.
Is intellectually curious, passionate about their work, and wants ownership over their projects.
Applications close Sep 18th at 11:59 PM EST.
1. Application + Video Submission: Apply and upload a short video on the application form.
2. Technical Interview: A 1-hr coding interview with one or two interviewers. The interview will be conducted in SQL.
3. Final Interview: A 30 minute interview with two managers. Bring a project you're proud of and walk through your role, decisions, trade-offs, and lessons learned. We'll also discuss your collaboration style and how you approach learning and growth.
5. Offers: Offers extended!
Enrolled in a Canadian post-secondary institution, technical bootcamp or a new graduate (Within 6 months of your graduation date)
Available to work full-time hours
Residing in Canada
Able to commute to our Toronto HQ on Wednesdays and Thursdays
Working toward a business or quantitative-based degree with high academic achievement.
Any proven application of a coding language, with SQL and Python preferred.
Exposure to statistical or quantitative analysis: experimental design, champion/challenger (or A/B) testing, model accuracy validation, constrained optimization, decision trees, discounted cash flows, and financial modelling.
🤑 Base salary range: For this role, candidates can expect the following base salary range:
• Term 1 students: CAD $74,000 - $78,000
• Term 2 students: CAD $77,000 - $81,000
• Term 3 students: CAD $80,000 - $84,000
• Term 4 students: CAD $83,000 - $87,000
• Term 5 students: CAD $86,000 - $90,000
Your current year of study and number of past internship terms will determine your salary band. Actual compensation within each band is based on skills, experience, and academic performance. Exceptional candidates may be considered above the top of their year's range. 🚀
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nINTERNSHIPS @ WEALTHSIMPLE\n\nCredit & Fraud Analytics Intern (Winter 2027)\n\nLocation: Toronto, ON (Hybrid)\n\nAt Wealthsimple, we offer 4 to 8-month internships that are open to co-op and non-co-op students, and recent grads. During your internship, you will have the opportunity to contribute to projects that are changing the landscape of financial services for Canadians. You will be on a team that supports your growth, provides mentorship, and connects you to the broader Wealthsimple community!\n\nOur internship program operates on a hybrid model out of our Toronto headquarters. You'll be in-office on Wednesdays and Thursdays to collaborate, connect, and learn in person, while maintaining the flexibility of remote work for the rest of the week.\n\n\n\n\nABOUT THE CREDIT ANALYTICS OR FRAUD COUNTERMEASURES TEAM\n\nThis is a single posting for internship opportunities across two closely partnered risk teams. You'll be placed on one of them based on fit and business need, and you'll work with the other throughout your term.\n\n\n\nCredit Analytics is part of Wealthsimple's retail lending group, building a team of exceptional lending professionals with diverse backgrounds. We're taking on green-field lending, starting with small data and growing through iteration and experimentation. The team manages a suite of inclusive retail lending products, optimizing risk and return while delighting customers. We're building inclusive financial products and want someone willing to challenge the status quo of what it means to be credit-worthy.\n\n\n\nFraud Countermeasures is responsible for enabling Wealthsimple to grow safely. We aim to balance fraud risk and client experience: our mission is to minimize losses while creating seamless experiences. Our goal is to use data and analytics to make every decision a rational one. The team is at the forefront of every new feature launch, and its strategies mitigate millions of dollars of attempted fraud annually while protecting the financial security of over 3 million clients.\n\n\n\nBoth roles require cross-functional collaboration with engineering, product, data science, and client experience teams. A typical week has you solving ambiguous problems in a fast-paced environment that prioritizes shipping and iterating new features for our clients. These teams are a great place to see your work deliver significant business impact and accelerate Wealthsimple's goal to be the primary financial service provider to millions of Canadians.\n\n\n\n\nIN THIS ROLE, YOU’LL HAVE THE OPPORTUNITY TO:\n\nDepending on your placement, your projects will draw from the following:\n\n\n\nCredit strategy and portfolio performance\n\n - Support the development of strategies to manage risk and optimize performance across Wealthsimple's credit card products and other retail lending domains — approval, initial limits, line management, pricing, authorization, and collections.\n\n - Evaluate the performance of lending portfolios, campaigns, strategies, and experiments.\n\n - Recommend strategy enhancements to improve marginal profitability and mitigate emerging risks.\n\n - Support the execution and analysis of retail lending campaigns that drive revenue by changing approvals, line management, pricing, credit limits, and recovery rates.\n\n\n\nFraud strategy and countermeasures\n\n - Help build data-driven business cases around fraud strategies to manage risk on new and existing products, including our credit and prepaid card programs.\n\n - Create metrics and visualizations to monitor account activity, applying judgment to uncover anomalous patterns.\n\n - Apply financial modelling to estimate the fraud loss impact of new feature launches.\n\n - Support the development of grounded decision thresholds using ML-based risk scores.\n\n\n\nShared across both\n\n - Partner with data science, product, and engineering to bring ideas to market and implement strategies that drive immediate impact.\n\n - Share trends and performance with leadership, and work across many teams to support roadmaps.\n\n\n\n\nWE'RE LOOKING FOR SOMEONE WHO:\n\n - Has strong data skills — dashboards, reporting, visualization, and data manipulation — with applied experience and demonstrated success in academic and/or professional settings.\n\n - Has experience using SQL to conduct quantitative and qualitative analysis, and synthesizing results into actionable proposals.\n\n - Can develop and communicate stories to both technical and non-technical stakeholders.\n\n - Is able to internalize and weigh information to come to balanced decisions.\n\n - Is intellectually curious, passionate about their work, and wants ownership over their projects.\n\n\n\n\nTHE INTERVIEW PROCESS\n\nApplications close Sep 18th at 11:59 PM EST.\n\n1. Application + Video Submission: Apply and upload a short video on the application form.\n\n2. Technical Interview: A 1-hr coding interview with one or two interviewers. The interview will be conducted in SQL.\n\n3. Final Interview: A 30 minute interview with two managers. Bring a project you're proud of and walk through your role, decisions, trade-offs, and lessons learned. We'll also discuss your collaboration style and how you approach learning and growth.\n\n5. Offers: Offers extended!\n\n\n\n\nELIGIBILITY\n\n - Enrolled in a Canadian post-secondary institution, technical bootcamp or a new graduate (Within 6 months of your graduation date)\n\n - Available to work full-time hours\n\n - Residing in Canada\n\n - Able to commute to our Toronto HQ on Wednesdays and Thursdays\n\n\n\n\nNICE-TO-HAVE:\n\n - Working toward a business or quantitative-based degree with high academic achievement.\n\n - Any proven application of a coding language, with SQL and Python preferred.\n\n - Exposure to statistical or quantitative analysis: experimental design, champion/challenger (or A/B) testing, model accuracy validation, constrained optimization, decision trees, discounted cash flows, and financial modelling.\n \n \n\n\nCOMPENSATION & EQUITY\n\n🤑 Base salary range: For this role, candidates can expect the following base salary range:\n\n• Term 1 students: CAD $74,000 - $78,000\n\n• Term 2 students: CAD $77,000 - $81,000\n\n• Term 3 students: CAD $80,000 - $84,000\n\n• Term 4 students: CAD $83,000 - $87,000\n\n• Term 5 students: CAD $86,000 - $90,000\n\nYour current year of study and number of past internship terms will determine your salary band. Actual compensation within each band is based on skills, experience, and academic performance. Exceptional candidates may be considered above the top of their year's range. 🚀\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"b4b935a0-9788-4215-998d-bef83b2c9b72","title":"Senior Security Developer, Vulnerability Management","department":"Data & Engineering","team":"Security","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-02T20:19:59.752+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/b4b935a0-9788-4215-998d-bef83b2c9b72","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/b4b935a0-9788-4215-998d-bef83b2c9b72/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
Most vulnerability management programs are still built around people manually triaging tickets and chasing down owners. We're taking a different approach: a platform that uses AI-assisted tooling to do a lot of that work for us, and this role is where that gets built. We want you to design the automations, integrations, and workflows that take those fundamentals further: less manual ticket routing, more systems that carry a finding through triage, ownership, and remediation on their own.
The skill set we're after, automation-first thinking, developer-level reasoning, and the ability to build integrations across systems, is what turns a program from manual and reactive into something that runs on its own. That's the job: build the automation and integrations that let our VM tooling handle the load without a person in the loop at every step. We're also building deeper integration with our CRS (Cyber Reasoning System) harness, so a finding can move from triage through automated sandbox validation to a generated fix with less manual handling at each stage.
We use AI-assisted development tools heavily and expect you to use them too.
Own and evolve our custom VM platform, working on deployment, integrations, data model, and automation workflows. This is a greenfield opportunity to shape how the platform grows.
Build automation across the full VM lifecycle: triage, ticket routing, SLA tracking, ownership resolution, and follow-up. We use Claude Code and Tracecat, and you'll be expected to use and extend both meaningfully.
Take a platform built around one team's workflow to one that fits how the rest of engineering actually works. Get it in front of people, bake it into their existing processes, and make it something teams reach for.
Integrate scanner data into our VM pipeline and maintain the enrichment workflows that turn raw findings into actionable tickets.
Build the queries, dashboards, and automated reports that give the team and leadership clear visibility into vulnerability posture.
Stay current on the threat landscape, especially the growing role of AI in vulnerability research and exploitation, and factor that into how we build and prioritize.
Help build toward a future where a validated finding gets tested and patched by CRS in a sandbox, and comes back out as a PR, closing the loop with minimal manual work.
Is familiar with the software development lifecycle end to end, well enough to recognize where a vulnerability was actually introduced in the process and to tell when an AI tool is hallucinating a finding instead of catching a real one.
Has 4+ years of hands-on vulnerability management and/or security engineering experience, including scanner integration, triage workflows, and remediation tracking. If vulnerability management isn't explicitly on your resume, you should be able to explain clearly why you understand it anyway.
Has production AWS experience.
Has a strong automation-first mindset. You've built things that replace manual processes.
Has deep familiarity with VM tooling (Tenable, Semgrep, Rapid7, or comparable scanners) and knows how to build integrations on top of them via API.
Understands the difference between package and library vulnerabilities well enough to know where a fix actually belongs, and understands vulnerability classes across application and infrastructure layers (XSS vs. CSRF, code vs. container issues) well enough to have a real conversation with a developer who disagrees with a finding. Knows which scanners belong at which stage of the pipeline (CI, production, network) and how a vulnerability actually ends up running in production, including in containers. Hands-on exposure to SAST/DAST/SCA tooling and OWASP fundamentals helps here.
Has hands-on familiarity with GitHub Actions, ArgoCD, Kubernetes, AMIs, and container images (ECR or comparable). You'll need this to help maintain our VM platform, and because each of these carries its own patch management burden since they all run code.
Understands attack surface and exposure management, including how a basic web app's architecture and traffic flow map to real risk. You'll be making risk acceptance calls, and that requires seeing the actual exposure, not just a CVE score.
Can translate business and partner needs into solutions. You'll spend real time with developers who don't understand a finding, disagree with it, or say a fix didn't work, and you need to work through that without losing the thread.
Has a strong understanding of the programs vulnerability management connects to: CI/CD and deployment pipelines, threat intelligence, and bug bounty or responsible disclosure programs. VM doesn't operate in a vacuum, and we want someone who understands the connections that exist today and the ones that should exist but don't yet.
Is familiar with different compliance programs and vulnerability management controls.
Is actively using AI-assisted development workflows (Claude Code, Cursor, Copilot, or similar) and treats them as a force multiplier, not a novelty.
Experience with security orchestration platforms (Tracecat, Tines, XSOAR, or comparable).
Experience with bug bounty or responsible disclosure programs like HackerOne.
Familiarity with vulnerability scoring and prioritization frameworks (CVSS, EPSS, SSVC). This is quick to pick up on the job, so it's weighted lower than the items above.
Experience in a fintech or regulated-industry environment.
Open-source security tooling contributions.
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nABOUT THE ROLE\n\n\nMost vulnerability management programs are still built around people manually triaging tickets and chasing down owners. We're taking a different approach: a platform that uses AI-assisted tooling to do a lot of that work for us, and this role is where that gets built. We want you to design the automations, integrations, and workflows that take those fundamentals further: less manual ticket routing, more systems that carry a finding through triage, ownership, and remediation on their own.\n\n\nThe skill set we're after, automation-first thinking, developer-level reasoning, and the ability to build integrations across systems, is what turns a program from manual and reactive into something that runs on its own. That's the job: build the automation and integrations that let our VM tooling handle the load without a person in the loop at every step. We're also building deeper integration with our CRS (Cyber Reasoning System) harness, so a finding can move from triage through automated sandbox validation to a generated fix with less manual handling at each stage.\n\n\nWe use AI-assisted development tools heavily and expect you to use them too.\n\n\n\n\nIN THIS ROLE, YOU WILL HAVE THE OPPORTUNITY TO:\n\n - Own and evolve our custom VM platform, working on deployment, integrations, data model, and automation workflows. This is a greenfield opportunity to shape how the platform grows.\n\n - Build automation across the full VM lifecycle: triage, ticket routing, SLA tracking, ownership resolution, and follow-up. We use Claude Code and Tracecat, and you'll be expected to use and extend both meaningfully.\n\n - Take a platform built around one team's workflow to one that fits how the rest of engineering actually works. Get it in front of people, bake it into their existing processes, and make it something teams reach for.\n\n - Integrate scanner data into our VM pipeline and maintain the enrichment workflows that turn raw findings into actionable tickets.\n\n - Build the queries, dashboards, and automated reports that give the team and leadership clear visibility into vulnerability posture.\n\n - Stay current on the threat landscape, especially the growing role of AI in vulnerability research and exploitation, and factor that into how we build and prioritize.\n\n - Help build toward a future where a validated finding gets tested and patched by CRS in a sandbox, and comes back out as a PR, closing the loop with minimal manual work.\n\n\nWE ARE LOOKING FOR SOMEONE WHO:\n\n - Is familiar with the software development lifecycle end to end, well enough to recognize where a vulnerability was actually introduced in the process and to tell when an AI tool is hallucinating a finding instead of catching a real one.\n\n - Has 4+ years of hands-on vulnerability management and/or security engineering experience, including scanner integration, triage workflows, and remediation tracking. If vulnerability management isn't explicitly on your resume, you should be able to explain clearly why you understand it anyway.\n\n - Has production AWS experience.\n\n - Has a strong automation-first mindset. You've built things that replace manual processes.\n\n - Has deep familiarity with VM tooling (Tenable, Semgrep, Rapid7, or comparable scanners) and knows how to build integrations on top of them via API.\n\n - Understands the difference between package and library vulnerabilities well enough to know where a fix actually belongs, and understands vulnerability classes across application and infrastructure layers (XSS vs. CSRF, code vs. container issues) well enough to have a real conversation with a developer who disagrees with a finding. Knows which scanners belong at which stage of the pipeline (CI, production, network) and how a vulnerability actually ends up running in production, including in containers. Hands-on exposure to SAST/DAST/SCA tooling and OWASP fundamentals helps here.\n\n - Has hands-on familiarity with GitHub Actions, ArgoCD, Kubernetes, AMIs, and container images (ECR or comparable). You'll need this to help maintain our VM platform, and because each of these carries its own patch management burden since they all run code.\n\n - Understands attack surface and exposure management, including how a basic web app's architecture and traffic flow map to real risk. You'll be making risk acceptance calls, and that requires seeing the actual exposure, not just a CVE score.\n\n - Can translate business and partner needs into solutions. You'll spend real time with developers who don't understand a finding, disagree with it, or say a fix didn't work, and you need to work through that without losing the thread.\n\n - Has a strong understanding of the programs vulnerability management connects to: CI/CD and deployment pipelines, threat intelligence, and bug bounty or responsible disclosure programs. VM doesn't operate in a vacuum, and we want someone who understands the connections that exist today and the ones that should exist but don't yet.\n\n - Is familiar with different compliance programs and vulnerability management controls.\n\n - Is actively using AI-assisted development workflows (Claude Code, Cursor, Copilot, or similar) and treats them as a force multiplier, not a novelty.\n\n\nNICE TO HAVE:\n\n - Experience with security orchestration platforms (Tracecat, Tines, XSOAR, or comparable).\n\n - Experience with bug bounty or responsible disclosure programs like HackerOne.\n\n - Familiarity with vulnerability scoring and prioritization frameworks (CVSS, EPSS, SSVC). This is quick to pick up on the job, so it's weighted lower than the items above.\n\n - Experience in a fintech or regulated-industry environment.\n\n - Open-source security tooling contributions.\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"5b95f049-5920-4d66-b888-01c33bfd7330","title":"Staff Product Manager, Connectivity Platform","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":"2026-09-03T16:52:24.037+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/5b95f049-5920-4d66-b888-01c33bfd7330","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/5b95f049-5920-4d66-b888-01c33bfd7330/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 Staff Product Manager to own Wealthsimple’s Connectivity Platform, spanning two critical areas:
Brokerage & Bank Linking: How clients securely and reliably connect external financial institutions to Wealthsimple.
Public API: How clients and partners securely access and use Wealthsimple financial data outside of Wealthsimple.
Together, these capabilities define how Wealthsimple connects to the broader financial ecosystem, and how every product team inside Wealthsimple builds on the external financial data that flows through it. This role will set the strategy for that platform and turn it into a reliable, scalable and differentiated capability for our clients, our product teams and our partners.
This is a platform role with a meaningful client experience surface. You’ll need to be equally comfortable thinking about APIs, data models and platform architecture as you are designing a client UX or deciding how Wealthsimple should work with an external provider.
The Brokerage & Bank Linking team builds the technology that lets clients link their outside bank and brokerage accounts to Wealthsimple. It owns the automated and manual linking experiences end to end, along with the three connectors behind them: Plaid, Flinks, and WST, our own in-house connector. That makes it one of the highest leverage surfaces in the company, and powers a growing set of experiences built by other product teams.
Connectivity Strategy
Set the long term vision and strategy for how Wealthsimple connects with the broader financial ecosystem.
Define the capabilities we should build ourselves, where we should rely on partners, and where we can create differentiated client value.
Develop a roadmap that balances immediate product needs with investments in reusable platform capabilities.
Brokerage & Bank Linking
Own the end to end experience for connecting external bank and brokerage accounts to Wealthsimple — automated and manual, including how clients recover when an automated connection fails.
Improve connection success, reliability and coverage across institutions, and own the routing strategy that decides which connector handles which institution and flow.
Own the client experience, including institution selection, authentication, errors, recovery and connection management.
Drive reliability and AI Powered self-healing so connections detect and recover from failure without manual intervention.
Balance conversion against fraud exposure and operational load, making those tradeoffs deliberately with our risk and operations partners.
Develop the platform capabilities that allow Wealthsimple products to consume external financial data consistently.
Own relationships and product integrations with connectivity vendors such as Plaid and Flinks, and decide where our own connector should lead — including how much of the connector business Wealthsimple should be in long term and where it makes more sense to partner.
Public API
Own the strategy and roadmap for Wealthsimple’s Public API and external data connectivity.
Make it safe and easy for clients to permission their Wealthsimple financial data to the products and services they choose.
Define the platform capabilities required for authentication, consent, permissions, data access and partner integrations.
Identify and prioritize the partners and use cases that matter most to Wealthsimple clients.
Build toward a world where Wealthsimple is the financial institution where clients have the most control over their financial data.
Accelerate wealthsimple and our industry toward open banking.
You’re a strong product thinker who can operate across platform infrastructure, external ecosystems and client experience. You likely have:
Experience owning a platform, API, developer product or integrations platform, with a track record on metric-attached outcomes like conversion, success rate or reliability — not only feature delivery.
Enough technical depth to work closely with engineers on APIs, authentication, data models, routing and platform architecture.
Experience delivering through external vendors or partners whose roadmaps you don’t control, including making thoughtful build versus buy decisions and holding vendors accountable for product outcomes.
Comfort treating reliability as product work — error taxonomies, failure recovery, observability, and the operational load a product creates.
Experience weighing growth against fraud, risk and compliance, and holding both sides of that tradeoff.
The ability to turn a collection of technical capabilities into a clear product strategy and compelling long term vision, and to make the case for investing in it.
Strong analytical instincts and comfort using data to understand reliability, conversion, coverage and product performance, including building the measurement where it doesn’t exist yet.
Excellent cross functional leadership across Engineering, Design, Security, Legal, Compliance, Operations and external partners.
A bias toward simplifying complicated systems rather than layering more complexity on top of them.
Experience with open banking, Canada’s consumer-driven banking framework, or building to a data sharing standard
A background in financial data aggregation, whether at an aggregator, a bank, or a fintech consuming one
Experience shipping a public API or developer platform as a commercial product, including partner onboarding and support
You won’t just operate Bank Linking and ship API endpoints.
You’ll create a coherent connectivity strategy for Wealthsimple: making it easier for clients to bring their financial life to Wealthsimple, easier to move their financial data where they want it to go, easier for any team at Wealthsimple to build on that data, and increasingly less dependent on the slow pace of connectivity innovation from incumbent financial institutions.
You’ll also have made the case for what this platform should become — the metrics, the roadmap and the investment argument that get it there.
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nABOUT THE ROLE\n\nWe’re looking for a Staff Product Manager to own Wealthsimple’s Connectivity Platform, spanning two critical areas:\n\n - Brokerage & Bank Linking: How clients securely and reliably connect external financial institutions to Wealthsimple.\n\n - Public API: How clients and partners securely access and use Wealthsimple financial data outside of Wealthsimple.\n\n\n\nTogether, these capabilities define how Wealthsimple connects to the broader financial ecosystem, and how every product team inside Wealthsimple builds on the external financial data that flows through it. This role will set the strategy for that platform and turn it into a reliable, scalable and differentiated capability for our clients, our product teams and our partners.\n\n\n\nThis is a platform role with a meaningful client experience surface. You’ll need to be equally comfortable thinking about APIs, data models and platform architecture as you are designing a client UX or deciding how Wealthsimple should work with an external provider.\n\n\n\n\nABOUT THE TEAM\n\nThe Brokerage & Bank Linking team builds the technology that lets clients link their outside bank and brokerage accounts to Wealthsimple. It owns the automated and manual linking experiences end to end, along with the three connectors behind them: Plaid, Flinks, and WST, our own in-house connector. That makes it one of the highest leverage surfaces in the company, and powers a growing set of experiences built by other product teams.\n\n\n\n\nWHAT YOU’LL OWN\n\nConnectivity Strategy\n\n - Set the long term vision and strategy for how Wealthsimple connects with the broader financial ecosystem.\n\n - Define the capabilities we should build ourselves, where we should rely on partners, and where we can create differentiated client value.\n\n - Develop a roadmap that balances immediate product needs with investments in reusable platform capabilities.\n\nBrokerage & Bank Linking\n\n - Own the end to end experience for connecting external bank and brokerage accounts to Wealthsimple — automated and manual, including how clients recover when an automated connection fails.\n\n - Improve connection success, reliability and coverage across institutions, and own the routing strategy that decides which connector handles which institution and flow.\n\n - Own the client experience, including institution selection, authentication, errors, recovery and connection management.\n\n - Drive reliability and AI Powered self-healing so connections detect and recover from failure without manual intervention.\n\n - Balance conversion against fraud exposure and operational load, making those tradeoffs deliberately with our risk and operations partners.\n\n - Develop the platform capabilities that allow Wealthsimple products to consume external financial data consistently.\n\n - Own relationships and product integrations with connectivity vendors such as Plaid and Flinks, and decide where our own connector should lead — including how much of the connector business Wealthsimple should be in long term and where it makes more sense to partner.\n\nPublic API\n\n - Own the strategy and roadmap for Wealthsimple’s Public API and external data connectivity.\n\n - Make it safe and easy for clients to permission their Wealthsimple financial data to the products and services they choose.\n\n - Define the platform capabilities required for authentication, consent, permissions, data access and partner integrations.\n\n - Identify and prioritize the partners and use cases that matter most to Wealthsimple clients.\n\n - Build toward a world where Wealthsimple is the financial institution where clients have the most control over their financial data.\n\n - Accelerate wealthsimple and our industry toward open banking.\n\n\n\n\nSKILLS YOU BRING\n\nYou’re a strong product thinker who can operate across platform infrastructure, external ecosystems and client experience. You likely have:\n\n - Experience owning a platform, API, developer product or integrations platform, with a track record on metric-attached outcomes like conversion, success rate or reliability — not only feature delivery.\n\n - Enough technical depth to work closely with engineers on APIs, authentication, data models, routing and platform architecture.\n\n - Experience delivering through external vendors or partners whose roadmaps you don’t control, including making thoughtful build versus buy decisions and holding vendors accountable for product outcomes.\n\n - Comfort treating reliability as product work — error taxonomies, failure recovery, observability, and the operational load a product creates.\n\n - Experience weighing growth against fraud, risk and compliance, and holding both sides of that tradeoff.\n\n - The ability to turn a collection of technical capabilities into a clear product strategy and compelling long term vision, and to make the case for investing in it.\n\n - Strong analytical instincts and comfort using data to understand reliability, conversion, coverage and product performance, including building the measurement where it doesn’t exist yet.\n\n - Excellent cross functional leadership across Engineering, Design, Security, Legal, Compliance, Operations and external partners.\n\n - A bias toward simplifying complicated systems rather than layering more complexity on top of them.\n\n\n\n\nNICE TO HAVES\n\n - Experience with open banking, Canada’s consumer-driven banking framework, or building to a data sharing standard\n\n - A background in financial data aggregation, whether at an aggregator, a bank, or a fintech consuming one\n\n - Experience shipping a public API or developer platform as a commercial product, including partner onboarding and support\n\n\n\n\nWHAT GREAT LOOKS LIKE\n\nYou won’t just operate Bank Linking and ship API endpoints.\n\n\n\nYou’ll create a coherent connectivity strategy for Wealthsimple: making it easier for clients to bring their financial life to Wealthsimple, easier to move their financial data where they want it to go, easier for any team at Wealthsimple to build on that data, and increasingly less dependent on the slow pace of connectivity innovation from incumbent financial institutions.\n\n\n\nYou’ll also have made the case for what this platform should become — the metrics, the roadmap and the investment argument that get it there.\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"fe45a22d-7f8d-4963-8db5-ee1639390455","title":"Staff Product Manager, Consolidation","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":"2026-09-11T16:46:52.519+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/fe45a22d-7f8d-4963-8db5-ee1639390455","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/fe45a22d-7f8d-4963-8db5-ee1639390455/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 team, Consolidation, owns the first mile of the Wealthsimple relationship: onboarding, the homescreen + first layer of the app, and our Tiers program (Premium and Generation). Our job is to get new clients in the door, funded, and consolidating more of their financial life with Wealthsimple.
Our fastest-growing segment this year were high-net-worth clients. We're seeing real organic pull, and continuing to grow net deposits at the rate we have means winning larger, more complex relationships. Clients who today are typically served by private bankers and expect a level of service, product depth, and recognition that we need to meet and then beat.
That's the mandate for this role: continue to expand Wealthsimple’s growth upmarket. It means evolving our Tiers program into something a high-net-worth client would choose over their bank, and it means using what we know about a client to make a sharper, more personal case for bringing the rest of their financial life here. Convincing millions of Canadians to consolidate their financial lives at Wealthsimple is the mission we've been on for over 10 years, and we're looking for someone who can lead the next phase of this work and own it end to end.
Help define the product vision and strategy for how Wealthsimple wins and serves high-net-worth clients, and own the roadmap to bring it to life.
Lead the planning, development, launch, and iteration of a step change in our Tiers program. The service, product depth, and recognition that makes a client choose us as their primary financial institution.
Build the personalized experiences that compel clients to consolidate: understanding a client's current financial life and making the case, in-product, for moving it to Wealthsimple.
Working across the funding and consolidation funnel end to end, from a client's first session through to a fully consolidated relationship. Crafting the right incentives, onboarding journey, and product experiences along the way.
Support a cross-functional team of engineers, designers, and data scientists as we collectively explore new ways of working.
Partner deeply with other product teams and departments across the company (e.g. Marketing, Operations, Client Experience, Legal and Compliance, and more). You'll own a meaningful piece of this directly and influence a much larger piece through others.
Help elevate the Product Management practice at Wealthsimple and create an inclusive and supportive team culture.
Years of shipping products people actually love — across both customer-facing and platform work. You've owned a product (or a big chunk of one) and know how to lead complex, cross-functional projects without losing momentum.
A bias to ship. We don't do endless debate. The fastest way to know if something works is to put it in front of clients — so we ship, learn, and iterate.
Enough technical fluency to keep up with engineers — you can talk architecture and tradeoffs, and you're hungry to learn what you don't know yet so you can make better calls.
A real belief in financial inclusion — you want to build things that give more people access to financial freedom, not fewer.
Bonus: Experience building, shipping, iterating and growing products from 0 to 1 over multiple years. We know building new client experiences that client love will require a sustained multi-year effort.
A systems thinker. You can take a messy pile of use cases and distill them into one simple, elegant solution.
A strong technical partner. You work hand-in-hand with engineering to turn a logical design into a real technical architecture.
Comfortable in the grey. You can take raw, messy data (qualitative or quantitative) and pull out the actual problem, the real insight, the requirement that matters.
A rigorous thinker. You don't skip steps. You work through problems systematically, and you know the difference between a good answer and a fast one.
Scrappy, and happy to wear different hats. Sometimes that means building a business case. Sometimes it's mapping a workflow. Sometimes it's sitting across the table from a vendor or regulator and negotiating the details.
A clear communicator. You can take something complicated and make it simple, without losing what matters.
A collaborative, empathetic leader. You know how to work with a wide range of stakeholders and make sure everyone's voice actually gets heard.
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nABOUT THE TEAM\n\nOur team, Consolidation, owns the first mile of the Wealthsimple relationship: onboarding, the homescreen + first layer of the app, and our Tiers program (Premium and Generation). Our job is to get new clients in the door, funded, and consolidating more of their financial life with Wealthsimple.\n\n\n\nOur fastest-growing segment this year were high-net-worth clients. We're seeing real organic pull, and continuing to grow net deposits at the rate we have means winning larger, more complex relationships. Clients who today are typically served by private bankers and expect a level of service, product depth, and recognition that we need to meet and then beat.\n\n\n\nThat's the mandate for this role: continue to expand Wealthsimple’s growth upmarket. It means evolving our Tiers program into something a high-net-worth client would choose over their bank, and it means using what we know about a client to make a sharper, more personal case for bringing the rest of their financial life here. Convincing millions of Canadians to consolidate their financial lives at Wealthsimple is the mission we've been on for over 10 years, and we're looking for someone who can lead the next phase of this work and own it end to end.\n\n\n\n\nWHAT YOU'LL DO\n\n - Help define the product vision and strategy for how Wealthsimple wins and serves high-net-worth clients, and own the roadmap to bring it to life.\n\n - Lead the planning, development, launch, and iteration of a step change in our Tiers program. The service, product depth, and recognition that makes a client choose us as their primary financial institution.\n\n - Build the personalized experiences that compel clients to consolidate: understanding a client's current financial life and making the case, in-product, for moving it to Wealthsimple.\n\n - Working across the funding and consolidation funnel end to end, from a client's first session through to a fully consolidated relationship. Crafting the right incentives, onboarding journey, and product experiences along the way.\n\n - Support a cross-functional team of engineers, designers, and data scientists as we collectively explore new ways of working.\n\n - Partner deeply with other product teams and departments across the company (e.g. Marketing, Operations, Client Experience, Legal and Compliance, and more). You'll own a meaningful piece of this directly and influence a much larger piece through others.\n\n - Help elevate the Product Management practice at Wealthsimple and create an inclusive and supportive team culture.\n\n\n\n\nSKILLS YOU BRING\n\n - Years of shipping products people actually love — across both customer-facing and platform work. You've owned a product (or a big chunk of one) and know how to lead complex, cross-functional projects without losing momentum.\n\n - A bias to ship. We don't do endless debate. The fastest way to know if something works is to put it in front of clients — so we ship, learn, and iterate.\n\n - Enough technical fluency to keep up with engineers — you can talk architecture and tradeoffs, and you're hungry to learn what you don't know yet so you can make better calls.\n\n - A real belief in financial inclusion — you want to build things that give more people access to financial freedom, not fewer.\n\n - Bonus: Experience building, shipping, iterating and growing products from 0 to 1 over multiple years. We know building new client experiences that client love will require a sustained multi-year effort.\n\n\n\n\nWHO YOU ARE\n\n - A systems thinker. You can take a messy pile of use cases and distill them into one simple, elegant solution.\n\n - A strong technical partner. You work hand-in-hand with engineering to turn a logical design into a real technical architecture.\n\n - Comfortable in the grey. You can take raw, messy data (qualitative or quantitative) and pull out the actual problem, the real insight, the requirement that matters.\n\n - A rigorous thinker. You don't skip steps. You work through problems systematically, and you know the difference between a good answer and a fast one.\n\n - Scrappy, and happy to wear different hats. Sometimes that means building a business case. Sometimes it's mapping a workflow. Sometimes it's sitting across the table from a vendor or regulator and negotiating the details.\n\n - A clear communicator. You can take something complicated and make it simple, without losing what matters.\n\n - A collaborative, empathetic leader. You know how to work with a wide range of stakeholders and make sure everyone's voice actually gets heard.\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"50dcb3a5-b896-42c6-8173-0f6a95718ead","title":"Intern, Finance","department":"Internships","team":"Finance","employmentType":"Intern","location":"Toronto, Ontario","secondaryLocations":[],"publishedAt":"2026-09-08T12:51:06.864+00:00","isListed":true,"isRemote":true,"workplaceType":"Hybrid","address":{"postalAddress":{"addressRegion":"Ontario","addressCountry":"Canada","addressLocality":"Toronto"}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/50dcb3a5-b896-42c6-8173-0f6a95718ead","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/50dcb3a5-b896-42c6-8173-0f6a95718ead/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
Term: 8 months, beginning January 11, 2027. Six tracks, one application.
About Finance at Wealthsimple
The Finance team is where numbers become decisions. We partner closely with business leaders across the company to make sure Wealthsimple is allocating resources wisely, hitting its targets, and building toward long-term sustainability. We are a high-trust team embedded in the business rather than reporting from the sidelines, and we hold ourselves to a high bar for both rigour and clarity.
About these roles
We are hiring six Finance interns for the Winter 2027 cohort, one on each of six teams. This single posting covers all six.
How to apply. Read the six tracks below, then tell us in the application form which one you prefer. Our recruiting team routes your application to that team's hiring manager. Pick the track you are most interested in and best prepared for. You do not need experience across all six areas, and we are not expecting it. If a second track appeals to you, name it as a second choice and we will consider you for both. We are less interested in whether you have done this exact work before than in how you think, how you ask questions, and what you do when the numbers do not tie.
Choose your track
Accounting & Financial Reporting. Every month, this team turns everything that happened across the company into a set of financial results, and stands behind every number in them. Inside a monthly close where every step has a deadline, you would prepare accrual and other entries needed that make a period complete. You would reconcile our corporate bank accounts and reconcile balances between our own legal entities. You would work on various projects to help continuously level up close processes, with the help of AI. You would also prepare balance sheet reconciliations in FloQast, our close software, and write the summary that explains what moved and why. This role is a strong fit for a CPA student or someone actively working toward the designation.
Brokerage Finance. This team reports the results for the regulated entities behind the products clients trade on: stocks and options, crypto, lending, and self-directed investing. Every trade, every crypto transfer, and every dollar of interest has to land accurately, and this team owns that. You would help record revenue from trading and crypto commissions, management fees, currency exchange, and interest, and reconcile client cash, securities, and crypto positions against what banks and custodians say we hold, chasing down anything that does not match by the next business day. You would also help prepare the data behind the filings our regulator requires, including the monthly and annual reports that show the brokerage holds enough capital. A single term on this team puts you close to clearing houses, market pricing, and a regulated capital calculation.
Internal Controls. Internal controls is how we know our reporting stays accurate as the company grows. We do not run the controls ourselves. The teams that own each process do, and we test that they are working, across the key processes that matter most to the financial statements. You would help test controls and gather the evidence, walk through processes with the people who run them, draw the flowcharts and write the narratives that explain how a process works, support the quarterly cycle where process owners confirm their controls execution, and help prepare the internal controls update that goes to the Audit Committee, and supports external audits, and testing activities to ensure deadlines are met. Wealthsimple is building this program to the ‘best practice’ standard, so you would see it while it is being designed rather than after it has settled.
Finance Operations (Procure-to-Pay). Most of what Wealthsimple spends with third parties runs through this team, from the moment someone asks for something to the moment the vendor gets paid, so it works with almost every team in the company. You would help people bring a purchase through Zip, our intake software, onboard new vendors, and move a request along when it needs a Legal, Security, Privacy, or vendor-risk review. On the payments side you would work alongside Accounts Payable to match invoices against the purchase order, code them to the right team and account, and route them for approval in Zip. You would also help more of our spend run through an approved purchase order before the invoice arrives, which is what makes spend visible before it is committed , and report on where requests slow down. High volume, high visibility, and a real seat in a process being rebuilt while it runs.
Treasury: Debt Capital Markets. Treasury owns the balance sheet: our cash, how we fund the business, how much capital we hold, and our exposure to interest rates. On the debt capital markets side you would support our credit facilities and other borrowing, tracking the limits, the conditions attached to them, renewals, and the reporting that goes to our lenders. You would also help model & forecast various scenarios and their potential impact to our funding. A rare look at capital markets work from inside a company rather than across a trading desk.
Treasury: Financial Partnerships. Our banking and fintech partnerships support a range of products used by millions of Canadians, including where client deposits are held. You would research current and potential banking partners, prepare analysis for negotiations, sit in on those conversations, and help track how each partnership is performing. You would also help build the tools and processes we use to monitor financial risks, including foreign exchange and interest-rate exposures. A hands-on look at how a fintech negotiates partnerships, manages risk, and turns a commercial agreement into a working product.
What you'll do, whichever track you join
Own real work from your first weeks, with a manager and a mentor who expect you to ask questions and form a view.
Learn one part of Finance deeply, and see how it connects to the rest of the company.
Bring AI into how the work gets done. Our teams already use tools like Claude in the monthly close and in automating repetitive steps, and we want you looking for the next place it helps.
Improve something. Every track has a process that could run better, and we would rather hear your idea than watch you work around it.
Learn how a fintech operates, and how to read financial and operational data in a business that moves quickly.
See the line from your work to the client. Everything these teams do ends up in a number someone trusts us with.
Skills you bring
Working toward a degree in accounting, business, finance, or a related field, or recently finished one.
A working understanding of accounting principles and concepts. You do not need to have seen the specific work in your track before.
Strong attention to detail, with the communication and collaboration skills to work across teams.
Comfort in a fast-moving environment with real deadlines.
Curiosity about technology, fintech, and how AI is changing the way a Finance team works.
Energy and intellectual curiosity, with a demonstrated interest in finance and analytics.
Application deadline is September 25th 11:59pm ET!
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nINTERN, FINANCE (WINTER 2027, 8 MONTHS)\n\nTerm: 8 months, beginning January 11, 2027. Six tracks, one application.\n\nAbout Finance at Wealthsimple\n\nThe Finance team is where numbers become decisions. We partner closely with business leaders across the company to make sure Wealthsimple is allocating resources wisely, hitting its targets, and building toward long-term sustainability. We are a high-trust team embedded in the business rather than reporting from the sidelines, and we hold ourselves to a high bar for both rigour and clarity.\n\nAbout these roles\n\nWe are hiring six Finance interns for the Winter 2027 cohort, one on each of six teams. This single posting covers all six.\n\nHow to apply. Read the six tracks below, then tell us in the application form which one you prefer. Our recruiting team routes your application to that team's hiring manager. Pick the track you are most interested in and best prepared for. You do not need experience across all six areas, and we are not expecting it. If a second track appeals to you, name it as a second choice and we will consider you for both. We are less interested in whether you have done this exact work before than in how you think, how you ask questions, and what you do when the numbers do not tie.\n\nChoose your track\n\nAccounting & Financial Reporting. Every month, this team turns everything that happened across the company into a set of financial results, and stands behind every number in them. Inside a monthly close where every step has a deadline, you would prepare accrual and other entries needed that make a period complete. You would reconcile our corporate bank accounts and reconcile balances between our own legal entities. You would work on various projects to help continuously level up close processes, with the help of AI. You would also prepare balance sheet reconciliations in FloQast, our close software, and write the summary that explains what moved and why. This role is a strong fit for a CPA student or someone actively working toward the designation.\n\nBrokerage Finance. This team reports the results for the regulated entities behind the products clients trade on: stocks and options, crypto, lending, and self-directed investing. Every trade, every crypto transfer, and every dollar of interest has to land accurately, and this team owns that. You would help record revenue from trading and crypto commissions, management fees, currency exchange, and interest, and reconcile client cash, securities, and crypto positions against what banks and custodians say we hold, chasing down anything that does not match by the next business day. You would also help prepare the data behind the filings our regulator requires, including the monthly and annual reports that show the brokerage holds enough capital. A single term on this team puts you close to clearing houses, market pricing, and a regulated capital calculation.\n\nInternal Controls. Internal controls is how we know our reporting stays accurate as the company grows. We do not run the controls ourselves. The teams that own each process do, and we test that they are working, across the key processes that matter most to the financial statements. You would help test controls and gather the evidence, walk through processes with the people who run them, draw the flowcharts and write the narratives that explain how a process works, support the quarterly cycle where process owners confirm their controls execution, and help prepare the internal controls update that goes to the Audit Committee, and supports external audits, and testing activities to ensure deadlines are met. Wealthsimple is building this program to the ‘best practice’ standard, so you would see it while it is being designed rather than after it has settled.\n\nFinance Operations (Procure-to-Pay). Most of what Wealthsimple spends with third parties runs through this team, from the moment someone asks for something to the moment the vendor gets paid, so it works with almost every team in the company. You would help people bring a purchase through Zip, our intake software, onboard new vendors, and move a request along when it needs a Legal, Security, Privacy, or vendor-risk review. On the payments side you would work alongside Accounts Payable to match invoices against the purchase order, code them to the right team and account, and route them for approval in Zip. You would also help more of our spend run through an approved purchase order before the invoice arrives, which is what makes spend visible before it is committed , and report on where requests slow down. High volume, high visibility, and a real seat in a process being rebuilt while it runs.\n\nTreasury: Debt Capital Markets. Treasury owns the balance sheet: our cash, how we fund the business, how much capital we hold, and our exposure to interest rates. On the debt capital markets side you would support our credit facilities and other borrowing, tracking the limits, the conditions attached to them, renewals, and the reporting that goes to our lenders. You would also help model & forecast various scenarios and their potential impact to our funding. A rare look at capital markets work from inside a company rather than across a trading desk.\n\nTreasury: Financial Partnerships. Our banking and fintech partnerships support a range of products used by millions of Canadians, including where client deposits are held. You would research current and potential banking partners, prepare analysis for negotiations, sit in on those conversations, and help track how each partnership is performing. You would also help build the tools and processes we use to monitor financial risks, including foreign exchange and interest-rate exposures. A hands-on look at how a fintech negotiates partnerships, manages risk, and turns a commercial agreement into a working product.\n\nWhat you'll do, whichever track you join\n\n - Own real work from your first weeks, with a manager and a mentor who expect you to ask questions and form a view.\n\n - Learn one part of Finance deeply, and see how it connects to the rest of the company.\n\n - Bring AI into how the work gets done. Our teams already use tools like Claude in the monthly close and in automating repetitive steps, and we want you looking for the next place it helps.\n\n - Improve something. Every track has a process that could run better, and we would rather hear your idea than watch you work around it.\n\n - Learn how a fintech operates, and how to read financial and operational data in a business that moves quickly.\n\n - See the line from your work to the client. Everything these teams do ends up in a number someone trusts us with.\n\nSkills you bring\n\n - Working toward a degree in accounting, business, finance, or a related field, or recently finished one.\n\n - A working understanding of accounting principles and concepts. You do not need to have seen the specific work in your track before.\n\n - Strong attention to detail, with the communication and collaboration skills to work across teams.\n\n - Comfort in a fast-moving environment with real deadlines.\n\n - Curiosity about technology, fintech, and how AI is changing the way a Finance team works.\n\n - Energy and intellectual curiosity, with a demonstrated interest in finance and analytics.\n\nApplication deadline is September 25th 11:59pm ET!\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"d8197395-b3ce-4a41-bb58-ecd23a7a205e","title":"Senior Software Developer, Post-Trade Management","department":"Data & Engineering","team":"Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-09T19:37:32.502+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/d8197395-b3ce-4a41-bb58-ecd23a7a205e","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/d8197395-b3ce-4a41-bb58-ecd23a7a205e/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 a Senior Software Developer on the Post-Trade Management team, you will design and deliver the software that keeps post-trade processing running smoothly: from clearing and settlement to inventory reconciliation across each of the 8 (and counting!) external depositories we work with. Every time we launch a new product, our pipelines must expand to handle it so there’s no shortage of opportunities here.
Read on if you're an engineer who wants to deep dive into a complex domain and isn’t satisfied unless you understand exactly how everything works. This is your opportunity to leave your mark on a system that processes billions of dollars for millions of Canadians. This role reports to the Software Development Manager, Post-Trade Management.
Trades are just the beginning for the Post-Trade Management team! You won't find any of our code in our apps, but our work is vital to Wealthsimple’s success. As our company keeps growing, so does the volume and complexity of what we automate behind the scenes and our partners in Securities Operations rely on us to provide them with the tools to do their jobs efficiently.
We are a close-knit team of six developers who measure success as a collective, not as individuals. We collaborate to solve tough problems and challenge each other’s perspectives to come up with the best possible solution in any scenario. We see pair programming and working directly with our partners in Operations as invaluable aspects of our success.
Design and deliver post-trade automations across depositories to support new and existing products
Contribute to technical design decisions that shape the future of our post-trade processing pipeline
Mentor other developers through pairing, code review, and in-the-moment feedback
Use AI to accelerate development and explore new ideas as part of how the team builds day-to-day
Partner closely with Securities Operations, Product Management, and other engineering teams to understand the why behind what we’re building, not just the what and the how
Senior-level backend software development experience with a focus on Ruby on Rails
Experience designing and delivering complex automations or data pipelines in a production environment
Comfort working with high-stakes, high-accuracy systems where correctness and auditability matter
Experience mentoring other engineers through code review, pairing, or in-the-moment feedback
Strong communication skills and the ability to work directly with cross-functional partners like operations, product, and other engineering teams
Experience with Java or Kotlin; front-end frameworks like React; Oracle, Postgres, Kubernetes, or AWS infrastructure
Past FinTech experience, exposure to ledgers, brokerage, custody, clearing, or settlement systems
Experience in a regulated or compliance-sensitive engineering environment
When you see a problem you fix it, instead of leaving it for someone else to find.
You are curious about how things work and ask questions consistently to super-charge your growth.
You share what you know and prioritize making the team around you better through pairing and code reviews.
You dive deep into the unknown and build context quickly across teams and systems.
You get the details right because you understand how small errors compound.
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nABOUT THE ROLE\n\nAs a Senior Software Developer on the Post-Trade Management team, you will design and deliver the software that keeps post-trade processing running smoothly: from clearing and settlement to inventory reconciliation across each of the 8 (and counting!) external depositories we work with. Every time we launch a new product, our pipelines must expand to handle it so there’s no shortage of opportunities here.\n\nRead on if you're an engineer who wants to deep dive into a complex domain and isn’t satisfied unless you understand exactly how everything works. This is your opportunity to leave your mark on a system that processes billions of dollars for millions of Canadians. This role reports to the Software Development Manager, Post-Trade Management.\n\n\n\n\nABOUT THE TEAM \n\nTrades are just the beginning for the Post-Trade Management team! You won't find any of our code in our apps, but our work is vital to Wealthsimple’s success. As our company keeps growing, so does the volume and complexity of what we automate behind the scenes and our partners in Securities Operations rely on us to provide them with the tools to do their jobs efficiently.\n\nWe are a close-knit team of six developers who measure success as a collective, not as individuals. We collaborate to solve tough problems and challenge each other’s perspectives to come up with the best possible solution in any scenario. We see pair programming and working directly with our partners in Operations as invaluable aspects of our success.\n\n\n\n\nYOU WILL HAVE THE OPPORTUNITY TO\n\n - Design and deliver post-trade automations across depositories to support new and existing products\n\n - Contribute to technical design decisions that shape the future of our post-trade processing pipeline\n\n - Mentor other developers through pairing, code review, and in-the-moment feedback\n\n - Use AI to accelerate development and explore new ideas as part of how the team builds day-to-day\n\n - Partner closely with Securities Operations, Product Management, and other engineering teams to understand the why behind what we’re building, not just the what and the how\n\n\n\n\nSKILLS YOU BRING\n\n - Senior-level backend software development experience with a focus on Ruby on Rails\n\n - Experience designing and delivering complex automations or data pipelines in a production environment\n\n - Comfort working with high-stakes, high-accuracy systems where correctness and auditability matter\n\n - Experience mentoring other engineers through code review, pairing, or in-the-moment feedback\n\n - Strong communication skills and the ability to work directly with cross-functional partners like operations, product, and other engineering teams\n \n \n\n\nNICE TO HAVE\n\n - Experience with Java or Kotlin; front-end frameworks like React; Oracle, Postgres, Kubernetes, or AWS infrastructure\n\n - Past FinTech experience, exposure to ledgers, brokerage, custody, clearing, or settlement systems\n\n - Experience in a regulated or compliance-sensitive engineering environment\n \n \n\n\nWHO YOU ARE\n\n - When you see a problem you fix it, instead of leaving it for someone else to find.\n\n - You are curious about how things work and ask questions consistently to super-charge your growth.\n\n - You share what you know and prioritize making the team around you better through pairing and code reviews.\n\n - You dive deep into the unknown and build context quickly across teams and systems.\n\n - You get the details right because you understand how small errors compound.\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"10e867d5-350d-4114-be79-898d4a755125","title":"Senior Software Developer, AI Platform","department":"Data & Engineering","team":"Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-16T15:52:35.300+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/10e867d5-350d-4114-be79-898d4a755125","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/10e867d5-350d-4114-be79-898d4a755125/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 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.
You'll help build what AI-assisted engineering looks like at Wealthsimple. You'll work in a polyglot environment of Ruby on Rails, Python, TypeScript, and Java/Kotlin, partnering with teams across Platform Engineering 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.
A collaborative spirit and passion for mentorship. You invest in the growth of your colleagues and are comfortable presenting technical ideas to diverse audiences.
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nABOUT THE AI PLATFORM FOUNDATIONS TEAM\n\nAI Platform Foundations is a 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\nYou'll help build what AI-assisted engineering looks like at Wealthsimple. You'll work in a polyglot environment of Ruby on Rails, Python, TypeScript, and Java/Kotlin, partnering with teams across Platform Engineering 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\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\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 - A collaborative spirit and passion for mentorship. You invest in the growth of your colleagues and are comfortable presenting technical ideas to diverse audiences.\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"ddfe3d1c-1b44-476d-a338-0e2048599583","title":"Manager, Growth: Active Traders","department":"Commercial & Marketing","team":"Marketing","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-11T14:11:52.292+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/ddfe3d1c-1b44-476d-a338-0e2048599583","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/ddfe3d1c-1b44-476d-a338-0e2048599583/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 Growth Manager to own performance and lifecycle marketing for our active trader and crypto business. This role runs the programs that grow our self-directed trading and crypto segment - acquiring high-intent traders and crypto investors through the channels they live in, converting them into funded active traders, and deepening engagement through lifecycle across the trades, products, and benefits that drive volume and revenue.
You'll own paid media and lifecycle end-to-end, from media buys on trader and crypto-native channels through in-app journeys that turn a new account into an active, funded trader. You'll partner closely with Product, Product Marketing, Lifecycle, Sales/BDR, and Analytics; operate with a high degree of day-to-day autonomy; and be accountable for funded active-trader and crypto engagement outcomes.
Own active trader and crypto demand generation across the channels traders and crypto investors live in — paid social (X/Twitter, Cashtags), trading platforms (TradingView), finance and crypto media (Yahoo Finance), trading and crypto newsletters, SEM, and influencers/community — measured through to funded accounts and sustained trading activity, not clicks.
Own the media buys end to end — plan and manage budgets, negotiate placements and rates with vendors, run creative and landing-page testing, and diagnose what's working (reactivation vs. acquisition, channel vs. landing page) rather than just reporting spend.
Own the trader and crypto lifecycle alongside Lifecycle and Product — activation, first-trade, funding, and \"nearly active\" re-engagement journeys across Braze content cards, AT status screens, and rewards. Bring performance and LCM best practices to how these journeys are built, even where you're not hands-on-keyboard for every send.
Drive go-to-market for active trader and crypto products and benefits — options, futures, margin, USD, and crypto (spread pricing, coin selection, staking) — coordinating paid, lifecycle, web, and product surfaces into a single launch, and owning the brief end to end.
Build and maintain clear reporting across the trader and crypto funnel — first touch through sign-up, funding, first trade, and retained trading value. Partner with Analytics on incrementality and true lift, and make clear recommendations on where to double down, test, or pull back.
Run a consistent testing cadence across creative, audiences, offers, and landing pages, and turn what you learn into repeatable programs.
Actively embed AI tools into performance and lifecycle workflows — creative and copy iteration, audience research, landing page iteration, and campaign experimentation.
Contribute to the quarterly plan alongside other Growth leads, then own delivery against it.
4–6 years in performance marketing, growth, or lifecycle marketing with a track record of generating high-quality consumer demand and optimizing it through to downstream value.
Deep hands-on experience in paid media — you've owned budgets and managed campaigns across platforms like Google, Meta, X, YouTube, or programmatic, negotiated with vendors, and optimized for downstream value rather than cost per click.
Lifecycle marketing depth — you've built or owned activation, onboarding, nurture, or re-engagement journeys and understand how lifecycle compounds the demand you generate. Hands-on with a lifecycle platform (Braze, Iterable, HubSpot, or similar) is strongly preferred; at minimum you bring the best practices and can direct the work.
Experience marketing to engaged, high-intent audiences who know the product and compare it closely to alternatives — you understand how messaging, channel mix, and creative shift for that kind of buyer.
Strong cross-functional partnering — you've worked closely with Product and Analytics (segment definitions, funnel diagnosis, incrementality) and Product Marketing (messaging, GTM briefs), and made those relationships an advantage.
A demonstrated habit of using AI to accelerate your work — creative at scale, research and enrichment workflows, faster insight from data. You treat AI as a core part of how you work.
Analytical mindset — you use data to diagnose funnel problems, prioritize opportunities, and recommend change, not just report on results.
Personal or professional familiarity with self-directed investing, active trading, or crypto — options, margin, futures, high-frequency trading, or digital assets — and the platforms and communities traders live in (X/FinTwit, TradingView, trading and crypto newsletters, YouTube).
Experience running go-to-market for a product or benefit launch across paid, lifecycle, and product surfaces.
Experience in consumer fintech, investing, brokerage, trading, or crypto platforms.
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nABOUT THE ROLE\n\nWe're looking for a Growth Manager to own performance and lifecycle marketing for our active trader and crypto business. This role runs the programs that grow our self-directed trading and crypto segment - acquiring high-intent traders and crypto investors through the channels they live in, converting them into funded active traders, and deepening engagement through lifecycle across the trades, products, and benefits that drive volume and revenue.\n\n\nYou'll own paid media and lifecycle end-to-end, from media buys on trader and crypto-native channels through in-app journeys that turn a new account into an active, funded trader. You'll partner closely with Product, Product Marketing, Lifecycle, Sales/BDR, and Analytics; operate with a high degree of day-to-day autonomy; and be accountable for funded active-trader and crypto engagement outcomes.\n\n\n\nWHAT YOU'LL DO\n\n - Own active trader and crypto demand generation across the channels traders and crypto investors live in — paid social (X/Twitter, Cashtags), trading platforms (TradingView), finance and crypto media (Yahoo Finance), trading and crypto newsletters, SEM, and influencers/community — measured through to funded accounts and sustained trading activity, not clicks.\n\n - Own the media buys end to end — plan and manage budgets, negotiate placements and rates with vendors, run creative and landing-page testing, and diagnose what's working (reactivation vs. acquisition, channel vs. landing page) rather than just reporting spend.\n\n - Own the trader and crypto lifecycle alongside Lifecycle and Product — activation, first-trade, funding, and \"nearly active\" re-engagement journeys across Braze content cards, AT status screens, and rewards. Bring performance and LCM best practices to how these journeys are built, even where you're not hands-on-keyboard for every send.\n\n - Drive go-to-market for active trader and crypto products and benefits — options, futures, margin, USD, and crypto (spread pricing, coin selection, staking) — coordinating paid, lifecycle, web, and product surfaces into a single launch, and owning the brief end to end.\n\n - Build and maintain clear reporting across the trader and crypto funnel — first touch through sign-up, funding, first trade, and retained trading value. Partner with Analytics on incrementality and true lift, and make clear recommendations on where to double down, test, or pull back.\n\n - Run a consistent testing cadence across creative, audiences, offers, and landing pages, and turn what you learn into repeatable programs.\n\n - Actively embed AI tools into performance and lifecycle workflows — creative and copy iteration, audience research, landing page iteration, and campaign experimentation.\n\n - Contribute to the quarterly plan alongside other Growth leads, then own delivery against it.\n \n\n\nWHAT YOU BRING\n\n - 4–6 years in performance marketing, growth, or lifecycle marketing with a track record of generating high-quality consumer demand and optimizing it through to downstream value.\n\n - Deep hands-on experience in paid media — you've owned budgets and managed campaigns across platforms like Google, Meta, X, YouTube, or programmatic, negotiated with vendors, and optimized for downstream value rather than cost per click.\n\n - Lifecycle marketing depth — you've built or owned activation, onboarding, nurture, or re-engagement journeys and understand how lifecycle compounds the demand you generate. Hands-on with a lifecycle platform (Braze, Iterable, HubSpot, or similar) is strongly preferred; at minimum you bring the best practices and can direct the work.\n\n - Experience marketing to engaged, high-intent audiences who know the product and compare it closely to alternatives — you understand how messaging, channel mix, and creative shift for that kind of buyer.\n\n - Strong cross-functional partnering — you've worked closely with Product and Analytics (segment definitions, funnel diagnosis, incrementality) and Product Marketing (messaging, GTM briefs), and made those relationships an advantage.\n\n - A demonstrated habit of using AI to accelerate your work — creative at scale, research and enrichment workflows, faster insight from data. You treat AI as a core part of how you work.\n\n - Analytical mindset — you use data to diagnose funnel problems, prioritize opportunities, and recommend change, not just report on results.\n \n\n\nNICE TO HAVES:\n\n - Personal or professional familiarity with self-directed investing, active trading, or crypto — options, margin, futures, high-frequency trading, or digital assets — and the platforms and communities traders live in (X/FinTwit, TradingView, trading and crypto newsletters, YouTube).\n\n - Experience running go-to-market for a product or benefit launch across paid, lifecycle, and product surfaces.\n\n - Experience in consumer fintech, investing, brokerage, trading, or crypto platforms.\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"665ed4e7-72b4-4bb7-8c59-95cdfd381d69","title":"Senior Lead, Credit Card Growth","department":"Commercial & Marketing","team":"Marketing","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-11T14:16:38.610+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/665ed4e7-72b4-4bb7-8c59-95cdfd381d69","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/665ed4e7-72b4-4bb7-8c59-95cdfd381d69/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 Senior Lead, Credit Card Growth to own how we acquire new Credit Card clients and deliver against ambitious growth targets.
You’ll own the growth model, projections, roadmap, and execution across every acquisition lever at our disposal. A major focus of the role will be building and scaling our offer engine — testing and optimizing sign-up offers, welcome bonuses, referral incentives, and other promotions to drive incremental growth.
You’ll partner closely with Product on product-led growth opportunities and with channel leads across paid, search, affiliates, referrals, lifecycle, and other acquisition channels. Where there isn’t an owner, you’ll build and run the channel yourself.
We’re looking for someone analytical, highly hands-on, relentless about results, and willing to find or invent new ways to grow.
Own the growth plan: Build and maintain the model for how we’ll hit Credit Card new-client targets, and translate it into a clear, prioritized growth roadmap.
Build the acquisition engine: Own the plan for delivering new clients across paid, search, affiliates, referrals, lifecycle, partnerships, and new channels — partnering with channel owners where they exist and directly owning execution where they don’t.
Own the offer engine: Develop and optimize sign-up offers, welcome bonuses, referral incentives, and other promotions to drive incremental growth efficiently. Run a high-velocity experimentation program to continually improve performance.
Obsess over the funnel: Know the acquisition and application funnel inside and out, identify the biggest opportunities to improve conversion, and work closely with Product to prioritize the product growth initiatives that will have the greatest impact.
Deliver the number: Be accountable for hitting Credit Card new-client targets. Know where growth is coming from, where we’re behind, and what needs to change to close the gap.
A track record of building 0→1 growth playbooks, owning ambitious targets, and exceeding them.
Demonstrated ability to deliver tangible growth, not just develop strategy or manage programs.
A highly analytical, hands-on approach to growth, experimentation, forecasting, and execution.
A relentless, channel-agnostic mindset: you’ll use any channel that works — and build a new one if you need to.
Strong cross-functional leadership and the ability to drive results through Product and channel teams without directly owning them.
Nice to have
Experience in credit card growth
Experience building or optimizing incentive offer programs
Experience with credit card affiliate programs
Comfortable using SQL to analyze performance and uncover growth opportunities
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nABOUT THE ROLE\n\nWe’re looking for a Senior Lead, Credit Card Growth to own how we acquire new Credit Card clients and deliver against ambitious growth targets.\n\nYou’ll own the growth model, projections, roadmap, and execution across every acquisition lever at our disposal. A major focus of the role will be building and scaling our offer engine — testing and optimizing sign-up offers, welcome bonuses, referral incentives, and other promotions to drive incremental growth.\n\nYou’ll partner closely with Product on product-led growth opportunities and with channel leads across paid, search, affiliates, referrals, lifecycle, and other acquisition channels. Where there isn’t an owner, you’ll build and run the channel yourself.\n\nWe’re looking for someone analytical, highly hands-on, relentless about results, and willing to find or invent new ways to grow.\n\n\n\n\nWHAT YOU’LL DO\n\n - Own the growth plan: Build and maintain the model for how we’ll hit Credit Card new-client targets, and translate it into a clear, prioritized growth roadmap.\n\n - Build the acquisition engine: Own the plan for delivering new clients across paid, search, affiliates, referrals, lifecycle, partnerships, and new channels — partnering with channel owners where they exist and directly owning execution where they don’t.\n\n - Own the offer engine: Develop and optimize sign-up offers, welcome bonuses, referral incentives, and other promotions to drive incremental growth efficiently. Run a high-velocity experimentation program to continually improve performance.\n\n - Obsess over the funnel: Know the acquisition and application funnel inside and out, identify the biggest opportunities to improve conversion, and work closely with Product to prioritize the product growth initiatives that will have the greatest impact.\n\n - Deliver the number: Be accountable for hitting Credit Card new-client targets. Know where growth is coming from, where we’re behind, and what needs to change to close the gap.\n \n \n\n\nWHAT YOU’LL BRING\n\n - A track record of building 0→1 growth playbooks, owning ambitious targets, and exceeding them.\n\n - Demonstrated ability to deliver tangible growth, not just develop strategy or manage programs.\n\n - A highly analytical, hands-on approach to growth, experimentation, forecasting, and execution.\n\n - A relentless, channel-agnostic mindset: you’ll use any channel that works — and build a new one if you need to.\n\n - Strong cross-functional leadership and the ability to drive results through Product and channel teams without directly owning them.\n \n \n\nNice to have\n\n - Experience in credit card growth\n\n - Experience building or optimizing incentive offer programs\n\n - Experience with credit card affiliate programs\n\n - Comfortable using SQL to analyze performance and uncover growth opportunities\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"6e689bf4-ebe9-4d75-a6de-ab747a2658ca","title":"Business Development Representative","department":"Commercial & Marketing","team":"Business Development","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-10T16:00:40.110+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/6e689bf4-ebe9-4d75-a6de-ab747a2658ca","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/6e689bf4-ebe9-4d75-a6de-ab747a2658ca/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
Engage with internally sourced leads from the Growth Marketing team and prospect sales-sourced leads via phone, email, and SMS
Assess whether a client's need can be self-served through Wealthsimple's existing product experience, or whether human sales support will genuinely drive incremental business, and focus your time accordingly
Be the first point of contact to promote the Wealthsimple value proposition, leading with value before introducing any offer or incentive
Sell through a \"needs based approach\" by uncovering client needs, and then demonstrating value by positioning our products and services as the solution
Run structured discovery on every conversation to understand a client's full financial picture — including assets held away at other institutions (self directed investing, wealth management, and banking) — to identify consolidation and wallet-share potential
Identify and capture cross-sell opportunities for other areas of the business through daily client interactions
Take ownership to build and manage your own pipeline, in addition to internally assigned leads — by cultivating client referrals and nurturing dormant opportunities
Maintain awareness of which products reflect a higher business priority (e.g., margin accounts, active trading, cash balances) versus passive registered products, and calibrate efforts accordingly
Nurture and qualify prospective clients through the sales cycle, nurturing and managing the entire deal through completion
Achieve monthly Net Deposit quotas and daily KPIs across outbound touches (calls, email, SMS)
Consultative discovery skills — comfortable asking probing questions to surface held-away assets and unconsolidated wallet share, not just running a scripted or purely transactional pitch, and have natural sales instincts
Natural curiosity — genuinely eager to understand a client's full financial picture and uncover the root of their need, not just the surface ask
Strong communication — comfortable writing persuasively and communicating at all levels
AI-forward productivity — comfortable using AI tools to work more efficiently, whether drafting or responding to client emails, building presentation materials, or generating and prioritizing your own leads
Goal-oriented — experience working hard toward a goal, operate with certain level of grit, and are energized by doing so
Resiliency — able to bounce back from rejection and objections and keep going
Resourcefulness — demonstrated track record of persevering in the face of adversity
Adaptability — priorities and direction can evolve quickly; you should have a positive can-do attitude, adapt readily to evolving business goals, and are receptive to constructive feedback
Self-starter — when you see a need, you address it
Recommended — strong sales and business acumen, with an interest in growing into more complex sales motions over time
2-4 years experience in a sales role, ideally with a consultative or discovery-based component; financial services or SaaS backgrounds preferred
Undergraduate or Post-Secondary degree in a related field
Working financial literacy across account types — registered vs. non-registered, borrowing vs. deposit products
Experience with sales technology like Salesforce, Salesloft, Gong, or equivalents
Recommended — completion of or progress toward the Canadian Securities Course (CSC) or Investment Funds in Canada course (IFC)
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nWHAT YOU’LL DO\n\n - Engage with internally sourced leads from the Growth Marketing team and prospect sales-sourced leads via phone, email, and SMS\n\n - Assess whether a client's need can be self-served through Wealthsimple's existing product experience, or whether human sales support will genuinely drive incremental business, and focus your time accordingly\n\n - Be the first point of contact to promote the Wealthsimple value proposition, leading with value before introducing any offer or incentive\n\n - Sell through a \"needs based approach\" by uncovering client needs, and then demonstrating value by positioning our products and services as the solution\n\n - Run structured discovery on every conversation to understand a client's full financial picture — including assets held away at other institutions (self directed investing, wealth management, and banking) — to identify consolidation and wallet-share potential\n\n - Identify and capture cross-sell opportunities for other areas of the business through daily client interactions\n\n - Take ownership to build and manage your own pipeline, in addition to internally assigned leads — by cultivating client referrals and nurturing dormant opportunities\n\n - Maintain awareness of which products reflect a higher business priority (e.g., margin accounts, active trading, cash balances) versus passive registered products, and calibrate efforts accordingly\n\n - Nurture and qualify prospective clients through the sales cycle, nurturing and managing the entire deal through completion\n\n - Achieve monthly Net Deposit quotas and daily KPIs across outbound touches (calls, email, SMS)\n \n \n\n\nSKILLS YOU'LL BRING\n\n - Consultative discovery skills — comfortable asking probing questions to surface held-away assets and unconsolidated wallet share, not just running a scripted or purely transactional pitch, and have natural sales instincts\n\n - Natural curiosity — genuinely eager to understand a client's full financial picture and uncover the root of their need, not just the surface ask\n\n - Strong communication — comfortable writing persuasively and communicating at all levels\n\n - AI-forward productivity — comfortable using AI tools to work more efficiently, whether drafting or responding to client emails, building presentation materials, or generating and prioritizing your own leads\n\n - Goal-oriented — experience working hard toward a goal, operate with certain level of grit, and are energized by doing so\n\n - Resiliency — able to bounce back from rejection and objections and keep going\n\n - Resourcefulness — demonstrated track record of persevering in the face of adversity\n\n - Adaptability — priorities and direction can evolve quickly; you should have a positive can-do attitude, adapt readily to evolving business goals, and are receptive to constructive feedback\n\n - Self-starter — when you see a need, you address it\n\n - Recommended — strong sales and business acumen, with an interest in growing into more complex sales motions over time\n\n\n\n\nEDUCATION & EXPERIENCE\n\n - 2-4 years experience in a sales role, ideally with a consultative or discovery-based component; financial services or SaaS backgrounds preferred\n\n - Undergraduate or Post-Secondary degree in a related field\n\n - Working financial literacy across account types — registered vs. non-registered, borrowing vs. deposit products\n\n - Experience with sales technology like Salesforce, Salesloft, Gong, or equivalents\n\n - Recommended — completion of or progress toward the Canadian Securities Course (CSC) or Investment Funds in Canada course (IFC)\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"479fd73c-99cb-4c4b-9854-5f84c0a3e753","title":"Senior Tax Planner, Wealth Management","department":"Commercial & Marketing","team":"Advisory & Planning","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-11T13:48:33.377+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/479fd73c-99cb-4c4b-9854-5f84c0a3e753","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/479fd73c-99cb-4c4b-9854-5f84c0a3e753/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 a Senior Tax Planner on our Wealth Management team, you'll ensure that financial plans built for our high-net-worth clients are optimized for tax efficiency. Your job isn't to build a financial plan from scratch — it's to take an already sound plan and push it further: identifying every applicable strategy and maximizing tax alpha for each and every wealth management client we serve.
This is a role for someone who thinks like both a tax expert and a financial planner. You'll need the technical depth to spot the strategy, and the CFP-level fluency in financial planning to know how it fits into the bigger picture of a client's plan.
We move fast here, and we expect this role to move with us. Naive ambition is one of our core values — and this team pushes hard to find better, faster ways to do the work, including using AI as a genuine extension of how we operate.
Unlike traditional roles in this space, this position is fully salaried with no commission structure or sales targets.
Review and optimize financial plans across our $1MM–$3MM client segment (with some exposure up to $5MM), ensuring every applicable tax strategy has been identified and applied
Maximize tax alpha for every wealth management client — finding the incremental value that even a good plan misses
Act as the internal liaison to our Advisor team on complex tax strategies, including building and modeling those strategies as needed
Apply your expertise to complex situations involving corporations, trusts, and estates
Support occasional client-facing conversations on sophisticated tax planning questions — note that you will not be providing specific tax advice directly to clients or acting in the capacity of their accountant
Contribute to the ongoing evolution of our \"CPA Designed\" financial planning offering
Bring an AI-native mindset to the role — using AI tools to work faster, model strategies more efficiently, and raise the bar on what the team can deliver
CPA designation required
CFP designation required, with genuine comfort and fluency in financial planning — this isn't a tax-only role
5+ years of experience in tax planning, wealth management, or financial advisory roles
Strong knowledge of Canadian tax law and financial planning strategies
Proven track record of implementing effective tax optimization strategies for HNW clients
Experience with Conquest strongly preferred
Excellent communication skills, with the ability to explain complex tax concepts clearly to advisors and clients alike
A client-first mentality in everything you do
An AI-native mindset and enthusiasm for using AI tools to move faster and work smarter
Bilingual (English/French) capability is a significant asset
A purpose-driven role focused on client outcomes, not sales targets
The chance to challenge industry norms and put clients first, for real
A fast-moving, ambitious team that isn't satisfied with the status quo
Access to cutting-edge fintech tools and an AI-forward way of working
Career growth in a rapidly expanding company
Competitive salary and benefits package
Be part of revolutionizing how wealth management is delivered in Canada
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nTHE ROLE\n\nAs a Senior Tax Planner on our Wealth Management team, you'll ensure that financial plans built for our high-net-worth clients are optimized for tax efficiency. Your job isn't to build a financial plan from scratch — it's to take an already sound plan and push it further: identifying every applicable strategy and maximizing tax alpha for each and every wealth management client we serve.\n\nThis is a role for someone who thinks like both a tax expert and a financial planner. You'll need the technical depth to spot the strategy, and the CFP-level fluency in financial planning to know how it fits into the bigger picture of a client's plan.\n\nWe move fast here, and we expect this role to move with us. Naive ambition is one of our core values — and this team pushes hard to find better, faster ways to do the work, including using AI as a genuine extension of how we operate.\n\nUnlike traditional roles in this space, this position is fully salaried with no commission structure or sales targets.\n\n\n\n\nWHAT YOU'LL DO\n\n - Review and optimize financial plans across our $1MM–$3MM client segment (with some exposure up to $5MM), ensuring every applicable tax strategy has been identified and applied\n\n - Maximize tax alpha for every wealth management client — finding the incremental value that even a good plan misses\n\n - Act as the internal liaison to our Advisor team on complex tax strategies, including building and modeling those strategies as needed\n\n - Apply your expertise to complex situations involving corporations, trusts, and estates\n\n - Support occasional client-facing conversations on sophisticated tax planning questions — note that you will not be providing specific tax advice directly to clients or acting in the capacity of their accountant\n\n - Contribute to the ongoing evolution of our \"CPA Designed\" financial planning offering\n\n - Bring an AI-native mindset to the role — using AI tools to work faster, model strategies more efficiently, and raise the bar on what the team can deliver\n\n\n\n\nWHAT YOU BRING\n\n - CPA designation required\n\n - CFP designation required, with genuine comfort and fluency in financial planning — this isn't a tax-only role\n\n - 5+ years of experience in tax planning, wealth management, or financial advisory roles\n\n - Strong knowledge of Canadian tax law and financial planning strategies\n\n - Proven track record of implementing effective tax optimization strategies for HNW clients\n\n - Experience with Conquest strongly preferred\n\n - Excellent communication skills, with the ability to explain complex tax concepts clearly to advisors and clients alike\n\n - A client-first mentality in everything you do\n\n - An AI-native mindset and enthusiasm for using AI tools to move faster and work smarter\n\n - Bilingual (English/French) capability is a significant asset\n\n\n\n\nWHY YOU'LL LOVE WORKING HERE\n\n - A purpose-driven role focused on client outcomes, not sales targets\n\n - The chance to challenge industry norms and put clients first, for real\n\n - A fast-moving, ambitious team that isn't satisfied with the status quo\n\n - Access to cutting-edge fintech tools and an AI-forward way of working\n\n - Career growth in a rapidly expanding company\n\n - Competitive salary and benefits package\n\n - Be part of revolutionizing how wealth management is delivered in Canada\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"828cad68-59c7-4b39-9898-093d7917e2b6","title":"Senior Manager, Fraud Operations (Banking)","department":"Operations","team":"Client Experience Operations","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-12T21:49:42.816+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/828cad68-59c7-4b39-9898-093d7917e2b6","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/828cad68-59c7-4b39-9898-093d7917e2b6/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 Senior Manager, Fraud Operations, you will lead the operational engine safeguarding Wealthsimple and its clients. Overseeing a high-performing, cross-functional organization of approximately 60 professionals (managers and associates), you will own three core fraud operations pillars: Cash & Banking, Investments & Crypto, and Identity & Onboarding.
This role requires a leader with deep expertise in banking fraud investigations, complex queue mechanics, and transaction payment rails. You will balance frontline investigation rigor with strategic foresight, partnering cross-functionally with Product, Engineering, and Analytics to build friction-right safeguards that stop fraudsters without stalling good clients.
What You'll Do
Direct and scale multiple operational teams across three dedicated pillars: Cash & Banking, Investments & Crypto, and Identity & Onboarding.
Lead a client-facing investigations function, where the team owns the client relationship by email and phone from first contact through to resolution, rather than handing off to a support tier.
Own operational performance metrics, including capacity modeling, SLA management, backlog reduction, and case resolution accuracy.
Leverage deep domain knowledge of banking payment rails (including Real-Time Rail/RTR, EFTs, and wires) to mitigate complex transaction and account-level fraud.
Act as a critical partner to Product, Engineering, and Analytics teams, pulling operational and technical levers to deflect fraud upstream before it reaches manual investigation queues.
Implement optimized workflows, leveraging automation, AI tools, and data-driven insights to reduce handle times and boost throughput without sacrificing quality.
Mentor and develop a multi-layered team of managers and team leads, establishing QA frameworks and building a high-trust, continuous-improvement culture.
Skills & Qualifications
7+ years of experience leading fraud operations and investigations in financial services or tech, with specific expertise in banking fraud mechanics and payment rails (EFT, Real-Time Rail, wire/bank transfer fraud), beyond traditional card disputes.
5+ years of experience directly managing and scaling multi-tiered operational teams (managing managers and team leads). Comfortable taking accountability for large operational organizations.
Proven track record of managing high-volume investigation queues, SLA levers, capacity planning, and frontline investigation quality.
Demonstrated track record of inheriting an existing high-volume queue and cutting time to resolution and handle time, with a clear view of where the minutes go in a case and what you stopped doing entirely.
Highly adaptable leader who thrives in fast-paced environments, can \"color outside the lines,\" and effectively balances fraud loss mitigation against customer friction.
Proficient in using large datasets to identify fraud trends, optimize queue workflows, and track KPIs/KRIs (Advanced Excel/Sheets required; SQL and Grafana preferred).
Highly Preferred (Nice-to-Have)
Previous experience operating within a high-growth Fintech, challenger bank, modern credit union, or technology-first financial platform.
Expert level in FINTRAC requirements and Canadian banking risk standards.
Exposure to crypto fraud typologies and on-chain tracing tools.
Bilingual (French and English)
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\nAbout the Role\n\nAs Senior Manager, Fraud Operations, you will lead the operational engine safeguarding Wealthsimple and its clients. Overseeing a high-performing, cross-functional organization of approximately 60 professionals (managers and associates), you will own three core fraud operations pillars: Cash & Banking, Investments & Crypto, and Identity & Onboarding.\n\n\n\nThis role requires a leader with deep expertise in banking fraud investigations, complex queue mechanics, and transaction payment rails. You will balance frontline investigation rigor with strategic foresight, partnering cross-functionally with Product, Engineering, and Analytics to build friction-right safeguards that stop fraudsters without stalling good clients.\n\n\n\nWhat You'll Do\n\n - Direct and scale multiple operational teams across three dedicated pillars: Cash & Banking, Investments & Crypto, and Identity & Onboarding.\n\n - Lead a client-facing investigations function, where the team owns the client relationship by email and phone from first contact through to resolution, rather than handing off to a support tier.\n\n - Own operational performance metrics, including capacity modeling, SLA management, backlog reduction, and case resolution accuracy.\n\n - Leverage deep domain knowledge of banking payment rails (including Real-Time Rail/RTR, EFTs, and wires) to mitigate complex transaction and account-level fraud.\n\n - Act as a critical partner to Product, Engineering, and Analytics teams, pulling operational and technical levers to deflect fraud upstream before it reaches manual investigation queues.\n\n - Implement optimized workflows, leveraging automation, AI tools, and data-driven insights to reduce handle times and boost throughput without sacrificing quality.\n\n - Mentor and develop a multi-layered team of managers and team leads, establishing QA frameworks and building a high-trust, continuous-improvement culture.\n \n \n\nSkills & Qualifications\n\n - 7+ years of experience leading fraud operations and investigations in financial services or tech, with specific expertise in banking fraud mechanics and payment rails (EFT, Real-Time Rail, wire/bank transfer fraud), beyond traditional card disputes.\n\n - 5+ years of experience directly managing and scaling multi-tiered operational teams (managing managers and team leads). Comfortable taking accountability for large operational organizations.\n\n - Proven track record of managing high-volume investigation queues, SLA levers, capacity planning, and frontline investigation quality.\n\n - Demonstrated track record of inheriting an existing high-volume queue and cutting time to resolution and handle time, with a clear view of where the minutes go in a case and what you stopped doing entirely.\n\n - Highly adaptable leader who thrives in fast-paced environments, can \"color outside the lines,\" and effectively balances fraud loss mitigation against customer friction.\n\n - Proficient in using large datasets to identify fraud trends, optimize queue workflows, and track KPIs/KRIs (Advanced Excel/Sheets required; SQL and Grafana preferred).\n \n \n\nHighly Preferred (Nice-to-Have)\n\n - Previous experience operating within a high-growth Fintech, challenger bank, modern credit union, or technology-first financial platform.\n\n - Expert level in FINTRAC requirements and Canadian banking risk standards.\n\n - Exposure to crypto fraud typologies and on-chain tracing tools.\n\n - Bilingual (French and English)\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"a61fa205-03b3-42b9-84a4-4d0026650cf7","title":"Staff Content Designer, Investing","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":"2026-09-15T13:54:22.194+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/a61fa205-03b3-42b9-84a4-4d0026650cf7","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/a61fa205-03b3-42b9-84a4-4d0026650cf7/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 hiring a Staff Content Designer to be the voice of investing at Wealthsimple. The person who takes calendar spreads and margin calls and makes them make sense, without dumbing it down or drowning it with jargon. You’ll be embedded on product teams and partner closely with design, product, and engineering to build experiences that our clients love.
This isn't a polish-the-copy-at-the-end role. You'll be in the room shaping what we build and how to position our products — not just the final words on the screen.
Write the hard stuff. Options, margin trading, predictions, perpetuals, futures — you'll write and rewrite the content so it all makes sense to a first-time investor and a seasoned trader.
Work AI-first. From shipping your own code changes to prototyping and research — you’ll use AI to increase your impact in every part of the product lifecycle.
Collaborate with product and design on key initiatives. You’ll work early and often with product and design to shape the product direction for big, challenging projects — not just tighten the copy once the decisions are already made.
Make the team faster and better, not just yourself. Templates, patterns, content standards, workflows, and of course AI. You’ll find ways to automate processes to scale content while ensuring quality.
7+ years in content design or UX writing at a senior or staff level.
A learner’s mindset. You don't need a finance background but you have experience that demonstrates your willingness to go deep on something unfamiliar and become a subject matter expert.
Experience working with AI to increase your impact or empower others.
Experience developing content standards, or integrating product content best practices and guidelines into a design system.
Ability to think strategically about content and design while also executing on the details at a tactical level.
Ability to juggle multiple competing priorities and work quickly and decisively across different contexts. You know when to sweat the details and when to move quickly.
Experience empowering others through mentorship, coaching, and sharing best practices + techniques.
Ability to work with Marketing, Brand, Legal and Compliance teams to deliver unified and consistent messaging across all touch points.
A great collaborator and listener who loves to work together to understand and solve client problems.
A portfolio with 3 or more case studies that shows how you used writing and design to improve the user experience and drive business outcomes.
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nABOUT THE ROLE\n\nWe're hiring a Staff Content Designer to be the voice of investing at Wealthsimple. The person who takes calendar spreads and margin calls and makes them make sense, without dumbing it down or drowning it with jargon. You’ll be embedded on product teams and partner closely with design, product, and engineering to build experiences that our clients love.\n\n\n\nThis isn't a polish-the-copy-at-the-end role. You'll be in the room shaping what we build and how to position our products — not just the final words on the screen.\n\n\n\n\nWHAT YOU'LL DO\n\n - Write the hard stuff. Options, margin trading, predictions, perpetuals, futures — you'll write and rewrite the content so it all makes sense to a first-time investor and a seasoned trader.\n\n - Work AI-first. From shipping your own code changes to prototyping and research — you’ll use AI to increase your impact in every part of the product lifecycle.\n\n - Collaborate with product and design on key initiatives. You’ll work early and often with product and design to shape the product direction for big, challenging projects — not just tighten the copy once the decisions are already made.\n\n - Make the team faster and better, not just yourself. Templates, patterns, content standards, workflows, and of course AI. You’ll find ways to automate processes to scale content while ensuring quality.\n\n\n\n\nSKILLS YOU BRING\n\n - 7+ years in content design or UX writing at a senior or staff level.\n\n - A learner’s mindset. You don't need a finance background but you have experience that demonstrates your willingness to go deep on something unfamiliar and become a subject matter expert.\n\n - Experience working with AI to increase your impact or empower others.\n\n - Experience developing content standards, or integrating product content best practices and guidelines into a design system.\n\n - Ability to think strategically about content and design while also executing on the details at a tactical level.\n\n - Ability to juggle multiple competing priorities and work quickly and decisively across different contexts. You know when to sweat the details and when to move quickly.\n\n - Experience empowering others through mentorship, coaching, and sharing best practices + techniques.\n\n - Ability to work with Marketing, Brand, Legal and Compliance teams to deliver unified and consistent messaging across all touch points.\n\n - A great collaborator and listener who loves to work together to understand and solve client problems.\n\n\n\n\nWHAT TO SEND US\n\n - A portfolio with 3 or more case studies that shows how you used writing and design to improve the user experience and drive business outcomes.\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"e089a81a-9409-4a19-87c8-36f3c0182aa8","title":"Team Lead, Fraud Investigations","department":"Operations","team":"Client Experience Operations","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-16T15:48:25.891+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/e089a81a-9409-4a19-87c8-36f3c0182aa8","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/e089a81a-9409-4a19-87c8-36f3c0182aa8/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
At Wealthsimple, we take our clients' security seriously. The Fraud Investigations team is the front line of defense within our Security & Risk group. We are looking for a sharp, decisive, and detail-obsessed Team Lead to oversee a pod of Fraud Investigators.
You won't be tied to just one type of fraud. As a Team Lead, you will be the player-coach guiding the detectives who protect our platform from everything from complex account takeovers to sophisticated money mule networks. You will act as the ultimate escalation point, drive team performance, and ensure our defenses stay one step ahead of the bad actors.
What You Will Do:
Manage the day-to-day operations of a pod of Fraud Investigators. Conduct 1:1s, run side-by-sides, and actively coach your team to elevate their investigative techniques and decision-making.
Oversee complex fraud queues, ensuring the team strictly maintains case-closure Service Level Agreements (SLAs) without sacrificing investigative quality.
Step in on the most complex, ambiguous, or high-dollar investigations. You are the final set of eyes when an investigator needs help navigating a tricky bank indemnity, a complex crypto trace, or a sophisticated identity ring.
Lead weekly calibration sessions with your pod. Spot emerging fraud typologies across the platform, document trends, and partner directly with Risk, Compliance, and Product to build better automated defenses.
Ensure your team’s case documentation is flawless, empowering client-facing teams with exactly what they need to manage the client relationship during high-stress situations.
Serve as the chief quality-control officer for your pod, establishing investigative playbooks and ensuring all decisions align with Wealthsimple’s risk appetite and regulatory requirements.
What you bring:
3+ years of direct, hands-on experience in backend fraud investigations (e.g., banking/fiat fraud, account takeovers, payments, or digital assets).
Proven track record of mentoring, coaching, or leading peers. You know how to build a culture of psychological safety, calm, and focus in a high-stress environment.
Deep understanding of fraud typologies and financial ledgers. You can look at complex data (IPs, device IDs, transaction metadata) and instantly spot the behavioral anomalies.
Strong bias for action. You make sound, high-stakes decisions with incomplete information, and you know exactly when to escalate and when to hold.
Exceptional written and verbal communication skills. You can translate complex fraud investigations into clear business impact for leadership and partner 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\nAt Wealthsimple, we take our clients' security seriously. The Fraud Investigations team is the front line of defense within our Security & Risk group. We are looking for a sharp, decisive, and detail-obsessed Team Lead to oversee a pod of Fraud Investigators.\n\nYou won't be tied to just one type of fraud. As a Team Lead, you will be the player-coach guiding the detectives who protect our platform from everything from complex account takeovers to sophisticated money mule networks. You will act as the ultimate escalation point, drive team performance, and ensure our defenses stay one step ahead of the bad actors.\n\nWhat You Will Do:\n\n - Manage the day-to-day operations of a pod of Fraud Investigators. Conduct 1:1s, run side-by-sides, and actively coach your team to elevate their investigative techniques and decision-making.\n\n - Oversee complex fraud queues, ensuring the team strictly maintains case-closure Service Level Agreements (SLAs) without sacrificing investigative quality.\n\n - Step in on the most complex, ambiguous, or high-dollar investigations. You are the final set of eyes when an investigator needs help navigating a tricky bank indemnity, a complex crypto trace, or a sophisticated identity ring.\n\n - Lead weekly calibration sessions with your pod. Spot emerging fraud typologies across the platform, document trends, and partner directly with Risk, Compliance, and Product to build better automated defenses.\n\n - Ensure your team’s case documentation is flawless, empowering client-facing teams with exactly what they need to manage the client relationship during high-stress situations.\n\n - Serve as the chief quality-control officer for your pod, establishing investigative playbooks and ensuring all decisions align with Wealthsimple’s risk appetite and regulatory requirements.\n \n \n\nWhat you bring:\n\n - 3+ years of direct, hands-on experience in backend fraud investigations (e.g., banking/fiat fraud, account takeovers, payments, or digital assets).\n\n - Proven track record of mentoring, coaching, or leading peers. You know how to build a culture of psychological safety, calm, and focus in a high-stress environment.\n\n - Deep understanding of fraud typologies and financial ledgers. You can look at complex data (IPs, device IDs, transaction metadata) and instantly spot the behavioral anomalies.\n\n - Strong bias for action. You make sound, high-stakes decisions with incomplete information, and you know exactly when to escalate and when to hold.\n\n - Exceptional written and verbal communication skills. You can translate complex fraud investigations into clear business impact for leadership and partner teams.\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"5e349498-4914-47ca-83f8-2a868c05e7a5","title":"Agent, Client Experience - Toronto, ON - Hybrid (Fixed Term Contract)","department":"Operations","team":"Client Experience Operations","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-18T14:30:29.632+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/5e349498-4914-47ca-83f8-2a868c05e7a5","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/5e349498-4914-47ca-83f8-2a868c05e7a5/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
Launch Your Fintech Career at Wealthsimple 🚀
Ready for a role that actually changes your trajectory? Our Client Operations team doesn’t just answer tickets; we solve complex financial puzzles and translate them into simple, human solutions. We are the operational engine powering Canada's largest fintech, and we are looking for sharp, ambitious problem-solvers to join us.
If you want to build deep financial expertise, work alongside incredibly talented people, and get your foot in the door at a company that is redefining wealth: this is your moment.
The Timeline: This is a 6-month contract starting October 26th, 2026, with strong possibilities for extension and conversion to permanent full-time based on business needs and your performance!
The Hours: Full-time, 8-hour shifts (including weekends and holidays) rotating between 8:00 AM and 8:30 PM.
The Location: Hybrid. You must reside in the Toronto/GTA area and have the legal right to work in Canada.
The Nesting Period: After your remote training (Weeks 1 and 2), to set you up for absolute success, you will spend up to 6 full weeks in-office (Mon-Fri) at our 80 Spadina Avenue headquarters for training. After that, you transition to our standard hybrid/remote model.
Your Daily Impact
The Voice of Wealthsimple: You aren’t just a support agent; you are an advocate for our clients’ financial freedom. You will break down complex investment, trading, and personal finance concepts so they are simple and accessible.
Strategic Problem Solving: You own the client journey end-to-end. Whether navigating a massive institutional transfer or untangling a back-office glitch, you ensure our clients hit their financial goals.
\"Maker-Owner\" Mindset: You’ll work cross-functionally with Product and Operations, learning the deep mechanics of our tools and actively improving them based on your front-line insights.
Expertise at Scale: Master multiple financial platforms simultaneously and establish yourself as a true fintech expert.
Who You Are & What You Bring
The Experience: 1–2 years of high-volume customer service experience (Retail, Hospitality, Banking, or Tech Support).
The Curiosity: You have a genuine interest in personal finance and the stock market. (Knowing your way around an RRSP or a TFSA puts you ahead of the game!).
The Tech Agility: You live in the fast lane. You are comfortable juggling multiple browser tabs, living in Slack, and leveraging keyboard shortcuts for maximum speed.
The Communication: Exceptional written and verbal communication skills in English (Bilingual French is a massive plus!).
The Mindset: You are resilient, adaptable, and ready to embrace a rotating schedule in a hyper-growth environment.
The Perks (Yes, even on a contract!)
We take care of our people. Period. Joining Wealthsimple means getting access to:
Paid Time Off: Generous vacation days and sick/mental health days so you can actually recharge.
Health Benefits: Comprehensive coverage to keep you feeling your best.
Wealth Building: Access to our Group Savings Account to accelerate your own financial goals.
WFH Stipend: Cash to help optimize your hybrid home-office setup.
Partner Discounts: Exclusive discounted rates for fitness studios and other lifestyle activities around the city.
40hrs guaranteed/week. English speakers start at $25/hr and Bilingual (En/Fr) at $26.50
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\nLaunch Your Fintech Career at Wealthsimple 🚀\n\nReady for a role that actually changes your trajectory? Our Client Operations team doesn’t just answer tickets; we solve complex financial puzzles and translate them into simple, human solutions. We are the operational engine powering Canada's largest fintech, and we are looking for sharp, ambitious problem-solvers to join us.\n\nIf you want to build deep financial expertise, work alongside incredibly talented people, and get your foot in the door at a company that is redefining wealth: this is your moment.\n\n \n\n - The Timeline: This is a 6-month contract starting October 26th, 2026, with strong possibilities for extension and conversion to permanent full-time based on business needs and your performance!\n\n - The Hours: Full-time, 8-hour shifts (including weekends and holidays) rotating between 8:00 AM and 8:30 PM.\n\n - The Location: Hybrid. You must reside in the Toronto/GTA area and have the legal right to work in Canada.\n\n - The Nesting Period: After your remote training (Weeks 1 and 2), to set you up for absolute success, you will spend up to 6 full weeks in-office (Mon-Fri) at our 80 Spadina Avenue headquarters for training. After that, you transition to our standard hybrid/remote model.\n \n \n\nYour Daily Impact\n\n - The Voice of Wealthsimple: You aren’t just a support agent; you are an advocate for our clients’ financial freedom. You will break down complex investment, trading, and personal finance concepts so they are simple and accessible.\n\n - Strategic Problem Solving: You own the client journey end-to-end. Whether navigating a massive institutional transfer or untangling a back-office glitch, you ensure our clients hit their financial goals.\n\n - \"Maker-Owner\" Mindset: You’ll work cross-functionally with Product and Operations, learning the deep mechanics of our tools and actively improving them based on your front-line insights.\n\n - Expertise at Scale: Master multiple financial platforms simultaneously and establish yourself as a true fintech expert.\n\n\nWho You Are & What You Bring\n\n - The Experience: 1–2 years of high-volume customer service experience (Retail, Hospitality, Banking, or Tech Support).\n\n - The Curiosity: You have a genuine interest in personal finance and the stock market. (Knowing your way around an RRSP or a TFSA puts you ahead of the game!).\n\n - The Tech Agility: You live in the fast lane. You are comfortable juggling multiple browser tabs, living in Slack, and leveraging keyboard shortcuts for maximum speed.\n\n - The Communication: Exceptional written and verbal communication skills in English (Bilingual French is a massive plus!).\n\n - The Mindset: You are resilient, adaptable, and ready to embrace a rotating schedule in a hyper-growth environment.\n \n \n\nThe Perks (Yes, even on a contract!)\n\nWe take care of our people. Period. Joining Wealthsimple means getting access to:\n\n - Paid Time Off: Generous vacation days and sick/mental health days so you can actually recharge.\n\n - Health Benefits: Comprehensive coverage to keep you feeling your best.\n\n - Wealth Building: Access to our Group Savings Account to accelerate your own financial goals.\n\n - WFH Stipend: Cash to help optimize your hybrid home-office setup.\n\n - Partner Discounts: Exclusive discounted rates for fitness studios and other lifestyle activities around the city.\n\n - 40hrs guaranteed/week. English speakers start at $25/hr and Bilingual (En/Fr) at $26.50\n\n\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\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\n\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\n\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\n\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.\n\n"},{"id":"72323ab1-7c31-4fbb-b2da-c6c6990e176b","title":"Associate, Options Clearing","department":"Brokerage & Capital Markets","team":"Brokerage","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-18T19:37:52.530+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/72323ab1-7c31-4fbb-b2da-c6c6990e176b","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/72323ab1-7c31-4fbb-b2da-c6c6990e176b/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 Options Clearing team sits within Brokerage Operations, the group responsible for how Wealthsimple executes on behalf of clients across billions of dollars a day. We own the full options life cycle — reconciliations, settlements, exercises, assignments and expirations — and make sure every position we hold matches what it should. It's precise, deadline-driven work, and we take it seriously because clients are trusting us with their money.
Reporting to the Senior Manager, Options Clearing, you'll own the daily execution of reconciliations, settlements, and expirations across our options book. This work protects client assets directly, so accuracy isn't optional — you're the person who catches a break in the data before it becomes a client-facing problem, and who improves the processes that keep pace as the business grows.
Own daily reconciliation, settlement, and expiration processing across the options book, catching and resolving breaks before they reach clients
Act as the team's subject matter expert on OCC and CDCC clearing (including SOLA), covering exercises, assignments, and institutional options transfers
Partner with the Trade Desk, engineering, and other operations teams to resolve trade and position discrepancies and reduce risk
Use data — pivot tables, lookups, and SQL — to find the cause of inefficiencies and fix them
Build and improve the tools and workflows that let the team scale as options volume grows
Develop processes to increase the efficiency of our back-office operations.
2+ years handling back-office reconciliations, settlements, or options clearing (OCC/CDCC) at a broker-dealer or registered investment dealer
Comfortable with large data sets — you can take a few thousand rows of position data, find the breaks, and explain what caused them
Working knowledge of SQL, or ready to learn it fast — you'll be querying data daily
Available to support early and late hours on a rotating basis around market events and settlement cycles
A clear communicator who can work easily with trading, product, and operations teams
Progress toward or completion of CSC, DFOL, or similar industry courses
Familiarity with CDS or DTCC settlement
Familiarity with Claude AI or Claude Code
Naturally curious — when something looks off, you want to know why
Someone who builds trust with the people around you by being reliable and clear
Are organized and detail-oriented, with the ability to work accurately against tight, non-negotiable deadlines.
Willing to escalate early when something needs it, rather than sitting on it
Genuinely interested in how markets and technology intersect
🌸 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 is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\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\n\n\nABOUT THE TEAM\n\nThe Options Clearing team sits within Brokerage Operations, the group responsible for how Wealthsimple executes on behalf of clients across billions of dollars a day. We own the full options life cycle — reconciliations, settlements, exercises, assignments and expirations — and make sure every position we hold matches what it should. It's precise, deadline-driven work, and we take it seriously because clients are trusting us with their money.\n\n\n\n\nABOUT THE ROLE\n\nReporting to the Senior Manager, Options Clearing, you'll own the daily execution of reconciliations, settlements, and expirations across our options book. This work protects client assets directly, so accuracy isn't optional — you're the person who catches a break in the data before it becomes a client-facing problem, and who improves the processes that keep pace as the business grows.\n\n\n\n\nWHAT YOU'LL DO\n\n - Own daily reconciliation, settlement, and expiration processing across the options book, catching and resolving breaks before they reach clients\n\n - Act as the team's subject matter expert on OCC and CDCC clearing (including SOLA), covering exercises, assignments, and institutional options transfers\n\n - Partner with the Trade Desk, engineering, and other operations teams to resolve trade and position discrepancies and reduce risk\n\n - Use data — pivot tables, lookups, and SQL — to find the cause of inefficiencies and fix them\n\n - Build and improve the tools and workflows that let the team scale as options volume grows\n\n - Develop processes to increase the efficiency of our back-office operations.\n \n \n\n\nSKILLS YOU BRING:\n\n - 2+ years handling back-office reconciliations, settlements, or options clearing (OCC/CDCC) at a broker-dealer or registered investment dealer\n\n - Comfortable with large data sets — you can take a few thousand rows of position data, find the breaks, and explain what caused them\n\n - Working knowledge of SQL, or ready to learn it fast — you'll be querying data daily\n\n - Available to support early and late hours on a rotating basis around market events and settlement cycles\n\n - A clear communicator who can work easily with trading, product, and operations teams\n\n\n\n\nNICE TO HAVE\n\n - Progress toward or completion of CSC, DFOL, or similar industry courses\n\n - Familiarity with CDS or DTCC settlement\n\n - Familiarity with Claude AI or Claude Code\n\n\n\n\nWHO YOU ARE\n\n - Naturally curious — when something looks off, you want to know why\n\n - Someone who builds trust with the people around you by being reliable and clear\n\n - Are organized and detail-oriented, with the ability to work accurately against tight, non-negotiable deadlines.\n\n - Willing to escalate early when something needs it, rather than sitting on it\n\n - Genuinely interested in how markets and technology intersect\n\n\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\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\n\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\n\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\n\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.\n\n"}],"apiVersion":"1"}