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 $125 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 $125 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":"0ace2957-7f92-4df0-9e3c-b95d960c3721","title":"Staff Product Designer (Multiple Roles, Multiple Teams)","department":"Product","team":"Product Design","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[{"location":"Remote (US)","address":{"postalAddress":{"addressRegion":"New York","addressCountry":"United States","addressLocality":"New York City"}}}],"publishedAt":"2026-01-09T19:09:03.492+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/0ace2957-7f92-4df0-9e3c-b95d960c3721","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/0ace2957-7f92-4df0-9e3c-b95d960c3721/application","descriptionHtml":"Wealthsimple 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 $125 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 Product Designer, Advice
Staff Product Designer, Digital Branch
Staff Product Designer, Growth
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 $125 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 - Staff Product Designer, Advice\n\n - Staff Product Designer, Digital Branch\n\n - Staff Product Designer, Growth\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":"d6c5fce8-ce92-40d6-b028-07c91bb4eb03","title":"Senior Advisor, Wealth Management (Bilingual)","department":"Commercial & Marketing","team":"Advisory & Planning","employmentType":"FullTime","location":"Toronto Headquarters","secondaryLocations":[],"publishedAt":"2026-05-15T18:59:49.161+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"Ontario","addressCountry":"Canada","addressLocality":"Toronto"}},"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 $125 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 Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients ($1MM+) throughout their journey with us. Unlike traditional wealth management roles, 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.
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
Pl. Fin and CFP designation required (CPA is a valuable asset)
CIM or CFA designation required
5+ years of experience in wealth management or financial advisory roles
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
Bilingual (English/French) capability is a significant asset
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 $500K+ 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 $125 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 Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients ($1MM+) throughout their journey with us. Unlike traditional wealth management roles, 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\n\nIN THIS ROLE, YOU’LL HAVE THE OPPORTUNITY TO:\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’LL BRING:\n\n - Pl. Fin and CFP designation required (CPA is a valuable asset)\n\n - CIM or CFA designation required\n\n - 5+ years of experience in wealth management or financial advisory roles\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 - Bilingual (English/French) capability is a significant asset\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 \n \n\nIf you're passionate about providing unbiased financial advice and creating exceptional client experiences for $500K+ 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":"5e87410e-abf4-4aae-a959-684b847239ec","title":"Senior Manager, Indirect Tax","department":"Finance","team":"Finance","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-04-01T17:05:53.521+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/5e87410e-abf4-4aae-a959-684b847239ec","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/5e87410e-abf4-4aae-a959-684b847239ec/application","descriptionHtml":"Wealthsimple 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 $125 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'll have the opportunity to:
Manage the end-to-end indirect tax compliance (GST/HST, QST, PST) across all applicable jurisdictions, ensuring accuracy and compliance with statutory deadlines
Support month-end and quarter-end close, including preparation of tax accruals, account reconciliations, forecasts and variance analysis
Identify and pursue ITC and ITR recovery opportunities; conduct risk assessments to surface and remediate material exposures
Manage relationships with external tax authorities, including preparation of audit responses and correspondence with CRA and provincial agencies
Provide indirect tax research and advisory support on new business initiatives, including product launches and corporate transactions
Manage multi-jurisdictional tax registrations and nexus monitoring, adapting to fast expansions into new product lines and geographic markets
Monitor indirect tax legislative and regulatory developments and assess the impact on the organization
Maintain and improve internal controls, tax policies, and compliance procedures
Collaborate with Finance and technology teams to ensure accurate tax coding and support systems and process improvements, including AI automation initiatives
Skills you'll bring:
CPA designation required; completion of the CPA In-Depth GST/HST Program or equivalent indirect tax training preferred
5–7 years of indirect tax experience, with exposure to both public accounting and public company industry environments preferred
Strong technical knowledge of Canadian indirect tax regimes including GST/HST, QST, PST, RST
Practical experience with financial institution (FI) and Selected Listed Financial Institution (SLFI) indirect tax rules, including the Special Attribution Method (SAM), is required
Solid understanding of cross-border and imported supply rules
Excellent tax technical and research skills, with the ability to balance commercial objectives and tax risk exposures
Proficient with tax software, ERP systems and AI technology (e.g. Netsuite, Claude)
Strong analytical, organizational, and problem-solving skills
Detail-oriented and communicates well
Corporate income tax knowledge is an asset
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple 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 $125 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'll have the opportunity to:\n\n - Manage the end-to-end indirect tax compliance (GST/HST, QST, PST) across all applicable jurisdictions, ensuring accuracy and compliance with statutory deadlines\n\n - Support month-end and quarter-end close, including preparation of tax accruals, account reconciliations, forecasts and variance analysis\n\n - Identify and pursue ITC and ITR recovery opportunities; conduct risk assessments to surface and remediate material exposures\n\n - Manage relationships with external tax authorities, including preparation of audit responses and correspondence with CRA and provincial agencies\n\n - Provide indirect tax research and advisory support on new business initiatives, including product launches and corporate transactions\n\n - Manage multi-jurisdictional tax registrations and nexus monitoring, adapting to fast expansions into new product lines and geographic markets\n\n - Monitor indirect tax legislative and regulatory developments and assess the impact on the organization\n\n - Maintain and improve internal controls, tax policies, and compliance procedures\n\n - Collaborate with Finance and technology teams to ensure accurate tax coding and support systems and process improvements, including AI automation initiatives\n\nSkills you'll bring:\n\n - CPA designation required; completion of the CPA In-Depth GST/HST Program or equivalent indirect tax training preferred\n\n - 5–7 years of indirect tax experience, with exposure to both public accounting and public company industry environments preferred\n\n - Strong technical knowledge of Canadian indirect tax regimes including GST/HST, QST, PST, RST\n\n - Practical experience with financial institution (FI) and Selected Listed Financial Institution (SLFI) indirect tax rules, including the Special Attribution Method (SAM), is required\n\n - Solid understanding of cross-border and imported supply rules\n\n - Excellent tax technical and research skills, with the ability to balance commercial objectives and tax risk exposures\n\n - Proficient with tax software, ERP systems and AI technology (e.g. Netsuite, Claude)\n\n - Strong analytical, organizational, and problem-solving skills\n\n - Detail-oriented and communicates well\n\n - Corporate income tax knowledge is an asset\n\n\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":"6978bc92-ca81-4d7e-af72-fe840c25b86a","title":"Senior Technical Specialist, Corporate Security ","department":"Regulatory","team":"Legal","employmentType":"FullTime","location":"Toronto, Ontario","secondaryLocations":[],"publishedAt":"2026-05-20T15:12:17.872+00:00","isListed":true,"isRemote":false,"workplaceType":"OnSite","address":{"postalAddress":{"addressRegion":"Ontario","addressCountry":"Canada","addressLocality":"Toronto"}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/6978bc92-ca81-4d7e-af72-fe840c25b86a","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/6978bc92-ca81-4d7e-af72-fe840c25b86a/application","descriptionHtml":"Wealthsimple 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 $125 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 are seeking a Senior Technical Specialist, Corporate Security to oversee and optimize our Physical Protection System (PPS). In this critical role, you will be responsible for ensuring the integrity and effectiveness of all technical physical security measures, including access control, video surveillance, intrusion detection, and related infrastructure. You will lead technical projects end-to-end, manage our security integrator relationship, and serve as the subject matter expert on Genetec Security Centre across our enterprise environment.
You will stay informed on emerging security technologies, industry standards, and evolving threat landscapes to proactively identify and address potential vulnerabilities. This position requires a detail-oriented professional with deep hands-on technical expertise, strong project management discipline, and the communication skills to work effectively across all levels of the organization.
*Please note - This is an on-site position requiring presence in our Toronto office 3 days per week.
As a Senior Technical Specialist, Corporate Security you will:
Own all aspects of the Physical Protection System (PPS), with Genetec Security Centre (access control and VMS) as the primary platform — including configuration, maintenance, troubleshooting, and optimization across a multi-site enterprise architecture.
Serve as the first point of contact for PPS troubleshooting, conducting root cause analysis and driving defect resolution in partnership with our security integrator and internal IT.
Oversee and manage the Wealthsimple security integrator relationship, holding vendors accountable to SLAs and quality standards.
Lead technical planning, testing, and implementation of new security technologies and system integrations, managing projects from scoping through delivery.
Work with IT/Security teams to improve the existing and future integrations with our IdP, ensuring user onboarding and offboarding is automated correctly and user audits can be done by our IT and Compliance teams.
Develop and maintain complete technical documentation and controls, system audits, and infrastructure records in partnership with internal and external stakeholders.
Organize and lead annual penetration testing exercises and oversee remediation of identified vulnerabilities.
Manage access control credentials and site access programs.
Develop and lead training, as well as the creation of technical policies and procedures.
What You Bring
5+ years of hands-on experience managing enterprise physical security systems, with demonstrated depth in Genetec Security Centre — Omnicast VMS and access control modules are required; advanced troubleshooting and multi-server architecture experience strongly preferred.
Post-secondary education in Electronic Engineering Technology, Engineering Sciences, Information Technology, Network Engineering, IT Security, Computer Science, or a related field.
Working IT and networking knowledge and an understanding of standard IT security practices including network segmentation, SSO and app integration, compliance auditing. You will need to gather requirements from IT/Security teams and execute those requirements in the PPS.
Proven project management experience: you've led large scale security technology projects from requirements through commissioning and can manage timelines, vendors, and competing priorities without hand-holding.
Understanding of procurement requirements and processes.
In-depth experience project managing a security integrator or third-party service vendor.
Outstanding written and verbal communication skills — able to produce clear technical documentation and present to non-technical stakeholders. You are able to communicate and build relationships with cross-functional stakeholders.
Ability to handle sensitive and contentious issues with discretion and integrity.
Previous experience in a fintech, financial services, or critical infrastructure environment is highly desirable.
Security or technical certifications are an asset: Axis Certified Professional, CISSP, CISA, or equivalent.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple 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 $125 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\nWe are seeking a Senior Technical Specialist, Corporate Security to oversee and optimize our Physical Protection System (PPS). In this critical role, you will be responsible for ensuring the integrity and effectiveness of all technical physical security measures, including access control, video surveillance, intrusion detection, and related infrastructure. You will lead technical projects end-to-end, manage our security integrator relationship, and serve as the subject matter expert on Genetec Security Centre across our enterprise environment.\n\nYou will stay informed on emerging security technologies, industry standards, and evolving threat landscapes to proactively identify and address potential vulnerabilities. This position requires a detail-oriented professional with deep hands-on technical expertise, strong project management discipline, and the communication skills to work effectively across all levels of the organization.\n\n\n\n*Please note - This is an on-site position requiring presence in our Toronto office 3 days per week.\n\n\n\nAs a Senior Technical Specialist, Corporate Security you will:\n\n - Own all aspects of the Physical Protection System (PPS), with Genetec Security Centre (access control and VMS) as the primary platform — including configuration, maintenance, troubleshooting, and optimization across a multi-site enterprise architecture.\n\n - Serve as the first point of contact for PPS troubleshooting, conducting root cause analysis and driving defect resolution in partnership with our security integrator and internal IT.\n\n - Oversee and manage the Wealthsimple security integrator relationship, holding vendors accountable to SLAs and quality standards.\n\n - Lead technical planning, testing, and implementation of new security technologies and system integrations, managing projects from scoping through delivery.\n\n - Work with IT/Security teams to improve the existing and future integrations with our IdP, ensuring user onboarding and offboarding is automated correctly and user audits can be done by our IT and Compliance teams.\n\n - Develop and maintain complete technical documentation and controls, system audits, and infrastructure records in partnership with internal and external stakeholders.\n\n - Organize and lead annual penetration testing exercises and oversee remediation of identified vulnerabilities.\n\n - Manage access control credentials and site access programs.\n\n - Develop and lead training, as well as the creation of technical policies and procedures.\n\n\n\nWhat You Bring\n\n - 5+ years of hands-on experience managing enterprise physical security systems, with demonstrated depth in Genetec Security Centre — Omnicast VMS and access control modules are required; advanced troubleshooting and multi-server architecture experience strongly preferred.\n\n - Post-secondary education in Electronic Engineering Technology, Engineering Sciences, Information Technology, Network Engineering, IT Security, Computer Science, or a related field.\n\n - Working IT and networking knowledge and an understanding of standard IT security practices including network segmentation, SSO and app integration, compliance auditing. You will need to gather requirements from IT/Security teams and execute those requirements in the PPS.\n\n - Proven project management experience: you've led large scale security technology projects from requirements through commissioning and can manage timelines, vendors, and competing priorities without hand-holding.\n\n - Understanding of procurement requirements and processes.\n\n - In-depth experience project managing a security integrator or third-party service vendor.\n\n - Outstanding written and verbal communication skills — able to produce clear technical documentation and present to non-technical stakeholders. You are able to communicate and build relationships with cross-functional stakeholders.\n\n - Ability to handle sensitive and contentious issues with discretion and integrity.\n\n - Previous experience in a fintech, financial services, or critical infrastructure environment is highly desirable.\n\n - Security or technical certifications are an asset: Axis Certified Professional, CISSP, CISA, or equivalent.\n\n\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":"a548ad7a-8c33-4f78-8593-aae76b4bc890","title":"Director, Collections","department":"Operations","team":"Client Experience Operations","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-06-10T19:24:35.905+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/a548ad7a-8c33-4f78-8593-aae76b4bc890","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/a548ad7a-8c33-4f78-8593-aae76b4bc890/application","descriptionHtml":"Wealthsimple 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 $125 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 is building its lending business. Credit cards are scaling, personal lines of credit and margin lending are expanding, and with that growth comes a collections function that needs to be built with the same rigor and ambition we bring to everything else. This role exists because collections is no longer a back-office afterthought. It's a high-stakes, client-facing operation that directly impacts credit losses, client trust, and regulatory standing.
As Director of Collections Operations, you'll own the entire collections lifecycle, from pre-delinquency interventions through early-stage outreach, escalating treatment strategies, charge-off, and post-charge-off recovery. You'll lead a team of collections and recovery agents to execute the strategy across lending products, define the rules and controls that govern how we recover balances, meet operational and collections key metrics/KPIs and ensure every interaction reflects the Wealthsimple brand. You'll also be the operational voice helping to shape our AI-powered collections strategy, to help build intelligent, empathetic outreach that recovers balances at scale without damaging client relationships.
This role reports to the VP, Client Experience Operations and partners closely with Data Science, Credit Risk, Finance, Compliance, Legal, and Engineering. You'll sit at the intersection of operations, risk, and technology, with a mandate to build a collections operation function that is modern, compliant, data-driven, and fundamentally client-first. Our ideal hire has deep collections expertise, thinks in systems, moves with urgency, and believes that how you collect matters as much as what you collect.
Collections Strategy and Execution
Define and execute the end-to-end collections strategy across products: credit cards, personal lines of credit, instant EFT, and margin (late stage)
Manage the escalating treatment framework, from pre-delinquency nudges (in-app banners, payment reminders, autopay encouragement) through early-stage outreach, live agent calls, hardship programs, settlements, right of offset, credit bureau reporting, and third-party referrals.
Design and manage workout programs (temporary and permanent hardship, reduced payments, interest rate adjustments, settlements, forbearance plans) with clear approval thresholds and exception processes
Partner with data science to inform the design of new segmentation frameworks and risk-based treatment paths that shift collections from one-size-fits-all to personalized, data-driven engagement journeys
Risk, Controls, and Compliance
Maintain current knowledge of evolving provincial rules (e.g., limitation periods, licensing, permitted contact practices) and ensure operational processes reflect changes in real time
Ensure agents comply with all applicable regulatory frameworks across every Canadian jurisdiction, including provincial collection agency licensing requirements and PIPEDA guidelines.
Serve as the operational authority executing within the boundaries of our collections policy
Ensure audit readiness across all collections activity, including documentation of decisions, exception approvals, and change management for policies and procedures
Data, Analytics, and Financial Reporting
Own performance metrics: roll rates, net recovery rate, cost to collect, days sales outstanding (DSO), promise-to-pay and broken promise rates, right party contact rates, and cure attribution
Partner with Data Science to build and refine propensity-to-pay models, optimize treatment strategies through experimentation, and leverage segmentation and decisioning outputs to sharpen collections execution
Collaborate with Finance and Credit Risk on recoveries forecasting, provisions, and the accounting treatment of delinquent and charged-off balances.
Define requirements for dashboards and reporting rhythms that give our Risk Committee clear visibility into collections performance; partner with data science to build dashboards
AI and Automation
Define the operational requirements for AI-powered collections tools, including payment intelligence, engagement tracking, reconciliation, and customer insights (best contact time, risk scores)
Define and execute the digital-first collections channel strategy, including dialer optimization, contact rate management, best-time-to-contact models, and next-best-action recommendations
Partner with Data Science and Engineering to build and deploy AI/ML-informed strategies, including repayment propensity models, roll prediction, optimal contact timing, and engagement scoring
Tooling, Vendors, and Third Parties
Lead the evaluation and selection of collections case management software, addressing known gaps in audit/compliance logging, queue management, and investigator workflows. Own the transition from current tooling to a purpose-built collections platform
Manage third-party collection agency relationships end to end: vendor selection, compliance audits, strategy alignment, performance management, and commercial terms. Build the operational processes for agency assignment, recall, and reconciliation of direct payments
Determine when and how to expand to additional third-party partners or geographies based on cost, performance, and risk considerations
Collaborate with Engineering partners to integrate vendor tools
People Leadership
Lead, coach, and grow a team of collections associates and recovery agents
Set the tone for how the team engages with clients. Collections at Wealthsimple should feel respectful, human, and solution-oriented. Every account in the collection process is a client, and there is always a chance they come back into good standing
Build the team's capabilities to keep pace with a rapidly evolving landscape in AI, collections technology, and regulatory change
Deep collections expertise: 8+ years in collections, credit risk, or loan servicing, with significant experience in unsecured consumer lending (credit cards, personal loans, or lines of credit). You know how collections actually works end to end, from queue segmentation and escalating treatment design to settlement negotiations and charge-off accounting
A regulated mindset: You've operated in regulated environments (banking, fintech, financial services) and understand the interplay between collections strategy, compliance, and risk governance. Experience with Canadian provincial collections regulations is a strong asset
Analytical Rigor: You're fluent in the metrics that matter. You use data to track operational efficiency, optimize agent performance, and make the case for change. Comfortable working with Data Science teams on modeling and segmentation
A builder's disposition -- You've stood up or materially scaled collections operations before. You're comfortable defining processes, growing a team of agents, choosing tooling, and getting into the details while also setting strategic direction
People leadership: Proven experience leading and developing operations teams. You set high standards, coach with care, and create environments where people do their best work
Vendor management chops: Experience managing third-party collection agencies, including compliance oversight, performance accountability, and commercial negotiations
AI curiosity: You're excited about what AI and automation can do for collections. You don't need to be an engineer, but you should have strong opinions about how technology can make outreach smarter, more humane, and more effective
Industry pulse: You stay deeply connected to industry trends in collections technology, AI agents, and regulatory evolution
Bonus if you also...
Have experience with collections in a multi-product lending environment (credit cards plus other consumer lending products)
Bring hands-on familiarity with modern collections platforms or CRM tools and understand the tradeoffs in build-vs-buy decisions for case management
Have worked cross-functionally with Credit Risk, Finance, and Data Science teams to shape credit strategy
Understand the financial mechanics of lending programs: how collections performance flows through to provisions, net loss rates, cost of funds, and program profitability
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple 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 $125 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\nWealthsimple is building its lending business. Credit cards are scaling, personal lines of credit and margin lending are expanding, and with that growth comes a collections function that needs to be built with the same rigor and ambition we bring to everything else. This role exists because collections is no longer a back-office afterthought. It's a high-stakes, client-facing operation that directly impacts credit losses, client trust, and regulatory standing.\n\n\n\nAs Director of Collections Operations, you'll own the entire collections lifecycle, from pre-delinquency interventions through early-stage outreach, escalating treatment strategies, charge-off, and post-charge-off recovery. You'll lead a team of collections and recovery agents to execute the strategy across lending products, define the rules and controls that govern how we recover balances, meet operational and collections key metrics/KPIs and ensure every interaction reflects the Wealthsimple brand. You'll also be the operational voice helping to shape our AI-powered collections strategy, to help build intelligent, empathetic outreach that recovers balances at scale without damaging client relationships.\n\n\n\nThis role reports to the VP, Client Experience Operations and partners closely with Data Science, Credit Risk, Finance, Compliance, Legal, and Engineering. You'll sit at the intersection of operations, risk, and technology, with a mandate to build a collections operation function that is modern, compliant, data-driven, and fundamentally client-first. Our ideal hire has deep collections expertise, thinks in systems, moves with urgency, and believes that how you collect matters as much as what you collect.\n\n\n\n\nKEY RESPONSIBILITIES\n\nCollections Strategy and Execution\n\n - Define and execute the end-to-end collections strategy across products: credit cards, personal lines of credit, instant EFT, and margin (late stage)\n\n - Manage the escalating treatment framework, from pre-delinquency nudges (in-app banners, payment reminders, autopay encouragement) through early-stage outreach, live agent calls, hardship programs, settlements, right of offset, credit bureau reporting, and third-party referrals.\n\n - Design and manage workout programs (temporary and permanent hardship, reduced payments, interest rate adjustments, settlements, forbearance plans) with clear approval thresholds and exception processes\n\n - Partner with data science to inform the design of new segmentation frameworks and risk-based treatment paths that shift collections from one-size-fits-all to personalized, data-driven engagement journeys\n\nRisk, Controls, and Compliance\n\n - Maintain current knowledge of evolving provincial rules (e.g., limitation periods, licensing, permitted contact practices) and ensure operational processes reflect changes in real time\n\n - Ensure agents comply with all applicable regulatory frameworks across every Canadian jurisdiction, including provincial collection agency licensing requirements and PIPEDA guidelines.\n\n - Serve as the operational authority executing within the boundaries of our collections policy\n\n - Ensure audit readiness across all collections activity, including documentation of decisions, exception approvals, and change management for policies and procedures\n\nData, Analytics, and Financial Reporting\n\n - Own performance metrics: roll rates, net recovery rate, cost to collect, days sales outstanding (DSO), promise-to-pay and broken promise rates, right party contact rates, and cure attribution\n\n - Partner with Data Science to build and refine propensity-to-pay models, optimize treatment strategies through experimentation, and leverage segmentation and decisioning outputs to sharpen collections execution\n\n - Collaborate with Finance and Credit Risk on recoveries forecasting, provisions, and the accounting treatment of delinquent and charged-off balances.\n\n - Define requirements for dashboards and reporting rhythms that give our Risk Committee clear visibility into collections performance; partner with data science to build dashboards\n\nAI and Automation\n\n - Define the operational requirements for AI-powered collections tools, including payment intelligence, engagement tracking, reconciliation, and customer insights (best contact time, risk scores)\n\n - Define and execute the digital-first collections channel strategy, including dialer optimization, contact rate management, best-time-to-contact models, and next-best-action recommendations\n\n - Partner with Data Science and Engineering to build and deploy AI/ML-informed strategies, including repayment propensity models, roll prediction, optimal contact timing, and engagement scoring\n\nTooling, Vendors, and Third Parties\n\n - Lead the evaluation and selection of collections case management software, addressing known gaps in audit/compliance logging, queue management, and investigator workflows. Own the transition from current tooling to a purpose-built collections platform\n\n - Manage third-party collection agency relationships end to end: vendor selection, compliance audits, strategy alignment, performance management, and commercial terms. Build the operational processes for agency assignment, recall, and reconciliation of direct payments\n\n - Determine when and how to expand to additional third-party partners or geographies based on cost, performance, and risk considerations\n\n - Collaborate with Engineering partners to integrate vendor tools\n\nPeople Leadership\n\n - Lead, coach, and grow a team of collections associates and recovery agents\n\n - Set the tone for how the team engages with clients. Collections at Wealthsimple should feel respectful, human, and solution-oriented. Every account in the collection process is a client, and there is always a chance they come back into good standing\n\n - Build the team's capabilities to keep pace with a rapidly evolving landscape in AI, collections technology, and regulatory change\n\n\n\n\nWHAT YOU BRING\n\n - Deep collections expertise: 8+ years in collections, credit risk, or loan servicing, with significant experience in unsecured consumer lending (credit cards, personal loans, or lines of credit). You know how collections actually works end to end, from queue segmentation and escalating treatment design to settlement negotiations and charge-off accounting\n\n - A regulated mindset: You've operated in regulated environments (banking, fintech, financial services) and understand the interplay between collections strategy, compliance, and risk governance. Experience with Canadian provincial collections regulations is a strong asset\n\n - Analytical Rigor: You're fluent in the metrics that matter. You use data to track operational efficiency, optimize agent performance, and make the case for change. Comfortable working with Data Science teams on modeling and segmentation\n\n - A builder's disposition -- You've stood up or materially scaled collections operations before. You're comfortable defining processes, growing a team of agents, choosing tooling, and getting into the details while also setting strategic direction\n\n - People leadership: Proven experience leading and developing operations teams. You set high standards, coach with care, and create environments where people do their best work\n\n - Vendor management chops: Experience managing third-party collection agencies, including compliance oversight, performance accountability, and commercial negotiations\n\n - AI curiosity: You're excited about what AI and automation can do for collections. You don't need to be an engineer, but you should have strong opinions about how technology can make outreach smarter, more humane, and more effective\n\n - Industry pulse: You stay deeply connected to industry trends in collections technology, AI agents, and regulatory evolution\n\n\nBonus if you also...\n\n - Have experience with collections in a multi-product lending environment (credit cards plus other consumer lending products)\n\n - Bring hands-on familiarity with modern collections platforms or CRM tools and understand the tradeoffs in build-vs-buy decisions for case management\n\n - Have worked cross-functionally with Credit Risk, Finance, and Data Science teams to shape credit strategy\n\n - Understand the financial mechanics of lending programs: how collections performance flows through to provisions, net loss rates, cost of funds, and program profitability\n\n\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":"2d33ecbf-4ba5-42fb-88ea-9fe9a135b451","title":"Director, Accounting Policy","department":"Finance","team":"Controllers","employmentType":"FullTime","location":"Toronto Headquarters","secondaryLocations":[],"publishedAt":"2026-04-28T13:38:19.120+00:00","isListed":true,"isRemote":null,"workplaceType":null,"address":{"postalAddress":{"addressRegion":"Ontario","addressCountry":"Canada","addressLocality":"Toronto"}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/2d33ecbf-4ba5-42fb-88ea-9fe9a135b451","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/2d33ecbf-4ba5-42fb-88ea-9fe9a135b451/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 $125 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.
Reporting to the Senior Director, Financial Reporting, the Director, Accounting Policy will be the founding leader of Wealthsimple's Accounting Policy function. This is a rare opportunity to build a critical discipline from the ground up at one of Canada's most ambitious fintech companies — and to shape the accounting infrastructure that will carry Wealthsimple through its next chapter.
You will be responsible for establishing the company's accounting policy framework, building and curating a comprehensive policy library, and ensuring that every business line — from brokerage and banking to credit card, WealthsimpleTax, and mortgage — has the technical accounting guidance it needs to launch, scale, and report with confidence. You will also serve as a key point of contact for our external auditors and play a central role in defining Wealthsimple's long-term accounting policy strategy.
This role is ideal for someone who thrives in ambiguity, gets energy from building things that don't yet exist, and wants to leave a lasting mark on the financial foundation of a rapidly growing company .
In this role, you will have the opportunity to:
Build the Accounting Policy Function
Stand up Wealthsimple's first dedicated accounting policy team. Define the mandate, operating model, and roadmap for the function.
Establish the processes, templates, and governance frameworks that will scale with the organization as it grows in complexity and regulatory scrutiny.
Develop the Accounting Policy Library
Design, build, and maintain a comprehensive accounting policy library aligned with IFRS and Wealthsimple's long-term corporate strategy using Claude and existing accounting memos to build the library at scale and at pace.
Author and maintain technical accounting policy positions, memos, and white papers covering all areas, especially key ones such as IFRS 9, IFRS 15, equity-based compensation and emerging standards.
Ensure policies are practical, clearly written, and accessible to both finance professionals and non-finance stakeholders across the business.
Provide Cross-Business Advisory Support
Act as the go-to accounting policy advisor for all of Wealthsimple's business lines, including brokerage, banking, credit card, SimpleTax, mortgage, and any new products on the horizon.
Partner with product, legal, and business teams early in the product development lifecycle to assess accounting implications of new products, features, and commercial arrangements before they launch.
Provide proactive guidance on complex or non-routine transactions, ensuring proper IFRS treatment is identified and documented in advance.
Manage the External Audit Relationship
Serve as a primary point of contact for external auditors on all accounting policy matters, including new policy positions, changes in estimates, and technical interpretations.
Coordinate the preparation and delivery of accounting policy documentation to auditors, ensuring positions are well-supported and audit-ready.
Proactively manage the audit timeline for policy-related deliverables and resolve technical accounting queries efficiently.
Shape the Long-Term Accounting Policy Strategy
Define and own the multi-year accounting policy roadmap, anticipating the evolving needs of Wealthsimple as it scales by ensuring that all accounting policies are documented, defensible, and aligned with best practices.
Monitor the IFRS standard-setting pipeline and proactively assess the impact of new or amended standards on Wealthsimple's business and financial reporting.
Partner with the Senior Director, Financial Reporting and the broader finance leadership team to ensure accounting policies support robust internal controls and meet the expectations of external stakeholders.
We’re looking for someone who has:
10+ years of progressive experience in accounting policy, technical accounting, or financial reporting, with meaningful time spent in a dedicated accounting policy or advisory role.
Deep and current knowledge of IFRS, with demonstrated expertise in complex areas such as IFRS 9, 15 etc. CPA designation required.
Experience in financial services — particularly across multiple product lines (banking, brokerage, lending, payments) — is a significant asset.
Proven ability to build new functions, processes, or teams from scratch in a fast-paced environment. Prior experience operating in or preparing for a public company environment (SOX/ICFR) is strongly preferred.
Experience managing external audit relationships and a track record of navigating complex technical discussions with auditors and regulators.
Exceptional written and verbal communication skills, with the ability to translate complex technical accounting concepts into clear, practical guidance for non-finance stakeholders and executive leadership.
A passion for Wealthsimple, fintechs, technology, and AI.
An ability to thrive in fast-paced and highly ambiguous settings, building products and processes from the ground up with limited guidance.
Demonstrated experience in leading cross-functional projects and fostering collaborative partnerships among diverse teams.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple 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 $125 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\nReporting to the Senior Director, Financial Reporting, the Director, Accounting Policy will be the founding leader of Wealthsimple's Accounting Policy function. This is a rare opportunity to build a critical discipline from the ground up at one of Canada's most ambitious fintech companies — and to shape the accounting infrastructure that will carry Wealthsimple through its next chapter.\n\nYou will be responsible for establishing the company's accounting policy framework, building and curating a comprehensive policy library, and ensuring that every business line — from brokerage and banking to credit card, WealthsimpleTax, and mortgage — has the technical accounting guidance it needs to launch, scale, and report with confidence. You will also serve as a key point of contact for our external auditors and play a central role in defining Wealthsimple's long-term accounting policy strategy.\n\nThis role is ideal for someone who thrives in ambiguity, gets energy from building things that don't yet exist, and wants to leave a lasting mark on the financial foundation of a rapidly growing company .\n\n\n\nIn this role, you will have the opportunity to:\n\nBuild the Accounting Policy Function\n\n - Stand up Wealthsimple's first dedicated accounting policy team. Define the mandate, operating model, and roadmap for the function.\n\n - Establish the processes, templates, and governance frameworks that will scale with the organization as it grows in complexity and regulatory scrutiny.\n\nDevelop the Accounting Policy Library\n\n - Design, build, and maintain a comprehensive accounting policy library aligned with IFRS and Wealthsimple's long-term corporate strategy using Claude and existing accounting memos to build the library at scale and at pace.\n\n - Author and maintain technical accounting policy positions, memos, and white papers covering all areas, especially key ones such as IFRS 9, IFRS 15, equity-based compensation and emerging standards.\n\n - Ensure policies are practical, clearly written, and accessible to both finance professionals and non-finance stakeholders across the business.\n\nProvide Cross-Business Advisory Support\n\n - Act as the go-to accounting policy advisor for all of Wealthsimple's business lines, including brokerage, banking, credit card, SimpleTax, mortgage, and any new products on the horizon.\n\n - Partner with product, legal, and business teams early in the product development lifecycle to assess accounting implications of new products, features, and commercial arrangements before they launch.\n\n - Provide proactive guidance on complex or non-routine transactions, ensuring proper IFRS treatment is identified and documented in advance.\n\nManage the External Audit Relationship\n\n - Serve as a primary point of contact for external auditors on all accounting policy matters, including new policy positions, changes in estimates, and technical interpretations.\n\n - Coordinate the preparation and delivery of accounting policy documentation to auditors, ensuring positions are well-supported and audit-ready.\n\n - Proactively manage the audit timeline for policy-related deliverables and resolve technical accounting queries efficiently.\n\nShape the Long-Term Accounting Policy Strategy\n\n - Define and own the multi-year accounting policy roadmap, anticipating the evolving needs of Wealthsimple as it scales by ensuring that all accounting policies are documented, defensible, and aligned with best practices.\n\n - Monitor the IFRS standard-setting pipeline and proactively assess the impact of new or amended standards on Wealthsimple's business and financial reporting.\n\n - Partner with the Senior Director, Financial Reporting and the broader finance leadership team to ensure accounting policies support robust internal controls and meet the expectations of external stakeholders.\n\nWe’re looking for someone who has:\n\n - 10+ years of progressive experience in accounting policy, technical accounting, or financial reporting, with meaningful time spent in a dedicated accounting policy or advisory role.\n\n - Deep and current knowledge of IFRS, with demonstrated expertise in complex areas such as IFRS 9, 15 etc. CPA designation required.\n\n - Experience in financial services — particularly across multiple product lines (banking, brokerage, lending, payments) — is a significant asset.\n\n - Proven ability to build new functions, processes, or teams from scratch in a fast-paced environment. Prior experience operating in or preparing for a public company environment (SOX/ICFR) is strongly preferred.\n\n - Experience managing external audit relationships and a track record of navigating complex technical discussions with auditors and regulators.\n\n - Exceptional written and verbal communication skills, with the ability to translate complex technical accounting concepts into clear, practical guidance for non-finance stakeholders and executive leadership.\n\n - A passion for Wealthsimple, fintechs, technology, and AI.\n\n - An ability to thrive in fast-paced and highly ambiguous settings, building products and processes from the ground up with limited guidance.\n\n - Demonstrated experience in leading cross-functional projects and fostering collaborative partnerships among diverse 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":"f62c54a4-6924-4f7b-80a0-27a5a6967def","title":"Financial Planner","department":"Commercial & Marketing","team":"Advisory & Planning","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-05-21T19:01:21.583+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/f62c54a4-6924-4f7b-80a0-27a5a6967def","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/f62c54a4-6924-4f7b-80a0-27a5a6967def/application","descriptionHtml":"Wealthsimple 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 $125 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 and advisors who are passionate about rethinking the financial industry. We are committed to mastering our craft, continuously elevating both our technical planning knowledge and our sales expertise to deliver an exceptional client experience. Our remote-first culture is built on collaboration and a shared drive for excellence; we challenge and champion one another to succeed, collectively helping our clients achieve financial freedom.
In this role, your passion for financial planning will be central as you guide clients through their entire financial journey. You will go beyond simply answering questions, instead curiously exploring the \"why\" behind each client's goals to build holistic investment, tax, and retirement strategies. Your success will come from translating this deep discovery into clear, strategic advice that encourages clients to take confident, informed action. You'll use your exceptional communication skills to demonstrate the deep value of financial planning, building the trust required to drive asset consolidation to Wealthsimple Wealth Management. This position is perfect for an entrepreneurial planner who thrives in a fast-paced, high-performance environment and is inspired to own their performance metrics while delivering a delightful, high-quality client experience.
Engage clients in meaningful financial conversations. You’ll listen deeply and ask insightful questions to understand the real goals and motivations behind their financial decisions.
Encourage action through strategic financial advice. You’ll ensure clients take meaningful steps toward achieving their financial goals, while helping them see the bigger picture.
Excite prospective and current clients with delightful advice and how we can help them achieve their financial dreams.
Drive asset consolidation to Wealthsimple Wealth Management through impactful, goal-based financial advice.
Own your performance metrics, ensuring activity and consolidation targets are met.
Deliver personalized financial planning by rigorously following up with clients via phone and video so they gain the full benefits of their plan.
Embrace technology to improve the client experience, making financial planning more accessible, intuitive, and effective.
The foundational expertise for success: A mandatory CFP designation and at least 4 years of financial planning experience with direct asset consolidation responsibilities.
Experience advising high-net-worth clients with a minimum of $1M in investable assets.
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 $125 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 and advisors who are passionate about rethinking the financial industry. We are committed to mastering our craft, continuously elevating both our technical planning knowledge and our sales expertise to deliver an exceptional client experience. Our remote-first culture is built on collaboration and a shared drive for excellence; we challenge and champion one another to succeed, collectively helping our clients achieve financial freedom.\n\n\n\n\nABOUT THE ROLE:\n\nIn this role, your passion for financial planning will be central as you guide clients through their entire financial journey. You will go beyond simply answering questions, instead curiously exploring the \"why\" behind each client's goals to build holistic investment, tax, and retirement strategies. Your success will come from translating this deep discovery into clear, strategic advice that encourages clients to take confident, informed action. You'll use your exceptional communication skills to demonstrate the deep value of financial planning, building the trust required to drive asset consolidation to Wealthsimple Wealth Management. This position is perfect for an entrepreneurial planner who thrives in a fast-paced, high-performance environment and is inspired to own their performance metrics while delivering a delightful, high-quality client experience.\n\n\n\n\nAS A FINANCIAL PLANNER, YOU’LL HAVE THE OPPORTUNITY TO:\n\n - Engage clients in meaningful financial conversations. You’ll listen deeply and ask insightful questions to understand the real goals and motivations behind their financial decisions.\n\n - Encourage action through strategic financial advice. You’ll ensure clients take meaningful steps toward achieving their financial goals, while helping them see the bigger picture.\n\n - Excite prospective and current clients with delightful advice and how we can help them achieve their financial dreams.\n\n - Drive asset consolidation to Wealthsimple Wealth Management through impactful, goal-based financial advice.\n\n - Own your performance metrics, ensuring activity and consolidation targets are met.\n\n - Deliver personalized financial planning by rigorously following up with clients via phone and video so they gain the full benefits of their plan.\n\n - Embrace technology to improve the client experience, making financial planning more accessible, intuitive, and effective.\n \n \n\n\nWHAT YOU’LL BRING:\n\n - The foundational expertise for success: A mandatory CFP designation and at least 4 years of financial planning experience with direct asset consolidation responsibilities.\n\n - Experience advising high-net-worth clients with a minimum of $1M in investable assets.\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.\n\n - 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":"fbeecd6b-d64d-48d6-a874-0f1a1c6bb0ce","title":"Senior Analytics Developer, People Analytics","department":"People Operations & Communications","team":"People Operations","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[{"location":"Toronto, Canada ","address":null}],"publishedAt":"2026-04-23T20:05:27.478+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/fbeecd6b-d64d-48d6-a874-0f1a1c6bb0ce","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/fbeecd6b-d64d-48d6-a874-0f1a1c6bb0ce/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 $125 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 People Analytics team is a new function. We're standing up the analytical foundation from scratch, and are looking for a Senior level Analytics Developer to join the team to build out this function. You'll be the first members of the People Analytics team, which means you're not inheriting a system: you're designing one. You'll build the pipelines, data models, and quality frameworks that turn raw data into the analytics foundation the business needs. This is a 0-to-1 role that calls for someone who's comfortable with ambiguity, energized by ownership, and serious about doing foundational work well.
What you'll do
Design and build the data pipelines and transformation models that move raw data from source systems into a centralized data warehouse.
Drive the creation of a canonical employee record with a stable, consistent identifier that survives job changes, rehires, and system migrations.
Own the semantic layer for people metrics: define, document, and maintain agreed-upon definitions for core measures so that HR, Finance, and leadership are always working from the same numbers
Bridge the gap between raw sources and business value. Ensure that data models are not just technically sound, but are purposefully built to answer the specific strategic questions for Wealthsimple
Build slowly-changing dimension patterns and dated workforce snapshots that enable accurate point-in-time analysis.
Establish data governance practices that belong in a people analytics function.
Partner with HR business partners, Finance, and People Operations leaders to translate business questions into well-structured data models and durable analytical solutions
Use AI tools to accelerate your work, drafting pipeline code, generating documentation, stress-testing metric logic, and turning technical findings into clear communication for non-technical partners
Skills you bring
Python for pipeline orchestration, data transformation, and scripting
Experience with dimensional modelling, SCD types 1/2/3, and snapshot patterns.
Hands-on experience with dbt or equivalent, including testing documentations and incremental loading patterns.
Pipeline orchestration using Airflow, Prefect, or similar.
Familiarity with cloud data warehousing (Snowflake, BigQuery, or Redshift)
Advanced SQL, including window functions, CTEs, date spine logic.
HR data literacy: employee lifecycle events, job hierarchies, headcount types, and compensation structures
Experience extracting data from various data platforms such as Workday, Ashby, or Greenhouse.
Version control in Git as standard practice.
Nice to have
Experience with identity resolution or entity matching — directly relevant to the golden record problem
Familiarity with survey data platforms such as Qualtrics, Glint, or Culture Amp
Exposure to workforce planning or headcount forecasting models
Experience in a regulated or compliance-heavy environment, including familiarity with GDPR, CCPA, EEO reporting requirements
Who you are
You're energized by building from scratch, you don't need a well-paved road to do good work, and you're not waiting for perfect requirements before you start
You possess a \"product owner\" mindset. You don’t just deliver a table. You ensure the end-user understands the data, trusts it, and can use it to make decisions
You take documentation seriously and hold a high bar for data quality without being precious about it. You ship, iterate, and improve rather than waiting for perfection before anything goes to production
You bridge technical and non-technical worlds naturally.
You think about privacy the way a good engineer thinks about security, as a design constraint, not an obstacle
You're pragmatic about AI tools. You use them to move faster and document more thoroughly, and you know where they add value and where they don't
🌸 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 $125 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 People Analytics team is a new function. We're standing up the analytical foundation from scratch, and are looking for a Senior level Analytics Developer to join the team to build out this function. You'll be the first members of the People Analytics team, which means you're not inheriting a system: you're designing one. You'll build the pipelines, data models, and quality frameworks that turn raw data into the analytics foundation the business needs. This is a 0-to-1 role that calls for someone who's comfortable with ambiguity, energized by ownership, and serious about doing foundational work well.\n\n\n\nWhat you'll do\n\n - Design and build the data pipelines and transformation models that move raw data from source systems into a centralized data warehouse.\n\n - Drive the creation of a canonical employee record with a stable, consistent identifier that survives job changes, rehires, and system migrations.\n\n - Own the semantic layer for people metrics: define, document, and maintain agreed-upon definitions for core measures so that HR, Finance, and leadership are always working from the same numbers\n\n - Bridge the gap between raw sources and business value. Ensure that data models are not just technically sound, but are purposefully built to answer the specific strategic questions for Wealthsimple\n\n - Build slowly-changing dimension patterns and dated workforce snapshots that enable accurate point-in-time analysis.\n\n - Establish data governance practices that belong in a people analytics function.\n\n - Partner with HR business partners, Finance, and People Operations leaders to translate business questions into well-structured data models and durable analytical solutions\n\n - Use AI tools to accelerate your work, drafting pipeline code, generating documentation, stress-testing metric logic, and turning technical findings into clear communication for non-technical partners\n \n\nSkills you bring\n\n - Python for pipeline orchestration, data transformation, and scripting\n\n - Experience with dimensional modelling, SCD types 1/2/3, and snapshot patterns.\n\n - Hands-on experience with dbt or equivalent, including testing documentations and incremental loading patterns.\n\n - Pipeline orchestration using Airflow, Prefect, or similar.\n\n - Familiarity with cloud data warehousing (Snowflake, BigQuery, or Redshift)\n\n - Advanced SQL, including window functions, CTEs, date spine logic.\n\n - HR data literacy: employee lifecycle events, job hierarchies, headcount types, and compensation structures\n\n - Experience extracting data from various data platforms such as Workday, Ashby, or Greenhouse.\n\n - Version control in Git as standard practice.\n \n \n\nNice to have\n\n - Experience with identity resolution or entity matching — directly relevant to the golden record problem\n\n - Familiarity with survey data platforms such as Qualtrics, Glint, or Culture Amp\n\n - Exposure to workforce planning or headcount forecasting models\n\n - Experience in a regulated or compliance-heavy environment, including familiarity with GDPR, CCPA, EEO reporting requirements\n \n \n\nWho you are\n\n - You're energized by building from scratch, you don't need a well-paved road to do good work, and you're not waiting for perfect requirements before you start\n\n - You possess a \"product owner\" mindset. You don’t just deliver a table. You ensure the end-user understands the data, trusts it, and can use it to make decisions\n\n - You take documentation seriously and hold a high bar for data quality without being precious about it. You ship, iterate, and improve rather than waiting for perfection before anything goes to production\n\n - You bridge technical and non-technical worlds naturally.\n\n - You think about privacy the way a good engineer thinks about security, as a design constraint, not an obstacle\n\n - You're pragmatic about AI tools. You use them to move faster and document more thoroughly, and you know where they add value and where they don't\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":"9db0c3e8-3d11-42d4-a5ca-a89f1e3be813","title":"Senior Lead, User Acquisition","department":"Commercial & Marketing","team":"Marketing","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-04-24T21:52:34.813+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/9db0c3e8-3d11-42d4-a5ca-a89f1e3be813","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/9db0c3e8-3d11-42d4-a5ca-a89f1e3be813/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 $125 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 is looking for a Lead, User Acquisition to own and scale the paid and organic acquisition engine for one of Canada's most-loved fintech apps. You'll lead a team of three and operate with real autonomy — setting strategy, building systems, and driving measurable growth across paid channels.
This is a role for someone who thinks like a growth architect, not a media buyer. You'll be accountable for the full acquisition loop: channel strategy, creative testing frameworks, attribution infrastructure — all tied directly to CAC and payback targets.
Own Wealthsimple's user acquisition strategy across paid channels (Meta, Google, TikTok, Apple Search Ads)
Lead and develop a team of three working across performance, creative, and in-platform execution — setting direction, removing blockers, and building systems that compound their output
This is a hands-on role. You'll be in the ad platforms daily — analyzing performance, running tests, and making optimizations yourself. We're looking for someone who enjoys the craft of execution, not just the strategy behind it.
Build and maintain a rigorous creative testing framework — establishing kill logic, CPA thresholds, and iteration velocity to consistently surface winners
Own mobile attribution infrastructure: serve as the primary decision-maker on MMP configuration, incrementality testing methodology, and resolving discrepancies between platform-reported and true performance
Design and implement UA automation — from bid management and ad pausing logic to performance reporting — to maximize output per headcount
Own full-funnel thinking beyond the ad platforms — identifying and driving conversion improvements across the onboarding journey in collaboration with product and engineering
Establish incrementality testing programs (geo lift, platform lift, holdout tests) to build conviction in channel spend beyond last-click attribution
Maintain a clear, defensible measurement framework — including a point of view on MMP vs. platform-reported discrepancies, view-through vs. click-through attribution, and enhanced matching strategies
Must-haves:
10+ years in mobile user acquisition, with at least 5 years in a lead or senior individual contributor role
Hands-on experience managing significant budgets across Meta and Google Ads, with working knowledge of TikTok and Apple Search Ads
Deep understanding of mobile attribution — MMPs (Appsflyer, Adjust, or similar), SKAN, attribution waterfalls, and the practical gap between MMP and platform-reported data
Experience building or operating creative testing systems with defined KPIs and kill criteria (cost per trial, cost per install, etc.)
Comfort with automation tooling (Meta Ads API, Google Ads scripts, Claude Code) and a proven track record of instrumenting AI to scale output
Strong analytical instincts — you can tell the difference between a signal and noise, and you build your measurement stack accordingly
Experience managing a small team while remaining hands-on in the channels
Nice-to-haves:
Experience working cross-functionally with engineering teams to optimize funnels and conversion rates
SQL proficiency for independent analysis and funnel diagnostics
🌸 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 $125 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 is looking for a Lead, User Acquisition to own and scale the paid and organic acquisition engine for one of Canada's most-loved fintech apps. You'll lead a team of three and operate with real autonomy — setting strategy, building systems, and driving measurable growth across paid channels.\n\nThis is a role for someone who thinks like a growth architect, not a media buyer. You'll be accountable for the full acquisition loop: channel strategy, creative testing frameworks, attribution infrastructure — all tied directly to CAC and payback targets.\n\n\n\n\nWHAT YOU'LL DO\n\n - Own Wealthsimple's user acquisition strategy across paid channels (Meta, Google, TikTok, Apple Search Ads)\n\n - Lead and develop a team of three working across performance, creative, and in-platform execution — setting direction, removing blockers, and building systems that compound their output\n\n - This is a hands-on role. You'll be in the ad platforms daily — analyzing performance, running tests, and making optimizations yourself. We're looking for someone who enjoys the craft of execution, not just the strategy behind it.\n\n - Build and maintain a rigorous creative testing framework — establishing kill logic, CPA thresholds, and iteration velocity to consistently surface winners\n\n - Own mobile attribution infrastructure: serve as the primary decision-maker on MMP configuration, incrementality testing methodology, and resolving discrepancies between platform-reported and true performance\n\n - Design and implement UA automation — from bid management and ad pausing logic to performance reporting — to maximize output per headcount\n\n - Own full-funnel thinking beyond the ad platforms — identifying and driving conversion improvements across the onboarding journey in collaboration with product and engineering\n\n - Establish incrementality testing programs (geo lift, platform lift, holdout tests) to build conviction in channel spend beyond last-click attribution\n\n - Maintain a clear, defensible measurement framework — including a point of view on MMP vs. platform-reported discrepancies, view-through vs. click-through attribution, and enhanced matching strategies\n\n\nWHAT YOU BRING\n\nMust-haves:\n\n - 10+ years in mobile user acquisition, with at least 5 years in a lead or senior individual contributor role\n\n - Hands-on experience managing significant budgets across Meta and Google Ads, with working knowledge of TikTok and Apple Search Ads\n\n - Deep understanding of mobile attribution — MMPs (Appsflyer, Adjust, or similar), SKAN, attribution waterfalls, and the practical gap between MMP and platform-reported data\n\n - Experience building or operating creative testing systems with defined KPIs and kill criteria (cost per trial, cost per install, etc.)\n\n - Comfort with automation tooling (Meta Ads API, Google Ads scripts, Claude Code) and a proven track record of instrumenting AI to scale output\n\n - Strong analytical instincts — you can tell the difference between a signal and noise, and you build your measurement stack accordingly\n\n - Experience managing a small team while remaining hands-on in the channels\n\nNice-to-haves:\n\n - Experience working cross-functionally with engineering teams to optimize funnels and conversion rates\n\n - SQL proficiency for independent analysis and funnel diagnostics\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":"2bca2a60-0f8b-4a31-b001-caa51a7d0dcd","title":"Manager, Mortgage Compliance (Courtier Hypothécaire Dirigeant) - Bilingual FR/EN","department":"Regulatory","team":"Regulatory","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-04-24T21:57:09.988+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/2bca2a60-0f8b-4a31-b001-caa51a7d0dcd","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/2bca2a60-0f8b-4a31-b001-caa51a7d0dcd/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 $125 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 is looking for a bilingual, regulation-savvy, and entrepreneurial mortgage professional. Reporting to the Director, Principal Mortgage Broker, you'll serve as our designated Courtier hypothécaire dirigeant under the AMF — owning the licensing of our brokerage in Quebec and building the foundation for our presence in the province. This is a ground-floor opportunity to shape what Wealthsimple Mortgages looks, with significant room to grow with the role.
Beyond Quebec, you'll support the Director, Principal Mortgage Broker on licensing activities across Canada — helping manage broker licence lifecycles province by province and ensuring our national broker network stays compliant and current.
This role is perfect for a builder — someone who thrives in ambiguity, takes pride in doing things right, and wants to leave a real mark on one of Canada's most important and underserved mortgage markets.
Lead the end-to-end process to obtain brokerage licensure in Quebec under the AMF and serve as our designated Courtier hypothécaire dirigeant — owning regulatory submissions, AMF relationships, and ongoing compliance oversight in the province.
Become a licensed broker in all provinces and territories across Canada.
Build and enforce deal compliance processes, ensuring all mortgage files meet regulatory requirements and conducting regular audits to close gaps.
Use AI tools to improve compliance workflows — from licence tracking to document completeness checks — reducing manual effort and increasing reliability.
Support the Director, Principal Mortgage Broker on national broker licensing — tracking renewal deadlines, CE/CPD requirements, and regulatory changes across all provinces to ensure zero lapses.
Partner with legal, product, and operations teams to keep compliance policies current and support internal and external audits.
Compliance Native: You treat regulatory precision as a craft, not a checkbox. You understand the nuances of provincial mortgage regulation across Canada and are energized, not intimidated, by Canada’s varied brokerage requirements. Must hold an active Quebec mortgage broker licence.
Active Broker: You don't just govern mortgage activity, you participate in it. Brokering keeps them sharp, credible with their team, and grounded in the real-world experience behind the compliance rules you enforce.
Problem-solving: If something seems off in a process or file, you want to understand it and fix it before it becomes an issue. You bring clarity to ambiguity and don't wait for a playbook to be written.
5+ years of relevant experience: Previously worked in mortgages, compliance, operations, or a brokering role within a brokerage or financial institution. Ideally will have previously served as a principal broker/Courtier hypothécaire dirigeant. Leadership experience in a compliance or operations environment is required.
Licensing Expertise: You have a deep understanding of broker licensing requirements, regulatory responsibilities, and provincial compliance obligations. Take a proactive approach to renewals, education requirements, and regulatory change - for yourself and the brokers you support.
Bilingual (French/English): Fully fluent in both French and English — written and spoken.
Experience with AI Tooling: Interested in how AI tools can make your job better, whether it's for document review, tracking, research, or workflow automation. You are always looking for the next opportunity to eliminate manual effort.
Proactive and Action-Oriented: Act without being told what to do, take full ownership of your domain, and proactively seek input when needed to deliver well-supported solutions.
Efficiency: You produce significant output with minimum wasted effort, finding the most direct path from problem to solution, especially in a function where volume and deadline pressure are constant.
Strong written and verbal communication: Speaks plainly and truthfully. Can translate dense regulatory language into clear, practical guidance for brokers, leadership, and regulators alike.
Honesty/Integrity: You don't cut corners on compliance - ever. You do what is right, not what is convenient, and holds the same standard for the team you lead.
🌸 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 $125 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 is looking for a bilingual, regulation-savvy, and entrepreneurial mortgage professional. Reporting to the Director, Principal Mortgage Broker, you'll serve as our designated Courtier hypothécaire dirigeant under the AMF — owning the licensing of our brokerage in Quebec and building the foundation for our presence in the province. This is a ground-floor opportunity to shape what Wealthsimple Mortgages looks, with significant room to grow with the role.\n\nBeyond Quebec, you'll support the Director, Principal Mortgage Broker on licensing activities across Canada — helping manage broker licence lifecycles province by province and ensuring our national broker network stays compliant and current.\n\nThis role is perfect for a builder — someone who thrives in ambiguity, takes pride in doing things right, and wants to leave a real mark on one of Canada's most important and underserved mortgage markets.\n\n\n\n\nIN THIS ROLE, YOU WILL HAVE THE OPPORTUNITY TO:\n\n - Lead the end-to-end process to obtain brokerage licensure in Quebec under the AMF and serve as our designated Courtier hypothécaire dirigeant — owning regulatory submissions, AMF relationships, and ongoing compliance oversight in the province.\n\n - Become a licensed broker in all provinces and territories across Canada.\n\n - Build and enforce deal compliance processes, ensuring all mortgage files meet regulatory requirements and conducting regular audits to close gaps.\n\n - Use AI tools to improve compliance workflows — from licence tracking to document completeness checks — reducing manual effort and increasing reliability.\n\n - Support the Director, Principal Mortgage Broker on national broker licensing — tracking renewal deadlines, CE/CPD requirements, and regulatory changes across all provinces to ensure zero lapses.\n\n - Partner with legal, product, and operations teams to keep compliance policies current and support internal and external audits.\n\n\n\n\nWHAT YOU BRING:\n\n - Compliance Native: You treat regulatory precision as a craft, not a checkbox. You understand the nuances of provincial mortgage regulation across Canada and are energized, not intimidated, by Canada’s varied brokerage requirements. Must hold an active Quebec mortgage broker licence.\n\n - Active Broker: You don't just govern mortgage activity, you participate in it. Brokering keeps them sharp, credible with their team, and grounded in the real-world experience behind the compliance rules you enforce.\n\n - Problem-solving: If something seems off in a process or file, you want to understand it and fix it before it becomes an issue. You bring clarity to ambiguity and don't wait for a playbook to be written.\n\n - 5+ years of relevant experience: Previously worked in mortgages, compliance, operations, or a brokering role within a brokerage or financial institution. Ideally will have previously served as a principal broker/Courtier hypothécaire dirigeant. Leadership experience in a compliance or operations environment is required.\n\n - Licensing Expertise: You have a deep understanding of broker licensing requirements, regulatory responsibilities, and provincial compliance obligations. Take a proactive approach to renewals, education requirements, and regulatory change - for yourself and the brokers you support.\n\n - Bilingual (French/English): Fully fluent in both French and English — written and spoken.\n\n - Experience with AI Tooling: Interested in how AI tools can make your job better, whether it's for document review, tracking, research, or workflow automation. You are always looking for the next opportunity to eliminate manual effort.\n\n - Proactive and Action-Oriented: Act without being told what to do, take full ownership of your domain, and proactively seek input when needed to deliver well-supported solutions.\n\n - Efficiency: You produce significant output with minimum wasted effort, finding the most direct path from problem to solution, especially in a function where volume and deadline pressure are constant.\n\n - Strong written and verbal communication: Speaks plainly and truthfully. Can translate dense regulatory language into clear, practical guidance for brokers, leadership, and regulators alike.\n\n - Honesty/Integrity: You don't cut corners on compliance - ever. You do what is right, not what is convenient, and holds the same standard for the team you lead.\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 $125 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 6 juillet 2026
Contrat : Engagement initial de 4 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 $125 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 6 juillet 2026\n\n - Contrat : Engagement initial de 4 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 $125 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 6 juillet 2026.
Contrat : Engagement initial de 4 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 $125 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 6 juillet 2026.\n\n - Contrat : Engagement initial de 4 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":"b4e6f8c7-5da8-4eb6-a30b-4ebdf6c9cd43","title":"Manager, Systems Operations","department":"Operations","team":"Client Experience Operations","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-05-15T20:45:07.303+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/b4e6f8c7-5da8-4eb6-a30b-4ebdf6c9cd43","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/b4e6f8c7-5da8-4eb6-a30b-4ebdf6c9cd43/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 $125 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 Systems Design & Optimization team is the technical backbone of Wealthsimple's CX Operations. We operate like an embedded engineering squad: we design the architecture, we build it, and we ensure it scales.
As the Manager, Systems Operations, you are our execution engine. You will lead the day-to-day operations of a massive, heavily integrated CX ecosystem supporting 2,000+ agents. You aren't drafting the blue-sky vision; you are the operational general running agile sprints, managing technical debt, mitigating AI hallucinations, and keeping our platform highly available.
The Stack: Zendesk (Enterprise), Five9, Decagon (GenAI), Jira, Atlassian Suite, REST APIs/Webhooks.
What You’ll Do
Manage a specialized team of Team Leads, Senior ICs, and Systems Admins. You will run this team with the rigor of an engineering squad: owning sprint planning, velocity tracking, backlog grooming, and standups.
Act as the ultimate escalation point for KTLO (Keep The Lights On) operations. Ensure the stability, routing logic, and API integrations across Zendesk and Five9 are running flawlessly for 2,000+ global agents.
Oversee the day-to-day health of our AI agent. Your team will handle rapid prompt tuning, hallucination mitigation, knowledge base ingestion QA, and regression testing for new AI releases.
Your team receives 20+ complex Jira requests daily from CX leadership. You will own the ingestion model—triaging bugs, sizing M-level system enhancements, and deploying resources without burning out your team.
Work lockstep with our Strategy & Design architects. When they design a new telephony tree or AI workflow, your team builds, tests, and deploys it safely into production.
What You Bring
5+ years in CX Systems/Technical Operations, with 2+ years directly managing technical admins or systems engineers. You have successfully managed infrastructure for 1,000+ agent environments.
Expert-level administration of Enterprise Zendesk and CCaaS platforms (Five9 preferred). You deeply understand complex routing, custom objects, trigger/automation load balancing, and API webhook integrations.
Proven experience running a sprint-based delivery model using Jira. You know how to define acceptance criteria, manage technical debt, and enforce CI/CD-style deployment safety in a live CX environment.
You understand the unsexy, operational side of GenAI. You have experience managing bot QA, monitoring deflection rates, and troubleshooting integrated AI workflows.
You are a relentless optimizer. You see a queue of 600 quarterly support tickets as a math problem to be solved through better tooling, self-service, and root-cause fixes.
BONUS: Experience in Fintech or a highly regulated security 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 $125 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 Systems Design & Optimization team is the technical backbone of Wealthsimple's CX Operations. We operate like an embedded engineering squad: we design the architecture, we build it, and we ensure it scales.\n\n\n\nAs the Manager, Systems Operations, you are our execution engine. You will lead the day-to-day operations of a massive, heavily integrated CX ecosystem supporting 2,000+ agents. You aren't drafting the blue-sky vision; you are the operational general running agile sprints, managing technical debt, mitigating AI hallucinations, and keeping our platform highly available.\n\nThe Stack: Zendesk (Enterprise), Five9, Decagon (GenAI), Jira, Atlassian Suite, REST APIs/Webhooks.\n\nWhat You’ll Do\n\n - Manage a specialized team of Team Leads, Senior ICs, and Systems Admins. You will run this team with the rigor of an engineering squad: owning sprint planning, velocity tracking, backlog grooming, and standups.\n\n - Act as the ultimate escalation point for KTLO (Keep The Lights On) operations. Ensure the stability, routing logic, and API integrations across Zendesk and Five9 are running flawlessly for 2,000+ global agents.\n\n - Oversee the day-to-day health of our AI agent. Your team will handle rapid prompt tuning, hallucination mitigation, knowledge base ingestion QA, and regression testing for new AI releases.\n\n - Your team receives 20+ complex Jira requests daily from CX leadership. You will own the ingestion model—triaging bugs, sizing M-level system enhancements, and deploying resources without burning out your team.\n\n - Work lockstep with our Strategy & Design architects. When they design a new telephony tree or AI workflow, your team builds, tests, and deploys it safely into production.\n\n\nWhat You Bring\n\n - 5+ years in CX Systems/Technical Operations, with 2+ years directly managing technical admins or systems engineers. You have successfully managed infrastructure for 1,000+ agent environments.\n\n - Expert-level administration of Enterprise Zendesk and CCaaS platforms (Five9 preferred). You deeply understand complex routing, custom objects, trigger/automation load balancing, and API webhook integrations.\n\n - Proven experience running a sprint-based delivery model using Jira. You know how to define acceptance criteria, manage technical debt, and enforce CI/CD-style deployment safety in a live CX environment.\n\n - You understand the unsexy, operational side of GenAI. You have experience managing bot QA, monitoring deflection rates, and troubleshooting integrated AI workflows.\n\n - You are a relentless optimizer. You see a queue of 600 quarterly support tickets as a math problem to be solved through better tooling, self-service, and root-cause fixes.\n\n - BONUS: Experience in Fintech or a highly regulated security 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":"cd3bedb9-e99b-4205-8878-dadb9e27f1ac","title":"Senior Software Developer, Ledger","department":"Data & Engineering","team":"Engineering","employmentType":"FullTime","location":"Toronto Headquarters","secondaryLocations":[],"publishedAt":"2026-05-20T22:58:06.838+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"Ontario","addressCountry":"Canada","addressLocality":"Toronto"}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/cd3bedb9-e99b-4205-8878-dadb9e27f1ac","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/cd3bedb9-e99b-4205-8878-dadb9e27f1ac/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 $125 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 Wealthsimple's product suite grows, so does the complexity of our financial infrastructure. More products mean more transaction types, more regulatory obligations, and more surface area where a ledger inconsistency can cascade into a real problem. We're investing in senior engineers who can hold that complexity — people who understand double-entry accounting as well as they understand distributed systems, and who can collaborate with Finance as naturally as they can with a product team.
Own core ledger infrastructure: design, build, and evolve the systems that record financial transactions accurately and durably, using Java/Kotlin in a microservices architecture.
Model financial correctness by translating double-entry bookkeeping principles and accounting logic into clean, testable, auditable code that Finance and Compliance can trust.
Handle high-throughput transaction processing and design systems that maintain strong consistency guarantees under load without sacrificing performance.
Drive audit trails and compliance reporting so every transaction is traceable, every state change is logged, and every report is reproducible.
Collaborate broadly across Wealthsimple — partnering with product teams to ensure their transactions are properly recorded, and supporting Finance, Accounting, Audit, Brokerage Operations, and Customer Service with the tooling and data they need to do their jobs.
Contribute to the roadmap by bringing your domain expertise to planning conversations. You'll have meaningful input on what gets built and why, not just how.
Define what \"correct\" looks like for ledger systems, and build the observability, alerting, and reconciliation tooling to prove it continuously.
Senior software engineer with strong backend experience and a track record of building reliable, high-correctness systems in Java, Kotlin, or similar JVM languages.
Solid SQL skills and comfort working across relational databases at scale.
Experience building or contributing to internal tooling, ideally with some frontend range in React.
A collaborator across disciplines who builds trust with Finance, Accounting, and Compliance teams, knows how to ask the right questions, and turns what they hear into software that solves the real problem.
A bias toward clarity and correctness. In ledger systems, clever is rarely better than clear. You write code that's easy to audit, easy to reason about, and easy to verify.
Comfort with ambiguity. You can take a vague \"our reconciliation breaks every month-end\" and walk out with a root cause, a proposal, and a plan.
End-to-end ownership. You work autonomously across the full development lifecycle, take ownership of improvements that reduce toil, and influence technical decisions within your domain.
An AI-first mindset. You leverage AI tools to accelerate development and raise the bar for code quality, with hands-on experience building or contributing to agentic workflows and intelligent automation.
Financial domain fluency — you understand double-entry accounting, can read a chart of accounts, and know why precision and immutability matter in ledger design.
Experience in fintech, banking, or regulated financial services, where correctness isn't optional and audit trails aren't an afterthought.
Experience with ERP integrations (e.g., Oracle EBS).
Familiarity with event-driven architectures and stream processing, particularly Kafka.
Familiarity with regulatory reporting frameworks in Canadian financial services.
Prior work on event-sourced or append-only ledger architectures.
🌸 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 $125 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\nWHY THIS ROLE EXISTS\n\nAs Wealthsimple's product suite grows, so does the complexity of our financial infrastructure. More products mean more transaction types, more regulatory obligations, and more surface area where a ledger inconsistency can cascade into a real problem. We're investing in senior engineers who can hold that complexity — people who understand double-entry accounting as well as they understand distributed systems, and who can collaborate with Finance as naturally as they can with a product team.\n\n \n \n\n\nWHAT YOU'LL DO\n\n - Own core ledger infrastructure: design, build, and evolve the systems that record financial transactions accurately and durably, using Java/Kotlin in a microservices architecture.\n\n - Model financial correctness by translating double-entry bookkeeping principles and accounting logic into clean, testable, auditable code that Finance and Compliance can trust.\n\n - Handle high-throughput transaction processing and design systems that maintain strong consistency guarantees under load without sacrificing performance.\n\n - Drive audit trails and compliance reporting so every transaction is traceable, every state change is logged, and every report is reproducible.\n\n - Collaborate broadly across Wealthsimple — partnering with product teams to ensure their transactions are properly recorded, and supporting Finance, Accounting, Audit, Brokerage Operations, and Customer Service with the tooling and data they need to do their jobs.\n\n - Contribute to the roadmap by bringing your domain expertise to planning conversations. You'll have meaningful input on what gets built and why, not just how.\n\n - Define what \"correct\" looks like for ledger systems, and build the observability, alerting, and reconciliation tooling to prove it continuously.\n\n \n \n\n\nWHAT WE'RE LOOKING FOR\n\n - Senior software engineer with strong backend experience and a track record of building reliable, high-correctness systems in Java, Kotlin, or similar JVM languages.\n\n - Solid SQL skills and comfort working across relational databases at scale.\n\n - Experience building or contributing to internal tooling, ideally with some frontend range in React.\n\n - A collaborator across disciplines who builds trust with Finance, Accounting, and Compliance teams, knows how to ask the right questions, and turns what they hear into software that solves the real problem.\n\n - A bias toward clarity and correctness. In ledger systems, clever is rarely better than clear. You write code that's easy to audit, easy to reason about, and easy to verify.\n\n - Comfort with ambiguity. You can take a vague \"our reconciliation breaks every month-end\" and walk out with a root cause, a proposal, and a plan.\n\n - End-to-end ownership. You work autonomously across the full development lifecycle, take ownership of improvements that reduce toil, and influence technical decisions within your domain.\n\n - An AI-first mindset. You leverage AI tools to accelerate development and raise the bar for code quality, with hands-on experience building or contributing to agentic workflows and intelligent automation.\n\n \n \n\n\nBONUS POINTS\n\n - Financial domain fluency — you understand double-entry accounting, can read a chart of accounts, and know why precision and immutability matter in ledger design.\n\n - Experience in fintech, banking, or regulated financial services, where correctness isn't optional and audit trails aren't an afterthought.\n\n - Experience with ERP integrations (e.g., Oracle EBS).\n\n - Familiarity with event-driven architectures and stream processing, particularly Kafka.\n\n - Familiarity with regulatory reporting frameworks in Canadian financial services.\n\n - Prior work on event-sourced or append-only ledger architectures.\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":"a9365682-78bc-4da5-9600-f557b8a40892","title":"Senior Software Developer - Clients & Accounts","department":"Data & Engineering","team":"Engineering","employmentType":"FullTime","location":"Toronto Headquarters","secondaryLocations":[],"publishedAt":"2026-06-09T20:49:23.086+00:00","isListed":true,"isRemote":null,"workplaceType":null,"address":{"postalAddress":{"addressRegion":"Ontario","addressCountry":"Canada","addressLocality":"Toronto"}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/a9365682-78bc-4da5-9600-f557b8a40892","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/a9365682-78bc-4da5-9600-f557b8a40892/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 $125 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
Join the team responsible for defining the gold standard of financial onboarding in Canada. We are not just building forms; we are transforming a classically painful experience, opening a bank account, into a truly magical and seamless journey. If you are an expert front-end developer who obsesses over meticulous polish and world-class user experience, this is your chance to lead our continued pursuit of excellence. You will be instrumental in two critical areas: first, architecting and scaling our foundational frontend SDKs that empower other teams to efficiently compose their unique onboarding flows; and second, directly developing core, complex components like Know Your Client (KYC), Identity Verification (IDV), and agreement signing. This role requires a visionary who can deliver significant advances in both cutting-edge UX and robust, extensible frontend architecture. While your focus will be purely on the front-end, comfort with occasionally adjusting adjacent backend code is a valuable asset in maintaining end-to-end efficiency.
Requirements:
Expert experience with Typescript, React, React Native, and familiarity with modern frontend state management, testing, and bundling tools.
Experience with native mobile development is a plus.
Experience building and operating scalable frontend components and services.
Experience with frontend performance profiling and optimization.
Nice to have experience with backend languages like Ruby / SQL / Java (Kotlin) and GraphQL, reflecting the occasional need to touch backend code to serve frontend work.
Within 1 month, you'll:
Learn about the foundations of Wealthsimple, and our current goals for the future that you will start to shape.
Meet other new Wealthsimplers in your onboarding group and key people from each department, to start to build relationships across the company.
Gather an understanding of our technology by pair-programming with your teammates and attending engineering onboarding sessions designed and presented by your peers.
Complete your first feature implementation and ship your first meaningful contributions to production.
Within 3 months, you'll:
Consistently deliver high-quality code with minimal need for unblocking, demonstrating strong ownership of the end-to-end feature lifecycle.
Buddy up for your first on-call rotation to help identify and resolve production issues and bugs clients have experienced.
Support over a million clients on their financial journey by shipping your first project or feature in a secure, and scalable way. 🚀
You are actively developing a deep understanding of our business objectives and key technical challenges, enabling you to proactively identify areas for improvement and propose future solutions.
Within 6 months, you'll:
Lead the planning, technical design, and execution of a major feature or initiative, ensuring alignment with our frontend architectural north star.
Effectively break down large technical work items, develop medium to long-term plans, and delegate tasks to maintain high team throughput.
Reliably ship new features to our clients, following our best practices such as shipping daily, writing automated tests and monitoring.
Collaborate with other developers on the team while mentoring and providing continuous feedback via code reviews.
🌸 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 $125 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\n\n\n\nCLIENTS & ACCOUNTS\n\nJoin the team responsible for defining the gold standard of financial onboarding in Canada. We are not just building forms; we are transforming a classically painful experience, opening a bank account, into a truly magical and seamless journey. If you are an expert front-end developer who obsesses over meticulous polish and world-class user experience, this is your chance to lead our continued pursuit of excellence. You will be instrumental in two critical areas: first, architecting and scaling our foundational frontend SDKs that empower other teams to efficiently compose their unique onboarding flows; and second, directly developing core, complex components like Know Your Client (KYC), Identity Verification (IDV), and agreement signing. This role requires a visionary who can deliver significant advances in both cutting-edge UX and robust, extensible frontend architecture. While your focus will be purely on the front-end, comfort with occasionally adjusting adjacent backend code is a valuable asset in maintaining end-to-end efficiency.\n\n\n\nRequirements:\n\n - Expert experience with Typescript, React, React Native, and familiarity with modern frontend state management, testing, and bundling tools.\n\n - Experience with native mobile development is a plus.\n\n - Experience building and operating scalable frontend components and services.\n\n - Experience with frontend performance profiling and optimization.\n\n - Nice to have experience with backend languages like Ruby / SQL / Java (Kotlin) and GraphQL, reflecting the occasional need to touch backend code to serve frontend work.\n\n\n\nWithin 1 month, you'll:\n\n - Learn about the foundations of Wealthsimple, and our current goals for the future that you will start to shape.\n\n - Meet other new Wealthsimplers in your onboarding group and key people from each department, to start to build relationships across the company.\n\n - Gather an understanding of our technology by pair-programming with your teammates and attending engineering onboarding sessions designed and presented by your peers.\n\n - Complete your first feature implementation and ship your first meaningful contributions to production.\n \n \n\nWithin 3 months, you'll:\n\n - Consistently deliver high-quality code with minimal need for unblocking, demonstrating strong ownership of the end-to-end feature lifecycle.\n\n - Buddy up for your first on-call rotation to help identify and resolve production issues and bugs clients have experienced.\n\n - Support over a million clients on their financial journey by shipping your first project or feature in a secure, and scalable way. 🚀\n\n - You are actively developing a deep understanding of our business objectives and key technical challenges, enabling you to proactively identify areas for improvement and propose future solutions.\n \n \n\nWithin 6 months, you'll:\n\n - Lead the planning, technical design, and execution of a major feature or initiative, ensuring alignment with our frontend architectural north star.\n\n - Effectively break down large technical work items, develop medium to long-term plans, and delegate tasks to maintain high team throughput.\n\n - Reliably ship new features to our clients, following our best practices such as shipping daily, writing automated tests and monitoring.\n\n - Collaborate with other developers on the team while mentoring and providing continuous feedback via code reviews.\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":"264f50e8-1900-4d6d-8b46-cf9835e93282","title":"Senior Software Developer - Quality & Developer Tooling","department":"Data & Engineering","team":"Engineering","employmentType":"FullTime","location":"Toronto Headquarters","secondaryLocations":[{"location":"Remote (Canada)","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}}}],"publishedAt":"2026-05-29T17:06:10.478+00:00","isListed":true,"isRemote":null,"workplaceType":null,"address":{"postalAddress":{"addressRegion":"Ontario","addressCountry":"Canada","addressLocality":"Toronto"}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/264f50e8-1900-4d6d-8b46-cf9835e93282","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/264f50e8-1900-4d6d-8b46-cf9835e93282/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 $125 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
The Clients & Accounts Platform domain at Wealthsimple oversees the broad and important mandate of growing our client base. We acquire and guide clients through their onboarding journey so that they can seamlessly open and fund their accounts — most often with no human intervention and in minutes, not days! We build the core onboarding SDK’s that power feature development across Wealthsimple, and maintain critical-tier services our product depends on.
Clients & Accounts OpEx
The CAP OpEx team is a dedicated engineering team within the Clients & Accounts Platform domain. As Wealthsimple scales and our platform surface area grows, this team exists to ensure we can ship code faster and more confidently, reduce the maintenance cost of our systems, and maintain world-class reliability for the critical-tier services that underpin the entire platform. CAP services handle the core client and account models that every other product team depends on, making reliability and operational excellence non-negotiable. CAP OpEx works as a liaison to the broader Infrastructure Platform org, leveraging standard tooling and processes to achieve our reliability, quality, and velocity goals.
Senior Software Developer, Quality & Developer Tooling
As a Senior Software Developer on the CAP OpEx team, you own the application-level quality and tooling layer of our platform. Where our Site Reliability Engineer owns infrastructure, deployment, and system-level observability, you own the engineering complement: end-to-end test infrastructure, SDK instrumentation, test account tooling, and the internal developer automation that makes CAP engineers faster and more confident.
You build systems that other engineers depend on — not shipping product features to end users, but building the platforms and pipelines that let your colleagues do so safely at scale. This means thinking in systems, caring deeply about developer experience, and moving fluidly across the full stack: frontend SDKs, backend services, CI/CD. You're comfortable in a TypeScript/React codebase instrumenting an SDK one day and writing a backend script to automate a manual operational workflow the next.
You bring a deeply AI-native approach to your work beyond surface familiarity. You've made agentic coding tools like Claude Code a core part of your development workflow, and you can point to concrete ways they've multiplied your output. You have strong instincts for which problems AI can automate extremely well (rolling out analytics event wrappers across components, expanding e2e test coverage, scaffolding boilerplate tooling at scale) and you proactively design your systems and workflows to take advantage of that. You ask first \"how could this be automated?\" before reaching for the long way around.
Key areas you'll own and grow:
End-to-end testing platform - Architect and own CAP's e2e test suite across web and React Native mobile. This is framework architecture work: runner configuration, CI integration, test standards, and reliability at scale.
SDK observability & instrumentation - Instrument our Account-Opening SDK with standardized analytics events and structured logging, leveraging React hooks and context patterns to give Wealthsimple visibility into frontend onboarding flows.
Test account & staging tooling - Own and evolve CAP's staging and production test account tooling so every team at Wealthsimple can reliably create accurate test accounts for every environment. CAP owns account creation, we should own test account creation too.
Developer automation - Build internal tools and automation that cut manual operational work across the CAP domain: feature flag cleanup, automated triage, AI-powered developer workflows, and whatever the team's highest-leverage opportunities turn out to be.
Quality gates & coverage - Drive shift-left quality practices: mutation testing, code coverage improvements, and CI gates that catch issues before they reach production.
Requirements:
Demonstrated experience building developer tooling, test frameworks, or internal platforms. Not just using them; you've designed and owned the systems themselves
Strong proficiency in TypeScript/JavaScript with hands-on experience in React and/or React Native contexts, particularly building shared libraries, SDKs, or instrumentation rather than product UIs
Backend development experience (Ruby, Python, Go, or equivalent) and comfort working across APIs, databases, and service-layer code
A quality engineering mindset. You think about testability, observability, and reliability from the start, not as an afterthought
An AI-native approach to your craft. You use agentic coding tools as a core part of your workflow, not a novelty, and have a genuine track record of using them to move faster and smarter on the problems they're well-suited for
Nice to have: experience designing and implementing end-to-end or integration test frameworks across web and mobile
Nice to have:experience instrumenting frontend SDKs with analytics or observability tooling, or building analytics event pipelines
Within 1 month, you'll:
Learn about the foundations of Wealthsimple, and our current goals for the future that you will start to shape.
Meet other new Wealthsimplers in your onboarding group and key people from each department, to start to build relationships across the company.
Gather an understanding of our technology by pair-programming with your teammates and attending engineering onboarding sessions designed and presented by your peers.
Have an assigned buddy within your team that will assist you in getting up-to-speed with our architecture and current projects.
Within 3 months, you'll:
Learn Wealthsimple’s technical stack and apply our development patterns and best practices through your work.
Buddy up for your first on-call rotation to help identify and resolve production issues and bugs clients have experienced.
Contribute and support work in a new or existing product and share your work with the team.
Learn how to query our data to measure the impact of your work.
Support over a million clients on their financial journey by shipping your first project or feature in a secure, and scalable way. 🚀
Within 6 months, you'll:
Reliably ship new features to our clients, following our best practices such as shipping daily, writing automated tests and monitoring.
Contribute to or lead the technical design of a project, while understanding how it will shape our future architecture.
Collaborate with other developers on the team while mentoring and providing continuous feedback via code reviews.
Develop a big picture perspective and understand how our tools and frameworks come together. You’ll feel comfortable contributing to various codebases.
Within 12 months, you'll:
Lead your first project: planning, scoping and regularly communicating progress to stakeholders to ensure the quality and timelines.
Have provided leverage to our engineering teams by shipping new best practices and tools for all to benefit from.
Have worked closely with our product and design teams, contributing your own feedback and opinions on design and UX.
🌸 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 $125 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\nThe Clients & Accounts Platform domain at Wealthsimple oversees the broad and important mandate of growing our client base. We acquire and guide clients through their onboarding journey so that they can seamlessly open and fund their accounts — most often with no human intervention and in minutes, not days! We build the core onboarding SDK’s that power feature development across Wealthsimple, and maintain critical-tier services our product depends on.\n\n\n\nClients & Accounts OpEx\n\nThe CAP OpEx team is a dedicated engineering team within the Clients & Accounts Platform domain. As Wealthsimple scales and our platform surface area grows, this team exists to ensure we can ship code faster and more confidently, reduce the maintenance cost of our systems, and maintain world-class reliability for the critical-tier services that underpin the entire platform. CAP services handle the core client and account models that every other product team depends on, making reliability and operational excellence non-negotiable. CAP OpEx works as a liaison to the broader Infrastructure Platform org, leveraging standard tooling and processes to achieve our reliability, quality, and velocity goals.\n\n\n\n\nABOUT THE ROLE\n\nSenior Software Developer, Quality & Developer Tooling\n\nAs a Senior Software Developer on the CAP OpEx team, you own the application-level quality and tooling layer of our platform. Where our Site Reliability Engineer owns infrastructure, deployment, and system-level observability, you own the engineering complement: end-to-end test infrastructure, SDK instrumentation, test account tooling, and the internal developer automation that makes CAP engineers faster and more confident.\n\n\n\nYou build systems that other engineers depend on — not shipping product features to end users, but building the platforms and pipelines that let your colleagues do so safely at scale. This means thinking in systems, caring deeply about developer experience, and moving fluidly across the full stack: frontend SDKs, backend services, CI/CD. You're comfortable in a TypeScript/React codebase instrumenting an SDK one day and writing a backend script to automate a manual operational workflow the next.\n\n\n\nYou bring a deeply AI-native approach to your work beyond surface familiarity. You've made agentic coding tools like Claude Code a core part of your development workflow, and you can point to concrete ways they've multiplied your output. You have strong instincts for which problems AI can automate extremely well (rolling out analytics event wrappers across components, expanding e2e test coverage, scaffolding boilerplate tooling at scale) and you proactively design your systems and workflows to take advantage of that. You ask first \"how could this be automated?\" before reaching for the long way around.\n\n\n\nKey areas you'll own and grow:\n\n - End-to-end testing platform - Architect and own CAP's e2e test suite across web and React Native mobile. This is framework architecture work: runner configuration, CI integration, test standards, and reliability at scale.\n\n - SDK observability & instrumentation - Instrument our Account-Opening SDK with standardized analytics events and structured logging, leveraging React hooks and context patterns to give Wealthsimple visibility into frontend onboarding flows.\n\n - Test account & staging tooling - Own and evolve CAP's staging and production test account tooling so every team at Wealthsimple can reliably create accurate test accounts for every environment. CAP owns account creation, we should own test account creation too.\n\n - Developer automation - Build internal tools and automation that cut manual operational work across the CAP domain: feature flag cleanup, automated triage, AI-powered developer workflows, and whatever the team's highest-leverage opportunities turn out to be.\n\n - Quality gates & coverage - Drive shift-left quality practices: mutation testing, code coverage improvements, and CI gates that catch issues before they reach production.\n\n\n\nRequirements:\n\n - Demonstrated experience building developer tooling, test frameworks, or internal platforms. Not just using them; you've designed and owned the systems themselves\n\n - Strong proficiency in TypeScript/JavaScript with hands-on experience in React and/or React Native contexts, particularly building shared libraries, SDKs, or instrumentation rather than product UIs\n\n - Backend development experience (Ruby, Python, Go, or equivalent) and comfort working across APIs, databases, and service-layer code\n\n - A quality engineering mindset. You think about testability, observability, and reliability from the start, not as an afterthought\n\n - An AI-native approach to your craft. You use agentic coding tools as a core part of your workflow, not a novelty, and have a genuine track record of using them to move faster and smarter on the problems they're well-suited for\n\n - Nice to have: experience designing and implementing end-to-end or integration test frameworks across web and mobile\n\n - Nice to have:experience instrumenting frontend SDKs with analytics or observability tooling, or building analytics event pipelines\n\n\n\n\nWithin 1 month, you'll:\n\n - Learn about the foundations of Wealthsimple, and our current goals for the future that you will start to shape.\n\n - Meet other new Wealthsimplers in your onboarding group and key people from each department, to start to build relationships across the company.\n\n - Gather an understanding of our technology by pair-programming with your teammates and attending engineering onboarding sessions designed and presented by your peers.\n\n - Have an assigned buddy within your team that will assist you in getting up-to-speed with our architecture and current projects.\n\nWithin 3 months, you'll:\n\n - Learn Wealthsimple’s technical stack and apply our development patterns and best practices through your work.\n\n - Buddy up for your first on-call rotation to help identify and resolve production issues and bugs clients have experienced.\n\n - Contribute and support work in a new or existing product and share your work with the team.\n\n - Learn how to query our data to measure the impact of your work.\n\n - Support over a million clients on their financial journey by shipping your first project or feature in a secure, and scalable way. 🚀\n\nWithin 6 months, you'll:\n\n - Reliably ship new features to our clients, following our best practices such as shipping daily, writing automated tests and monitoring.\n\n - Contribute to or lead the technical design of a project, while understanding how it will shape our future architecture.\n\n - Collaborate with other developers on the team while mentoring and providing continuous feedback via code reviews.\n\n - Develop a big picture perspective and understand how our tools and frameworks come together. You’ll feel comfortable contributing to various codebases.\n\nWithin 12 months, you'll:\n\n - Lead your first project: planning, scoping and regularly communicating progress to stakeholders to ensure the quality and timelines.\n\n - Have provided leverage to our engineering teams by shipping new best practices and tools for all to benefit from.\n\n - Have worked closely with our product and design teams, contributing your own feedback and opinions on design and UX.\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":"87df1a4c-b9b9-4080-b1bd-9424c110a2b7","title":"Staff Product Manager, Financial Risk","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":"2026-05-12T16:12:44.740+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/87df1a4c-b9b9-4080-b1bd-9424c110a2b7","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/87df1a4c-b9b9-4080-b1bd-9424c110a2b7/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 $125 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
The Financial Risk team is responsible for protecting Wealthsimple and its clients from fraud while enabling safe, fast, and scalable money movement. We own the Decision Platform — a real-time rules engine that processes streaming data to make fraud decisions across every major payment rail — as well as the tooling and automations that power fraud investigation workflows, transaction decisioning, account restrictions, and deposit holds. Our systems are the infrastructure layer that payment and money movement teams plug into to move money safely.
This is a platform PM role with a dual mandate: prevent fraud by building and tuning real-time interventions and decision rules, and enable fraud investigations by building automations and tooling that make our fraud operations team faster and more effective. You'll own a broad surface area — from the streaming decision engine that blocks fraudulent withdrawals in milliseconds, to the case management system that routes alerts to investigators, to the restriction and suspension frameworks that protect compromised accounts.
What you'll do
Own the product vision and strategy for the Financial Risk platform, balancing fraud prevention with client experience - every intervention has a cost, and you'll need to make sharp tradeoffs between friction and protection.
Drive the roadmap for the Decision Platform, our real-time rules engine that evaluates fraud risk across withdrawals, deposits, e-transfers, crypto transactions, and cheque deposits.
Build and improve fraud investigation tooling and automations - including case management workflows, alert deduplication, and enrichment pipelines - that help our fraud operations team investigate and resolve cases faster.
Define and evolve the restriction and mitigation framework that enables the right response to fraud signals: suspensions, withdrawal blocks, spend switch blocks, and account-level restrictions.
Operate as a platform PM, designing extensible APIs, decision schemas, and integration patterns that payment and money movement teams can reliably plug into as new products and payment rails launch.
Partner deeply with Fraud and Data Science teams on fraud model integration, fraud rule development, and the feedback loops that improve detection accuracy over time.
Own key risk metrics - fraud loss rates, false positive rates, investigation cycle times, decision latency - and use data to drive prioritization.
Break down complex, behind-the-scenes infrastructure projects into discrete phases that deliver value incrementally - this is platform work where the \"client\" is often another engineering team.
Skills you bring
6-8+ years of product management experience with significant depth in fraud, risk, or trust & safety - you've built fraud prevention systems, investigation tooling, or risk decisioning platforms and understand the cat-and-mouse dynamics of financial fraud.
Experience operating as a platform PM: you've built systems that other teams consume, and you know how to balance internal developer experience with business outcomes. You think in APIs, schemas, and extensibility.
Strong technical fluency: you can go deep on streaming architectures, workflow orchestration, and ML model integration. You don't need to write code, but you need to reason about system design tradeoffs with engineering.
Comfort with breadth: this role spans real-time decisioning, investigation tooling, restrictions infrastructure, and regulatory reporting. You thrive when context-switching across a wide problem space, not when going narrow.
Data-driven decision making: you use quantitative analysis to identify fraud patterns, measure intervention effectiveness, and prioritize investments.
Experience working with fraud operations teams: you understand investigation workflows, alert triage, case management, and the tooling that makes analysts productive. You've closed the loop between detection and investigation.
A shipping mentality: we don't believe in spending forever analyzing and debating. The best way to validate a fraud rule is to ship it, monitor it, and iterate.
Strong communication skills: you can translate complex risk and platform concepts for engineering, operations, compliance, and executive stakeholders.
Ability to work independently: biasing towards action to drive projects forward across a broad surface area.
🌸 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 $125 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\nThe Financial Risk team is responsible for protecting Wealthsimple and its clients from fraud while enabling safe, fast, and scalable money movement. We own the Decision Platform — a real-time rules engine that processes streaming data to make fraud decisions across every major payment rail — as well as the tooling and automations that power fraud investigation workflows, transaction decisioning, account restrictions, and deposit holds. Our systems are the infrastructure layer that payment and money movement teams plug into to move money safely.\n\nThis is a platform PM role with a dual mandate: prevent fraud by building and tuning real-time interventions and decision rules, and enable fraud investigations by building automations and tooling that make our fraud operations team faster and more effective. You'll own a broad surface area — from the streaming decision engine that blocks fraudulent withdrawals in milliseconds, to the case management system that routes alerts to investigators, to the restriction and suspension frameworks that protect compromised accounts.\n\n\n\nWhat you'll do\n\n - Own the product vision and strategy for the Financial Risk platform, balancing fraud prevention with client experience - every intervention has a cost, and you'll need to make sharp tradeoffs between friction and protection.\n\n - Drive the roadmap for the Decision Platform, our real-time rules engine that evaluates fraud risk across withdrawals, deposits, e-transfers, crypto transactions, and cheque deposits.\n\n - Build and improve fraud investigation tooling and automations - including case management workflows, alert deduplication, and enrichment pipelines - that help our fraud operations team investigate and resolve cases faster.\n\n - Define and evolve the restriction and mitigation framework that enables the right response to fraud signals: suspensions, withdrawal blocks, spend switch blocks, and account-level restrictions.\n\n - Operate as a platform PM, designing extensible APIs, decision schemas, and integration patterns that payment and money movement teams can reliably plug into as new products and payment rails launch.\n\n - Partner deeply with Fraud and Data Science teams on fraud model integration, fraud rule development, and the feedback loops that improve detection accuracy over time.\n\n - Own key risk metrics - fraud loss rates, false positive rates, investigation cycle times, decision latency - and use data to drive prioritization.\n\n - Break down complex, behind-the-scenes infrastructure projects into discrete phases that deliver value incrementally - this is platform work where the \"client\" is often another engineering team.\n \n \n\nSkills you bring\n\n - 6-8+ years of product management experience with significant depth in fraud, risk, or trust & safety - you've built fraud prevention systems, investigation tooling, or risk decisioning platforms and understand the cat-and-mouse dynamics of financial fraud.\n\n - Experience operating as a platform PM: you've built systems that other teams consume, and you know how to balance internal developer experience with business outcomes. You think in APIs, schemas, and extensibility.\n\n - Strong technical fluency: you can go deep on streaming architectures, workflow orchestration, and ML model integration. You don't need to write code, but you need to reason about system design tradeoffs with engineering.\n\n - Comfort with breadth: this role spans real-time decisioning, investigation tooling, restrictions infrastructure, and regulatory reporting. You thrive when context-switching across a wide problem space, not when going narrow.\n\n - Data-driven decision making: you use quantitative analysis to identify fraud patterns, measure intervention effectiveness, and prioritize investments.\n\n - Experience working with fraud operations teams: you understand investigation workflows, alert triage, case management, and the tooling that makes analysts productive. You've closed the loop between detection and investigation.\n\n - A shipping mentality: we don't believe in spending forever analyzing and debating. The best way to validate a fraud rule is to ship it, monitor it, and iterate.\n\n - Strong communication skills: you can translate complex risk and platform concepts for engineering, operations, compliance, and executive stakeholders.\n\n - Ability to work independently: biasing towards action to drive projects forward across a broad surface area.\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":"7fc31179-a533-4c3e-b1dd-419afe6acca1","title":"Senior Manager, Finance Systems & Program Delivery","department":"Finance","team":"Controllers","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-05-13T20:28:42.487+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/7fc31179-a533-4c3e-b1dd-419afe6acca1","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/7fc31179-a533-4c3e-b1dd-419afe6acca1/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 $125 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 Wealthsimple scales, the Controllers function, spanning across Accounting, Financial Reporting, Internal Controls, Tax, Procurement, and AP, needs someone who can be the connective tissue between what Finance needs and what our systems and engineering resources can build.
This is a hands-on program owner who gets deep into the operational reality of every Finance team, earns their trust, and translates what they need into a sequenced, evidence-based delivery plan. You're a maker-owner. You see a problem and step in. You don't wait for permission, walk past issues, or settle for how things have always been done. You push work forward and own the outcome.
You'll own the Finance systems roadmap for Controllers, drive programs from diagnosis through go-live, and advocate for the engineering and IT capacity needed to execute. You'll report to the Director, Finance Operations. While your mandate is anchored in Controllers, you will ensure FP&A and Treasury are informed and aligned on prioritization, roadmap direction, and investment decisions — so that Finance-wide systems priorities move in the same direction without duplication or conflict.
The Finance systems roadmap
Build and maintain a risk-rated, rolling 18-month roadmap across all Controllers programs — sequenced by control risk, efficiency impact, and strategic priority, not just what's loudest in the current quarter.
Develop a consistent prioritization framework that quantifies the cost of inaction: control exposure, manual effort, audit risk, headcount cost, so that investment decisions are grounded in real data.
Present roadmap and investment cases to Finance leadership with a clear point of view and trade-offs.
Diagnose and deliver Finance programs
Facilitate and document discovery sessions with Controller teams to surface operational debt, process gaps, and control weaknesses.
Diagnose operational debt across Controllers and design scalable workflows with embedded controls and automation.
Own end-to-end program delivery from scoping through go-live, leading requirements gathering, UAT, operational rollout, training, and change management to ensure benefits are fully realized.
Bridge Finance and Engineering
Serve as the Finance-side counterpart to Enterprise Systems (IT), consolidating and prioritizing Controller's demand into structured, well-scoped requests that Engineering and IT can act on.
Advocate for and secure Engineering and IT capacity for Finance-critical programs, building the business case, managing the relationship, and holding delivery accountable.
Identify automation and AI use cases across Finance workflows and work with our internal AI Builder to scope and deliver solutions.
Keep FP&A and Treasury counterparts informed on roadmap progress and investment priorities, ensuring alignment across shared systems infrastructure.
Own the Finance tech stack
Serve as the primary Finance owner for Controllers systems — NetSuite, Workiva, FloQast, Zip, Float, and AuditBoard — ensuring they are well-governed, fit for purpose, and continuously improving.
Act as the point of escalation for complex Finance systems issues, providing direction and resolution.
Deep Finance domain knowledge — you understand how AP, procurement, month-end close, reporting, and tax processes work, and how system changes ripple across controls and financials.
7+ years in Finance systems, Finance operations, or program delivery — ideally in a fintech or high-growth environment with strong governance, audit readiness, and institutional reporting standards.
Hands-on experience with enterprise Finance systems; exposure to NetSuite, Workiva, FloQast, or similar platforms is a strong asset. You don't need to be a developer — you need to know enough to ask the right questions and hold IT accountable.
The ability to build cases that Finance leadership can stress-test, and walk into every room with a recommendation — not just a status update.
Proven ability to earn trust across Finance teams — people come to you because they see you as the expert who understands their world and can help them solve the right problems.
Excellent communication skills — you can translate operational detail into executive framing, strategies, ROI/trade-offs.
CPA, PMP, or equivalent professional designation is an asset, not a requirement.
🌸 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 $125 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 Wealthsimple scales, the Controllers function, spanning across Accounting, Financial Reporting, Internal Controls, Tax, Procurement, and AP, needs someone who can be the connective tissue between what Finance needs and what our systems and engineering resources can build.\n\nThis is a hands-on program owner who gets deep into the operational reality of every Finance team, earns their trust, and translates what they need into a sequenced, evidence-based delivery plan. You're a maker-owner. You see a problem and step in. You don't wait for permission, walk past issues, or settle for how things have always been done. You push work forward and own the outcome.\n\nYou'll own the Finance systems roadmap for Controllers, drive programs from diagnosis through go-live, and advocate for the engineering and IT capacity needed to execute. You'll report to the Director, Finance Operations. While your mandate is anchored in Controllers, you will ensure FP&A and Treasury are informed and aligned on prioritization, roadmap direction, and investment decisions — so that Finance-wide systems priorities move in the same direction without duplication or conflict.\n\n\n\n\nIN THIS ROLE YOU'LL HAVE THE OPPORTUNITY TO:\n\nThe Finance systems roadmap\n\n - Build and maintain a risk-rated, rolling 18-month roadmap across all Controllers programs — sequenced by control risk, efficiency impact, and strategic priority, not just what's loudest in the current quarter.\n\n - Develop a consistent prioritization framework that quantifies the cost of inaction: control exposure, manual effort, audit risk, headcount cost, so that investment decisions are grounded in real data.\n\n - Present roadmap and investment cases to Finance leadership with a clear point of view and trade-offs.\n\n\n\nDiagnose and deliver Finance programs\n\n - Facilitate and document discovery sessions with Controller teams to surface operational debt, process gaps, and control weaknesses.\n\n - Diagnose operational debt across Controllers and design scalable workflows with embedded controls and automation.\n\n - Own end-to-end program delivery from scoping through go-live, leading requirements gathering, UAT, operational rollout, training, and change management to ensure benefits are fully realized.\n\n\n\nBridge Finance and Engineering\n\n - Serve as the Finance-side counterpart to Enterprise Systems (IT), consolidating and prioritizing Controller's demand into structured, well-scoped requests that Engineering and IT can act on.\n\n - Advocate for and secure Engineering and IT capacity for Finance-critical programs, building the business case, managing the relationship, and holding delivery accountable.\n\n - Identify automation and AI use cases across Finance workflows and work with our internal AI Builder to scope and deliver solutions.\n\n - Keep FP&A and Treasury counterparts informed on roadmap progress and investment priorities, ensuring alignment across shared systems infrastructure.\n\n\n\nOwn the Finance tech stack\n\n - Serve as the primary Finance owner for Controllers systems — NetSuite, Workiva, FloQast, Zip, Float, and AuditBoard — ensuring they are well-governed, fit for purpose, and continuously improving.\n\n - Act as the point of escalation for complex Finance systems issues, providing direction and resolution.\n \n \n\n\nWHAT YOU'LL BRING:\n\n - Deep Finance domain knowledge — you understand how AP, procurement, month-end close, reporting, and tax processes work, and how system changes ripple across controls and financials.\n\n - 7+ years in Finance systems, Finance operations, or program delivery — ideally in a fintech or high-growth environment with strong governance, audit readiness, and institutional reporting standards.\n\n - Hands-on experience with enterprise Finance systems; exposure to NetSuite, Workiva, FloQast, or similar platforms is a strong asset. You don't need to be a developer — you need to know enough to ask the right questions and hold IT accountable.\n\n - The ability to build cases that Finance leadership can stress-test, and walk into every room with a recommendation — not just a status update.\n\n - Proven ability to earn trust across Finance teams — people come to you because they see you as the expert who understands their world and can help them solve the right problems.\n\n - Excellent communication skills — you can translate operational detail into executive framing, strategies, ROI/trade-offs.\n\n - CPA, PMP, or equivalent professional designation is an asset, not a requirement.\n\n\n\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":"eeb98d8e-1e36-4639-af18-dfc3fb780d92","title":"Specialist, Derivatives Risk Remediation","department":"Brokerage & Capital Markets","team":"Brokerage","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-05-22T13:27:21.969+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/eeb98d8e-1e36-4639-af18-dfc3fb780d92","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/eeb98d8e-1e36-4639-af18-dfc3fb780d92/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 $125 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 Derivative Risk Remediation team (DRR) is a small team within Credit Risk Operations (CROPS) responsible for monitoring derivative exposures exceeding $1 billion, which is growing as the business expands its derivative offering. The team identifies and remediates derivative risk across Wealthsimple's retail book — before exposures become losses. We sit at the intersection of live market risk, regulatory compliance, and operational infrastructure, and we hold ourselves to a high bar on all three. The stakes are real: the decisions this team makes have a direct monetary impact on clients and the firm. If you take operational excellence seriously, want to live the Maker-Owner mindset, and have Naive Ambition, you will feel right at home.
This role is the operational backbone of the Derivative Risk Remediation team. You'll own the day-to-day monitoring, remediation, and reconciliation work that keeps our retail derivatives function running — surfacing risk, executing on it, and making sure nothing falls through the cracks. You'll work closely with the Senior Specialist on cases that require a higher level of judgment, and you'll be a critical part of a small team where consistent coverage isn't optional — it's the whole point.
This isn't a process-execution role. Exposures and account states vary case by case, and no fixed playbook fits every situation. We need someone with sound judgment, solid derivatives knowledge, the analytical instinct to spot issues before they become obvious, and the technical skills to build and maintain the tools the team relies on. Just as important: this role sits at the intersection of several teams, so we're looking for someone who stays objective under pressure and works well across functions.
Monitor dashboards daily to identify derivative risk across the retail book — surfacing concentrations, early assignment events, near-expiry ITM positions, and accounts requiring action, and triaging each case on its merits.
Monitor automations during option liquidations and escalate anomalies and failures to Engineering, and ensure changes are implemented to avoid mass failures and stay compliant with policies.
Execute option assignment and exercise workflows, account restrictions, position liquidations, and remediation for early assignment, uncovered positions, corporate actions, and ad hoc trade requests from other teams.
Review derivative scenarios and assess how each affects margin, buying power, and firm exposure — applying working knowledge of dynamic collateral and strategy re-pairing to size and execute remediation actions.
Complete weekly and monthly CIRO audit requirements, documenting findings and controls in JIRA and partnering with the Senior Specialist on any remediation needed.
Build and maintain monitoring tools using SQL, Python, and AI tooling — contributing to dashboards and maintaining automation scripts that surface daily risk views and exposure trackers.
Contribute data, queries, and visualizations that feed team discussions and Risk Committee reporting.
Apply CIRO IDPC margin rules to derivative positions in day-to-day decisions and escalate ambiguous or material cases to the Senior Specialist or Team Lead.
Complete ad hoc trades and tasks as assigned by the Senior Specialist or Team Lead.
1–3 years in derivatives operations, risk, margin operations, or trading support at a CIRO-regulated dealer or equivalent
Working knowledge of retail option strategies (verticals, iron condors, butterflies, covered calls, cash-secured puts, naked options) and their basic risk mechanics, plus a working understanding of futures and options on futures
Solid grasp of option assignment and exercise mechanics, expiry-day operations, corporate actions, and dividend risk; working knowledge of CIRO IDPC margin rules and of dynamic collateral and strategy re-pairing as they apply to remediation decisions
A collaborative mindset — comfortable surfacing risks, contributing to team discussions, and escalating appropriately to the Senior Specialist or leaders
Working-to-intermediate SQL (joins, CTEs, basic JSON parsing), Python for automation scripts and basic API integrations, practical use of AI tooling, and working proficiency with BI platforms and Excel
CSC, CPH, DFOL, and FLC (or equivalent CIRO new proficiency requirements), or CFA Level 1, are required to register as a supervisor
OPSC, IDSC, and CCSE certifications
CFA or FRM candidacy
Experience with futures and futures options
Experience with JIRA, Notion, Slack, Oracle DB, ICE, FactSet, Preset, Apache Superset, or similar tools
A reliable problem solver with sound judgment — able to make calculated, low-error decisions under time pressure where the cost of a mistake is immediate and quantifiable, and where the right action varies case by case
Detail-oriented and consistent — you catch things others miss, and you take that responsibility seriously
Technically capable and self-sufficient — you're comfortable building and maintaining the tools the team depends on without waiting to be asked
Someone who knows when to act and when to escalate — you don't let ambiguity stall you, but you're not too proud to bring in the Senior Specialist when a case warrants it
Collaborative by default — you share context early, communicate clearly, and make the team around you more effective
🌸 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 $125 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 Derivative Risk Remediation team (DRR) is a small team within Credit Risk Operations (CROPS) responsible for monitoring derivative exposures exceeding $1 billion, which is growing as the business expands its derivative offering. The team identifies and remediates derivative risk across Wealthsimple's retail book — before exposures become losses. We sit at the intersection of live market risk, regulatory compliance, and operational infrastructure, and we hold ourselves to a high bar on all three. The stakes are real: the decisions this team makes have a direct monetary impact on clients and the firm. If you take operational excellence seriously, want to live the Maker-Owner mindset, and have Naive Ambition, you will feel right at home.\n\n \n \n\n\nABOUT THE ROLE\n\nThis role is the operational backbone of the Derivative Risk Remediation team. You'll own the day-to-day monitoring, remediation, and reconciliation work that keeps our retail derivatives function running — surfacing risk, executing on it, and making sure nothing falls through the cracks. You'll work closely with the Senior Specialist on cases that require a higher level of judgment, and you'll be a critical part of a small team where consistent coverage isn't optional — it's the whole point.\n\nThis isn't a process-execution role. Exposures and account states vary case by case, and no fixed playbook fits every situation. We need someone with sound judgment, solid derivatives knowledge, the analytical instinct to spot issues before they become obvious, and the technical skills to build and maintain the tools the team relies on. Just as important: this role sits at the intersection of several teams, so we're looking for someone who stays objective under pressure and works well across functions.\n\n \n \n\n\nWHAT YOU'LL DO\n\n - Monitor dashboards daily to identify derivative risk across the retail book — surfacing concentrations, early assignment events, near-expiry ITM positions, and accounts requiring action, and triaging each case on its merits.\n\n - Monitor automations during option liquidations and escalate anomalies and failures to Engineering, and ensure changes are implemented to avoid mass failures and stay compliant with policies.\n\n - Execute option assignment and exercise workflows, account restrictions, position liquidations, and remediation for early assignment, uncovered positions, corporate actions, and ad hoc trade requests from other teams.\n\n - Review derivative scenarios and assess how each affects margin, buying power, and firm exposure — applying working knowledge of dynamic collateral and strategy re-pairing to size and execute remediation actions.\n\n - Complete weekly and monthly CIRO audit requirements, documenting findings and controls in JIRA and partnering with the Senior Specialist on any remediation needed.\n\n - Build and maintain monitoring tools using SQL, Python, and AI tooling — contributing to dashboards and maintaining automation scripts that surface daily risk views and exposure trackers.\n\n - Contribute data, queries, and visualizations that feed team discussions and Risk Committee reporting.\n\n - Apply CIRO IDPC margin rules to derivative positions in day-to-day decisions and escalate ambiguous or material cases to the Senior Specialist or Team Lead.\n\n - Complete ad hoc trades and tasks as assigned by the Senior Specialist or Team Lead.\n\n \n \n\n\nSKILLS YOU BRING\n\n - 1–3 years in derivatives operations, risk, margin operations, or trading support at a CIRO-regulated dealer or equivalent\n\n - Working knowledge of retail option strategies (verticals, iron condors, butterflies, covered calls, cash-secured puts, naked options) and their basic risk mechanics, plus a working understanding of futures and options on futures\n\n - Solid grasp of option assignment and exercise mechanics, expiry-day operations, corporate actions, and dividend risk; working knowledge of CIRO IDPC margin rules and of dynamic collateral and strategy re-pairing as they apply to remediation decisions\n\n - A collaborative mindset — comfortable surfacing risks, contributing to team discussions, and escalating appropriately to the Senior Specialist or leaders\n\n - Working-to-intermediate SQL (joins, CTEs, basic JSON parsing), Python for automation scripts and basic API integrations, practical use of AI tooling, and working proficiency with BI platforms and Excel\n\n - CSC, CPH, DFOL, and FLC (or equivalent CIRO new proficiency requirements), or CFA Level 1, are required to register as a supervisor\n\n \n \n\n\nNICE TO HAVE\n\n - OPSC, IDSC, and CCSE certifications\n\n - CFA or FRM candidacy\n\n - Experience with futures and futures options\n\n - Experience with JIRA, Notion, Slack, Oracle DB, ICE, FactSet, Preset, Apache Superset, or similar tools\n\n \n \n\n\nWHO YOU ARE\n\n - A reliable problem solver with sound judgment — able to make calculated, low-error decisions under time pressure where the cost of a mistake is immediate and quantifiable, and where the right action varies case by case\n\n - Detail-oriented and consistent — you catch things others miss, and you take that responsibility seriously\n\n - Technically capable and self-sufficient — you're comfortable building and maintaining the tools the team depends on without waiting to be asked\n\n - Someone who knows when to act and when to escalate — you don't let ambiguity stall you, but you're not too proud to bring in the Senior Specialist when a case warrants it\n\n - Collaborative by default — you share context early, communicate clearly, and make the team around you more effective\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":"ba81ddb2-ae01-42c7-a999-faa7657e1d6a","title":"Senior Software Developer, Financial Risk","department":"Data & Engineering","team":"Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-05-19T20:47:22.838+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/ba81ddb2-ae01-42c7-a999-faa7657e1d6a","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/ba81ddb2-ae01-42c7-a999-faa7657e1d6a/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 $125 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 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. If you want to work on hard problems with people who care deeply about craft, you'll fit right in.
Financial risk sits at the heart of what makes Wealthsimple trustworthy. The Financial Risk engineering team is responsible for the systems that protect our clients and our platform — from fraud detection to AML compliance to the client experience when things go wrong. It's technically complex, genuinely consequential work, and the team is growing to meet it.
You'll join a lean, high-ownership team and take on meaningful scope from day one — building fraud defences, client-facing resolution flows, and the internal tooling that keeps our operations team moving efficiently.
Design and build fraud detection systems that protect clients and Wealthsimple from bad actors — across transaction monitoring, account behaviour, and beyond
Own the client-facing experience for accounts affected by fraud restrictions, including self-serve resolution flows that get clients back on track as quickly and frictionlessly as possible
Build and improve internal tooling that helps our operations team investigate and resolve fraud cases efficiently
Develop risk-based product features — such as dynamic transaction limits — that reflect a client's actual risk profile
Contribute to systems and processes that keep Wealthsimple compliant with anti-money laundering (AML) regulatory requirements
Work closely with product, design, and operations partners to translate complex risk logic into experiences that feel simple to the people using them
4+ years of software engineering experience, ideally in a consumer-facing product environment
Strong backend engineering skills, with a track record of building reliable, scalable systems
Experience working on fraud detection, financial risk, or other high-stakes technical domains
Comfort across the stack — you're as comfortable contributing to a client-facing flow as you are to the systems running underneath it; experience with Ruby on Rails or Kotlin is a strong asset
Strong software quality practices: you write testable code, take production ownership seriously, and raise the bar in code review
Clear communicator who can work effectively with non-engineering partners across operations, compliance, and product
AI-first mindset. You leverage AI tools to accelerate development, improve code quality, and solve problems more effectively. You have already evolved your workflow through AI and are eager to continue innovating.
Experience with Apache Flink or other stream processing frameworks
Familiarity with real-time data pipelines and event-driven architecture
Experience with React Native
Experience with Temporal for workflow orchestration
Hands-on experience with AI-assisted development tools such as Claude Code or Cursor, including agentic workflows and MCP integrations
Background in fintech, banking, or another regulated industry
You take ownership end-to-end — from writing the code to making sure it works in production
You're comfortable with ambiguity and operate well in a domain where the rules are real but the problems are rarely clean
Detail-oriented without losing sight of the bigger picture — you care about correctness, but you also want the experience to feel right for the client on the other side of it
Collaborative by default — you share context early, ask questions before you're stuck, and don't disappear into a hole for two weeks
Curious about the systems you're building and the risks you're mitigating — not just the code, but the why behind it
🌸 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 $125 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 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. If you want to work on hard problems with people who care deeply about craft, you'll fit right in.\n\n\n\n\nABOUT THE ROLE\n\nFinancial risk sits at the heart of what makes Wealthsimple trustworthy. The Financial Risk engineering team is responsible for the systems that protect our clients and our platform — from fraud detection to AML compliance to the client experience when things go wrong. It's technically complex, genuinely consequential work, and the team is growing to meet it.\n\nYou'll join a lean, high-ownership team and take on meaningful scope from day one — building fraud defences, client-facing resolution flows, and the internal tooling that keeps our operations team moving efficiently.\n\n\n\n\nIN THIS ROLE, YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Design and build fraud detection systems that protect clients and Wealthsimple from bad actors — across transaction monitoring, account behaviour, and beyond\n\n - Own the client-facing experience for accounts affected by fraud restrictions, including self-serve resolution flows that get clients back on track as quickly and frictionlessly as possible\n\n - Build and improve internal tooling that helps our operations team investigate and resolve fraud cases efficiently\n\n - Develop risk-based product features — such as dynamic transaction limits — that reflect a client's actual risk profile\n\n - Contribute to systems and processes that keep Wealthsimple compliant with anti-money laundering (AML) regulatory requirements\n\n - Work closely with product, design, and operations partners to translate complex risk logic into experiences that feel simple to the people using them\n\n\n\n\nWHAT YOU BRING:\n\n - 4+ years of software engineering experience, ideally in a consumer-facing product environment\n\n - Strong backend engineering skills, with a track record of building reliable, scalable systems\n\n - Experience working on fraud detection, financial risk, or other high-stakes technical domains\n\n - Comfort across the stack — you're as comfortable contributing to a client-facing flow as you are to the systems running underneath it; experience with Ruby on Rails or Kotlin is a strong asset\n\n - Strong software quality practices: you write testable code, take production ownership seriously, and raise the bar in code review\n\n - Clear communicator who can work effectively with non-engineering partners across operations, compliance, and product\n\n - AI-first mindset. You leverage AI tools to accelerate development, improve code quality, and solve problems more effectively. You have already evolved your workflow through AI and are eager to continue innovating.\n\n\n\n\nNICE TO HAVE:\n\n - Experience with Apache Flink or other stream processing frameworks\n\n - Familiarity with real-time data pipelines and event-driven architecture\n\n - Experience with React Native\n\n - Experience with Temporal for workflow orchestration\n\n - Hands-on experience with AI-assisted development tools such as Claude Code or Cursor, including agentic workflows and MCP integrations\n\n - Background in fintech, banking, or another regulated industry\n\n\n\n\nWHO YOU ARE:\n\n - You take ownership end-to-end — from writing the code to making sure it works in production\n\n - You're comfortable with ambiguity and operate well in a domain where the rules are real but the problems are rarely clean\n\n - Detail-oriented without losing sight of the bigger picture — you care about correctness, but you also want the experience to feel right for the client on the other side of it\n\n - Collaborative by default — you share context early, ask questions before you're stuck, and don't disappear into a hole for two weeks\n\n - Curious about the systems you're building and the risks you're mitigating — not just the code, but the why behind it\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":"cc7bd822-a7b6-4282-ab6f-abe78ee51e06","title":"Senior Data Scientist, Crypto","department":"Data & Engineering","team":"Data & Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[{"location":"Toronto, Canada ","address":null}],"publishedAt":"2026-05-29T20:53:44.558+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/cc7bd822-a7b6-4282-ab6f-abe78ee51e06","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/cc7bd822-a7b6-4282-ab6f-abe78ee51e06/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 $125 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 Crypto team helps shape some of Wealthsimple’s highest-priority product and business decisions, from onboarding and trading to engagement, retention, and new product development. As part of the broader Data Science & Engineering (DSE) organization, we partner closely with Product, Engineering, Design, and Operations to use experimentation, analytics, and strong product thinking to build crypto products that are accessible, intuitive, and trustworthy for millions of clients.
We’re looking for a Senior Product Data Scientist to help shape the future of Wealthsimple’s crypto experience through strong product thinking, analytical rigor, and close cross-functional partnership. You’ll work closely with Product, Engineering, Design, and Operations to identify opportunities, evaluate tradeoffs, and influence product and business decisions.
This role exists to help the team better understand customer behaviour, measure impact, and focus on the problems that matter most. You won’t just support decisions, you’ll help shape them by proactively surfacing insights, identifying opportunities, and helping bring clarity to complex product questions. This is not a data/ML engineering role. While you will build data pipelines and occasional models, your primary output is high-quality business decisions
What you’ll do
Partner with Product, Engineering, Design, and Operations to inform and shape product strategy, prioritization, and decision-making
Develop metrics, data models, and analytical frameworks that improve how teams understand customer behaviour and business performance
Identify opportunities to improve customer experience, growth, retention, and operational efficiency through data
Translate complex business questions into clear recommendations and actionable insights
Proactively surface trends, risks, and opportunities that help the team focus on the highest-impact work
Collaborate with Analytics Engineering to improve the quality, scalability, and usability of data foundations for the team
What you bring:
5+ years experience working in data science, product analytics, experimentation, or a related field
Strong analytical and problem-solving skills using SQL and Python
Ability to influence product or business decisions through data and clear communication
Strong product thinking and the ability to connect customer behaviour to business outcomes
Comfort working cross-functionally and building strong relationships across disciplines
Familiarity with experimentation and causal inference methods
Exposure to DBT or modern data modelling tooling
Knowledge of fintech, investing, or crypto products
Experience using AI tools to improve analysis, communication, or decision-making workflows
You’re curious and proactive, and you look beyond the immediate ask to identify opportunities for impact
You’re comfortable working through unclear problems and helping teams create clarity
You balance analytical rigor with pragmatism and good judgment
You communicate thoughtfully and adapt well to different audiences
You value collaboration and work well with people across different functions and perspectives
You’re excited to learn new domains and tackle unfamiliar problems
You care about building products that genuinely improve clients’ financial lives
🌸 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 $125 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 Crypto team helps shape some of Wealthsimple’s highest-priority product and business decisions, from onboarding and trading to engagement, retention, and new product development. As part of the broader Data Science & Engineering (DSE) organization, we partner closely with Product, Engineering, Design, and Operations to use experimentation, analytics, and strong product thinking to build crypto products that are accessible, intuitive, and trustworthy for millions of clients.\n\nWe’re looking for a Senior Product Data Scientist to help shape the future of Wealthsimple’s crypto experience through strong product thinking, analytical rigor, and close cross-functional partnership. You’ll work closely with Product, Engineering, Design, and Operations to identify opportunities, evaluate tradeoffs, and influence product and business decisions.\n\nThis role exists to help the team better understand customer behaviour, measure impact, and focus on the problems that matter most. You won’t just support decisions, you’ll help shape them by proactively surfacing insights, identifying opportunities, and helping bring clarity to complex product questions. This is not a data/ML engineering role. While you will build data pipelines and occasional models, your primary output is high-quality business decisions\n\n\n\nWhat you’ll do\n\n - Partner with Product, Engineering, Design, and Operations to inform and shape product strategy, prioritization, and decision-making\n\n - Develop metrics, data models, and analytical frameworks that improve how teams understand customer behaviour and business performance\n\n - Identify opportunities to improve customer experience, growth, retention, and operational efficiency through data\n\n - Translate complex business questions into clear recommendations and actionable insights\n\n - Proactively surface trends, risks, and opportunities that help the team focus on the highest-impact work\n\n - Collaborate with Analytics Engineering to improve the quality, scalability, and usability of data foundations for the team\n \n \n\nWhat you bring:\n\n - 5+ years experience working in data science, product analytics, experimentation, or a related field\n\n - Strong analytical and problem-solving skills using SQL and Python\n\n - Ability to influence product or business decisions through data and clear communication\n\n - Strong product thinking and the ability to connect customer behaviour to business outcomes\n\n - Comfort working cross-functionally and building strong relationships across disciplines\n\n - Familiarity with experimentation and causal inference methods\n\n - Exposure to DBT or modern data modelling tooling\n\n - Knowledge of fintech, investing, or crypto products\n\n - Experience using AI tools to improve analysis, communication, or decision-making workflows\n\n\n\n\nWHO YOU ARE\n\n - You’re curious and proactive, and you look beyond the immediate ask to identify opportunities for impact\n\n - You’re comfortable working through unclear problems and helping teams create clarity\n\n - You balance analytical rigor with pragmatism and good judgment\n\n - You communicate thoughtfully and adapt well to different audiences\n\n - You value collaboration and work well with people across different functions and perspectives\n\n - You’re excited to learn new domains and tackle unfamiliar problems\n\n - You care about building products that genuinely improve clients’ financial lives\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":"7b6291cb-b20d-4b98-8dab-4efe90a5ea12","title":"Associate Trader, Electronic Trade Desk","department":"Regulatory","team":"Capital Markets","employmentType":"FullTime","location":"Toronto Headquarters","secondaryLocations":[],"publishedAt":"2026-06-03T13:13:43.943+00:00","isListed":true,"isRemote":null,"workplaceType":null,"address":{"postalAddress":{"addressRegion":"Ontario","addressCountry":"Canada","addressLocality":"Toronto"}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/7b6291cb-b20d-4b98-8dab-4efe90a5ea12","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/7b6291cb-b20d-4b98-8dab-4efe90a5ea12/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 $125 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 Trade Desk team is at the backbone of our investment products, ensuring that client trades are executed efficiently and we are operating optimally. We are a group of maker-owners who manage billions of dollars, so the stakes are high.
This role will focus on operational excellence and efficiency, working closely with teams across Brokerage Operations to ensure the best outcomes for our clients.
Please note: This role is based out of our Toronto office with a hybrid schedule, requiring a minimum of one day per week on-site.
As the Associate Trader for Self Directed Investing, you will work directly on the Trading team, to support, assist, and monitor trading operations, with a primary emphasis on futures and options. While your focus will skew toward derivatives, you will still support all aspects of the business (equities, crypto, and more). You will be tasked with automating manual operational processes, leveraging AI tools to enhance efficiency, writing queries to gather business intelligence and supporting the trade desk in various initiatives. This is an exciting opportunity to meaningfully contribute to a dynamic company with the momentum of a successful team and product behind you.
Lead the day-to-day effort across trading operations on the SDI trade desk, with a specific focus on derivatives workflows, to measure, track and improve associated operations.
Support the team on major initiatives: new order types, new asset classes, and net new product launches, from early scoping through to execution
Manage cross-functional relationships across product, compliance, regulatory, trading, brokerage operations and client experience — balancing competing priorities and keeping the right people informed
Build and improve operational processes using SQL, AI tools, and automation — turning manual, time-consuming workflows into something more efficient and scalable
Monitor operational metrics and controls, identify anomalies early, and support risk management across derivatives workflows
Manage and execute (once registered) inventory for assets impacting SDI trading, including equities, options and crypto.
Contribute to post-incident remediation and root cause analysis when things go wrong — and help make sure they don't go wrong the same way twice.
Active CIRO registration to trade equities and derivatives
2 - 4 years of direct capital markets experience
Deep working knowledge of derivatives markets, specifically futures and options; solid understanding of equities and crypto
Hands-on experience in trade support and trading operations, including order execution
Strong SQL skills and experience writing queries for operational or analytical purposes
Familiarity with FIX protocol and UAT testing
Demonstrated experience using AI tools (e.g., Claude, Claude Code) to automate tasks, build workflows, and improve operational efficiency — including prompt engineering
Strong communication skills — you can translate complexity for different audiences without losing the thread
Highly organized, detail-oriented, and able to manage multiple priorities without dropping the ball
Proficiency in Python or another programming language
Experience working in a regulated fintech or brokerage environment
Exposure to launching new products or order types in a trading operations context
You take ownership of your work end-to-end — you don't wait to be told something needs fixing
You're genuinely interested in trading and financial markets, and you bring that curiosity to how you approach the job
You're comfortable operating in a complex, fast-moving environment where regulatory requirements are real and the pace doesn't slow down
You think in systems — when something breaks, you're looking for the root cause, not just the quick fix
You build trust with cross-functional partners by being reliable, clear, and easy to work with
You're eager to learn and grow, and you see AI and automation as genuine tools — not buzzwords
🌸 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 $125 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\n\nThe Trade Desk team is at the backbone of our investment products, ensuring that client trades are executed efficiently and we are operating optimally. We are a group of maker-owners who manage billions of dollars, so the stakes are high.\n\n\nThis role will focus on operational excellence and efficiency, working closely with teams across Brokerage Operations to ensure the best outcomes for our clients.\n\nPlease note: This role is based out of our Toronto office with a hybrid schedule, requiring a minimum of one day per week on-site.\n\n \n\n\nABOUT THE ROLE\n\nAs the Associate Trader for Self Directed Investing, you will work directly on the Trading team, to support, assist, and monitor trading operations, with a primary emphasis on futures and options. While your focus will skew toward derivatives, you will still support all aspects of the business (equities, crypto, and more). You will be tasked with automating manual operational processes, leveraging AI tools to enhance efficiency, writing queries to gather business intelligence and supporting the trade desk in various initiatives. This is an exciting opportunity to meaningfully contribute to a dynamic company with the momentum of a successful team and product behind you.\n\n \n\n\nWHAT YOU'LL DO\n\n - Lead the day-to-day effort across trading operations on the SDI trade desk, with a specific focus on derivatives workflows, to measure, track and improve associated operations.\n\n - Support the team on major initiatives: new order types, new asset classes, and net new product launches, from early scoping through to execution\n\n - Manage cross-functional relationships across product, compliance, regulatory, trading, brokerage operations and client experience — balancing competing priorities and keeping the right people informed\n\n - Build and improve operational processes using SQL, AI tools, and automation — turning manual, time-consuming workflows into something more efficient and scalable\n\n - Monitor operational metrics and controls, identify anomalies early, and support risk management across derivatives workflows\n\n - Manage and execute (once registered) inventory for assets impacting SDI trading, including equities, options and crypto.\n\n - Contribute to post-incident remediation and root cause analysis when things go wrong — and help make sure they don't go wrong the same way twice.\n\n \n \n\n\nSKILLS YOU BRING\n\n - Active CIRO registration to trade equities and derivatives\n\n - 2 - 4 years of direct capital markets experience\n\n - Deep working knowledge of derivatives markets, specifically futures and options; solid understanding of equities and crypto\n\n - Hands-on experience in trade support and trading operations, including order execution\n\n - Strong SQL skills and experience writing queries for operational or analytical purposes\n\n - Familiarity with FIX protocol and UAT testing\n\n - Demonstrated experience using AI tools (e.g., Claude, Claude Code) to automate tasks, build workflows, and improve operational efficiency — including prompt engineering\n\n - Strong communication skills — you can translate complexity for different audiences without losing the thread\n\n - Highly organized, detail-oriented, and able to manage multiple priorities without dropping the ball\n\n \n\n\nNICE TO HAVE\n\n - Proficiency in Python or another programming language\n\n - Experience working in a regulated fintech or brokerage environment\n\n - Exposure to launching new products or order types in a trading operations context\n\n \n\n\nWHO YOU ARE\n\n - You take ownership of your work end-to-end — you don't wait to be told something needs fixing\n\n - You're genuinely interested in trading and financial markets, and you bring that curiosity to how you approach the job\n\n - You're comfortable operating in a complex, fast-moving environment where regulatory requirements are real and the pace doesn't slow down\n\n - You think in systems — when something breaks, you're looking for the root cause, not just the quick fix\n\n - You build trust with cross-functional partners by being reliable, clear, and easy to work with\n\n - You're eager to learn and grow, and you see AI and automation as genuine tools — not buzzwords\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":"9bb163df-9f64-4795-ae61-13a0c34ee3ee","title":"Program Manager, PCI Compliance","department":"Data & Engineering","team":"Security","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[{"location":"Toronto, Ontario","address":{"postalAddress":{"addressRegion":"Ontario","addressCountry":"Canada","addressLocality":"Toronto"}}}],"publishedAt":"2026-05-29T18:46:14.564+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/9bb163df-9f64-4795-ae61-13a0c34ee3ee","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/9bb163df-9f64-4795-ae61-13a0c34ee3ee/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 $125 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 Security GRC team plays a critical role in maintaining compliance over security frameworks and creating a space for risk mitigation and oversight. We want to ensure that Wealthsimple maintains a secure operational environment by implementing and monitoring controls designed to protect information, systems and infrastructure.
Within the compliance management domain, we aim to ensure Wealthsimple meets the necessary requirements and obligations set forth by regulatory bodies, industry standards, contractual agreements and internal policies. Monitoring controls to ensure continuous compliance and control improvements.
In this role you’ll have the opportunity to:
Maintain and manage the PCI DSS scope, including periodic scoping exercises and CDE boundary reviews
Coordinate and conduct an annual external assessment with a QSA
Define and manage the vendor/third-party assessment process for entities that handle or touch cardholder data (SAQ collection, contractual requirements)
Ensure systems, applications and internal processes comply with latest PCI DSS requirements
Work cross-functionally to identify, mitigate and manage security risks related to payment card data
Provide status reports for findings and provide relevant recommendations for remediation
Own the PCI DSS impact assessment process for new products, features, and infrastructure changes, providing sign-off before launch
Create and maintain relevant documentation and policies as required by PCI DSS
Facilitate cross functional team coordination to ensure controls are operating effectively and help identify areas for improvement
Develop and deliver PCI DSS awareness training for relevant internal teams
Leverage automated compliance tooling to monitor control health, track remediation, and generate reporting for leadership
Own preparation of PCI DSS status reporting for management and audit committee meetings
We are looking for someone who has:
3+ years of experience focused on PCI DSS in a payments environment
CISSP, CISA, CISM, PCIP, PCI QSA and/or other relevant certifications
Solid understanding of network architecture to ensure payment card data is secure
Strong knowledge of information security frameworks and standards
Ability to work independently and handle multiple priorities
Excellent communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams and communicate both technical and non-technical audit requirements
Holds self and others accountable to meet commitments
Demonstrates exceptional organizational and project management skills by maintaining detailed documentation and ensuring timely follow up on action items
🌸 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 $125 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 Security GRC team plays a critical role in maintaining compliance over security frameworks and creating a space for risk mitigation and oversight. We want to ensure that Wealthsimple maintains a secure operational environment by implementing and monitoring controls designed to protect information, systems and infrastructure.\n\nWithin the compliance management domain, we aim to ensure Wealthsimple meets the necessary requirements and obligations set forth by regulatory bodies, industry standards, contractual agreements and internal policies. Monitoring controls to ensure continuous compliance and control improvements.\n\n\n\n\nIn this role you’ll have the opportunity to:\n\n - Maintain and manage the PCI DSS scope, including periodic scoping exercises and CDE boundary reviews\n\n - Coordinate and conduct an annual external assessment with a QSA\n\n - Define and manage the vendor/third-party assessment process for entities that handle or touch cardholder data (SAQ collection, contractual requirements)\n\n - Ensure systems, applications and internal processes comply with latest PCI DSS requirements\n\n - Work cross-functionally to identify, mitigate and manage security risks related to payment card data\n\n - Provide status reports for findings and provide relevant recommendations for remediation\n\n - Own the PCI DSS impact assessment process for new products, features, and infrastructure changes, providing sign-off before launch\n\n - Create and maintain relevant documentation and policies as required by PCI DSS\n\n - Facilitate cross functional team coordination to ensure controls are operating effectively and help identify areas for improvement\n\n - Develop and deliver PCI DSS awareness training for relevant internal teams\n\n - Leverage automated compliance tooling to monitor control health, track remediation, and generate reporting for leadership\n\n - Own preparation of PCI DSS status reporting for management and audit committee meetings\n\nWe are looking for someone who has:\n\n - 3+ years of experience focused on PCI DSS in a payments environment\n\n - CISSP, CISA, CISM, PCIP, PCI QSA and/or other relevant certifications\n\n - Solid understanding of network architecture to ensure payment card data is secure\n\n - Strong knowledge of information security frameworks and standards\n\n - Ability to work independently and handle multiple priorities\n\n - Excellent communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams and communicate both technical and non-technical audit requirements\n\n - Holds self and others accountable to meet commitments\n\n - Demonstrates exceptional organizational and project management skills by maintaining detailed documentation and ensuring timely follow up on action items\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":"fd3bea24-2cf5-4bcc-805b-8ef6e1c0869d","title":"Frontier AI Security Threat Hunter","department":"Data & Engineering","team":"Security","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-06-03T13:38:33.756+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/fd3bea24-2cf5-4bcc-805b-8ef6e1c0869d","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/fd3bea24-2cf5-4bcc-805b-8ef6e1c0869d/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 $125 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 building a new AI-enabled adversarial testing capability whose mandate is simple but ambitious: find all the ways Wealthsimple can be exploited before our AI-enabled adversaries do. This group combines penetration testing, secure code analysis, and attack simulation R&D to continuously probe Wealthsimple’s systems using a combination of automation, autonomous AI agents, and human expertise. If you want to build an automated, end-to-end clearbox pentesting/red teaming platform, this is the team doing it!
You’ll join as an individual contributor on this team, reporting into the Manager, Application Security, working alongside a platform engineer, security researcher, and the application security team.
As a Frontier AI Security Penetration Tester, you’ll be a hybrid builder and breaker:
Design and run automation-driven attack campaigns against Wealthsimple’s products and infrastructure including activities like:
Designing realistic AI attack scenarios that account for:
Attacker goals, initial access assumptions, and constraints.
Success criteria and clear boundaries for safety.
Wealthsimple-specific risks, design flaws, trust boundaries, and risk tolerance
Use and evolve our AI agents and tooling to:
Perform recon, vulnerability probing, confirmation, impact analysis, exploitation, and post-exploitation in safe environments.
Help shape and improve the automated testing pipeline: how we model assets, orchestrate agents, run automated workflows, and turn noisy outputs into actionable findings. You’ll work closely with a platform engineer and a researcher to
improve how scenarios and workflows are modeled and automated so we can automate the replay of promising attack paths.
build and improve AI agents and tooling
Propose and validate new tools or capabilities that unlock richer attack behavior
Learn to use our native and in-house tooling to find more
Work across the stack with platform engineers, AppSec, and other security teams to make automated and AI adversarial testing a routine, high-signal part of our SDLC. This includes:
reviewing AI-generated findings to separate high-impact vulnerabilities from noise and false positives.
Enhance proofs-of-concept into clear, reproducible steps for engineering teams and new automations
Support remediation by pairing with engineers when needed and verifying that fixes address the root cause.
You’ll have substantial influence on the team’s roadmap through experimentation and R&D.
Courageously Ambitious - they enthusiastically tackle big audacious goals.
Deeply Human - they take responsibility for bringing the best out of themselves and others.
Problem Solvers - they have the ability and resilience to tackle complex issues, find common patterns, design solutions for scale, and see them through.
Enthusiastic Communicators - they capture and share learnings by default, and are always looking to implement suggestions for improvements and guardrails
Embraces change and experimentation - treat campaigns and framework changes as experiments. Thoughtfully define hypotheses, evaluation criteria, and success metrics, then analyze outcomes and share results with the team to guide next iterations.
Experience building AI- or automation-assisted offensive security tools.
Experience (5+ years preferred) in offensive security testing domains like penetration testing, red teaming, threat hunting, or attack simulations in complex environments with a proven history of working cross-functionally with high functioning teams.
Strong technical skills in:
Reading and reasoning about code and system designs.
Understanding modern cloud-native architectures (preferably AWS).
Technical understanding of networks, endpoint, identity, cloud, encryption, data protection and application deployment stacks.
Knowledge of standard penetration testing methodologies, including NIST SP 800-115.
Familiarity with LLM- or agent-based systems (tool use/function calling, prompt design).
Comfort working with novel tools and ambiguity:
You’re already experimenting with AI agents and have always had a scale and automation-first mindset to testing and discovering new vulnerabilities.
You can turn open-ended problems into small, testable steps.
Familiarity with Ruby, React, and GraphQL testing
Development and/or scripting competence
AWS testing experience
Previous industry experience in Financial Services
🌸 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 $125 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 building a new AI-enabled adversarial testing capability whose mandate is simple but ambitious: find all the ways Wealthsimple can be exploited before our AI-enabled adversaries do. This group combines penetration testing, secure code analysis, and attack simulation R&D to continuously probe Wealthsimple’s systems using a combination of automation, autonomous AI agents, and human expertise. If you want to build an automated, end-to-end clearbox pentesting/red teaming platform, this is the team doing it!\n\n\n\nYou’ll join as an individual contributor on this team, reporting into the Manager, Application Security, working alongside a platform engineer, security researcher, and the application security team.\n\n\n\n\nABOUT THE ROLE\n\nAs a Frontier AI Security Penetration Tester, you’ll be a hybrid builder and breaker:\n\n - Design and run automation-driven attack campaigns against Wealthsimple’s products and infrastructure including activities like:\n \n - Designing realistic AI attack scenarios that account for:\n \n - Attacker goals, initial access assumptions, and constraints.\n \n - Success criteria and clear boundaries for safety.\n \n - Wealthsimple-specific risks, design flaws, trust boundaries, and risk tolerance\n \n - Use and evolve our AI agents and tooling to:\n \n - Perform recon, vulnerability probing, confirmation, impact analysis, exploitation, and post-exploitation in safe environments.\n\n - Help shape and improve the automated testing pipeline: how we model assets, orchestrate agents, run automated workflows, and turn noisy outputs into actionable findings. You’ll work closely with a platform engineer and a researcher to\n \n - improve how scenarios and workflows are modeled and automated so we can automate the replay of promising attack paths.\n \n - build and improve AI agents and tooling\n \n - Propose and validate new tools or capabilities that unlock richer attack behavior\n \n - Learn to use our native and in-house tooling to find more\n\n - Work across the stack with platform engineers, AppSec, and other security teams to make automated and AI adversarial testing a routine, high-signal part of our SDLC. This includes:\n \n - reviewing AI-generated findings to separate high-impact vulnerabilities from noise and false positives.\n \n - Enhance proofs-of-concept into clear, reproducible steps for engineering teams and new automations\n \n - Support remediation by pairing with engineers when needed and verifying that fixes address the root cause.\n\n\n\nYou’ll have substantial influence on the team’s roadmap through experimentation and R&D.\n\n\n\n\nPEOPLE WHO WILL SUCCEED IN THIS ROLE ARE\n\n - Courageously Ambitious - they enthusiastically tackle big audacious goals.\n\n - Deeply Human - they take responsibility for bringing the best out of themselves and others.\n\n - Problem Solvers - they have the ability and resilience to tackle complex issues, find common patterns, design solutions for scale, and see them through.\n\n - Enthusiastic Communicators - they capture and share learnings by default, and are always looking to implement suggestions for improvements and guardrails\n\n - Embraces change and experimentation - treat campaigns and framework changes as experiments. Thoughtfully define hypotheses, evaluation criteria, and success metrics, then analyze outcomes and share results with the team to guide next iterations.\n\n\n\n\nSKILLS AND EXPERIENCE\n\n\nREQUIRED\n\n - Experience building AI- or automation-assisted offensive security tools.\n\n - Experience (5+ years preferred) in offensive security testing domains like penetration testing, red teaming, threat hunting, or attack simulations in complex environments with a proven history of working cross-functionally with high functioning teams.\n\n - Strong technical skills in:\n \n - Reading and reasoning about code and system designs.\n \n - Understanding modern cloud-native architectures (preferably AWS).\n \n - Technical understanding of networks, endpoint, identity, cloud, encryption, data protection and application deployment stacks.\n \n - Knowledge of standard penetration testing methodologies, including NIST SP 800-115.\n \n - Familiarity with LLM- or agent-based systems (tool use/function calling, prompt design).\n\n - Comfort working with novel tools and ambiguity:\n \n - You’re already experimenting with AI agents and have always had a scale and automation-first mindset to testing and discovering new vulnerabilities.\n \n - You can turn open-ended problems into small, testable steps.\n\n\nPREFERRED BUT NOT REQUIRED:\n\n - Familiarity with Ruby, React, and GraphQL testing\n\n - Development and/or scripting competence\n\n - AWS testing experience\n\n - Previous industry experience in Financial Services\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":"c42bd69f-26b2-421c-a6c9-026deff71a95","title":"Senior Accountant, Product Accounting","department":"Finance","team":"Controllers","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-06-01T16:52:48.853+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/c42bd69f-26b2-421c-a6c9-026deff71a95","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/c42bd69f-26b2-421c-a6c9-026deff71a95/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 $125 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 Finance Team
You will be joining a high-impact, collaborative team full of curious problem-solvers who thrive in fast-paced, constantly changing environments. Our team is responsible for ensuring the financial integrity of our products while actively building and implementing the accounting infrastructure required for new product launches. We value seamless communication and work closely with cross-functional partners to turn complex data into clear financial insights.
About The Senior Accountant Role
We are looking for a detail-oriented Senior Accountant with 3+ years of experience and a CPA designation (or one in progress) to take ownership of our credit card-related financial operations. This role is perfect for someone who is naturally curious and loves problem-solving. You will be someone who doesn't just see a discrepancy but feels driven to investigate and solve the root cause to ensure the integrity of our financial data
In this role, you’ll have the opportunity to:
Manage and account for SimpleTax, Wealthsimple Mortgages, and Wealthsimple Cash products.
Prepare and analyze monthly financial reports, including product analysis and month-over-month variance analysis
Play a key role in building and implementing new accounting processes for new product launches
Prepare monthly accruals and account reconciliations to ensure accurate and complete financial statements
Support the month-end close process
Assist in developing and documenting new accounting policies and procedures
Build and maintain relationships with Operations and Data teams to ensure seamless communication and accurate reporting
Skills you'll bring:
CPA designation (or working towards completion of CPA designation)
Experience with IFRS and strong familiarity with product accounting principles including revenue recognition
Is an excellent communicator who can break down complex ideas into simple, easy-to-understand language that builds trust and rapport
Is naturally curious: if something seems off, you want to figure out what’s going on
Pays close attention to details and thoroughly reviews their own work
Adaptable and able to thrive in fast-paced, constantly changing environments
Experience with Netsuite is an asset
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple 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 $125 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 Finance Team\n\nYou will be joining a high-impact, collaborative team full of curious problem-solvers who thrive in fast-paced, constantly changing environments. Our team is responsible for ensuring the financial integrity of our products while actively building and implementing the accounting infrastructure required for new product launches. We value seamless communication and work closely with cross-functional partners to turn complex data into clear financial insights.\n\n\n\nAbout The Senior Accountant Role\n\nWe are looking for a detail-oriented Senior Accountant with 3+ years of experience and a CPA designation (or one in progress) to take ownership of our credit card-related financial operations. This role is perfect for someone who is naturally curious and loves problem-solving. You will be someone who doesn't just see a discrepancy but feels driven to investigate and solve the root cause to ensure the integrity of our financial data\n\n\n\nIn this role, you’ll have the opportunity to:\n\n - Manage and account for SimpleTax, Wealthsimple Mortgages, and Wealthsimple Cash products.\n\n - Prepare and analyze monthly financial reports, including product analysis and month-over-month variance analysis\n\n - Play a key role in building and implementing new accounting processes for new product launches\n\n - Prepare monthly accruals and account reconciliations to ensure accurate and complete financial statements\n\n - Support the month-end close process\n\n - Assist in developing and documenting new accounting policies and procedures\n\n - Build and maintain relationships with Operations and Data teams to ensure seamless communication and accurate reporting\n\nSkills you'll bring:\n\n - CPA designation (or working towards completion of CPA designation)\n\n - Experience with IFRS and strong familiarity with product accounting principles including revenue recognition\n\n - Is an excellent communicator who can break down complex ideas into simple, easy-to-understand language that builds trust and rapport\n\n - Is naturally curious: if something seems off, you want to figure out what’s going on\n\n - Pays close attention to details and thoroughly reviews their own work\n\n - Adaptable and able to thrive in fast-paced, constantly changing environments\n\n - Experience with Netsuite is an asset\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":"e957f521-1c75-4b6c-9fec-0906f121e5c6","title":"Senior Program Manager, Brokerage Automation ","department":"No Department","team":"No Department","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-06-02T15:14:11.949+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/e957f521-1c75-4b6c-9fec-0906f121e5c6","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/e957f521-1c75-4b6c-9fec-0906f121e5c6/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 $125 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 Program Manager, Brokerage Automation, you will act as the vital bridge between Wealthsimple’s Brokerage functions and our technical teams (Engineering and AI Builders). Reporting to the VP, Head of Capital Markets & COO, you will not just manage tasks, but strategically architect, prioritize, and translate business operational needs into technical requirements, ensuring large-scale transformation initiatives are executed flawlessly.
Your primary focus will be driving holistic workflow improvements and technical integrations that directly impact back-office operations. You are the translator who understands enough about how AI and systems are built to have deeply credible conversations with engineers, while keeping a sharp eye on project tracking, impact, and timelines.
Drive operations transformation: Reimagining workflows across the Brokerage functions. Develop a clear roadmap for optimizing your processes in these functions, ensuring alignment with leadership and organizational priorities.
Bridge Business and Tech: Act as the primary liaison between Brokerage stakeholders and technical teams (Engineering and AI builders). Translate complex back-office operational needs into clear, actionable technical requirements.
Be a true maker-owner: Lead the strategy to transform the back office through automation while using AI agents and tooling where possible. Develop metrics and dashboards to create visibility into the impact of this transformation. Push the teams to think outside of the box and what has always been done to find new, exciting and highly efficient ways to do things.
Drive Program & Project Management: Own the end-to-end lifecycle of transformation initiatives. Establish robust project tracking, manage roadmaps, define milestones, and hold cross-functional teams accountable to deadlines.
Prioritize and Track Impact: Evaluate potential initiatives based on business impact, technical feasibility, and resource constraints. Design mechanisms to track, measure, and report on the ROI and operational efficiency of deployed solutions.
Architect Solutions & Translate Work: Analyze existing back-office process gaps and collaborate with technical teams to design scalable automation and AI-driven workflows. Ensure technical constraints and trade-offs are clearly communicated to business leadership.
Influence and Align Stakeholders: Partner with senior leaders across Brokerage, and engineering to build consensus on priorities, secure resources, and align diverse teams toward common strategic goals.
Build the Playbook: Develop and maintain program documentation, operational frameworks, and change-management playbooks to ensure smooth adoption of new technologies across the broader Brokerage functions
Program Management Excellence: 5+ years of experience leading complex, cross-functional business transformation or technical program management (TPM) initiatives, ideally within a fast-paced fintech or financial services environment.
Technical Credibility (AI & Engineering): A strong conceptual understanding of how modern software and AI systems are built. You don't need to write the code, but you must be able to navigate technical discussions with engineers, understand technical trade-offs, confidently challenge assumptions and suggest new ways of operating and tackling problems.
Back-Office Operational Acumen: Deep familiarity with operations and workflow optimization environments. You understand how the business functions and how technology can scale those operations.
Exceptional Communication & Translation: A proven track record of translating complex technical concepts for business stakeholders, and vice versa. You can convey strategy clearly to senior executives and precision requirements to developer teams.
Data-Driven Prioritization: Able to look at the full picture not just one project at a time. Find efficiencies across the whole org and leverage efficiencies across teams
Strategic Influence & Ambiguity Navigation: Demonstrated ability to drive alignment across distinct organizational pillars (e.g., Brokerage vs. Engineering), manage competing priorities, and bring structure to ambiguous, fast-moving situations.
🌸 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 $125 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\nAs a Senior Program Manager, Brokerage Automation, you will act as the vital bridge between Wealthsimple’s Brokerage functions and our technical teams (Engineering and AI Builders). Reporting to the VP, Head of Capital Markets & COO, you will not just manage tasks, but strategically architect, prioritize, and translate business operational needs into technical requirements, ensuring large-scale transformation initiatives are executed flawlessly.\n\nYour primary focus will be driving holistic workflow improvements and technical integrations that directly impact back-office operations. You are the translator who understands enough about how AI and systems are built to have deeply credible conversations with engineers, while keeping a sharp eye on project tracking, impact, and timelines.\n\n\n\n\nWHAT YOU'LL DO\n\n - Drive operations transformation: Reimagining workflows across the Brokerage functions. Develop a clear roadmap for optimizing your processes in these functions, ensuring alignment with leadership and organizational priorities.\n\n - Bridge Business and Tech: Act as the primary liaison between Brokerage stakeholders and technical teams (Engineering and AI builders). Translate complex back-office operational needs into clear, actionable technical requirements.\n\n - Be a true maker-owner: Lead the strategy to transform the back office through automation while using AI agents and tooling where possible. Develop metrics and dashboards to create visibility into the impact of this transformation. Push the teams to think outside of the box and what has always been done to find new, exciting and highly efficient ways to do things.\n\n - Drive Program & Project Management: Own the end-to-end lifecycle of transformation initiatives. Establish robust project tracking, manage roadmaps, define milestones, and hold cross-functional teams accountable to deadlines.\n\n - Prioritize and Track Impact: Evaluate potential initiatives based on business impact, technical feasibility, and resource constraints. Design mechanisms to track, measure, and report on the ROI and operational efficiency of deployed solutions.\n\n - Architect Solutions & Translate Work: Analyze existing back-office process gaps and collaborate with technical teams to design scalable automation and AI-driven workflows. Ensure technical constraints and trade-offs are clearly communicated to business leadership.\n\n - Influence and Align Stakeholders: Partner with senior leaders across Brokerage, and engineering to build consensus on priorities, secure resources, and align diverse teams toward common strategic goals.\n\n - Build the Playbook: Develop and maintain program documentation, operational frameworks, and change-management playbooks to ensure smooth adoption of new technologies across the broader Brokerage functions\n \n \n\n\nSKILLS YOU BRING\n\n - Program Management Excellence: 5+ years of experience leading complex, cross-functional business transformation or technical program management (TPM) initiatives, ideally within a fast-paced fintech or financial services environment.\n\n - Technical Credibility (AI & Engineering): A strong conceptual understanding of how modern software and AI systems are built. You don't need to write the code, but you must be able to navigate technical discussions with engineers, understand technical trade-offs, confidently challenge assumptions and suggest new ways of operating and tackling problems.\n\n - Back-Office Operational Acumen: Deep familiarity with operations and workflow optimization environments. You understand how the business functions and how technology can scale those operations.\n\n - Exceptional Communication & Translation: A proven track record of translating complex technical concepts for business stakeholders, and vice versa. You can convey strategy clearly to senior executives and precision requirements to developer teams.\n\n - Data-Driven Prioritization: Able to look at the full picture not just one project at a time. Find efficiencies across the whole org and leverage efficiencies across teams\n\n - Strategic Influence & Ambiguity Navigation: Demonstrated ability to drive alignment across distinct organizational pillars (e.g., Brokerage vs. Engineering), manage competing priorities, and bring structure to ambiguous, fast-moving situations.\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":"f06a25b4-c1d9-44b6-a4f5-33522e023ec2","title":"Senior Manager, Client Experience Operations - Promotions & Rewards","department":"Operations","team":"Client Experience Operations","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-06-02T17:40:13.574+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/f06a25b4-c1d9-44b6-a4f5-33522e023ec2","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/f06a25b4-c1d9-44b6-a4f5-33522e023ec2/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 $125 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.
Promotions are often the first promise Wealthsimple makes to a client. Whether it’s a cash bonus, a referral reward, or a limited-time giveaway, clients expect us to deliver flawlessly. When things go wrong (a missing reward or a denied exception) trust erodes fast.
We need a leader who can ensure every promotion lands cleanly while building the operational muscle to handle our accelerating growth. In this role, you will own the end-to-end client service and operational fulfillment for Promotions & Rewards. You’ll lead a large team of frontline agents and back-office operators handling inquiries, exceptions, and physical inventory.
But your real impact will be upstream: using data from past promotions to influence Growth Marketing and Product so tomorrow's campaigns launch seamlessly and generate fewer support tickets.
What You’ll Do
Own the Operation: Lead the day-to-day Promotions & Rewards support operation (email, phone, chat), crushing SLAs, CSAT, and QA targets. Ensure capacity planning keeps the team ahead of high-volume demand shifts.
Lead the Leaders: Coach and develop a resilient bench of Managers and Team Leads who oversee frontline agents and back-office reviewers.
Influence Upstream: Serve as the CXO voice in the promotion lifecycle. Partner with Growth Marketing and Product to shape promotion design, terms, eligibility, and in-app tracking, ensuring the client experience is prioritized before launch.
Drive Fulfillment: Oversee end-to-end fulfillment, including reward granting, exception processing, and physical inventory shipping for giveaways. Build clear frameworks so the team can execute edge cases quickly and consistently.
Deploy AI & Automation: Champion AI adoption (like CoPilot and Writing Assist). Pilot new AI use cases to improve agent productivity, automate eligibility lookups, and streamline repetitive fulfillment tasks.
Ruthless Ticket Reduction: Analyze ticket drivers and recurring client complaints to identify upstream fixes. Challenge the status quo to eliminate operational toil.
What You Bring
7+ years in high-volume CX Operations: You’ve scaled and managed large, multi-channel contact centres through layers of management (staffing, scheduling, quality, coaching).
Back-Office & Fulfillment Expertise: You’ve run operations that actually execute the work—processing exceptions, granting rewards, or managing physical inventory logistics.
Cross-Functional Clout: You know how to influence Marketing, Product, and Go-To-Market teams without formal authority by bringing hard data and specific insights to the table.
Genuine AI Fluency: You aren’t just \"interested\" in AI; you use it actively. You see AI as a massive lever for support operations and have strong opinions on where it creates value vs. noise.
Sharp Judgment & High EQ: You know how to navigate emotionally charged interactions (like telling a client they didn't qualify for a reward) with empathy, clarity, and consistency.
Analytical Rigour: You pull your own data, live in the metrics (SLAs, speed of answer, cost to serve, volume trends), and use them to drive business decisions.
Bias for Action: You move fast, ship iteratively, and learn as you go. You prefer running experiments over endless decision-by-committee.
Bonus Points If You Have...
Experience in fintech, banking, or high-volume loyalty/rewards programs.
Direct experience managing physical inventory logistics alongside digital support.
Hands-on experience in environments where AI and automation actively reshaped the operating model.
Deep familiarity with modern support platforms, CRMs, and workflow automation 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 $125 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\nPromotions are often the first promise Wealthsimple makes to a client. Whether it’s a cash bonus, a referral reward, or a limited-time giveaway, clients expect us to deliver flawlessly. When things go wrong (a missing reward or a denied exception) trust erodes fast.\nWe need a leader who can ensure every promotion lands cleanly while building the operational muscle to handle our accelerating growth. In this role, you will own the end-to-end client service and operational fulfillment for Promotions & Rewards. You’ll lead a large team of frontline agents and back-office operators handling inquiries, exceptions, and physical inventory.\nBut your real impact will be upstream: using data from past promotions to influence Growth Marketing and Product so tomorrow's campaigns launch seamlessly and generate fewer support tickets.\n\nWhat You’ll Do\n\n - Own the Operation: Lead the day-to-day Promotions & Rewards support operation (email, phone, chat), crushing SLAs, CSAT, and QA targets. Ensure capacity planning keeps the team ahead of high-volume demand shifts.\n\n - Lead the Leaders: Coach and develop a resilient bench of Managers and Team Leads who oversee frontline agents and back-office reviewers.\n\n - Influence Upstream: Serve as the CXO voice in the promotion lifecycle. Partner with Growth Marketing and Product to shape promotion design, terms, eligibility, and in-app tracking, ensuring the client experience is prioritized before launch.\n\n - Drive Fulfillment: Oversee end-to-end fulfillment, including reward granting, exception processing, and physical inventory shipping for giveaways. Build clear frameworks so the team can execute edge cases quickly and consistently.\n\n - Deploy AI & Automation: Champion AI adoption (like CoPilot and Writing Assist). Pilot new AI use cases to improve agent productivity, automate eligibility lookups, and streamline repetitive fulfillment tasks.\n\n - Ruthless Ticket Reduction: Analyze ticket drivers and recurring client complaints to identify upstream fixes. Challenge the status quo to eliminate operational toil.\n\n\n\nWhat You Bring\n\n - 7+ years in high-volume CX Operations: You’ve scaled and managed large, multi-channel contact centres through layers of management (staffing, scheduling, quality, coaching).\n\n - Back-Office & Fulfillment Expertise: You’ve run operations that actually execute the work—processing exceptions, granting rewards, or managing physical inventory logistics.\n\n - Cross-Functional Clout: You know how to influence Marketing, Product, and Go-To-Market teams without formal authority by bringing hard data and specific insights to the table.\n\n - Genuine AI Fluency: You aren’t just \"interested\" in AI; you use it actively. You see AI as a massive lever for support operations and have strong opinions on where it creates value vs. noise.\n\n - Sharp Judgment & High EQ: You know how to navigate emotionally charged interactions (like telling a client they didn't qualify for a reward) with empathy, clarity, and consistency.\n\n - Analytical Rigour: You pull your own data, live in the metrics (SLAs, speed of answer, cost to serve, volume trends), and use them to drive business decisions.\n\n - Bias for Action: You move fast, ship iteratively, and learn as you go. You prefer running experiments over endless decision-by-committee.\n\n\n\nBonus Points If You Have...\n\n - Experience in fintech, banking, or high-volume loyalty/rewards programs.\n\n - Direct experience managing physical inventory logistics alongside digital support.\n\n - Hands-on experience in environments where AI and automation actively reshaped the operating model.\n\n - Deep familiarity with modern support platforms, CRMs, and workflow automation 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":"0c8659fc-27f8-4730-bfea-12ae5b4d92d4","title":"Senior Analyst, Strategic Finance & FP&A","department":"Finance","team":"FP&A","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-06-04T14:50:55.739+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/0c8659fc-27f8-4730-bfea-12ae5b4d92d4","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/0c8659fc-27f8-4730-bfea-12ae5b4d92d4/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 $125 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 is building Canada's leading financial platform — spanning brokerage, banking, crypto, and wealth management — and we're entering a phase where the quality of our financial analysis needs to match the ambition of what we're building. We're looking for a Senior Analyst with an investment banking or advisory background to bring institutional-grade modeling, valuation, and analytical rigor to our FP&A function.
This role is for someone who can build a 3-statement integrated financial model from a blank workbook, tear apart a 10-K in an afternoon, and pressure-test the assumptions behind a $50M capital allocation decision — all with minimal hand-holding. You'll work across long-range planning, competitive intelligence, market sizing, and stakeholder analytics as we continue to scale.
Long-Range Financial Modeling
Build and maintain integrated 3-statement financial models (income statement, balance sheet, cash flow) with 5-year projection horizons
Own scenario and sensitivity analysis tied to key business drivers — client growth, AUM mix, take rate, and unit economics by product line
Translate strategic initiatives into quantified financial impacts with clear assumptions and audit trails
Comparable Companies & Valuation Analysis
Maintain a living comps universe of public fintech, brokerage, neobank, and wealth management peers
Analyze peer 10-Ks, 10-Qs, and earnings transcripts to extract operating metrics, segment economics, and reporting practices
Produce valuation benchmarking that informs internal capital allocation and strategic positioning
Total Addressable Market & Growth Analysis
Build bottoms-up and top-down TAM frameworks across Wealthsimple's product verticals
Size market opportunities using primary regulatory, census, and industry data — not sell-side estimates
Quantify penetration rates, wallet share, and whitespace to support strategic planning and investment cases
Executive & Stakeholder Reporting
Support the development of institutional-quality materials: KPI packages, performance narratives, and supplemental data exhibits
Help define and stress-test key performance metrics — ensuring they're defensible, consistent, and tell the right story over time
Serve as an analytical resource for board materials and executive presentations
Ad Hoc Strategic Analysis
Evaluate capital allocation decisions against our investment framework
Analyze unit economics at the across many metrics
Support competitive deep-dives, pricing analysis, and product economics work as the business requires
2–4 years in investment banking, equity research, transaction advisory, strategic finance (or equivalent intensity). You've lived in Excel under pressure and it shows.
You can build an integrated 3-statement model from scratch — not just update templates. DCF, LBO, and comps are second nature.
Deep comfort with public company filings (10-K, 10-Q, proxy, S-1). You know where to find what matters and how to contextualize it.
You think in terms of capital allocation, return hurdles, and economic trade-offs — not just revenue growth.
Strong command of Excel/Google Sheets. SQL or BI tool experience is a plus but not required.
Self-sufficient and independent. You take ambiguous problems and come back with structured, defensible answers — not a list of clarifying questions.
Clear written and verbal communication. You can translate complex analysis into a narrative that a non-finance executive would follow.
Genuine interest in fintech, capital markets, or financial services. You want to understand the business, not just model it.
Direct experience covering fintech, financial services, or payments in an IB or ER seat
Familiarity with Canadian financial services regulation or the competitive landscape
Experience building financial reporting infrastructure or supporting institutional stakeholder communications
Exposure to cohort-based unit economics or LTV/CAC frameworks in a high-growth context
🌸 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 $125 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 is building Canada's leading financial platform — spanning brokerage, banking, crypto, and wealth management — and we're entering a phase where the quality of our financial analysis needs to match the ambition of what we're building. We're looking for a Senior Analyst with an investment banking or advisory background to bring institutional-grade modeling, valuation, and analytical rigor to our FP&A function.\n\nThis role is for someone who can build a 3-statement integrated financial model from a blank workbook, tear apart a 10-K in an afternoon, and pressure-test the assumptions behind a $50M capital allocation decision — all with minimal hand-holding. You'll work across long-range planning, competitive intelligence, market sizing, and stakeholder analytics as we continue to scale.\n\n\n\n\nIN THIS ROLE YOU'LL HAVE THE OPPORTUNITY TO:\n\nLong-Range Financial Modeling\n\n - Build and maintain integrated 3-statement financial models (income statement, balance sheet, cash flow) with 5-year projection horizons\n\n - Own scenario and sensitivity analysis tied to key business drivers — client growth, AUM mix, take rate, and unit economics by product line\n\n - Translate strategic initiatives into quantified financial impacts with clear assumptions and audit trails\n\nComparable Companies & Valuation Analysis\n\n - Maintain a living comps universe of public fintech, brokerage, neobank, and wealth management peers\n\n - Analyze peer 10-Ks, 10-Qs, and earnings transcripts to extract operating metrics, segment economics, and reporting practices\n\n - Produce valuation benchmarking that informs internal capital allocation and strategic positioning\n\nTotal Addressable Market & Growth Analysis\n\n - Build bottoms-up and top-down TAM frameworks across Wealthsimple's product verticals\n\n - Size market opportunities using primary regulatory, census, and industry data — not sell-side estimates\n\n - Quantify penetration rates, wallet share, and whitespace to support strategic planning and investment cases\n\nExecutive & Stakeholder Reporting\n\n - Support the development of institutional-quality materials: KPI packages, performance narratives, and supplemental data exhibits\n\n - Help define and stress-test key performance metrics — ensuring they're defensible, consistent, and tell the right story over time\n\n - Serve as an analytical resource for board materials and executive presentations\n\nAd Hoc Strategic Analysis\n\n - Evaluate capital allocation decisions against our investment framework\n\n - Analyze unit economics at the across many metrics\n\n - Support competitive deep-dives, pricing analysis, and product economics work as the business requires\n \n \n\n\nSKILLS YOU'LL BRING:\n\n - 2–4 years in investment banking, equity research, transaction advisory, strategic finance (or equivalent intensity). You've lived in Excel under pressure and it shows.\n\n - You can build an integrated 3-statement model from scratch — not just update templates. DCF, LBO, and comps are second nature.\n\n - Deep comfort with public company filings (10-K, 10-Q, proxy, S-1). You know where to find what matters and how to contextualize it.\n\n - You think in terms of capital allocation, return hurdles, and economic trade-offs — not just revenue growth.\n\n - Strong command of Excel/Google Sheets. SQL or BI tool experience is a plus but not required.\n\n - Self-sufficient and independent. You take ambiguous problems and come back with structured, defensible answers — not a list of clarifying questions.\n\n - Clear written and verbal communication. You can translate complex analysis into a narrative that a non-finance executive would follow.\n\n - Genuine interest in fintech, capital markets, or financial services. You want to understand the business, not just model it.\n \n \n\n\nWHAT WOULD MAKE YOU STAND OUT:\n\n - Direct experience covering fintech, financial services, or payments in an IB or ER seat\n\n - Familiarity with Canadian financial services regulation or the competitive landscape\n\n - Experience building financial reporting infrastructure or supporting institutional stakeholder communications\n\n - Exposure to cohort-based unit economics or LTV/CAC frameworks in a high-growth context\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":"7b8be733-8b6d-4135-b694-1574d02c4dc1","title":"Senior Data Scientist, Sales","department":"Data & Engineering","team":"Data & Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[{"location":"Toronto, Canada ","address":null}],"publishedAt":"2026-06-08T13:18:21.368+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/7b8be733-8b6d-4135-b694-1574d02c4dc1","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/7b8be733-8b6d-4135-b694-1574d02c4dc1/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 $125 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 Sales Data team is responsible for supporting the entire Commercial team through data modeling, pipelining, dashboarding, experimentation, analyses, and machine learning models. Our stakeholder teams are diverse, including Financial Planners & Advisors, Business Development Representatives, our AI Voice Agent team, Revenue Operations and Commercial Systems.
We are looking for a Senior Data Scientist who has strong foundations in data modeling and machine learning to lead high priority initiatives, take ownership as a decision science expert, and help shape the direction of our Commercial team and our AI Voice Agent program.
Some of your projects may include: modeling sales data, creating and improving reporting for business stakeholders, exploratory data analysis to improve our sales processes, and developing and maintaining ML models. Our models are used to solve real business problems and directly impact Wealthsimple’s north star metric. Therefore, experience with supporting sales is a bonus.
In this role, you will have the opportunity to:
Build and maintain new data models that are accurate and reliable
Work closely with a wide range of stakeholders from Data Science, Commercial Leadership, Sales Operations, Product, Design, and Engineering
Define, prototype, implement and improve ML models
Design experiments to test hypotheses (e.g. which customers should we focus on in our outbound calls)
Build/maintain reports, dashboards, and metrics to support our north star metrics
Teach and learn from their teammates. We value making others successful
What you bring:
5+ years of experience in a data science/decision science (or equivalent), including time as the primary DS for a domain
Excellent SQL & Python skills - hands-on experience with data pipeline tools such as dbt and Airflow are an advantage
Strong stakeholder management skills - an excellent communicator who is able to present results and analyses to senior leadership
Good understanding of business practices, sales, and client behavior
Experience with applied statistics or experimentation (i.e. A/B testing) in an industry setting
Understanding of fundamental machine-learning algorithms and experience putting them into production in a real-world context
Experience in managing/mentoring team members in a formal or informal capacity
🌸 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 $125 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 Sales Data team is responsible for supporting the entire Commercial team through data modeling, pipelining, dashboarding, experimentation, analyses, and machine learning models. Our stakeholder teams are diverse, including Financial Planners & Advisors, Business Development Representatives, our AI Voice Agent team, Revenue Operations and Commercial Systems.\n\n \n\nWe are looking for a Senior Data Scientist who has strong foundations in data modeling and machine learning to lead high priority initiatives, take ownership as a decision science expert, and help shape the direction of our Commercial team and our AI Voice Agent program.\n\n \n\nSome of your projects may include: modeling sales data, creating and improving reporting for business stakeholders, exploratory data analysis to improve our sales processes, and developing and maintaining ML models. Our models are used to solve real business problems and directly impact Wealthsimple’s north star metric. Therefore, experience with supporting sales is a bonus.\n\n \n\nIn this role, you will have the opportunity to:\n\n \n\n - Build and maintain new data models that are accurate and reliable\n\n - Work closely with a wide range of stakeholders from Data Science, Commercial Leadership, Sales Operations, Product, Design, and Engineering\n\n - Define, prototype, implement and improve ML models\n\n - Design experiments to test hypotheses (e.g. which customers should we focus on in our outbound calls)\n\n - Build/maintain reports, dashboards, and metrics to support our north star metrics\n\n - Teach and learn from their teammates. We value making others successful\n\n \n\nWhat you bring:\n\n \n\n - 5+ years of experience in a data science/decision science (or equivalent), including time as the primary DS for a domain\n\n - Excellent SQL & Python skills - hands-on experience with data pipeline tools such as dbt and Airflow are an advantage\n\n - Strong stakeholder management skills - an excellent communicator who is able to present results and analyses to senior leadership\n\n - Good understanding of business practices, sales, and client behavior\n\n - Experience with applied statistics or experimentation (i.e. A/B testing) in an industry setting\n\n - Understanding of fundamental machine-learning algorithms and experience putting them into production in a real-world context\n\n - Experience in managing/mentoring team members in a formal or informal capacity\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":"0a895499-45df-4e65-9c0f-0f9f94aefd50","title":"Associate, Trade Surveillance","department":"Regulatory","team":"Compliance","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-06-09T12:41:50.744+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/0a895499-45df-4e65-9c0f-0f9f94aefd50","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/0a895499-45df-4e65-9c0f-0f9f94aefd50/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 $125 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 Trade Surveillance Associate, you will conduct daily supervision of trading activity across Wealthsimple Investments Inc.'s order execution only platform and multiple asset classes. You will serve as the Tier 1 reviewer, actioning automated surveillance alerts, conducting manual reviews, and escalating matters requiring further investigation. You will also partner with Legal, Finance, Engineering, Sales, Trading, Client Success and Operations to support various regulatory initiatives and projects. Our ideal candidate brings compliance expertise, technical proficiency, and a demonstrated track record of compliance innovation. We're constantly looking at how to do things better, and we'd expect the same of you.
In this role you will be responsible for:
Conduct daily Tier 1 trade surveillance reviews across equities, options, crypto, futures, predictions, and potentially other asset classes
Action automated alerts from the firm's surveillance platform and conduct manual supervisory reviews as assigned
Analyze client trading activity to identify patterns inconsistent with regulatory requirements or firm policies
Investigate potentially suspicious activity and prepare escalation reports
Handle regulatory submissions related to trade surveillance matters
Support regulatory audits and examinations
Assist in developing and maintaining surveillance policies, procedures, and alert tuning
Educate business teams on trade surveillance requirements and promote compliance across the organization
Participate in effectiveness testing of surveillance controls
Contribute to team discussions, investigations, and knowledge sharing
Understanding how the firm’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
We're looking for someone who brings:
3+ years of investment industry compliance experience, preferably in trade surveillance
Knowledge of Canadian securities regulations including UMIR and CIRO Dealer Member rules
Strong analytical skills with superior attention to detail and sound judgment in ambiguous situations
Technical proficiency with SQL or Python (experience with Preset or similar analytics platforms is an asset)
Excellent interpersonal and communication skills; ability to collaborate effectively across teams
Problem-solving mindset with the ability to link regulatory requirements to business realities
Nice to Haves:
Regulatory proficiency - Satisfies either new or old CIRO requirements to be registered as Supervisor: Securities and Options
New proficiency requirements: passed the following exams:
Canadian Investment Regulatory Exam
Retail Securities Exam
Derivatives Exam
Supervisor Exam, OR
Old proficiency requirements: completed the following courses:
Canadian Securities Course,
Conduct and Practices Handbook,
Derivatives Fundamentals and Options Licensing,
Options Supervisor Course,
Investment Dealer Supervisors Course
Experience and/or knowledge in Blockchain Technology and cryptocurrency.
🌸 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 $125 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\nAs a Trade Surveillance Associate, you will conduct daily supervision of trading activity across Wealthsimple Investments Inc.'s order execution only platform and multiple asset classes. You will serve as the Tier 1 reviewer, actioning automated surveillance alerts, conducting manual reviews, and escalating matters requiring further investigation. You will also partner with Legal, Finance, Engineering, Sales, Trading, Client Success and Operations to support various regulatory initiatives and projects. Our ideal candidate brings compliance expertise, technical proficiency, and a demonstrated track record of compliance innovation. We're constantly looking at how to do things better, and we'd expect the same of you.\n\n\n\nIn this role you will be responsible for:\n\n - Conduct daily Tier 1 trade surveillance reviews across equities, options, crypto, futures, predictions, and potentially other asset classes\n\n - Action automated alerts from the firm's surveillance platform and conduct manual supervisory reviews as assigned\n\n - Analyze client trading activity to identify patterns inconsistent with regulatory requirements or firm policies\n\n - Investigate potentially suspicious activity and prepare escalation reports\n\n - Handle regulatory submissions related to trade surveillance matters\n\n - Support regulatory audits and examinations\n\n - Assist in developing and maintaining surveillance policies, procedures, and alert tuning\n\n - Educate business teams on trade surveillance requirements and promote compliance across the organization\n\n - Participate in effectiveness testing of surveillance controls\n\n - Contribute to team discussions, investigations, and knowledge sharing\n\n - Understanding how the firm’s risk appetite and risk culture should be considered in day-to-day activities and decisions.\n \n \n\nWe're looking for someone who brings:\n\n - 3+ years of investment industry compliance experience, preferably in trade surveillance\n\n - Knowledge of Canadian securities regulations including UMIR and CIRO Dealer Member rules\n\n - Strong analytical skills with superior attention to detail and sound judgment in ambiguous situations\n\n - Technical proficiency with SQL or Python (experience with Preset or similar analytics platforms is an asset)\n\n - Excellent interpersonal and communication skills; ability to collaborate effectively across teams\n\n - Problem-solving mindset with the ability to link regulatory requirements to business realities\n\n \n\nNice to Haves:\n\n - Regulatory proficiency - Satisfies either new or old CIRO requirements to be registered as Supervisor: Securities and Options\n\n - New proficiency requirements: passed the following exams:\n \n - Canadian Investment Regulatory Exam\n \n - Retail Securities Exam\n \n - Derivatives Exam\n \n - Supervisor Exam, OR\n\n - Old proficiency requirements: completed the following courses:\n \n - Canadian Securities Course,\n \n - Conduct and Practices Handbook,\n \n - Derivatives Fundamentals and Options Licensing,\n \n - Options Supervisor Course,\n \n - Investment Dealer Supervisors Course\n\n - Experience and/or knowledge in Blockchain Technology and cryptocurrency.\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"}