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 $169 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 Lead, Learning & Employee Experience, you own the experiences that shape how it feels to join, learn and grow at Wealthsimple: our onboarding and learning programs, and the employee events that bring Wealthsimplers together in person and remotely. You design, deliver and run all of it, end to end. This is a hands-on facilitation role reporting to our Senior Lead, Program Manager within People Operations, so you will be in front of a room regularly and often, and you will be exceptional at it. In your first 6–12 months, success looks like new hires getting productive faster, leaders ready to run a team well from their first quarter, and company-wide events that send people back to their teams more connected and clearer on what we’re building and why.
Our Employee Experience team sits within People Operations and owns the experiences that define life at Wealthsimple: new employee onboarding, learning and development, mandatory and compliance training, and the company-wide events that bring us together. We’re a small, high-autonomy team that partners closely with Talent Acquisition, People Systems, Communications, IT, Brand and departmental leaders across the business. We’re in a build-and-scale phase, modernizing how we deliver learning, automating the operational backbone of onboarding, and raising the standard for our employee events and experiences.
Own new employee onboarding end to end. Design, deliver and run every cohort, from pre-boarding communications through to the live sessions, and build tailored paths with department leaders. Same for new leader, intern and returning-employee onboarding.
Facilitate, regularly and often. You will lead live learning and onboarding sessions for groups of ten to sixty-plus, in person and remotely. This is core to the job, not an occasional add-on, so you need to love it and be great at it.
Design, develop and oversee our key employee events, delivered both in person and remotely and thinking about how these fit together in a cohesive way. You own the plan and the day: experience and agenda design, workback, budgets and vendors, executive briefings, communications, registration and production.
Build and run our learning programs. Design the curriculum, from leadership foundations to mandatory and compliance training, build it in our learning platform yourself, and own the logistics that keep it running.
Measure what you build and bring people with you. Create the feedback loops that show whether a program is working, and keep Talent, Communications, IT, Brand and senior leaders aligned so it lands. You ship, learn, and iterate - no program you own is ever delivered the same way twice.
5+ years designing, delivering and running onboarding, learning or employee experience programs, owning them end to end rather than executing someone else’s design.
Demonstrated excellence as a facilitator: you’ve led live sessions regularly for mixed and senior audiences, in person and remotely, and can speak to how you hold a room, adapt in the moment and land the outcome.
Hands-on experience planning and producing employee events from concept to delivery, covering experience design, budgets, vendors, communications and logistics, with real accountability for the result.
Instructional design and curriculum-building experience: you can turn a business need into a program people actually learn from, and build it in a learning platform yourself.
A data-driven approach: you build measurement in from the start and let feedback and metrics decide what changes. You use good judgement when leveraging AI tools to speed up content design, maintenance and program operations.
Hands-on experience building in a learning management system (Docebo or similar)
Experience producing multi-day employee events for 200+ attendees
Formal instructional design or facilitation training
Energized by a room. Facilitating is the part of your week you look forward to, and it shows.
High agency. You see a gap and close it, and you’d rather ask forgiveness than permission.
Unflappable on event day. Things go sideways, you solve them quietly, and the room never knows.
Detail-obsessed about the operational backbone. You know a great experience is logistics done invisibly well.
A builder, not a maintainer. You’d rather rebuild something properly than keep patching it.
Comfortable with ambiguity and shifting priorities, and able to keep momentum without waiting to be told.
Human first. You genuinely care how it feels to be new, to be learning, or to be led.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE ROLE\n\nAs Lead, Learning & Employee Experience, you own the experiences that shape how it feels to join, learn and grow at Wealthsimple: our onboarding and learning programs, and the employee events that bring Wealthsimplers together in person and remotely. You design, deliver and run all of it, end to end. This is a hands-on facilitation role reporting to our Senior Lead, Program Manager within People Operations, so you will be in front of a room regularly and often, and you will be exceptional at it. In your first 6–12 months, success looks like new hires getting productive faster, leaders ready to run a team well from their first quarter, and company-wide events that send people back to their teams more connected and clearer on what we’re building and why.\n\n\n\n\nABOUT THE TEAM\n\nOur Employee Experience team sits within People Operations and owns the experiences that define life at Wealthsimple: new employee onboarding, learning and development, mandatory and compliance training, and the company-wide events that bring us together. We’re a small, high-autonomy team that partners closely with Talent Acquisition, People Systems, Communications, IT, Brand and departmental leaders across the business. We’re in a build-and-scale phase, modernizing how we deliver learning, automating the operational backbone of onboarding, and raising the standard for our employee events and experiences.\n\n\n\n\nWHAT YOU’LL DO\n\n - Own new employee onboarding end to end. Design, deliver and run every cohort, from pre-boarding communications through to the live sessions, and build tailored paths with department leaders. Same for new leader, intern and returning-employee onboarding.\n\n - Facilitate, regularly and often. You will lead live learning and onboarding sessions for groups of ten to sixty-plus, in person and remotely. This is core to the job, not an occasional add-on, so you need to love it and be great at it.\n\n - Design, develop and oversee our key employee events, delivered both in person and remotely and thinking about how these fit together in a cohesive way. You own the plan and the day: experience and agenda design, workback, budgets and vendors, executive briefings, communications, registration and production.\n\n - Build and run our learning programs. Design the curriculum, from leadership foundations to mandatory and compliance training, build it in our learning platform yourself, and own the logistics that keep it running.\n\n - Measure what you build and bring people with you. Create the feedback loops that show whether a program is working, and keep Talent, Communications, IT, Brand and senior leaders aligned so it lands. You ship, learn, and iterate - no program you own is ever delivered the same way twice.\n\n\n\n\nSKILLS YOU'LL BRING\n\n - 5+ years designing, delivering and running onboarding, learning or employee experience programs, owning them end to end rather than executing someone else’s design.\n\n - Demonstrated excellence as a facilitator: you’ve led live sessions regularly for mixed and senior audiences, in person and remotely, and can speak to how you hold a room, adapt in the moment and land the outcome.\n\n - Hands-on experience planning and producing employee events from concept to delivery, covering experience design, budgets, vendors, communications and logistics, with real accountability for the result.\n\n - Instructional design and curriculum-building experience: you can turn a business need into a program people actually learn from, and build it in a learning platform yourself.\n\n - A data-driven approach: you build measurement in from the start and let feedback and metrics decide what changes. You use good judgement when leveraging AI tools to speed up content design, maintenance and program operations.\n \n \n\n\nNICE TO HAVE\n\n - Hands-on experience building in a learning management system (Docebo or similar)\n\n - Experience producing multi-day employee events for 200+ attendees\n\n - Formal instructional design or facilitation training\n \n \n\n\nWHO YOU ARE\n\n - Energized by a room. Facilitating is the part of your week you look forward to, and it shows.\n\n - High agency. You see a gap and close it, and you’d rather ask forgiveness than permission.\n\n - Unflappable on event day. Things go sideways, you solve them quietly, and the room never knows.\n\n - Detail-obsessed about the operational backbone. You know a great experience is logistics done invisibly well.\n\n - A builder, not a maintainer. You’d rather rebuild something properly than keep patching it.\n\n - Comfortable with ambiguity and shifting priorities, and able to keep momentum without waiting to be told.\n\n - Human first. You genuinely care how it feels to be new, to be learning, or to be led.\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*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\n\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\n\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\n\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.\n\n"},{"id":"93453282-d95c-42a3-87e4-b13df7d9ec03","title":"Future Opportunities - North Star: Calling all Canadians Abroad","department":"General","team":"Future Opportunities","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-02-14T17:27:16.004+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/93453282-d95c-42a3-87e4-b13df7d9ec03","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/93453282-d95c-42a3-87e4-b13df7d9ec03/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $169 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 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*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\n\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\n\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\n\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.\n\n"},{"id":"d6c5fce8-ce92-40d6-b028-07c91bb4eb03","title":"(Bilingual) Senior Advisor / Lead Advisor, Wealth Management Service (Quebec Clients)","department":"Commercial & Marketing","team":"Advisory & Planning","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-05-15T18:59:49.161+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/d6c5fce8-ce92-40d6-b028-07c91bb4eb03","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/d6c5fce8-ce92-40d6-b028-07c91bb4eb03/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
This posting covers a single opening on our Wealth Management team that will be leveled as either Senior Advisor or Lead Advisor, based on the candidate's years of experience and professional designations. Both levels share the same core mandate and must-have requirements below.
As a Senior or Lead Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients throughout their journey with us. This position is fully salaried with no commission structure or sales targets. Your performance will be evaluated on a balanced scorecard focused entirely on delivering world-class client experiences.
Client segment by level: Senior Advisors typically support clients with $1MM+ in assets; Lead Advisors typically support clients with $3MM+ in assets. Final leveling and book assignment is based on experience and designations held.
Provide exceptional onboarding experiences for new clients, ensuring a smooth transition to Wealthsimple
Develop comprehensive financial plans tailored to each client's unique situation and goals
Create custom investment proposals that align with clients' financial objectives and risk tolerance
Proactively service client accounts, anticipating needs before they arise
Maintain regular communication with clients through phone, video, and in-person meetings
Apply your financial expertise to complex client situations involving corporations, trusts, and estates
Contribute your insights to improve our service offering and client experience
Required for this role (Quebec):
Pl. Fin. (Planificateur financier / Financial Planner) designation — required. This is a legally protected professional title in Quebec, jointly overseen by the Institut de planification financière (IPF) and the Autorité des marchés financiers (AMF). It is legally required in Quebec to practice comprehensive personal financial planning and to use the title.
Bilingual — French and English required.
CIM or CFA designation required
Additional designations including FEA, TEP, CPA, etc. are required for a Lead Advisor
Senior Advisor: 5+ years of experience in wealth management or financial advisory roles
Lead Advisor: 10+ years of experience in wealth management or financial advisory roles, specifically working with HNW/UHNW clients
CFP or IQFP designation is an asset
Proven track record of delivering exceptional client service
Strong financial planning and investment management knowledge
Excellent communication skills with the ability to explain complex concepts clearly
Client-first mentality in all aspects of your work
Passion for helping clients achieve their financial goals
Technology-minded with the ability to leverage digital tools to enhance client experience
Purpose-driven role focused on client outcomes rather than sales targets
Opportunity to challenge industry norms and truly put clients first
Collaborative team environment with access to cutting-edge fintech tools
Career growth in a rapidly expanding company
Competitive salary and benefits package
Be part of revolutionizing how wealth management services are delivered in Canada
If you're passionate about providing unbiased financial advice and creating exceptional client experiences for high net worth clients in a modern, technology-enabled environment, we'd love to hear from you.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*
✈️ 90 days away: work outside Canada for up to 90 days per year*
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nTHE ROLE\n\nThis posting covers a single opening on our Wealth Management team that will be leveled as either Senior Advisor or Lead Advisor, based on the candidate's years of experience and professional designations. Both levels share the same core mandate and must-have requirements below.\n\n\n\nAs a Senior or Lead Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients throughout their journey with us. This position is fully salaried with no commission structure or sales targets. Your performance will be evaluated on a balanced scorecard focused entirely on delivering world-class client experiences.\n\n\n\nClient segment by level: Senior Advisors typically support clients with $1MM+ in assets; Lead Advisors typically support clients with $3MM+ in assets. Final leveling and book assignment is based on experience and designations held.\n\n\n\n\nWHAT YOU'LL DO:\n\n - Provide exceptional onboarding experiences for new clients, ensuring a smooth transition to Wealthsimple\n\n - Develop comprehensive financial plans tailored to each client's unique situation and goals\n\n - Create custom investment proposals that align with clients' financial objectives and risk tolerance\n\n - Proactively service client accounts, anticipating needs before they arise\n\n - Maintain regular communication with clients through phone, video, and in-person meetings\n\n - Apply your financial expertise to complex client situations involving corporations, trusts, and estates\n\n - Contribute your insights to improve our service offering and client experience\n\n\n\n\nWHAT YOU BRING:\n\nRequired for this role (Quebec):\n\n - Pl. Fin. (Planificateur financier / Financial Planner) designation — required. This is a legally protected professional title in Quebec, jointly overseen by the Institut de planification financière (IPF) https://institutpf.org/en/faq and the Autorité des marchés financiers (AMF) https://lautorite.qc.ca/en/becoming-a-professional/financial-planning. It is legally required in Quebec to practice comprehensive personal financial planning and to use the title.\n\n - Bilingual — French and English required.\n\n - CIM or CFA designation required\n\n - Additional designations including FEA, TEP, CPA, etc. are required for a Lead Advisor\n\n\nEXPERIENCE (BY LEVEL):\n\n - Senior Advisor: 5+ years of experience in wealth management or financial advisory roles\n\n - Lead Advisor: 10+ years of experience in wealth management or financial advisory roles, specifically working with HNW/UHNW clients\n\n\nALSO IMPORTANT:\n\n - CFP or IQFP designation is an asset\n\n - Proven track record of delivering exceptional client service\n\n - Strong financial planning and investment management knowledge\n\n - Excellent communication skills with the ability to explain complex concepts clearly\n\n - Client-first mentality in all aspects of your work\n\n - Passion for helping clients achieve their financial goals\n\n - Technology-minded with the ability to leverage digital tools to enhance client experience\n\n\n\n\nWHY YOU'LL LOVE WORKING HERE\n\n - Purpose-driven role focused on client outcomes rather than sales targets\n\n - Opportunity to challenge industry norms and truly put clients first\n\n - Collaborative team environment with access to cutting-edge fintech tools\n\n - Career growth in a rapidly expanding company\n\n - Competitive salary and benefits package\n\n - Be part of revolutionizing how wealth management services are delivered in Canada\n\nIf you're passionate about providing unbiased financial advice and creating exceptional client experiences for high net worth clients in a modern, technology-enabled environment, we'd love to hear from you.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \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 $169 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 23 nov, 2026.
Contrat : Engagement initial de 6 mois avec possibilité de prolongation et opportunités d'évolution en interne.
La voix de Wealthsimple : Vous n'êtes pas seulement un agent de soutien ; vous êtes un défenseur des intérêts financiers de nos clients. Vous expliquerez des concepts d'investissement, de trading et de finances personnelles de manière simple et accessible pour tous.
Résolution stratégique de problèmes : Vous prenez en charge le parcours du client, qu'il s'agisse de faciliter un transfert institutionnel complexe ou de naviguer dans les opérations d'arrière-guichet (back-office). Vous veillez à ce que nos clients atteignent leurs objectifs, comme respecter la date limite d'une promotion.
Mentalité de « Créateur-Propriétaire » : Vous travaillerez en étroite collaboration avec tous les services de l'entreprise, du Produit aux Opérations, en apprenant les subtilités de la création de nos outils financiers et en les améliorant grâce à l'engagement direct avec les clients.
Expertise à grande échelle : Vous vous imposerez comme un expert dans le secteur des technologies financières (fintech), maîtrisant simultanément plusieurs applications et plateformes pour offrir des solutions inédites.
Expérience confirmée en service client : Vous avez 1 à 2 ans d'expérience dans un environnement de service rapide et à haut volume (commerce de détail, hôtellerie, secteur bancaire ou soutien technique).
Curiosité financière : Vous avez un intérêt réel pour le marché boursier et les finances personnelles. Si vous comprenez déjà la différence entre un REER et un CELI, vous avez une longueur d'avance.
Agilité technologique : Vous êtes à l'aise pour naviguer entre plusieurs onglets de navigateur simultanément, utiliser Slack pour les communications internes et utiliser des raccourcis clavier pour maximiser votre efficacité.
Résilience et adaptabilité : Vous adoptez une mentalité de croissance et êtes à l'aise avec un horaire de travail par quarts (rotatif).
Bilinguisme intégral : Une maîtrise parfaite du français et de l'anglais, tant à l'oral qu'à l'écrit, est obligatoire.
Disponibilité : Être disponible pour des quarts de travail à temps plein de 8h/jour (y compris les fins de semaine et les jours fériés) entre 8h00 et 20h30.
Type de poste : Il s'agit d'un poste contractuel à temps plein, à durée déterminée.
Compte de dépenses santé (CDS) : 3 000 $/an Un compte flexible défiscalisé, financé par Wealthsimple, pour couvrir vos frais de santé, soins dentaires, optiques et plus encore.
Régime d’épargne collectif Wealthsimple verse une cotisation automatique de 3 % et égale vos propres contributions jusqu’à 1,5 % (pour une contribution totale de l’entreprise allant jusqu’à 4,5 %).
Congés payés (PTO) Jusqu’à 20 jours de vacances par an (selon la durée du contrat) + 1 jour de congé de maladie payé par mois.
Télétravail (WFA) Vous recevez une allocation automatique au prorata de 75 $/mois pour couvrir vos frais de bureau à domicile.
Matériel informatique Nous vous fournissons le tout dernier MacBook sur le marché. De plus, vous recevrez en cadeau un écran, un clavier, une souris, un adaptateur et un casque d'écoute pour travailler avec tout le confort nécessaire.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*
✈️ 90 days away: work outside Canada for up to 90 days per year*
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 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 23 nov, 2026.\n\n - Contrat : Engagement initial de 6 mois avec possibilité de prolongation et opportunités d'évolution en interne.\n \n \n\n\nVOTRE IMPACT AU QUOTIDIEN :\n\n - La voix de Wealthsimple : Vous n'êtes pas seulement un agent de soutien ; vous êtes un défenseur des intérêts financiers de nos clients. Vous expliquerez des concepts d'investissement, de trading et de finances personnelles de manière simple et accessible pour tous.\n\n - Résolution stratégique de problèmes : Vous prenez en charge le parcours du client, qu'il s'agisse de faciliter un transfert institutionnel complexe ou de naviguer dans les opérations d'arrière-guichet (back-office). Vous veillez à ce que nos clients atteignent leurs objectifs, comme respecter la date limite d'une promotion.\n\n - Mentalité de « Créateur-Propriétaire » : Vous travaillerez en étroite collaboration avec tous les services de l'entreprise, du Produit aux Opérations, en apprenant les subtilités de la création de nos outils financiers et en les améliorant grâce à l'engagement direct avec les clients.\n\n - Expertise à grande échelle : Vous vous imposerez comme un expert dans le secteur des technologies financières (fintech), maîtrisant simultanément plusieurs applications et plateformes pour offrir des solutions inédites.\n \n \n\n\nVOTRE PROFIL :\n\n - Expérience confirmée en service client : Vous avez 1 à 2 ans d'expérience dans un environnement de service rapide et à haut volume (commerce de détail, hôtellerie, secteur bancaire ou soutien technique).\n\n - Curiosité financière : Vous avez un intérêt réel pour le marché boursier et les finances personnelles. Si vous comprenez déjà la différence entre un REER et un CELI, vous avez une longueur d'avance.\n\n - Agilité technologique : Vous êtes à l'aise pour naviguer entre plusieurs onglets de navigateur simultanément, utiliser Slack pour les communications internes et utiliser des raccourcis clavier pour maximiser votre efficacité.\n\n - Résilience et adaptabilité : Vous adoptez une mentalité de croissance et êtes à l'aise avec un horaire de travail par quarts (rotatif).\n \n \n\n\nEXIGENCES:\n\n - Bilinguisme intégral : Une maîtrise parfaite du français et de l'anglais, tant à l'oral qu'à l'écrit, est obligatoire.\n\n - Disponibilité : Être disponible pour des quarts de travail à temps plein de 8h/jour (y compris les fins de semaine et les jours fériés) entre 8h00 et 20h30.\n\n - Type de poste : Il s'agit d'un poste contractuel à temps plein, à durée déterminée.\n\n\n\n\nVOS AVANTAGES CHEZ WEALTHSIMPLE :\n\n - Compte de dépenses santé (CDS) : 3 000 $/an Un compte flexible défiscalisé, financé par Wealthsimple, pour couvrir vos frais de santé, soins dentaires, optiques et plus encore.\n\n - Régime d’épargne collectif Wealthsimple verse une cotisation automatique de 3 % et égale vos propres contributions jusqu’à 1,5 % (pour une contribution totale de l’entreprise allant jusqu’à 4,5 %).\n\n - Congés payés (PTO) Jusqu’à 20 jours de vacances par an (selon la durée du contrat) + 1 jour de congé de maladie payé par mois.\n\n - Télétravail (WFA) Vous recevez une allocation automatique au prorata de 75 $/mois pour couvrir vos frais de bureau à domicile.\n\n - Matériel informatique Nous vous fournissons le tout dernier MacBook sur le marché. De plus, vous recevrez en cadeau un écran, un clavier, une souris, un adaptateur et un casque d'écoute pour travailler avec tout le confort nécessaire.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \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 $169 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 23 nov, 2026.
Contrat : Engagement initial de 6 mois avec possibilité de prolongation et opportunités d'évolution en interne.
La voix de Wealthsimple : Vous n'êtes pas seulement un agent de soutien ; vous êtes un défenseur des intérêts financiers de nos clients. Vous expliquerez des concepts d'investissement, de trading et de finances personnelles de manière simple et accessible pour tous.
Résolution stratégique de problèmes : Vous prenez en charge le parcours du client, qu'il s'agisse de faciliter un transfert institutionnel complexe ou de naviguer dans les opérations d'arrière-guichet (back-office). Vous veillez à ce que nos clients atteignent leurs objectifs, comme respecter la date limite d'une promotion.
Mentalité de « Créateur-Propriétaire » : Vous travaillerez en étroite collaboration avec tous les services de l'entreprise, du Produit aux Opérations, en apprenant les subtilités de la création de nos outils financiers et en les améliorant grâce à l'engagement direct avec les clients.
Expertise à grande échelle : Vous vous imposerez comme un expert dans le secteur des technologies financières (fintech), maîtrisant simultanément plusieurs applications et plateformes pour offrir des solutions inédites.
Expérience confirmée en service client : Vous avez 1 à 2 ans d'expérience dans un environnement de service rapide et à haut volume (commerce de détail, hôtellerie, secteur bancaire ou soutien technique).
Curiosité financière : Vous avez un intérêt réel pour le marché boursier et les finances personnelles. Si vous comprenez déjà la différence entre un REER et un CELI, vous avez une longueur d'avance.
Agilité technologique : Vous êtes à l'aise pour naviguer entre plusieurs onglets de navigateur simultanément, utiliser Slack pour les communications internes et utiliser des raccourcis clavier pour maximiser votre efficacité.
Résilience et adaptabilité : Vous adoptez une mentalité de croissance et êtes à l'aise avec un horaire de travail par quarts (rotatif).
Bilinguisme intégral : Une maîtrise parfaite du français et de l'anglais, tant à l'oral qu'à l'écrit, est obligatoire.
Résidence : Résider en Toronto/GTA et avoir le droit légal de travailler au Canada.
Disponibilité : Être disponible pour des quarts de travail à temps plein de 8h/jour (y compris les fins de semaine et les jours fériés) entre 8h00 et 20h30.
Type de poste : Il s'agit d'un poste contractuel à temps plein, à durée déterminée.
Compte de dépenses santé (CDS) : 3 000 $/an Un compte flexible défiscalisé, financé par Wealthsimple, pour couvrir vos frais de santé, soins dentaires, optiques et plus encore.
Régime d’épargne collectif Wealthsimple verse une cotisation automatique de 3 % et égale vos propres contributions jusqu’à 1,5 % (pour une contribution totale de l’entreprise allant jusqu’à 4,5 %).
Congés payés (PTO) Jusqu’à 20 jours de vacances par an (selon la durée du contrat) + 1 jour de congé de maladie payé par mois.
Télétravail (WFA) Vous recevez une allocation automatique au prorata de 75 $/mois pour couvrir vos frais de bureau à domicile.
Matériel informatique Nous vous fournissons le tout dernier MacBook sur le marché. De plus, vous recevrez en cadeau un écran, un clavier, une souris, un adaptateur et un casque d'écoute pour travailler avec tout le confort nécessaire.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*
✈️ 90 days away: work outside Canada for up to 90 days per year*
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 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 23 nov, 2026.\n\n - Contrat : Engagement initial de 6 mois avec possibilité de prolongation et opportunités d'évolution en interne.\n \n \n\n\nVOTRE IMPACT AU QUOTIDIEN :\n\n - La voix de Wealthsimple : Vous n'êtes pas seulement un agent de soutien ; vous êtes un défenseur des intérêts financiers de nos clients. Vous expliquerez des concepts d'investissement, de trading et de finances personnelles de manière simple et accessible pour tous.\n\n - Résolution stratégique de problèmes : Vous prenez en charge le parcours du client, qu'il s'agisse de faciliter un transfert institutionnel complexe ou de naviguer dans les opérations d'arrière-guichet (back-office). Vous veillez à ce que nos clients atteignent leurs objectifs, comme respecter la date limite d'une promotion.\n\n - Mentalité de « Créateur-Propriétaire » : Vous travaillerez en étroite collaboration avec tous les services de l'entreprise, du Produit aux Opérations, en apprenant les subtilités de la création de nos outils financiers et en les améliorant grâce à l'engagement direct avec les clients.\n\n - Expertise à grande échelle : Vous vous imposerez comme un expert dans le secteur des technologies financières (fintech), maîtrisant simultanément plusieurs applications et plateformes pour offrir des solutions inédites.\n \n \n\n\nVOTRE PROFIL :\n\n - Expérience confirmée en service client : Vous avez 1 à 2 ans d'expérience dans un environnement de service rapide et à haut volume (commerce de détail, hôtellerie, secteur bancaire ou soutien technique).\n\n - Curiosité financière : Vous avez un intérêt réel pour le marché boursier et les finances personnelles. Si vous comprenez déjà la différence entre un REER et un CELI, vous avez une longueur d'avance.\n\n - Agilité technologique : Vous êtes à l'aise pour naviguer entre plusieurs onglets de navigateur simultanément, utiliser Slack pour les communications internes et utiliser des raccourcis clavier pour maximiser votre efficacité.\n\n - Résilience et adaptabilité : Vous adoptez une mentalité de croissance et êtes à l'aise avec un horaire de travail par quarts (rotatif).\n \n \n\n\nEXIGENCES:\n\n - Bilinguisme intégral : Une maîtrise parfaite du français et de l'anglais, tant à l'oral qu'à l'écrit, est obligatoire.\n\n - Résidence : Résider en Toronto/GTA et avoir le droit légal de travailler au Canada.\n\n - Disponibilité : Être disponible pour des quarts de travail à temps plein de 8h/jour (y compris les fins de semaine et les jours fériés) entre 8h00 et 20h30.\n\n - Type de poste : Il s'agit d'un poste contractuel à temps plein, à durée déterminée.\n\n\n\n\nVOS AVANTAGES CHEZ WEALTHSIMPLE :\n\n - Compte de dépenses santé (CDS) : 3 000 $/an Un compte flexible défiscalisé, financé par Wealthsimple, pour couvrir vos frais de santé, soins dentaires, optiques et plus encore.\n\n - Régime d’épargne collectif Wealthsimple verse une cotisation automatique de 3 % et égale vos propres contributions jusqu’à 1,5 % (pour une contribution totale de l’entreprise allant jusqu’à 4,5 %).\n\n - Congés payés (PTO) Jusqu’à 20 jours de vacances par an (selon la durée du contrat) + 1 jour de congé de maladie payé par mois.\n\n - Télétravail (WFA) Vous recevez une allocation automatique au prorata de 75 $/mois pour couvrir vos frais de bureau à domicile.\n\n - Matériel informatique Nous vous fournissons le tout dernier MacBook sur le marché. De plus, vous recevrez en cadeau un écran, un clavier, une souris, un adaptateur et un casque d'écoute pour travailler avec tout le confort nécessaire.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \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":"70c7af08-e836-4719-8d11-3d64ce125bab","title":"Staff/Senior Product Designer, Growth","department":"Product","team":"Product Design","employmentType":"FullTime","location":"Remote (US)","secondaryLocations":[],"publishedAt":"2026-10-30T17:51:49.017+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"New York","addressCountry":"United States","addressLocality":"New York City"}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/70c7af08-e836-4719-8d11-3d64ce125bab","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/70c7af08-e836-4719-8d11-3d64ce125bab/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 $169 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
As a Product Designer on Growth, you’ll turn ambitious ideas into meaningful experiences that move the business forward. More than 4 million Canadians trust Wealthsimple with their money. Your job is to grow that number by designing the experiences that turn clients into our biggest advocates.
You’ll partner with Product, Engineering and Marketing to rethink our referral strategy, support our highest visibility campaigns, and lead 0 to 1 social features from the ground up. You'll help define and lead our entire growth domain, rethink how people discover and share Wealthsimple, and create experiences that make our products more valuable as our community grows. It’s an opportunity to shape a brand new product area, move fast, and turn great ideas into measurable impact.
What you’ll do
Build the loops that fuel growth. Design experiences that turn discovery into acquisition, engagement into advocacy, and happy clients into our strongest growth channel, driving new clients and net deposits.
Help define Social at Wealthsimple. Explore and shape new ways for people to connect with their financial lives, from profiles and discovery to creators and sharing investing activity.
Reinvent referrals. Rethink how people invite others to Wealthsimple, including seamless, real-world experiences like QR-based invites.
Make big ideas tangible. Shape high-visibility campaigns like Monthly Millionaire and Match, creating experiences that reach millions of Canadians and give people a reason to engage.
Experiment your way to impact. Prototype, launch, measure, learn, and iterate. Know when to double down, when to pivot, and when to move on.
Own the experience end-to-end. Move fluidly from discovery and strategy to interaction design, polished visuals, and thoughtful micro-interactions.
Shape what we build next. Partner closely with Product and Engineering to turn ambiguous problems into clear opportunities, influence roadmaps, and bring ambitious ideas to life.
Skills you bring
Growth design experience. You’ve designed consumer experiences across acquisition, activation, engagement, or retention, and can point to the impact your work made.
An experimentation mindset. You’re comfortable with A/B testing, funnels, and product metrics. You use data to sharpen your instincts, challenge assumptions, and make better decisions.
A point of view on social. You’re curious about what makes products engaging, shareable, and trustworthy, and understand how social experiences can create sustainable growth.
Exceptional product craft. You bring strong UX and visual design skills, particularly in consumer mobile experiences, and care about the details that make a product feel intuitive and delightful.
A bias for action. You’re comfortable with ambiguity, move quickly without sacrificing quality, and would rather test a thoughtful idea than debate it endlessly.
Strong collaboration skills. You communicate clearly, work naturally with Product, Engineering, and Marketing, and can bring others along with your thinking.
Curiosity about money. You’re interested in how people think about, interact with, and build wealth, and want to make that experience better.
Depending on your level
Senior Product Designer: You’ve independently led high-impact growth initiatives from problem definition through launch and iteration, balancing strong craft with measurable outcomes.
Staff Product Designer: You’ve led complex, ambiguous initiatives, established direction for new product areas, and influenced product strategy and roadmaps across teams.
Apply with a portfolio that shows:
Growth experiences you’ve designed and the metrics they moved.
How you navigate ambiguity, identify the right problem, and make design decisions.
How you translate a strong product idea into an intuitive and polished experience.
How you use AI. From shipping your own code changes to prototyping and research.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 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\nAs a Product Designer on Growth, you’ll turn ambitious ideas into meaningful experiences that move the business forward. More than 4 million Canadians trust Wealthsimple with their money. Your job is to grow that number by designing the experiences that turn clients into our biggest advocates.\n\nYou’ll partner with Product, Engineering and Marketing to rethink our referral strategy, support our highest visibility campaigns, and lead 0 to 1 social features from the ground up. You'll help define and lead our entire growth domain, rethink how people discover and share Wealthsimple, and create experiences that make our products more valuable as our community grows. It’s an opportunity to shape a brand new product area, move fast, and turn great ideas into measurable impact.\n\n\n\nWhat you’ll do\n\n - Build the loops that fuel growth. Design experiences that turn discovery into acquisition, engagement into advocacy, and happy clients into our strongest growth channel, driving new clients and net deposits.\n\n - Help define Social at Wealthsimple. Explore and shape new ways for people to connect with their financial lives, from profiles and discovery to creators and sharing investing activity.\n\n - Reinvent referrals. Rethink how people invite others to Wealthsimple, including seamless, real-world experiences like QR-based invites.\n\n - Make big ideas tangible. Shape high-visibility campaigns like Monthly Millionaire and Match, creating experiences that reach millions of Canadians and give people a reason to engage.\n\n - Experiment your way to impact. Prototype, launch, measure, learn, and iterate. Know when to double down, when to pivot, and when to move on.\n\n - Own the experience end-to-end. Move fluidly from discovery and strategy to interaction design, polished visuals, and thoughtful micro-interactions.\n\n - Shape what we build next. Partner closely with Product and Engineering to turn ambiguous problems into clear opportunities, influence roadmaps, and bring ambitious ideas to life.\n\n\n\nSkills you bring\n\n - Growth design experience. You’ve designed consumer experiences across acquisition, activation, engagement, or retention, and can point to the impact your work made.\n\n - An experimentation mindset. You’re comfortable with A/B testing, funnels, and product metrics. You use data to sharpen your instincts, challenge assumptions, and make better decisions.\n\n - A point of view on social. You’re curious about what makes products engaging, shareable, and trustworthy, and understand how social experiences can create sustainable growth.\n\n - Exceptional product craft. You bring strong UX and visual design skills, particularly in consumer mobile experiences, and care about the details that make a product feel intuitive and delightful.\n\n - A bias for action. You’re comfortable with ambiguity, move quickly without sacrificing quality, and would rather test a thoughtful idea than debate it endlessly.\n\n - Strong collaboration skills. You communicate clearly, work naturally with Product, Engineering, and Marketing, and can bring others along with your thinking.\n\n - Curiosity about money. You’re interested in how people think about, interact with, and build wealth, and want to make that experience better.\n\nDepending on your level\n\n - Senior Product Designer: You’ve independently led high-impact growth initiatives from problem definition through launch and iteration, balancing strong craft with measurable outcomes.\n\n - Staff Product Designer: You’ve led complex, ambiguous initiatives, established direction for new product areas, and influenced product strategy and roadmaps across teams.\n\n\n\nApply with a portfolio that shows:\n\n - Growth experiences you’ve designed and the metrics they moved.\n\n - How you navigate ambiguity, identify the right problem, and make design decisions.\n\n - How you translate a strong product idea into an intuitive and polished experience.\n\n - How you use AI. From shipping your own code changes to prototyping and research.\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*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\n\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\n\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\n\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.\n\n"},{"id":"eeb6b49e-cd1a-4ac0-ab93-67dbc631758d","title":"Staff Software Developer, Production Engineering","department":"Data & Engineering","team":"Platform Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-08-05T17:29:17.393+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/eeb6b49e-cd1a-4ac0-ab93-67dbc631758d","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/eeb6b49e-cd1a-4ac0-ab93-67dbc631758d/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
About the team
We build the products and infrastructure that millions of Canadians trust with their financial lives. Data & Engineering at Wealthsimple spans everything from the client-facing apps to the systems running underneath them — and we hold ourselves to a high bar on both. We move fast, but we build thoughtfully: quality, security, and scalability aren’t trade-offs here, they’re the standard.
The Production Engineering team sits within Platform Experience, on the boundary between Platform and Product. Our mandate is to raise reliability across Wealthsimple’s most critical flows — reducing incidents, helping service teams ship safely, and turning individual fixes into platform-wide improvements. We measure ourselves against two targets: 99.9% uptime on critical flows, and fewer than 1% of weekly active users experiencing errors in the app. If you want to work on hard problems with people who care deeply about craft, you’ll fit right in.
About the role
This is a new role — one that doesn’t yet exist at Wealthsimple — and it’s a meaningful one. As a Staff Software Developer on Production Engineering, you’ll bring senior technical leadership to the work of making Wealthsimple more reliable at scale. You’ll work across platform and product teams, identify the highest-leverage reliability problems, and build solutions that don’t just fix the immediate issue but raise the floor for everyone. This isn’t a role where you sit in one corner of the codebase. It’s a role where you shape how engineering gets done across the company.
What you’ll do
Improve the platform to prevent incidents — designing and driving adoption of guardrails, sensible defaults, and engineering standards that reduce the likelihood of failures across services
Build tooling that reduces time to mitigation when incidents occur, including contributing to our in-house product on AI-assisted incident response
Own the investigation and follow-through on load test findings — translating results into concrete reliability improvements across critical flows
Work across platform and product engineering teams as a technical influencer — participating in architecture and readiness reviews, coaching service owners, and driving adoption of scalable reliability practices
Identify recurring failure patterns and design platform-level fixes that prevent them from showing up again in a different service
Contribute to the team’s reliability syncs with product engineering, helping align on incident themes, critical-flow risks, and the next highest-leverage initiatives
Skills you bring
8+ years of software engineering experience, with significant time in platform, infrastructure, or SRE work
Demonstrated track record of improving reliability at scale — reducing incidents, building guardrails, or driving operational standards across multiple teams
Strong proficiency in backend systems and distributed architecture; you can diagnose complex failure modes across a service mesh
Experience with load testing and capacity planning, and the ability to translate findings into concrete engineering improvements
Proven ability to work across engineering teams as a technical influencer — driving adoption of standards and practices without direct authority
Familiarity with Kubernetes, Helm, Argo and modern deployment tooling
Strong written and verbal communication — comfortable presenting findings and recommendations to both engineering teams and senior leadership
Who you are
You think in systems — you’re not looking for the fix, you’re looking for what caused the problem and how to make sure it doesn’t happen elsewhere
You’re comfortable working without direct authority; you build credibility through the quality of your thinking and the clarity of your recommendations
You hold a high bar for operational excellence without making it someone else’s problem to catch up to — you bring people along
You’re energised by ambiguity, not slowed down by it; you know how to prioritise when everything feels urgent
You’re curious about where AI-assisted tooling is headed in reliability engineering, and you want to help shape how we use it — not just observe it from a distance
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*
✈️ 90 days away: work outside Canada for up to 90 days per year*
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\nAbout the team\n\nWe build the products and infrastructure that millions of Canadians trust with their financial lives. Data & Engineering at Wealthsimple spans everything from the client-facing apps to the systems running underneath them — and we hold ourselves to a high bar on both. We move fast, but we build thoughtfully: quality, security, and scalability aren’t trade-offs here, they’re the standard.\n\nThe Production Engineering team sits within Platform Experience, on the boundary between Platform and Product. Our mandate is to raise reliability across Wealthsimple’s most critical flows — reducing incidents, helping service teams ship safely, and turning individual fixes into platform-wide improvements. We measure ourselves against two targets: 99.9% uptime on critical flows, and fewer than 1% of weekly active users experiencing errors in the app. If you want to work on hard problems with people who care deeply about craft, you’ll fit right in.\n\n \n\nAbout the role\n\nThis is a new role — one that doesn’t yet exist at Wealthsimple — and it’s a meaningful one. As a Staff Software Developer on Production Engineering, you’ll bring senior technical leadership to the work of making Wealthsimple more reliable at scale. You’ll work across platform and product teams, identify the highest-leverage reliability problems, and build solutions that don’t just fix the immediate issue but raise the floor for everyone. This isn’t a role where you sit in one corner of the codebase. It’s a role where you shape how engineering gets done across the company.\n\n \n\nWhat you’ll do\n\n - Improve the platform to prevent incidents — designing and driving adoption of guardrails, sensible defaults, and engineering standards that reduce the likelihood of failures across services\n\n - Build tooling that reduces time to mitigation when incidents occur, including contributing to our in-house product on AI-assisted incident response\n\n - Own the investigation and follow-through on load test findings — translating results into concrete reliability improvements across critical flows\n\n - Work across platform and product engineering teams as a technical influencer — participating in architecture and readiness reviews, coaching service owners, and driving adoption of scalable reliability practices\n\n - Identify recurring failure patterns and design platform-level fixes that prevent them from showing up again in a different service\n\n - Contribute to the team’s reliability syncs with product engineering, helping align on incident themes, critical-flow risks, and the next highest-leverage initiatives\n\n \n\nSkills you bring\n\n - 8+ years of software engineering experience, with significant time in platform, infrastructure, or SRE work\n\n - Demonstrated track record of improving reliability at scale — reducing incidents, building guardrails, or driving operational standards across multiple teams\n\n - Strong proficiency in backend systems and distributed architecture; you can diagnose complex failure modes across a service mesh\n\n - Experience with load testing and capacity planning, and the ability to translate findings into concrete engineering improvements\n\n - Proven ability to work across engineering teams as a technical influencer — driving adoption of standards and practices without direct authority\n\n - Familiarity with Kubernetes, Helm, Argo and modern deployment tooling\n\n - Strong written and verbal communication — comfortable presenting findings and recommendations to both engineering teams and senior leadership\n\n \n\nWho you are\n\n - You think in systems — you’re not looking for the fix, you’re looking for what caused the problem and how to make sure it doesn’t happen elsewhere\n\n - You’re comfortable working without direct authority; you build credibility through the quality of your thinking and the clarity of your recommendations\n\n - You hold a high bar for operational excellence without making it someone else’s problem to catch up to — you bring people along\n\n - You’re energised by ambiguity, not slowed down by it; you know how to prioritise when everything feels urgent\n\n - You’re curious about where AI-assisted tooling is headed in reliability engineering, and you want to help shape how we use it — not just observe it from a distance\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \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":"3fe022c3-dc9c-4b6e-87d8-56f65b7accce","title":"Software Development Manager, Institutional Transfers","department":"Data & Engineering","team":"Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-13T18:36:22.925+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/3fe022c3-dc9c-4b6e-87d8-56f65b7accce","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/3fe022c3-dc9c-4b6e-87d8-56f65b7accce/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 $169 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 the team that makes it effortless for clients to move their investments to and from Wealthsimple. Behind every account transfer is a complex network of institutions, systems, and people — and our job is to make that all feel simple. We power the platform that ensures money moves reliably, efficiently, and transparently for our clients, and we're always growing our product offering so clients can transfer more accounts, in more ways and easier than ever.
We're hiring an Engineering Manager to lead one of our two teams. Transfers Platform owns the foundations that make transfers scalable and observable, including workflow architecture, operational tooling, and automation. Transfers Experience focuses on expanding our product offering so clients can move all types of accounts to Wealthsimple. Both teams partner closely with Product, Design, Operations, CX, and other Engineering teams.
As an Engineering Manager, you'll lead a team of software developers while helping shape the technical direction, delivery strategy, and culture of Institutional Transfers. You'll balance near-term client and operational impact with long-term investments in reliability, scalability, and developer effectiveness. Reporting to an Engineering Director, you'll contribute to the broader engineering leadership community and help build systems that support thousands of account transfers each day. You'll also have the opportunity to help shape newly formed teams with significant business and client impact.
Build and grow a high-performing, inclusive team through hiring, coaching, feedback, career development, and thoughtful performance management.
Set a clear technical direction and roadmap with Product and Design, balancing new capabilities with reliability, maintainability, and operational health.
Ensure the scalability and reliability of the transfer platform and the tools that support our operations teams.
Partner with Operations and CX to automate manual work — through both traditional software and modern technologies — and improve the accuracy, transparency, and speed of transfer processes.
Help your team build new ways for clients to move their accounts to Wealthsimple, operating in data-driven environments and using that data to iterate quickly.
Promote strong engineering practices, including thoughtful design, code review, testing, observability, documentation, healthy on-call, and effective incident response.
Champion the use of AI-first development tools to materially improve your team's output.
Work across Institutional Transfers, Bank and Brokerage Linking, Infrastructure, Security, SRE, and other teams to resolve dependencies and deliver end-to-end outcomes.
Keep on top of industry best practices and standards that benefit our engineering organization, and hold teams accountable to them.
Experience managing and developing software engineering teams, including hiring, mentoring, feedback, and performance management.
Technical depth in production software development and distributed systems, with the judgment to guide architecture and implementation decisions.
Experience delivering reliable products with cross-functional partners in a complex or regulated environment.
A practical understanding of modern backend and frontend systems, relational databases (SQL), event-driven architectures, and cloud infrastructure.
Effectiveness at communicating with both technical and non-technical stakeholders.
A strong commitment to inclusive leadership, operational excellence, and continuous improvement — including improving team documentation and making meaningful improvements to the codebase.
Comfort supporting a team through on-call duties and system maintenance.
Experience with Ruby on Rails, React or React Native, GraphQL, Kafka, Temporal, Kubernetes, AWS, Datadog, or Sentry.
Experience with Java, Kotlin, Python, or mobile development.
Experience in fintech, banking, brokerage, or other systems that handle sensitive financial data.
Familiarity with institutional transfer rails such as ATON or Fundserv.
In your first six months, you'll have built strong relationships with your team and partners, established clear goals and development plans, understood the health of the team's systems and operations, and helped shape a roadmap that improves reliability, delivery, and the client or operational experience.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 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 INSTITUTIONAL TRANSFERS\n\nWe're the team that makes it effortless for clients to move their investments to and from Wealthsimple. Behind every account transfer is a complex network of institutions, systems, and people — and our job is to make that all feel simple. We power the platform that ensures money moves reliably, efficiently, and transparently for our clients, and we're always growing our product offering so clients can transfer more accounts, in more ways and easier than ever.\n\nWe're hiring an Engineering Manager to lead one of our two teams. Transfers Platform owns the foundations that make transfers scalable and observable, including workflow architecture, operational tooling, and automation. Transfers Experience focuses on expanding our product offering so clients can move all types of accounts to Wealthsimple. Both teams partner closely with Product, Design, Operations, CX, and other Engineering teams.\n\n\n\n\nABOUT THE ROLE\n\nAs an Engineering Manager, you'll lead a team of software developers while helping shape the technical direction, delivery strategy, and culture of Institutional Transfers. You'll balance near-term client and operational impact with long-term investments in reliability, scalability, and developer effectiveness. Reporting to an Engineering Director, you'll contribute to the broader engineering leadership community and help build systems that support thousands of account transfers each day. You'll also have the opportunity to help shape newly formed teams with significant business and client impact.\n\n\n\n\nIN THIS ROLE YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Build and grow a high-performing, inclusive team through hiring, coaching, feedback, career development, and thoughtful performance management.\n\n - Set a clear technical direction and roadmap with Product and Design, balancing new capabilities with reliability, maintainability, and operational health.\n\n - Ensure the scalability and reliability of the transfer platform and the tools that support our operations teams.\n\n - Partner with Operations and CX to automate manual work — through both traditional software and modern technologies — and improve the accuracy, transparency, and speed of transfer processes.\n\n - Help your team build new ways for clients to move their accounts to Wealthsimple, operating in data-driven environments and using that data to iterate quickly.\n\n - Promote strong engineering practices, including thoughtful design, code review, testing, observability, documentation, healthy on-call, and effective incident response.\n\n - Champion the use of AI-first development tools to materially improve your team's output.\n\n - Work across Institutional Transfers, Bank and Brokerage Linking, Infrastructure, Security, SRE, and other teams to resolve dependencies and deliver end-to-end outcomes.\n\n - Keep on top of industry best practices and standards that benefit our engineering organization, and hold teams accountable to them.\n\n\n\n\nWHAT YOU'LL BRING:\n\n - Experience managing and developing software engineering teams, including hiring, mentoring, feedback, and performance management.\n\n - Technical depth in production software development and distributed systems, with the judgment to guide architecture and implementation decisions.\n\n - Experience delivering reliable products with cross-functional partners in a complex or regulated environment.\n\n - A practical understanding of modern backend and frontend systems, relational databases (SQL), event-driven architectures, and cloud infrastructure.\n\n - Effectiveness at communicating with both technical and non-technical stakeholders.\n\n - A strong commitment to inclusive leadership, operational excellence, and continuous improvement — including improving team documentation and making meaningful improvements to the codebase.\n\n - Comfort supporting a team through on-call duties and system maintenance.\n\n\n\n\nNICE TO HAVES:\n\n - Experience with Ruby on Rails, React or React Native, GraphQL, Kafka, Temporal, Kubernetes, AWS, Datadog, or Sentry.\n\n - Experience with Java, Kotlin, Python, or mobile development.\n\n - Experience in fintech, banking, brokerage, or other systems that handle sensitive financial data.\n\n - Familiarity with institutional transfer rails such as ATON or Fundserv.\n\n\n\n\nWHAT SUCCESS LOOKS LIKE\n\nIn your first six months, you'll have built strong relationships with your team and partners, established clear goals and development plans, understood the health of the team's systems and operations, and helped shape a roadmap that improves reliability, delivery, and the client or operational experience.\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*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\n\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\n\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\n\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.\n\n"},{"id":"e47022a5-019c-4e62-954f-d83a73f8f8a5","title":"Manager, Transfer Pricing & International Tax","department":"Finance","team":"Controllers","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-08-18T13:49:07.536+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/e47022a5-019c-4e62-954f-d83a73f8f8a5","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/e47022a5-019c-4e62-954f-d83a73f8f8a5/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
The Finance team is where numbers become decisions. We partner closely with business leaders across the company to make sure Wealthsimple is allocating resources wisely, hitting its targets, and building toward long-term sustainability. Within Finance, the Tax team is responsible for managing Wealthsimple's tax profiles across a growing number of legal entities and products — balancing tax law compliance while enabling business strategy. We're a small, high-trust team embedded in the business, and we hold ourselves to a high bar for both rigour and clarity.
We are looking for a Manager, Transfer Pricing & International Tax to join our growing Tax team and take ownership of the company’s transfer pricing framework.
This is a high-impact role for someone who enjoys combining technical tax expertise with practical business partnership. You will lead transfer pricing policy, documentation, compliance audit and advisory work across the group, while partnering closely with Finance, Accounting, Treasury, Legal, FP&A and business teams.
The role is primarily focused on transfer pricing, with an opportunity to support broader international tax matters if/when the company expands into new markets in future.
You will have the opportunity to help build a scalable transfer pricing function in a fast-growing fintech environment, including establishing processes, controls and documentation that support continued growth and future IPO readiness.
Own, update and maintain the group’s transfer pricing framework, policies and governance processes, including the contemporaneous documentation. Ensure they remain aligned with the group’s actual functions, assets and risks.
Lead the preparation and review of Canadian and international transfer pricing documentation, including local files, master files and supporting analyses, as applicable.
Develop scalable transfer pricing processes, controls and governance appropriate for a growing organization.
Identify opportunities to automate transfer pricing calculations, data collection and reporting.
Lead transfer pricing analysis for intercompany services, technology and IP arrangements, financing, guarantees, cost allocations and other related-party transactions.
Assess appropriate transfer pricing methodologies and oversee benchmarking and economic analyses.
Manage transfer pricing calculations, data requirements and processes
Monitor intercompany transactions and identify gaps between transfer pricing policies, agreements and actual activity.
Review and/or design intercompany agreements and supporting documentation.
Monitor changes in the business and proactively identify transfer pricing implications of new products, entities, jurisdictions and changes to operating models.
For any special projects, manage external advisors and ensure deliverables are technically sound and commercially practical.
Support transfer pricing audits, tax authority inquiries and controversy matters.
Build relationships across the organization and proactively identify tax considerations before business decisions are finalized.
Support the Tax team with international tax matters as the company expands its footprint.
Monitor developments in international tax rules, including bilateral tax treaties and OECD initiatives, and assess potential impacts on the business.
5–8+ years of relevant experience in transfer pricing, international tax or tax advisory.
Strong knowledge of Canadian transfer pricing rules and OECD transfer pricing principles.
Experience with Canadian transfer pricing documentation, T106 and T1134 reporting.
Experience with intercompany transactions and multinational or cross-border operating models.
Strong understanding of transfer pricing methodologies and economic benchmarking.
Experience managing transfer pricing projects.
Strong analytical and problem-solving skills, with the ability to work through complex transactions and develop practical solutions.
Excellent written and verbal communication skills, including the ability to explain technical tax matters to non-tax stakeholders, and translate complex transfer pricing concepts into clear, practical recommendations.
Strong project management skills and the ability to manage multiple priorities in a fast-paced environment.
CPA, CA, LL.M. or another relevant professional designation is an asset.
Experience in fintech, financial services, technology or another rapidly growing industry.
U.S. tax or other international transfer pricing experience.
Experience with intercompany financing and guarantee arrangements.
Experience with technology, intellectual property or centralized service arrangements.
Experience with transfer pricing audits or tax controversy.
Experience with tax technology, automation or data analytics.
This is an opportunity to join a high-growth fintech at an exciting stage of its evolution and help build the transfer pricing function rather than simply maintain an established model.
You’ll work on cross-border transactions, innovative financial products and evolving business models while partnering with stakeholders across Tax, Finance, Treasury and the broader organization.
The role offers significant opportunity to grow with the company, with the potential to take on broader international tax responsibilities as the business expands internationally.
If you’re a transfer pricing professional who enjoys solving complex problems, building scalable processes and partnering with the business, we’d love to hear from you.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*
✈️ 90 days away: work outside Canada for up to 90 days per year*
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE TEAM\n\nThe Finance team is where numbers become decisions. We partner closely with business leaders across the company to make sure Wealthsimple is allocating resources wisely, hitting its targets, and building toward long-term sustainability. Within Finance, the Tax team is responsible for managing Wealthsimple's tax profiles across a growing number of legal entities and products — balancing tax law compliance while enabling business strategy. We're a small, high-trust team embedded in the business, and we hold ourselves to a high bar for both rigour and clarity.\n\n\n\n\nABOUT THE ROLE\n\nWe are looking for a Manager, Transfer Pricing & International Tax to join our growing Tax team and take ownership of the company’s transfer pricing framework.\n\nThis is a high-impact role for someone who enjoys combining technical tax expertise with practical business partnership. You will lead transfer pricing policy, documentation, compliance audit and advisory work across the group, while partnering closely with Finance, Accounting, Treasury, Legal, FP&A and business teams.\n\nThe role is primarily focused on transfer pricing, with an opportunity to support broader international tax matters if/when the company expands into new markets in future.\n\nYou will have the opportunity to help build a scalable transfer pricing function in a fast-growing fintech environment, including establishing processes, controls and documentation that support continued growth and future IPO readiness.\n\n\n\n\nIN THIS ROLE YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Own, update and maintain the group’s transfer pricing framework, policies and governance processes, including the contemporaneous documentation. Ensure they remain aligned with the group’s actual functions, assets and risks.\n\n - Lead the preparation and review of Canadian and international transfer pricing documentation, including local files, master files and supporting analyses, as applicable.\n\n - Develop scalable transfer pricing processes, controls and governance appropriate for a growing organization.\n\n - Identify opportunities to automate transfer pricing calculations, data collection and reporting.\n\n - Lead transfer pricing analysis for intercompany services, technology and IP arrangements, financing, guarantees, cost allocations and other related-party transactions.\n\n - Assess appropriate transfer pricing methodologies and oversee benchmarking and economic analyses.\n\n - Manage transfer pricing calculations, data requirements and processes\n\n - Monitor intercompany transactions and identify gaps between transfer pricing policies, agreements and actual activity.\n\n - Review and/or design intercompany agreements and supporting documentation.\n\n - Monitor changes in the business and proactively identify transfer pricing implications of new products, entities, jurisdictions and changes to operating models.\n\n - For any special projects, manage external advisors and ensure deliverables are technically sound and commercially practical.\n\n - Support transfer pricing audits, tax authority inquiries and controversy matters.\n\n - Build relationships across the organization and proactively identify tax considerations before business decisions are finalized.\n\n - Support the Tax team with international tax matters as the company expands its footprint.\n\n - Monitor developments in international tax rules, including bilateral tax treaties and OECD initiatives, and assess potential impacts on the business.\n \n \n\n\nSKILLS YOU’LL BRING:\n\n - 5–8+ years of relevant experience in transfer pricing, international tax or tax advisory.\n\n - Strong knowledge of Canadian transfer pricing rules and OECD transfer pricing principles.\n\n - Experience with Canadian transfer pricing documentation, T106 and T1134 reporting.\n\n - Experience with intercompany transactions and multinational or cross-border operating models.\n\n - Strong understanding of transfer pricing methodologies and economic benchmarking.\n\n - Experience managing transfer pricing projects.\n\n - Strong analytical and problem-solving skills, with the ability to work through complex transactions and develop practical solutions.\n\n - Excellent written and verbal communication skills, including the ability to explain technical tax matters to non-tax stakeholders, and translate complex transfer pricing concepts into clear, practical recommendations.\n\n - Strong project management skills and the ability to manage multiple priorities in a fast-paced environment.\n\n - CPA, CA, LL.M. or another relevant professional designation is an asset.\n\n\n\n\nNICE TO HAVE:\n\n - Experience in fintech, financial services, technology or another rapidly growing industry.\n\n - U.S. tax or other international transfer pricing experience.\n\n - Experience with intercompany financing and guarantee arrangements.\n\n - Experience with technology, intellectual property or centralized service arrangements.\n\n - Experience with transfer pricing audits or tax controversy.\n\n - Experience with tax technology, automation or data analytics.\n\n\n\n\nWHY JOIN US?\n\nThis is an opportunity to join a high-growth fintech at an exciting stage of its evolution and help build the transfer pricing function rather than simply maintain an established model.\n\nYou’ll work on cross-border transactions, innovative financial products and evolving business models while partnering with stakeholders across Tax, Finance, Treasury and the broader organization.\n\nThe role offers significant opportunity to grow with the company, with the potential to take on broader international tax responsibilities as the business expands internationally.\n\nIf you’re a transfer pricing professional who enjoys solving complex problems, building scalable processes and partnering with the business, we’d love to hear from you.\n\n\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\n\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\n\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\n\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.\n\n"},{"id":"d7c5d2de-f04c-41d8-b77d-5b0fe999f10b","title":"Senior Manager, Corporate Development","department":"Finance","team":"Corporate Development","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-08-24T17:20:41.313+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/d7c5d2de-f04c-41d8-b77d-5b0fe999f10b","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/d7c5d2de-f04c-41d8-b77d-5b0fe999f10b/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
The Corporate Development function at Wealthsimple is a small but high-impact team responsible for accelerating the company’s growth through mergers & acquisitions, strategic investments, and strategic partnerships. We’re looking for someone who can seamlessly swing between corporate strategy projects to identify avenues for scalable growth and tactical deal execution to catalyze our highest priorities. You will work with product, engineering, and business leadership to identify, evaluate, and execute on inorganic growth opportunities that give our company access to best-in-class product, technology, and talent. You will own the development of rigorous analyses to evaluate build / buy / partner scenarios with the goal of providing strategic recommendations to the leadership team. This is a great role for someone who is an innovative thinker and wants to help bend the company’s growth trajectory.
Partner with leaders across the company to identify strategic opportunities that can accelerate our product roadmap and business strategy
Be a subject matter expert on the competitive landscape and industry trends; leverage your market insights to develop the business case for growth opportunities via product expansion or partnership distribution strategies
Lead qualitative and quantitative analyses including build / buy / partner considerations, financial forecasting, and valuation modeling
Manage all stages of a deal process - including inbound / outbound sourcing, deal assessment, valuation, negotiations, due diligence, structuring, closing processes, and post-deal integration - while coordinating across a large cross-functional team
Collaborate and build relationships with internal stakeholders across all functions and seniority levels, as well as with external parties in our ecosystem (VCs, founders, investment banks, etc.)
7+ years of relevant work experience in corporate development, investment banking, venture capital, or private equity
Proactive ownership mindset and can thrive in a dynamic, fast paced environment
Passion for high growth tech, FinTech, and traditional FinServices
Ability to think strategically and leverage a combination of critical thinking, intellectual curiosity, business judgment, and product intuition
Demonstrated problem-solving skills, with exceptional ability to create structured quantitative and qualitative analyses
Superior financial modeling and valuation skills (including DCF, comps analysis, etc.)
High EQ and interpersonal skills to cultivate relationships internally and externally
Ability to balance multiple high-priority projects and collaborate / coordinate across large cross-functional teams
Strong communication skills (verbal + written) and can deliver insights around complex business problems in a thoughtful and persuasive manner
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*
✈️ 90 days away: work outside Canada for up to 90 days per year*
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE TEAM:\n\nThe Corporate Development function at Wealthsimple is a small but high-impact team responsible for accelerating the company’s growth through mergers & acquisitions, strategic investments, and strategic partnerships. We’re looking for someone who can seamlessly swing between corporate strategy projects to identify avenues for scalable growth and tactical deal execution to catalyze our highest priorities. You will work with product, engineering, and business leadership to identify, evaluate, and execute on inorganic growth opportunities that give our company access to best-in-class product, technology, and talent. You will own the development of rigorous analyses to evaluate build / buy / partner scenarios with the goal of providing strategic recommendations to the leadership team. This is a great role for someone who is an innovative thinker and wants to help bend the company’s growth trajectory.\n\n\n\n\nIN THIS ROLE, YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Partner with leaders across the company to identify strategic opportunities that can accelerate our product roadmap and business strategy\n\n - Be a subject matter expert on the competitive landscape and industry trends; leverage your market insights to develop the business case for growth opportunities via product expansion or partnership distribution strategies\n\n - Lead qualitative and quantitative analyses including build / buy / partner considerations, financial forecasting, and valuation modeling\n\n - Manage all stages of a deal process - including inbound / outbound sourcing, deal assessment, valuation, negotiations, due diligence, structuring, closing processes, and post-deal integration - while coordinating across a large cross-functional team\n\n - Collaborate and build relationships with internal stakeholders across all functions and seniority levels, as well as with external parties in our ecosystem (VCs, founders, investment banks, etc.)\n \n \n\n\nWE'RE LOOKING FOR SOMEONE WHO HAS:\n\n - 7+ years of relevant work experience in corporate development, investment banking, venture capital, or private equity\n\n - Proactive ownership mindset and can thrive in a dynamic, fast paced environment\n\n - Passion for high growth tech, FinTech, and traditional FinServices\n\n - Ability to think strategically and leverage a combination of critical thinking, intellectual curiosity, business judgment, and product intuition\n\n - Demonstrated problem-solving skills, with exceptional ability to create structured quantitative and qualitative analyses\n\n - Superior financial modeling and valuation skills (including DCF, comps analysis, etc.)\n\n - High EQ and interpersonal skills to cultivate relationships internally and externally\n\n - Ability to balance multiple high-priority projects and collaborate / coordinate across large cross-functional teams\n\n - Strong communication skills (verbal + written) and can deliver insights around complex business problems in a thoughtful and persuasive manner\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \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":"8da0f3ad-887f-4517-b150-9e92adb0f30c","title":"Quantitative Trader","department":"Brokerage & Capital Markets","team":"Capital Markets","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[{"location":"Remote (US)","address":{"postalAddress":{"addressRegion":"New York","addressCountry":"United States","addressLocality":"New York City"}}}],"publishedAt":"2026-10-21T18:49:25.471+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/8da0f3ad-887f-4517-b150-9e92adb0f30c","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/8da0f3ad-887f-4517-b150-9e92adb0f30c/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 $169 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.
Capital Markets is responsible for the company’s financial markets facing businesses including daily trading operations, opportunity identification and growing those business lines. As Wealthsimple’s interface to the markets we are ultimately responsible for the execution of all the firm’s orders both on behalf of our clients and the company’s own trading activities. In order to accomplish this we work closely with and partner with functions across the company.
As a Quantitative Trader at Wealthsimple, you’ll be conducting research and building models that describe how the markets behave, turn that research into algorithms and business insights to produce an edge for our clients and the company. You will also manage the daily trading operations of those systems. In this role you will have the opportunity to apply the theoretical, coming up with ideas, simulating to prove a thesis, validating with real world results and dynamically responding to changing conditions. We’re looking for self-starters who are excited about the prospect of building a new function, defining new tools and pipelines and ultimately owning the outcomes.
Build quantitative models that describe and predict how markets move; this will involve conducting research and understanding liquidity profiles, price movement and market microstructure.
Model the characteristics of order flow, including flow toxicity, classification of activity, to inform and optimize routing, execution and risk decisions.
Develop trading algorithms to programmatically decide how orders are generated and routed, and work alongside engineers to deploy those systems into production.
Manage the daily trading operations of our algorithmic trading systems.
Respond to changing market conditions to ensure algorithms are placing orders optimally.
Design and maintain simulation frameworks to validate algorithm performance against historical data.
Partner cross-functionally with engineering, data science, operations and product teams.
3+ years of experience in quantitative trading, quantitative research, algorithmic trading development, or a closely related capital markets role
STEM degree from a leading institution
Excellent Python scripting
Solid foundation in statistics, probability, stochastic processes, and quantitative methods
Understanding of Canadian equity market structure
Familiarity with low-latency trading technologies and methodologies
CIRO-registered as a trader is an asset
You take ownership, and want to directly drive outcomes. You will come up with the ideas, prove those ideas out, get them implemented and be responsible for how they run day in and day out. Holding yourself accountable for the results.
You are data driven and methodical. You are comfortable working with statistics and will follow the numbers, not force them to conform to a thesis.
You like to understand the full system, if something does not align with your mental model you will ask questions and dig in.
You have a passion for financial markets, including news-moving items, financial engineering, various assets, market microstructure and the technology that enables markets.
You can communicate complex concepts clearly, and are adept at adjusting based on your audience.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 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 CAPITAL MARKETS TEAM\n\nCapital Markets is responsible for the company’s financial markets facing businesses including daily trading operations, opportunity identification and growing those business lines. As Wealthsimple’s interface to the markets we are ultimately responsible for the execution of all the firm’s orders both on behalf of our clients and the company’s own trading activities. In order to accomplish this we work closely with and partner with functions across the company.\n\n\n\n\n\nABOUT THE ROLE\n\nAs a Quantitative Trader at Wealthsimple, you’ll be conducting research and building models that describe how the markets behave, turn that research into algorithms and business insights to produce an edge for our clients and the company. You will also manage the daily trading operations of those systems. In this role you will have the opportunity to apply the theoretical, coming up with ideas, simulating to prove a thesis, validating with real world results and dynamically responding to changing conditions. We’re looking for self-starters who are excited about the prospect of building a new function, defining new tools and pipelines and ultimately owning the outcomes.\n\n\n\n\nWHAT YOU'LL DO\n\n - Build quantitative models that describe and predict how markets move; this will involve conducting research and understanding liquidity profiles, price movement and market microstructure.\n\n - Model the characteristics of order flow, including flow toxicity, classification of activity, to inform and optimize routing, execution and risk decisions.\n\n - Develop trading algorithms to programmatically decide how orders are generated and routed, and work alongside engineers to deploy those systems into production.\n\n - Manage the daily trading operations of our algorithmic trading systems.\n\n - Respond to changing market conditions to ensure algorithms are placing orders optimally.\n\n - Design and maintain simulation frameworks to validate algorithm performance against historical data.\n\n - Partner cross-functionally with engineering, data science, operations and product teams.\n\n\n\nSKILLS YOU BRING\n\n - 3+ years of experience in quantitative trading, quantitative research, algorithmic trading development, or a closely related capital markets role\n\n - STEM degree from a leading institution\n\n - Excellent Python scripting\n\n - Solid foundation in statistics, probability, stochastic processes, and quantitative methods\n\n - Understanding of Canadian equity market structure\n\n - Familiarity with low-latency trading technologies and methodologies\n\n - CIRO-registered as a trader is an asset\n\n\n\nWHO YOU ARE\n\n - You take ownership, and want to directly drive outcomes. You will come up with the ideas, prove those ideas out, get them implemented and be responsible for how they run day in and day out. Holding yourself accountable for the results.\n\n - You are data driven and methodical. You are comfortable working with statistics and will follow the numbers, not force them to conform to a thesis.\n\n - You like to understand the full system, if something does not align with your mental model you will ask questions and dig in.\n\n - You have a passion for financial markets, including news-moving items, financial engineering, various assets, market microstructure and the technology that enables markets.\n\n - You can communicate complex concepts clearly, and are adept at adjusting based on your audience.\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*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\n\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\n\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\n\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.\n\n"},{"id":"5b95f049-5920-4d66-b888-01c33bfd7330","title":"Staff Product Manager, Connectivity Platform","department":"Product","team":"Product Management","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-03T16:52:24.037+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/5b95f049-5920-4d66-b888-01c33bfd7330","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/5b95f049-5920-4d66-b888-01c33bfd7330/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
We’re looking for a Staff Product Manager to own Wealthsimple’s Connectivity Platform, spanning two critical areas:
Brokerage & Bank Linking: How clients securely and reliably connect external financial institutions to Wealthsimple.
Public API: How clients and partners securely access and use Wealthsimple financial data outside of Wealthsimple.
Together, these capabilities define how Wealthsimple connects to the broader financial ecosystem, and how every product team inside Wealthsimple builds on the external financial data that flows through it. This role will set the strategy for that platform and turn it into a reliable, scalable and differentiated capability for our clients, our product teams and our partners.
This is a platform role with a meaningful client experience surface. You’ll need to be equally comfortable thinking about APIs, data models and platform architecture as you are designing a client UX or deciding how Wealthsimple should work with an external provider.
The Brokerage & Bank Linking team builds the technology that lets clients link their outside bank and brokerage accounts to Wealthsimple. It owns the automated and manual linking experiences end to end, along with the three connectors behind them: Plaid, Flinks, and WST, our own in-house connector. That makes it one of the highest leverage surfaces in the company, and powers a growing set of experiences built by other product teams.
Connectivity Strategy
Set the long term vision and strategy for how Wealthsimple connects with the broader financial ecosystem.
Define the capabilities we should build ourselves, where we should rely on partners, and where we can create differentiated client value.
Develop a roadmap that balances immediate product needs with investments in reusable platform capabilities.
Brokerage & Bank Linking
Own the end to end experience for connecting external bank and brokerage accounts to Wealthsimple — automated and manual, including how clients recover when an automated connection fails.
Improve connection success, reliability and coverage across institutions, and own the routing strategy that decides which connector handles which institution and flow.
Own the client experience, including institution selection, authentication, errors, recovery and connection management.
Drive reliability and AI Powered self-healing so connections detect and recover from failure without manual intervention.
Balance conversion against fraud exposure and operational load, making those tradeoffs deliberately with our risk and operations partners.
Develop the platform capabilities that allow Wealthsimple products to consume external financial data consistently.
Own relationships and product integrations with connectivity vendors such as Plaid and Flinks, and decide where our own connector should lead — including how much of the connector business Wealthsimple should be in long term and where it makes more sense to partner.
Public API
Own the strategy and roadmap for Wealthsimple’s Public API and external data connectivity.
Make it safe and easy for clients to permission their Wealthsimple financial data to the products and services they choose.
Define the platform capabilities required for authentication, consent, permissions, data access and partner integrations.
Identify and prioritize the partners and use cases that matter most to Wealthsimple clients.
Build toward a world where Wealthsimple is the financial institution where clients have the most control over their financial data.
Accelerate wealthsimple and our industry toward open banking.
You’re a strong product thinker who can operate across platform infrastructure, external ecosystems and client experience. You likely have:
Experience owning a platform, API, developer product or integrations platform, with a track record on metric-attached outcomes like conversion, success rate or reliability — not only feature delivery.
Enough technical depth to work closely with engineers on APIs, authentication, data models, routing and platform architecture.
Experience delivering through external vendors or partners whose roadmaps you don’t control, including making thoughtful build versus buy decisions and holding vendors accountable for product outcomes.
Comfort treating reliability as product work — error taxonomies, failure recovery, observability, and the operational load a product creates.
Experience weighing growth against fraud, risk and compliance, and holding both sides of that tradeoff.
The ability to turn a collection of technical capabilities into a clear product strategy and compelling long term vision, and to make the case for investing in it.
Strong analytical instincts and comfort using data to understand reliability, conversion, coverage and product performance, including building the measurement where it doesn’t exist yet.
Excellent cross functional leadership across Engineering, Design, Security, Legal, Compliance, Operations and external partners.
A bias toward simplifying complicated systems rather than layering more complexity on top of them.
Experience with open banking, Canada’s consumer-driven banking framework, or building to a data sharing standard
A background in financial data aggregation, whether at an aggregator, a bank, or a fintech consuming one
Experience shipping a public API or developer platform as a commercial product, including partner onboarding and support
You won’t just operate Bank Linking and ship API endpoints.
You’ll create a coherent connectivity strategy for Wealthsimple: making it easier for clients to bring their financial life to Wealthsimple, easier to move their financial data where they want it to go, easier for any team at Wealthsimple to build on that data, and increasingly less dependent on the slow pace of connectivity innovation from incumbent financial institutions.
You’ll also have made the case for what this platform should become — the metrics, the roadmap and the investment argument that get it there.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*
✈️ 90 days away: work outside Canada for up to 90 days per year*
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE ROLE\n\nWe’re looking for a Staff Product Manager to own Wealthsimple’s Connectivity Platform, spanning two critical areas:\n\n - Brokerage & Bank Linking: How clients securely and reliably connect external financial institutions to Wealthsimple.\n\n - Public API: How clients and partners securely access and use Wealthsimple financial data outside of Wealthsimple.\n\n\n\nTogether, these capabilities define how Wealthsimple connects to the broader financial ecosystem, and how every product team inside Wealthsimple builds on the external financial data that flows through it. This role will set the strategy for that platform and turn it into a reliable, scalable and differentiated capability for our clients, our product teams and our partners.\n\n\n\nThis is a platform role with a meaningful client experience surface. You’ll need to be equally comfortable thinking about APIs, data models and platform architecture as you are designing a client UX or deciding how Wealthsimple should work with an external provider.\n\n\n\n\nABOUT THE TEAM\n\nThe Brokerage & Bank Linking team builds the technology that lets clients link their outside bank and brokerage accounts to Wealthsimple. It owns the automated and manual linking experiences end to end, along with the three connectors behind them: Plaid, Flinks, and WST, our own in-house connector. That makes it one of the highest leverage surfaces in the company, and powers a growing set of experiences built by other product teams.\n\n\n\n\nWHAT YOU’LL OWN\n\nConnectivity Strategy\n\n - Set the long term vision and strategy for how Wealthsimple connects with the broader financial ecosystem.\n\n - Define the capabilities we should build ourselves, where we should rely on partners, and where we can create differentiated client value.\n\n - Develop a roadmap that balances immediate product needs with investments in reusable platform capabilities.\n\nBrokerage & Bank Linking\n\n - Own the end to end experience for connecting external bank and brokerage accounts to Wealthsimple — automated and manual, including how clients recover when an automated connection fails.\n\n - Improve connection success, reliability and coverage across institutions, and own the routing strategy that decides which connector handles which institution and flow.\n\n - Own the client experience, including institution selection, authentication, errors, recovery and connection management.\n\n - Drive reliability and AI Powered self-healing so connections detect and recover from failure without manual intervention.\n\n - Balance conversion against fraud exposure and operational load, making those tradeoffs deliberately with our risk and operations partners.\n\n - Develop the platform capabilities that allow Wealthsimple products to consume external financial data consistently.\n\n - Own relationships and product integrations with connectivity vendors such as Plaid and Flinks, and decide where our own connector should lead — including how much of the connector business Wealthsimple should be in long term and where it makes more sense to partner.\n\nPublic API\n\n - Own the strategy and roadmap for Wealthsimple’s Public API and external data connectivity.\n\n - Make it safe and easy for clients to permission their Wealthsimple financial data to the products and services they choose.\n\n - Define the platform capabilities required for authentication, consent, permissions, data access and partner integrations.\n\n - Identify and prioritize the partners and use cases that matter most to Wealthsimple clients.\n\n - Build toward a world where Wealthsimple is the financial institution where clients have the most control over their financial data.\n\n - Accelerate wealthsimple and our industry toward open banking.\n\n\n\n\nSKILLS YOU BRING\n\nYou’re a strong product thinker who can operate across platform infrastructure, external ecosystems and client experience. You likely have:\n\n - Experience owning a platform, API, developer product or integrations platform, with a track record on metric-attached outcomes like conversion, success rate or reliability — not only feature delivery.\n\n - Enough technical depth to work closely with engineers on APIs, authentication, data models, routing and platform architecture.\n\n - Experience delivering through external vendors or partners whose roadmaps you don’t control, including making thoughtful build versus buy decisions and holding vendors accountable for product outcomes.\n\n - Comfort treating reliability as product work — error taxonomies, failure recovery, observability, and the operational load a product creates.\n\n - Experience weighing growth against fraud, risk and compliance, and holding both sides of that tradeoff.\n\n - The ability to turn a collection of technical capabilities into a clear product strategy and compelling long term vision, and to make the case for investing in it.\n\n - Strong analytical instincts and comfort using data to understand reliability, conversion, coverage and product performance, including building the measurement where it doesn’t exist yet.\n\n - Excellent cross functional leadership across Engineering, Design, Security, Legal, Compliance, Operations and external partners.\n\n - A bias toward simplifying complicated systems rather than layering more complexity on top of them.\n\n\n\n\nNICE TO HAVES\n\n - Experience with open banking, Canada’s consumer-driven banking framework, or building to a data sharing standard\n\n - A background in financial data aggregation, whether at an aggregator, a bank, or a fintech consuming one\n\n - Experience shipping a public API or developer platform as a commercial product, including partner onboarding and support\n\n\n\n\nWHAT GREAT LOOKS LIKE\n\nYou won’t just operate Bank Linking and ship API endpoints.\n\n\n\nYou’ll create a coherent connectivity strategy for Wealthsimple: making it easier for clients to bring their financial life to Wealthsimple, easier to move their financial data where they want it to go, easier for any team at Wealthsimple to build on that data, and increasingly less dependent on the slow pace of connectivity innovation from incumbent financial institutions.\n\n\n\nYou’ll also have made the case for what this platform should become — the metrics, the roadmap and the investment argument that get it there.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\n\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\n\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\n\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.\n\n"},{"id":"ddfe3d1c-1b44-476d-a338-0e2048599583","title":"Manager, Growth: Active Traders","department":"Commercial & Marketing","team":"Marketing","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-11T14:11:52.292+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/ddfe3d1c-1b44-476d-a338-0e2048599583","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/ddfe3d1c-1b44-476d-a338-0e2048599583/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
We're looking for a Growth Manager to own performance and lifecycle marketing for our active trader and crypto business. This role runs the programs that grow our self-directed trading and crypto segment - acquiring high-intent traders and crypto investors through the channels they live in, converting them into funded active traders, and deepening engagement through lifecycle across the trades, products, and benefits that drive volume and revenue.
You'll own paid media and lifecycle end-to-end, from media buys on trader and crypto-native channels through in-app journeys that turn a new account into an active, funded trader. You'll partner closely with Product, Product Marketing, Lifecycle, Sales/BDR, and Analytics; operate with a high degree of day-to-day autonomy; and be accountable for funded active-trader and crypto engagement outcomes.
Own active trader and crypto demand generation across the channels traders and crypto investors live in — paid social (X/Twitter, Cashtags), trading platforms (TradingView), finance and crypto media (Yahoo Finance), trading and crypto newsletters, SEM, and influencers/community — measured through to funded accounts and sustained trading activity, not clicks.
Own the media buys end to end — plan and manage budgets, negotiate placements and rates with vendors, run creative and landing-page testing, and diagnose what's working (reactivation vs. acquisition, channel vs. landing page) rather than just reporting spend.
Own the trader and crypto lifecycle alongside Lifecycle and Product — activation, first-trade, funding, and \"nearly active\" re-engagement journeys across Braze content cards, AT status screens, and rewards. Bring performance and LCM best practices to how these journeys are built, even where you're not hands-on-keyboard for every send.
Drive go-to-market for active trader and crypto products and benefits — options, futures, margin, USD, and crypto (spread pricing, coin selection, staking) — coordinating paid, lifecycle, web, and product surfaces into a single launch, and owning the brief end to end.
Build and maintain clear reporting across the trader and crypto funnel — first touch through sign-up, funding, first trade, and retained trading value. Partner with Analytics on incrementality and true lift, and make clear recommendations on where to double down, test, or pull back.
Run a consistent testing cadence across creative, audiences, offers, and landing pages, and turn what you learn into repeatable programs.
Actively embed AI tools into performance and lifecycle workflows — creative and copy iteration, audience research, landing page iteration, and campaign experimentation.
Contribute to the quarterly plan alongside other Growth leads, then own delivery against it.
4–6 years in performance marketing, growth, or lifecycle marketing with a track record of generating high-quality consumer demand and optimizing it through to downstream value.
Deep hands-on experience in paid media — you've owned budgets and managed campaigns across platforms like Google, Meta, X, YouTube, or programmatic, negotiated with vendors, and optimized for downstream value rather than cost per click.
Lifecycle marketing depth — you've built or owned activation, onboarding, nurture, or re-engagement journeys and understand how lifecycle compounds the demand you generate. Hands-on with a lifecycle platform (Braze, Iterable, HubSpot, or similar) is strongly preferred; at minimum you bring the best practices and can direct the work.
Experience marketing to engaged, high-intent audiences who know the product and compare it closely to alternatives — you understand how messaging, channel mix, and creative shift for that kind of buyer.
Strong cross-functional partnering — you've worked closely with Product and Analytics (segment definitions, funnel diagnosis, incrementality) and Product Marketing (messaging, GTM briefs), and made those relationships an advantage.
A demonstrated habit of using AI to accelerate your work — creative at scale, research and enrichment workflows, faster insight from data. You treat AI as a core part of how you work.
Analytical mindset — you use data to diagnose funnel problems, prioritize opportunities, and recommend change, not just report on results.
Personal or professional familiarity with self-directed investing, active trading, or crypto — options, margin, futures, high-frequency trading, or digital assets — and the platforms and communities traders live in (X/FinTwit, TradingView, trading and crypto newsletters, YouTube).
Experience running go-to-market for a product or benefit launch across paid, lifecycle, and product surfaces.
Experience in consumer fintech, investing, brokerage, trading, or crypto platforms.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*
✈️ 90 days away: work outside Canada for up to 90 days per year*
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE ROLE\n\nWe're looking for a Growth Manager to own performance and lifecycle marketing for our active trader and crypto business. This role runs the programs that grow our self-directed trading and crypto segment - acquiring high-intent traders and crypto investors through the channels they live in, converting them into funded active traders, and deepening engagement through lifecycle across the trades, products, and benefits that drive volume and revenue.\n\n\nYou'll own paid media and lifecycle end-to-end, from media buys on trader and crypto-native channels through in-app journeys that turn a new account into an active, funded trader. You'll partner closely with Product, Product Marketing, Lifecycle, Sales/BDR, and Analytics; operate with a high degree of day-to-day autonomy; and be accountable for funded active-trader and crypto engagement outcomes.\n\n\n\nWHAT YOU'LL DO\n\n - Own active trader and crypto demand generation across the channels traders and crypto investors live in — paid social (X/Twitter, Cashtags), trading platforms (TradingView), finance and crypto media (Yahoo Finance), trading and crypto newsletters, SEM, and influencers/community — measured through to funded accounts and sustained trading activity, not clicks.\n\n - Own the media buys end to end — plan and manage budgets, negotiate placements and rates with vendors, run creative and landing-page testing, and diagnose what's working (reactivation vs. acquisition, channel vs. landing page) rather than just reporting spend.\n\n - Own the trader and crypto lifecycle alongside Lifecycle and Product — activation, first-trade, funding, and \"nearly active\" re-engagement journeys across Braze content cards, AT status screens, and rewards. Bring performance and LCM best practices to how these journeys are built, even where you're not hands-on-keyboard for every send.\n\n - Drive go-to-market for active trader and crypto products and benefits — options, futures, margin, USD, and crypto (spread pricing, coin selection, staking) — coordinating paid, lifecycle, web, and product surfaces into a single launch, and owning the brief end to end.\n\n - Build and maintain clear reporting across the trader and crypto funnel — first touch through sign-up, funding, first trade, and retained trading value. Partner with Analytics on incrementality and true lift, and make clear recommendations on where to double down, test, or pull back.\n\n - Run a consistent testing cadence across creative, audiences, offers, and landing pages, and turn what you learn into repeatable programs.\n\n - Actively embed AI tools into performance and lifecycle workflows — creative and copy iteration, audience research, landing page iteration, and campaign experimentation.\n\n - Contribute to the quarterly plan alongside other Growth leads, then own delivery against it.\n \n\n\nWHAT YOU BRING\n\n - 4–6 years in performance marketing, growth, or lifecycle marketing with a track record of generating high-quality consumer demand and optimizing it through to downstream value.\n\n - Deep hands-on experience in paid media — you've owned budgets and managed campaigns across platforms like Google, Meta, X, YouTube, or programmatic, negotiated with vendors, and optimized for downstream value rather than cost per click.\n\n - Lifecycle marketing depth — you've built or owned activation, onboarding, nurture, or re-engagement journeys and understand how lifecycle compounds the demand you generate. Hands-on with a lifecycle platform (Braze, Iterable, HubSpot, or similar) is strongly preferred; at minimum you bring the best practices and can direct the work.\n\n - Experience marketing to engaged, high-intent audiences who know the product and compare it closely to alternatives — you understand how messaging, channel mix, and creative shift for that kind of buyer.\n\n - Strong cross-functional partnering — you've worked closely with Product and Analytics (segment definitions, funnel diagnosis, incrementality) and Product Marketing (messaging, GTM briefs), and made those relationships an advantage.\n\n - A demonstrated habit of using AI to accelerate your work — creative at scale, research and enrichment workflows, faster insight from data. You treat AI as a core part of how you work.\n\n - Analytical mindset — you use data to diagnose funnel problems, prioritize opportunities, and recommend change, not just report on results.\n \n\n\nNICE TO HAVES:\n\n - Personal or professional familiarity with self-directed investing, active trading, or crypto — options, margin, futures, high-frequency trading, or digital assets — and the platforms and communities traders live in (X/FinTwit, TradingView, trading and crypto newsletters, YouTube).\n\n - Experience running go-to-market for a product or benefit launch across paid, lifecycle, and product surfaces.\n\n - Experience in consumer fintech, investing, brokerage, trading, or crypto platforms.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\n\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\n\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\n\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.\n\n"},{"id":"665ed4e7-72b4-4bb7-8c59-95cdfd381d69","title":"Senior Lead, Credit Card Growth","department":"Commercial & Marketing","team":"Marketing","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-11T14:16:38.610+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/665ed4e7-72b4-4bb7-8c59-95cdfd381d69","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/665ed4e7-72b4-4bb7-8c59-95cdfd381d69/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
We’re looking for a Senior Lead, Credit Card Growth to own how we acquire new Credit Card clients and deliver against ambitious growth targets.
You’ll own the growth model, projections, roadmap, and execution across every acquisition lever at our disposal. A major focus of the role will be building and scaling our offer engine — testing and optimizing sign-up offers, welcome bonuses, referral incentives, and other promotions to drive incremental growth.
You’ll partner closely with Product on product-led growth opportunities and with channel leads across paid, search, affiliates, referrals, lifecycle, and other acquisition channels. Where there isn’t an owner, you’ll build and run the channel yourself.
We’re looking for someone analytical, highly hands-on, relentless about results, and willing to find or invent new ways to grow.
Own the growth plan: Build and maintain the model for how we’ll hit Credit Card new-client targets, and translate it into a clear, prioritized growth roadmap.
Build the acquisition engine: Own the plan for delivering new clients across paid, search, affiliates, referrals, lifecycle, partnerships, and new channels — partnering with channel owners where they exist and directly owning execution where they don’t.
Own the offer engine: Develop and optimize sign-up offers, welcome bonuses, referral incentives, and other promotions to drive incremental growth efficiently. Run a high-velocity experimentation program to continually improve performance.
Obsess over the funnel: Know the acquisition and application funnel inside and out, identify the biggest opportunities to improve conversion, and work closely with Product to prioritize the product growth initiatives that will have the greatest impact.
Deliver the number: Be accountable for hitting Credit Card new-client targets. Know where growth is coming from, where we’re behind, and what needs to change to close the gap.
A track record of building 0→1 growth playbooks, owning ambitious targets, and exceeding them.
Demonstrated ability to deliver tangible growth, not just develop strategy or manage programs.
A highly analytical, hands-on approach to growth, experimentation, forecasting, and execution.
A relentless, channel-agnostic mindset: you’ll use any channel that works — and build a new one if you need to.
Strong cross-functional leadership and the ability to drive results through Product and channel teams without directly owning them.
Nice to have
Experience in credit card growth
Experience building or optimizing incentive offer programs
Experience with credit card affiliate programs
Comfortable using SQL to analyze performance and uncover growth opportunities
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*
✈️ 90 days away: work outside Canada for up to 90 days per year*
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE ROLE\n\nWe’re looking for a Senior Lead, Credit Card Growth to own how we acquire new Credit Card clients and deliver against ambitious growth targets.\n\nYou’ll own the growth model, projections, roadmap, and execution across every acquisition lever at our disposal. A major focus of the role will be building and scaling our offer engine — testing and optimizing sign-up offers, welcome bonuses, referral incentives, and other promotions to drive incremental growth.\n\nYou’ll partner closely with Product on product-led growth opportunities and with channel leads across paid, search, affiliates, referrals, lifecycle, and other acquisition channels. Where there isn’t an owner, you’ll build and run the channel yourself.\n\nWe’re looking for someone analytical, highly hands-on, relentless about results, and willing to find or invent new ways to grow.\n\n\n\n\nWHAT YOU’LL DO\n\n - Own the growth plan: Build and maintain the model for how we’ll hit Credit Card new-client targets, and translate it into a clear, prioritized growth roadmap.\n\n - Build the acquisition engine: Own the plan for delivering new clients across paid, search, affiliates, referrals, lifecycle, partnerships, and new channels — partnering with channel owners where they exist and directly owning execution where they don’t.\n\n - Own the offer engine: Develop and optimize sign-up offers, welcome bonuses, referral incentives, and other promotions to drive incremental growth efficiently. Run a high-velocity experimentation program to continually improve performance.\n\n - Obsess over the funnel: Know the acquisition and application funnel inside and out, identify the biggest opportunities to improve conversion, and work closely with Product to prioritize the product growth initiatives that will have the greatest impact.\n\n - Deliver the number: Be accountable for hitting Credit Card new-client targets. Know where growth is coming from, where we’re behind, and what needs to change to close the gap.\n \n \n\n\nWHAT YOU’LL BRING\n\n - A track record of building 0→1 growth playbooks, owning ambitious targets, and exceeding them.\n\n - Demonstrated ability to deliver tangible growth, not just develop strategy or manage programs.\n\n - A highly analytical, hands-on approach to growth, experimentation, forecasting, and execution.\n\n - A relentless, channel-agnostic mindset: you’ll use any channel that works — and build a new one if you need to.\n\n - Strong cross-functional leadership and the ability to drive results through Product and channel teams without directly owning them.\n \n \n\nNice to have\n\n - Experience in credit card growth\n\n - Experience building or optimizing incentive offer programs\n\n - Experience with credit card affiliate programs\n\n - Comfortable using SQL to analyze performance and uncover growth opportunities\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\n\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\n\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\n\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.\n\n"},{"id":"479fd73c-99cb-4c4b-9854-5f84c0a3e753","title":"Senior Tax Planner, Wealth Management","department":"Commercial & Marketing","team":"Advisory & Planning","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-11T13:48:33.377+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/479fd73c-99cb-4c4b-9854-5f84c0a3e753","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/479fd73c-99cb-4c4b-9854-5f84c0a3e753/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
As a Senior Tax Planner on our Wealth Management team, you'll ensure that financial plans built for our high-net-worth clients are optimized for tax efficiency. Your job isn't to build a financial plan from scratch — it's to take an already sound plan and push it further: identifying every applicable strategy and maximizing tax alpha for each and every wealth management client we serve.
This is a role for someone who thinks like both a tax expert and a financial planner. You'll need the technical depth to spot the strategy, and the CFP-level fluency in financial planning to know how it fits into the bigger picture of a client's plan.
We move fast here, and we expect this role to move with us. Naive ambition is one of our core values — and this team pushes hard to find better, faster ways to do the work, including using AI as a genuine extension of how we operate.
Unlike traditional roles in this space, this position is fully salaried with no commission structure or sales targets.
Review and optimize financial plans across our $1MM–$3MM client segment (with some exposure up to $5MM), ensuring every applicable tax strategy has been identified and applied
Maximize tax alpha for every wealth management client — finding the incremental value that even a good plan misses
Act as the internal liaison to our Advisor team on complex tax strategies, including building and modeling those strategies as needed
Apply your expertise to complex situations involving corporations, trusts, and estates
Support occasional client-facing conversations on sophisticated tax planning questions — note that you will not be providing specific tax advice directly to clients or acting in the capacity of their accountant
Contribute to the ongoing evolution of our \"CPA Designed\" financial planning offering
Bring an AI-native mindset to the role — using AI tools to work faster, model strategies more efficiently, and raise the bar on what the team can deliver
CPA designation required
CFP designation required, with genuine comfort and fluency in financial planning — this isn't a tax-only role
5+ years of experience in tax planning, wealth management, or financial advisory roles
Strong knowledge of Canadian tax law and financial planning strategies
Proven track record of implementing effective tax optimization strategies for HNW clients
Experience with Conquest strongly preferred
Excellent communication skills, with the ability to explain complex tax concepts clearly to advisors and clients alike
A client-first mentality in everything you do
An AI-native mindset and enthusiasm for using AI tools to move faster and work smarter
Bilingual (English/French) capability is a significant asset
A purpose-driven role focused on client outcomes, not sales targets
The chance to challenge industry norms and put clients first, for real
A fast-moving, ambitious team that isn't satisfied with the status quo
Access to cutting-edge fintech tools and an AI-forward way of working
Career growth in a rapidly expanding company
Competitive salary and benefits package
Be part of revolutionizing how wealth management is delivered in Canada
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*
✈️ 90 days away: work outside Canada for up to 90 days per year*
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nTHE ROLE\n\nAs a Senior Tax Planner on our Wealth Management team, you'll ensure that financial plans built for our high-net-worth clients are optimized for tax efficiency. Your job isn't to build a financial plan from scratch — it's to take an already sound plan and push it further: identifying every applicable strategy and maximizing tax alpha for each and every wealth management client we serve.\n\nThis is a role for someone who thinks like both a tax expert and a financial planner. You'll need the technical depth to spot the strategy, and the CFP-level fluency in financial planning to know how it fits into the bigger picture of a client's plan.\n\nWe move fast here, and we expect this role to move with us. Naive ambition is one of our core values — and this team pushes hard to find better, faster ways to do the work, including using AI as a genuine extension of how we operate.\n\nUnlike traditional roles in this space, this position is fully salaried with no commission structure or sales targets.\n\n\n\n\nWHAT YOU'LL DO\n\n - Review and optimize financial plans across our $1MM–$3MM client segment (with some exposure up to $5MM), ensuring every applicable tax strategy has been identified and applied\n\n - Maximize tax alpha for every wealth management client — finding the incremental value that even a good plan misses\n\n - Act as the internal liaison to our Advisor team on complex tax strategies, including building and modeling those strategies as needed\n\n - Apply your expertise to complex situations involving corporations, trusts, and estates\n\n - Support occasional client-facing conversations on sophisticated tax planning questions — note that you will not be providing specific tax advice directly to clients or acting in the capacity of their accountant\n\n - Contribute to the ongoing evolution of our \"CPA Designed\" financial planning offering\n\n - Bring an AI-native mindset to the role — using AI tools to work faster, model strategies more efficiently, and raise the bar on what the team can deliver\n\n\n\n\nWHAT YOU BRING\n\n - CPA designation required\n\n - CFP designation required, with genuine comfort and fluency in financial planning — this isn't a tax-only role\n\n - 5+ years of experience in tax planning, wealth management, or financial advisory roles\n\n - Strong knowledge of Canadian tax law and financial planning strategies\n\n - Proven track record of implementing effective tax optimization strategies for HNW clients\n\n - Experience with Conquest strongly preferred\n\n - Excellent communication skills, with the ability to explain complex tax concepts clearly to advisors and clients alike\n\n - A client-first mentality in everything you do\n\n - An AI-native mindset and enthusiasm for using AI tools to move faster and work smarter\n\n - Bilingual (English/French) capability is a significant asset\n\n\n\n\nWHY YOU'LL LOVE WORKING HERE\n\n - A purpose-driven role focused on client outcomes, not sales targets\n\n - The chance to challenge industry norms and put clients first, for real\n\n - A fast-moving, ambitious team that isn't satisfied with the status quo\n\n - Access to cutting-edge fintech tools and an AI-forward way of working\n\n - Career growth in a rapidly expanding company\n\n - Competitive salary and benefits package\n\n - Be part of revolutionizing how wealth management is delivered in Canada\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\n\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\n\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\n\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.\n\n"},{"id":"a61fa205-03b3-42b9-84a4-4d0026650cf7","title":"Staff Content Designer, Investing","department":"Product","team":"Product Design","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[{"location":"Remote (US)","address":{"postalAddress":{"addressRegion":"New York","addressCountry":"United States","addressLocality":"New York City"}}}],"publishedAt":"2026-09-15T13:54:22.194+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/a61fa205-03b3-42b9-84a4-4d0026650cf7","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/a61fa205-03b3-42b9-84a4-4d0026650cf7/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
We're hiring a Staff Content Designer to be the voice of investing at Wealthsimple. The person who takes calendar spreads and margin calls and makes them make sense, without dumbing it down or drowning it with jargon. You’ll be embedded on product teams and partner closely with design, product, and engineering to build experiences that our clients love.
This isn't a polish-the-copy-at-the-end role. You'll be in the room shaping what we build and how to position our products — not just the final words on the screen.
Write the hard stuff. Options, margin trading, predictions, perpetuals, futures — you'll write and rewrite the content so it all makes sense to a first-time investor and a seasoned trader.
Work AI-first. From shipping your own code changes to prototyping and research — you’ll use AI to increase your impact in every part of the product lifecycle.
Collaborate with product and design on key initiatives. You’ll work early and often with product and design to shape the product direction for big, challenging projects — not just tighten the copy once the decisions are already made.
Make the team faster and better, not just yourself. Templates, patterns, content standards, workflows, and of course AI. You’ll find ways to automate processes to scale content while ensuring quality.
7+ years in content design or UX writing at a senior or staff level.
A learner’s mindset. You don't need a finance background but you have experience that demonstrates your willingness to go deep on something unfamiliar and become a subject matter expert.
Experience working with AI to increase your impact or empower others.
Experience developing content standards, or integrating product content best practices and guidelines into a design system.
Ability to think strategically about content and design while also executing on the details at a tactical level.
Ability to juggle multiple competing priorities and work quickly and decisively across different contexts. You know when to sweat the details and when to move quickly.
Experience empowering others through mentorship, coaching, and sharing best practices + techniques.
Ability to work with Marketing, Brand, Legal and Compliance teams to deliver unified and consistent messaging across all touch points.
A great collaborator and listener who loves to work together to understand and solve client problems.
A portfolio with 3 or more case studies that shows how you used writing and design to improve the user experience and drive business outcomes.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*
✈️ 90 days away: work outside Canada for up to 90 days per year*
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE ROLE\n\nWe're hiring a Staff Content Designer to be the voice of investing at Wealthsimple. The person who takes calendar spreads and margin calls and makes them make sense, without dumbing it down or drowning it with jargon. You’ll be embedded on product teams and partner closely with design, product, and engineering to build experiences that our clients love.\n\n\n\nThis isn't a polish-the-copy-at-the-end role. You'll be in the room shaping what we build and how to position our products — not just the final words on the screen.\n\n\n\n\nWHAT YOU'LL DO\n\n - Write the hard stuff. Options, margin trading, predictions, perpetuals, futures — you'll write and rewrite the content so it all makes sense to a first-time investor and a seasoned trader.\n\n - Work AI-first. From shipping your own code changes to prototyping and research — you’ll use AI to increase your impact in every part of the product lifecycle.\n\n - Collaborate with product and design on key initiatives. You’ll work early and often with product and design to shape the product direction for big, challenging projects — not just tighten the copy once the decisions are already made.\n\n - Make the team faster and better, not just yourself. Templates, patterns, content standards, workflows, and of course AI. You’ll find ways to automate processes to scale content while ensuring quality.\n\n\n\n\nSKILLS YOU BRING\n\n - 7+ years in content design or UX writing at a senior or staff level.\n\n - A learner’s mindset. You don't need a finance background but you have experience that demonstrates your willingness to go deep on something unfamiliar and become a subject matter expert.\n\n - Experience working with AI to increase your impact or empower others.\n\n - Experience developing content standards, or integrating product content best practices and guidelines into a design system.\n\n - Ability to think strategically about content and design while also executing on the details at a tactical level.\n\n - Ability to juggle multiple competing priorities and work quickly and decisively across different contexts. You know when to sweat the details and when to move quickly.\n\n - Experience empowering others through mentorship, coaching, and sharing best practices + techniques.\n\n - Ability to work with Marketing, Brand, Legal and Compliance teams to deliver unified and consistent messaging across all touch points.\n\n - A great collaborator and listener who loves to work together to understand and solve client problems.\n\n\n\n\nWHAT TO SEND US\n\n - A portfolio with 3 or more case studies that shows how you used writing and design to improve the user experience and drive business outcomes.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\n\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\n\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\n\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.\n\n"},{"id":"e089a81a-9409-4a19-87c8-36f3c0182aa8","title":"Team Lead, Disputes","department":"Operations","team":"Client Experience Operations","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-19T16:27:45.634+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/e089a81a-9409-4a19-87c8-36f3c0182aa8","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/e089a81a-9409-4a19-87c8-36f3c0182aa8/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
At Wealthsimple, we take our clients' security seriously. The Fraud Investigations team is the front line of defense within our Security & Risk group. We are looking for a sharp, decisive, and detail-obsessed Team Lead to oversee a pod of Fraud Investigators.
You won't be tied to just one type of fraud. As a Team Lead, you will be the player-coach guiding the detectives who protect our platform from everything from complex account takeovers to sophisticated money mule networks. You will act as the ultimate escalation point, drive team performance, and ensure our defenses stay one step ahead of the bad actors.
What You Will Do:
Manage the day-to-day operations of a pod of Fraud Investigators. Conduct 1:1s, run side-by-sides, and actively coach your team to elevate their investigative techniques and decision-making.
Oversee complex fraud queues, ensuring the team strictly maintains case-closure Service Level Agreements (SLAs) without sacrificing investigative quality.
Step in on the most complex, ambiguous, or high-dollar investigations. You are the final set of eyes when an investigator needs help navigating a tricky bank indemnity, a complex crypto trace, or a sophisticated identity ring.
Lead weekly calibration sessions with your pod. Spot emerging fraud typologies across the platform, document trends, and partner directly with Risk, Compliance, and Product to build better automated defenses.
Ensure your team’s case documentation is flawless, empowering client-facing teams with exactly what they need to manage the client relationship during high-stress situations.
Serve as the chief quality-control officer for your pod, establishing investigative playbooks and ensuring all decisions align with Wealthsimple’s risk appetite and regulatory requirements.
What you bring:
3+ years of direct, hands-on experience in backend fraud investigations (e.g., banking/fiat fraud, account takeovers, payments, or digital assets).
Proven track record of mentoring, coaching, or leading peers. You know how to build a culture of psychological safety, calm, and focus in a high-stress environment.
Deep understanding of fraud typologies and financial ledgers. You can look at complex data (IPs, device IDs, transaction metadata) and instantly spot the behavioral anomalies.
Strong bias for action. You make sound, high-stakes decisions with incomplete information, and you know exactly when to escalate and when to hold.
Exceptional written and verbal communication skills. You can translate complex fraud investigations into clear business impact for leadership and partner teams.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*
✈️ 90 days away: work outside Canada for up to 90 days per year*
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\nAt Wealthsimple, we take our clients' security seriously. The Fraud Investigations team is the front line of defense within our Security & Risk group. We are looking for a sharp, decisive, and detail-obsessed Team Lead to oversee a pod of Fraud Investigators.\n\nYou won't be tied to just one type of fraud. As a Team Lead, you will be the player-coach guiding the detectives who protect our platform from everything from complex account takeovers to sophisticated money mule networks. You will act as the ultimate escalation point, drive team performance, and ensure our defenses stay one step ahead of the bad actors.\n\nWhat You Will Do:\n\n - Manage the day-to-day operations of a pod of Fraud Investigators. Conduct 1:1s, run side-by-sides, and actively coach your team to elevate their investigative techniques and decision-making.\n\n - Oversee complex fraud queues, ensuring the team strictly maintains case-closure Service Level Agreements (SLAs) without sacrificing investigative quality.\n\n - Step in on the most complex, ambiguous, or high-dollar investigations. You are the final set of eyes when an investigator needs help navigating a tricky bank indemnity, a complex crypto trace, or a sophisticated identity ring.\n\n - Lead weekly calibration sessions with your pod. Spot emerging fraud typologies across the platform, document trends, and partner directly with Risk, Compliance, and Product to build better automated defenses.\n\n - Ensure your team’s case documentation is flawless, empowering client-facing teams with exactly what they need to manage the client relationship during high-stress situations.\n\n - Serve as the chief quality-control officer for your pod, establishing investigative playbooks and ensuring all decisions align with Wealthsimple’s risk appetite and regulatory requirements.\n \n \n\nWhat you bring:\n\n - 3+ years of direct, hands-on experience in backend fraud investigations (e.g., banking/fiat fraud, account takeovers, payments, or digital assets).\n\n - Proven track record of mentoring, coaching, or leading peers. You know how to build a culture of psychological safety, calm, and focus in a high-stress environment.\n\n - Deep understanding of fraud typologies and financial ledgers. You can look at complex data (IPs, device IDs, transaction metadata) and instantly spot the behavioral anomalies.\n\n - Strong bias for action. You make sound, high-stakes decisions with incomplete information, and you know exactly when to escalate and when to hold.\n\n - Exceptional written and verbal communication skills. You can translate complex fraud investigations into clear business impact for leadership and partner teams.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\n\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\n\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\n\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.\n\n"},{"id":"72323ab1-7c31-4fbb-b2da-c6c6990e176b","title":"Associate, Options Clearing","department":"Brokerage & Capital Markets","team":"Brokerage","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-30T16:38:15.585+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/72323ab1-7c31-4fbb-b2da-c6c6990e176b","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/72323ab1-7c31-4fbb-b2da-c6c6990e176b/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
The Options Clearing team sits within Brokerage Operations, the group responsible for how Wealthsimple executes on behalf of clients across billions of dollars a day. We own the full options life cycle — reconciliations, settlements, exercises, assignments and expirations — and make sure every position we hold matches what it should. It's precise, deadline-driven work, and we take it seriously because clients are trusting us with their money.
Reporting to the Senior Manager, Options Clearing, you'll own the daily execution of reconciliations, settlements, and expirations across our options book. This work protects client assets directly, so accuracy isn't optional — you're the person who catches a break in the data before it becomes a client-facing problem, and who improves the processes that keep pace as the business grows.
Own daily reconciliation, settlement, and expiration processing across the options book, catching and resolving breaks before they reach clients
Act as the team's subject matter expert on OCC and CDCC clearing (including SOLA), covering exercises, assignments, and institutional options transfers
Partner with the Trade Desk, engineering, and other operations teams to resolve trade and position discrepancies and reduce risk
Use data — pivot tables, lookups, and SQL — to find the cause of inefficiencies and fix them
Build and improve the tools and workflows that let the team scale as options volume grows
Develop processes to increase the efficiency of our back-office operations.
2+ years handling back-office reconciliations, settlements, or options clearing (OCC/CDCC) at a broker-dealer or registered investment dealer
Comfortable with large data sets — you can take a few thousand rows of position data, find the breaks, and explain what caused them
Working knowledge of SQL, or ready to learn it fast — you'll be querying data daily
Available to support early and late hours on a rotating basis around market events and settlement cycles
A clear communicator who can work easily with trading, product, and operations teams
Progress toward or completion of CSC, DFOL, or similar industry courses
Familiarity with CDS or DTCC settlement
Familiarity with Claude AI or Claude Code
Naturally curious — when something looks off, you want to know why
Someone who builds trust with the people around you by being reliable and clear
Are organized and detail-oriented, with the ability to work accurately against tight, non-negotiable deadlines.
Willing to escalate early when something needs it, rather than sitting on it
Genuinely interested in how markets and technology intersect
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*
✈️ 90 days away: work outside Canada for up to 90 days per year*
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 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\n📆 APPLICATION DEADLINE: MONDAY SEPT 28TH, 11:59PM EST \n\n\n\n\nABOUT THE TEAM\n\nThe Options Clearing team sits within Brokerage Operations, the group responsible for how Wealthsimple executes on behalf of clients across billions of dollars a day. We own the full options life cycle — reconciliations, settlements, exercises, assignments and expirations — and make sure every position we hold matches what it should. It's precise, deadline-driven work, and we take it seriously because clients are trusting us with their money.\n\n\n\n\nABOUT THE ROLE\n\nReporting to the Senior Manager, Options Clearing, you'll own the daily execution of reconciliations, settlements, and expirations across our options book. This work protects client assets directly, so accuracy isn't optional — you're the person who catches a break in the data before it becomes a client-facing problem, and who improves the processes that keep pace as the business grows.\n\n\n\n\nWHAT YOU'LL DO\n\n - Own daily reconciliation, settlement, and expiration processing across the options book, catching and resolving breaks before they reach clients\n\n - Act as the team's subject matter expert on OCC and CDCC clearing (including SOLA), covering exercises, assignments, and institutional options transfers\n\n - Partner with the Trade Desk, engineering, and other operations teams to resolve trade and position discrepancies and reduce risk\n\n - Use data — pivot tables, lookups, and SQL — to find the cause of inefficiencies and fix them\n\n - Build and improve the tools and workflows that let the team scale as options volume grows\n\n - Develop processes to increase the efficiency of our back-office operations.\n \n \n\n\nSKILLS YOU BRING:\n\n - 2+ years handling back-office reconciliations, settlements, or options clearing (OCC/CDCC) at a broker-dealer or registered investment dealer\n\n - Comfortable with large data sets — you can take a few thousand rows of position data, find the breaks, and explain what caused them\n\n - Working knowledge of SQL, or ready to learn it fast — you'll be querying data daily\n\n - Available to support early and late hours on a rotating basis around market events and settlement cycles\n\n - A clear communicator who can work easily with trading, product, and operations teams\n\n\n\n\nNICE TO HAVE\n\n - Progress toward or completion of CSC, DFOL, or similar industry courses\n\n - Familiarity with CDS or DTCC settlement\n\n - Familiarity with Claude AI or Claude Code\n\n\n\n\nWHO YOU ARE\n\n - Naturally curious — when something looks off, you want to know why\n\n - Someone who builds trust with the people around you by being reliable and clear\n\n - Are organized and detail-oriented, with the ability to work accurately against tight, non-negotiable deadlines.\n\n - Willing to escalate early when something needs it, rather than sitting on it\n\n - Genuinely interested in how markets and technology intersect\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.\n\n\n\nInclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.\n\n\n\nAccessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.\n\n\n\nAI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.\n\n"},{"id":"6f8ab2cd-3426-4e9e-bc53-2b5534a29601","title":"Sr Data Scientist, Finance, Brokerage & Market Risk","department":"Data & Engineering","team":"Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-08-14T19:54:03.506+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/6f8ab2cd-3426-4e9e-bc53-2b5534a29601","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/6f8ab2cd-3426-4e9e-bc53-2b5534a29601/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
The Finance, Brokerage and Market Risk Data Science team is a dynamic group of data scientists and analytics developers who deliver high-quality financial metrics and advanced analytics that drive key decisions at Wealthsimple. We support financial planning, treasury operations, liquidity management, and brokerage risk assessment for products like margin trading and options.
Our team has created a solid foundation for data-driven financial decision-making. Now we're ready to scale these initiatives, optimizing financial resources and enhancing risk management as our product offerings grow increasingly sophisticated.
In this role, you'll make a significant impact through advanced analytics that support both strategic financial planning and sophisticated market risk management across our expanding brokerage services.
Own the development and maintenance of the finance and market risk data marts, optimizing for performance, data quality, reliability, and efficiency
Design, build, and document robust data pipelines that generate critical financial reports and metrics for stakeholders across the organization
Build, automate, and maintain brokerage reporting & monitoring systems, ensuring data integrity and accuracy across financial processes
Partner closely with business stakeholders in brokerage and market risk to launch and support new financial products and model development initiatives
Create insightful dashboards and visualizations to monitor brokerage KPIs, profitability metrics, and regulatory reporting requirements
Provide business intelligence support for trade and collateral monitoring, financial reporting, product performance analysis, and forecasting initiatives
Translate complex business requirements into scalable analytics solutions that address key financial and risk management needs
Participate in code reviews and contribute to best practices for data engineering and analytics development
Mentor junior team members and share knowledge to elevate the team's technical capabilities
5+ years of experience in data engineering or analytics development, with demonstrated expertise in data mart architecture, design, and management
Strong proficiency in SQL with the ability to write complex queries, optimize performance, and work with large-scale datasets
Experience working at brokerage operations or financial services, with knowledge of accounting principles and market risk concepts (preferred)
Familiarity with regulatory reporting requirements and financial product structures (a plus)
Hands-on experience building and orchestrating data pipelines using modern tools such as dbt, Airflow, or similar workflow management platforms
Working knowledge of cloud infrastructure, particularly AWS services (S3, Redshift, Snowflake or equivalent)
Proficiency in Python for data manipulation, automation, and scripting
Experience with version control systems, particularly Git and GitHub, including branching strategies, pull requests, and code reviews
Proven ability to translate complex business requirements into scalable, data-driven solutions
Strong data visualization skills with experience using tools such as Tableau, Looker, Power BI, or similar platforms
Understanding of analytics engineering principles and best practices for building maintainable, well-documented data models
Excellent communication and interpersonal skills, with the ability to explain technical concepts to non-technical stakeholders
Demonstrated ability to collaborate effectively with cross-functional teams, including finance, risk, and product teams
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*
✈️ 90 days away: work outside Canada for up to 90 days per year*
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\nThe Finance, Brokerage and Market Risk Data Science team is a dynamic group of data scientists and analytics developers who deliver high-quality financial metrics and advanced analytics that drive key decisions at Wealthsimple. We support financial planning, treasury operations, liquidity management, and brokerage risk assessment for products like margin trading and options.\n\nOur team has created a solid foundation for data-driven financial decision-making. Now we're ready to scale these initiatives, optimizing financial resources and enhancing risk management as our product offerings grow increasingly sophisticated.\n\nIn this role, you'll make a significant impact through advanced analytics that support both strategic financial planning and sophisticated market risk management across our expanding brokerage services.\n\n\n\nIN THIS ROLE, YOU WILL HAVE THE OPPORTUNITY TO:\n\n - Own the development and maintenance of the finance and market risk data marts, optimizing for performance, data quality, reliability, and efficiency\n\n - Design, build, and document robust data pipelines that generate critical financial reports and metrics for stakeholders across the organization\n\n - Build, automate, and maintain brokerage reporting & monitoring systems, ensuring data integrity and accuracy across financial processes\n\n - Partner closely with business stakeholders in brokerage and market risk to launch and support new financial products and model development initiatives\n\n - Create insightful dashboards and visualizations to monitor brokerage KPIs, profitability metrics, and regulatory reporting requirements\n\n - Provide business intelligence support for trade and collateral monitoring, financial reporting, product performance analysis, and forecasting initiatives\n\n - Translate complex business requirements into scalable analytics solutions that address key financial and risk management needs\n\n - Participate in code reviews and contribute to best practices for data engineering and analytics development\n\n - Mentor junior team members and share knowledge to elevate the team's technical capabilities\n\n\n\n\nWHAT YOU BRING:\n\n - 5+ years of experience in data engineering or analytics development, with demonstrated expertise in data mart architecture, design, and management\n\n - Strong proficiency in SQL with the ability to write complex queries, optimize performance, and work with large-scale datasets\n\n - Experience working at brokerage operations or financial services, with knowledge of accounting principles and market risk concepts (preferred)\n\n - Familiarity with regulatory reporting requirements and financial product structures (a plus)\n\n - Hands-on experience building and orchestrating data pipelines using modern tools such as dbt, Airflow, or similar workflow management platforms\n\n - Working knowledge of cloud infrastructure, particularly AWS services (S3, Redshift, Snowflake or equivalent)\n\n - Proficiency in Python for data manipulation, automation, and scripting\n\n - Experience with version control systems, particularly Git and GitHub, including branching strategies, pull requests, and code reviews\n\n - Proven ability to translate complex business requirements into scalable, data-driven solutions\n\n - Strong data visualization skills with experience using tools such as Tableau, Looker, Power BI, or similar platforms\n\n - Understanding of analytics engineering principles and best practices for building maintainable, well-documented data models\n\n - Excellent communication and interpersonal skills, with the ability to explain technical concepts to non-technical stakeholders\n\n - Demonstrated ability to collaborate effectively with cross-functional teams, including finance, risk, and product teams\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \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":"108e4513-0e74-4e4c-af3c-8e66e4222db8","title":"Senior Specialist, Incident Response","department":"Operations","team":"Client Experience Operations","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-16T19:08:48.525+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/108e4513-0e74-4e4c-af3c-8e66e4222db8","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/108e4513-0e74-4e4c-af3c-8e66e4222db8/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 $169 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.
When high-stakes incidents strike, you are the calm in the storm. Senior Specialist, Incident Response, you will play the main part in incidents during major, complex, or reputation sensitive events. You take command of ambiguous situations, translate technical chaos into clear client and executive communication with the support of a high-performing team of Incident Response Specialists to raise the overall bar for crisis execution across the business.
WHAT YOU’LL DO
Deliver proactive, cadence-based briefs to senior leaders while authoring clear, transparent external communications (status pages, app/web banners, client emails) in the Wealthsimple voice.
Bridge the gap between engineering and the business and translating system logs, error codes, and technical root causes into plain-language client and business impact.
Identify when Legal or Compliance review is required during a crisis and seamlessly weave regulatory checks into the response flow.
Serve as a chief editor for team communications, establishing playbooks and writing standards that ensure accuracy, speed, and empathy under real-time pressure.
Build a culture of psychological safety, calm, and focus: shielding responders from external noise during active incidents while keeping stakeholders aligned.
Rapidly identify who needs to be involved across Engineering, Product, CX, Legal, and Risk, anticipating downstream friction before it happens.
Navigate high-severity situations with confidence, managing executive expectations without distracting active responders.
Partner with Data Science to quantify incident impact and lead post-incident reviews to drive root-cause remediation and long-term CX improvements.
WHAT YOU BRING
5+ years in major incident response, crisis communications, or technical service operations within fintech, high-growth SaaS, or fast-paced digital product environments. You have a proven track record leading live-fire, SEV-1/P0 operational crises from inception to resolution.
Rapid, decisive judgment under pressure: You have a strong bias for action and excel at making quick, high-stakes decisions with incomplete information, knowing intuitively when to push forward, when to escalate, and when to hold.
Exceptional crisis communications & translation skills: You can digest raw system telemetry, logs, and engineer chatter, translating technical chaos into clear, empathetic client messaging and concise executive updates in real time.
Tech-native and async-first operational fluency: You are deeply accustomed to modern tech workflows (Slack, Notion, linear incident bots) and thrive in fast, distributed environments where clear, documented async alignment is essential.
Cross-functional network thinker: You intuitively map organizational ripple effects, rapidly engaging the right stakeholders across Engineering, Product, CX, Legal, Compliance, and Leadership before downstream friction occurs.
Comfort with ambiguity and chaos: You stay composed when there is no playbook, bringing immediate structure, clarity, and psychological safety to high-stakes, reputationally sensitive events.
NICE TO HAVE
Educational background or formal training in Communications, Public Relations, Journalism, Legal Studies, or a related discipline (or equivalent practical crisis communications experience).
Incident tooling fluency: Comfortable navigating incident management platforms (PagerDuty, Rootly), monitoring tools (Datadog), and data tools (Preset, SQL) to understand system behavior and measure client impact.
Risk intuition: Strong intuition for compliance, legal, and reputational risk within a regulated financial institution.
Bilingualism: Fluency in both English and French.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 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\nWhen high-stakes incidents strike, you are the calm in the storm. Senior Specialist, Incident Response, you will play the main part in incidents during major, complex, or reputation sensitive events. You take command of ambiguous situations, translate technical chaos into clear client and executive communication with the support of a high-performing team of Incident Response Specialists to raise the overall bar for crisis execution across the business.\n\nWHAT YOU’LL DO\n\n - Deliver proactive, cadence-based briefs to senior leaders while authoring clear, transparent external communications (status pages, app/web banners, client emails) in the Wealthsimple voice.\n\n - Bridge the gap between engineering and the business and translating system logs, error codes, and technical root causes into plain-language client and business impact.\n\n - Identify when Legal or Compliance review is required during a crisis and seamlessly weave regulatory checks into the response flow.\n\n - Serve as a chief editor for team communications, establishing playbooks and writing standards that ensure accuracy, speed, and empathy under real-time pressure.\n\n - Build a culture of psychological safety, calm, and focus: shielding responders from external noise during active incidents while keeping stakeholders aligned.\n\n - Rapidly identify who needs to be involved across Engineering, Product, CX, Legal, and Risk, anticipating downstream friction before it happens.\n\n - Navigate high-severity situations with confidence, managing executive expectations without distracting active responders.\n\n - Partner with Data Science to quantify incident impact and lead post-incident reviews to drive root-cause remediation and long-term CX improvements.\n\n\n\nWHAT YOU BRING\n\n - 5+ years in major incident response, crisis communications, or technical service operations within fintech, high-growth SaaS, or fast-paced digital product environments. You have a proven track record leading live-fire, SEV-1/P0 operational crises from inception to resolution.\n\n - Rapid, decisive judgment under pressure: You have a strong bias for action and excel at making quick, high-stakes decisions with incomplete information, knowing intuitively when to push forward, when to escalate, and when to hold.\n\n - Exceptional crisis communications & translation skills: You can digest raw system telemetry, logs, and engineer chatter, translating technical chaos into clear, empathetic client messaging and concise executive updates in real time.\n\n - Tech-native and async-first operational fluency: You are deeply accustomed to modern tech workflows (Slack, Notion, linear incident bots) and thrive in fast, distributed environments where clear, documented async alignment is essential.\n\n - Cross-functional network thinker: You intuitively map organizational ripple effects, rapidly engaging the right stakeholders across Engineering, Product, CX, Legal, Compliance, and Leadership before downstream friction occurs.\n\n - Comfort with ambiguity and chaos: You stay composed when there is no playbook, bringing immediate structure, clarity, and psychological safety to high-stakes, reputationally sensitive events.\n\n\n\nNICE TO HAVE\n\n - Educational background or formal training in Communications, Public Relations, Journalism, Legal Studies, or a related discipline (or equivalent practical crisis communications experience).\n\n - Incident tooling fluency: Comfortable navigating incident management platforms (PagerDuty, Rootly), monitoring tools (Datadog), and data tools (Preset, SQL) to understand system behavior and measure client impact.\n\n - Risk intuition: Strong intuition for compliance, legal, and reputational risk within a regulated financial institution.\n\n - Bilingualism: Fluency in both English and French.\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*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \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":"d546064f-6000-4190-b7ff-725846f8e6c3","title":"Growth Engagement Specialist ","department":"Commercial & Marketing","team":"Marketing","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-08T15:21:06.778+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/d546064f-6000-4190-b7ff-725846f8e6c3","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/d546064f-6000-4190-b7ff-725846f8e6c3/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 $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
We're hiring a Growth Engagement Specialist to play a critical role in Wealthsimple's proactive client communication initiatives. This role is both technical and creative, where you'll work on the planning and execution of end-to-end growth marketing campaigns across Wealthsimple's brand and product ecosystem, using AI-assisted tooling to do it faster and better than ever before.
The ideal candidate is one who can think \"client-first,\" who can balance multiple projects simultaneously without sacrificing on quality, and who understands the interconnected technical and creative elements of consumer performance marketing programs — including where AI can meaningfully accelerate or improve that work. You'll be joining our multidisciplinary Growth organization where you'll work with stakeholders from Product, Engineering, Design, Data Science, and other growth and lifecycle marketers like yourself.
Own day-to-day execution of multi-channel marketing campaigns (esp. in-app content, email and mobile push), including segmenting target audiences, orchestrating multi-channel journeys, building templates, QA & deploying campaigns, and reporting on performance
Use AI tools (e.g. Claude, Braze's AI features, or similar) to improve QA, content generation, campaign briefs, and reporting, and help build repeatable AI-powered workflows for the broader lifecycle & growth teams
Ideate & experiment on growth engagement strategies/tactics, including personalization and content variation, to drive client acquisition, activation, retention and engagement
Split your time roughly 50/50 between partnerships (integrating and marketing new partner offers, growing perk usage/redemptions, and supporting sponsorship activations) and referral growth (running monthly campaigns and experiments to increase acquisition through referrals)
Analyze campaign and program performance; proactively report on campaign impact, client behaviours, and experimental results/learnings, using AI tools to accelerate analysis and synthesis where useful
2-5 years hands-on experience using marketing automation platforms (Braze or Iterable preferred); demonstrated ability to rapidly adapt to new tools and processes
1+ year experience coding for email, or equivalent HTML/CSS skill required; SQL experience a plus
Genuine enthusiasm for using AI tools (e.g. Claude or similar) in day-to-day marketing execution, comfort experimenting with prompts, workflows, and AI-assisted QA, not just traditional tooling
Strong understanding of audience segmentation across channels, campaigns, and more required
Understanding of marketing technology best practices, including responsive design, inboxing/deliverability, and audience segmentation
Campaign performance analysis & reporting, A/B testing experience required; demonstrated experimental design ability a strong plus
Familiarity with key elements of lifecycle marketing acquisition, activation, engagement, and retention strategies & tactics (esp. automated customer journeys, triggered comms, and multi-channel campaigns)
Experience with mobile marketing (e.g. push notifications, in-app messaging) is a plus
Proven success in working with cross-functional teams (e.g. Marketing, Product, Creative, Engineering, Data, etc.) to set and execute against data-informed growth targets/OKRs
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE ROLE\n\nWe're hiring a Growth Engagement Specialist to play a critical role in Wealthsimple's proactive client communication initiatives. This role is both technical and creative, where you'll work on the planning and execution of end-to-end growth marketing campaigns across Wealthsimple's brand and product ecosystem, using AI-assisted tooling to do it faster and better than ever before.\n\nThe ideal candidate is one who can think \"client-first,\" who can balance multiple projects simultaneously without sacrificing on quality, and who understands the interconnected technical and creative elements of consumer performance marketing programs — including where AI can meaningfully accelerate or improve that work. You'll be joining our multidisciplinary Growth organization where you'll work with stakeholders from Product, Engineering, Design, Data Science, and other growth and lifecycle marketers like yourself.\n\n\n\n\nWHAT YOU'LL DO:\n\n - Own day-to-day execution of multi-channel marketing campaigns (esp. in-app content, email and mobile push), including segmenting target audiences, orchestrating multi-channel journeys, building templates, QA & deploying campaigns, and reporting on performance\n\n - Use AI tools (e.g. Claude, Braze's AI features, or similar) to improve QA, content generation, campaign briefs, and reporting, and help build repeatable AI-powered workflows for the broader lifecycle & growth teams\n\n - Ideate & experiment on growth engagement strategies/tactics, including personalization and content variation, to drive client acquisition, activation, retention and engagement\n\n - Split your time roughly 50/50 between partnerships (integrating and marketing new partner offers, growing perk usage/redemptions, and supporting sponsorship activations) and referral growth (running monthly campaigns and experiments to increase acquisition through referrals)\n\n - Analyze campaign and program performance; proactively report on campaign impact, client behaviours, and experimental results/learnings, using AI tools to accelerate analysis and synthesis where useful\n\n\n\n\nWHAT YOU BRING\n\n - 2-5 years hands-on experience using marketing automation platforms (Braze or Iterable preferred); demonstrated ability to rapidly adapt to new tools and processes\n\n - 1+ year experience coding for email, or equivalent HTML/CSS skill required; SQL experience a plus\n\n - Genuine enthusiasm for using AI tools (e.g. Claude or similar) in day-to-day marketing execution, comfort experimenting with prompts, workflows, and AI-assisted QA, not just traditional tooling\n\n - Strong understanding of audience segmentation across channels, campaigns, and more required\n\n - Understanding of marketing technology best practices, including responsive design, inboxing/deliverability, and audience segmentation\n\n - Campaign performance analysis & reporting, A/B testing experience required; demonstrated experimental design ability a strong plus\n\n - Familiarity with key elements of lifecycle marketing acquisition, activation, engagement, and retention strategies & tactics (esp. automated customer journeys, triggered comms, and multi-channel campaigns)\n\n - Experience with mobile marketing (e.g. push notifications, in-app messaging) is a plus\n\n - Proven success in working with cross-functional teams (e.g. Marketing, Product, Creative, Engineering, Data, etc.) to set and execute against data-informed growth targets/OKRs\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*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \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":"ffa5e79d-f585-428a-a916-930450533fb5","title":"Marketing Automation Developer (18-month contract)","department":"Commercial & Marketing","team":"Marketing","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-08T15:04:20.599+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/ffa5e79d-f585-428a-a916-930450533fb5","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/ffa5e79d-f585-428a-a916-930450533fb5/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 $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
We're looking for a Marketing Developer to join our Growth & Lifecycle Marketing team. This is a 18-month fixed term contract position. This is a highly technical role that sits at the intersection of marketing, development, and data. You'll be the technical anchor for our multi-channel lifecycle marketing programs, building sophisticated automation systems, creating interactive email, in-app and web experiences, and ensuring our marketing technology stack runs smoothly.
As our Marketing Developer, you'll work closely with marketers, designers, and engineers to translate business needs into technical solutions. You'll be the subject matter expert on our marketing automation platform (Braze) and push the boundaries of what's possible in lifecycle marketing.
Create and maintain our email templates and email design system
Build interactive email experiences, including dropdowns, carousels, and AMP for email
Code advanced techniques like background images, device targeting, and dark mode support
Provide development guidance and support to the Lifecycle Marketing team for email and in-app message builds
Stay current on industry changes and email client support updates
Act as SME on email and in-app message feasibility, scope creative designs, and explain channel nuances
Troubleshoot and resolve complex email, in-app and web template issues
Design and build complex, multi-channel automation journeys in Braze
Manage platform administration, including roles, users, and account settings
Create and maintain custom HTML templates for in-app messaging
Write Liquid for complex personalization and dynamic content
Develop custom scripts (webhooks, advanced Liquid logic) to extend platform capabilities
Integrate external tools and platforms using APIs beyond native supported integrations
Test and support platform-side requirements for integrations (API requirements, custom attributes)
Provide solution design and support for non-Lifecycle teams utilizing our marketing tools
Implement advanced personalization logic, including for loops, connected content, and catalogs
Write SQL queries for complex use cases and data extraction
Create advanced segmentation strategies
Build custom reports and data visualizations
Design technical solutions based on our relational database structures
Evaluate, implement, and optimize AI tools that improve marketing efficiency and campaign performance, including personalization, audience segmentation, predictive analytics, A/B testing, and forecasting
Build automated workflows and integrations between AI tools and our marketing tech stack to cut manual work and automate data flows and reporting
Create scoping tools, templates, and self-service solutions that let marketers estimate timelines and resources and run campaigns independently
Train the team on new automation tools and document best practices for AI-powered workflows
Manage the Lifecycle Marketing JIRA board and assign requests from cross-team partners
Translate business needs into technical solutions
Maintain deep links code snippets for use in templates
Serve as the technical SME for email and lifecycle marketing platforms
3–5 years of email development experience: coding and maintaining email templates or design systems
Expert-level email development: Proficient in HTML/CSS for email with deep knowledge of responsive design, email client quirks, and advanced techniques
Interactive email techniques: Experience building dropdowns, carousels, AMP for email, and other interactive elements
Marketing automation expertise: Proven experience building complex, multi-channel automation flows in platforms like Braze, Iterable or Salesforce Marketing Cloud
Experience with Taxi for Email or other EDS platform
Advanced scripting: Strong skills in Liquid, webhooks, and other marketing automation scripting languages
SQL proficiency: Ability to write complex SQL queries for segmentation and reporting
API integration: Experience integrating external platforms using APIs beyond standard supported integrations
Problem-solving: Exceptional troubleshooting skills for niche email and platform issues
Technical architecture: Ability to translate business requirements into technical solutions
Automation mindset: Strong instinct for identifying manual processes that can be automated and implementing scalable solutions
Background in data visualization and custom reporting
Understanding of relational databases and data architecture
Experience managing technical projects and cross-functional stakeholder requests
Passion for staying current on marketing technology innovations and best practices
Familiarity with AI tools for marketing (generative AI, predictive models, content optimization)
Experience building internal tools or documentation systems for marketing teams
Knowledge of no-code/low-code automation platforms (Zapier, Make, etc.)
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nTHE ROLE\n\nWe're looking for a Marketing Developer to join our Growth & Lifecycle Marketing team. This is a 18-month fixed term contract position. This is a highly technical role that sits at the intersection of marketing, development, and data. You'll be the technical anchor for our multi-channel lifecycle marketing programs, building sophisticated automation systems, creating interactive email, in-app and web experiences, and ensuring our marketing technology stack runs smoothly.\n\nAs our Marketing Developer, you'll work closely with marketers, designers, and engineers to translate business needs into technical solutions. You'll be the subject matter expert on our marketing automation platform (Braze) and push the boundaries of what's possible in lifecycle marketing.\n\n\n\n\nWHAT YOU'LL DO\n\n\n\n\nDEVELOPMENT & DESIGN\n\n - Create and maintain our email templates and email design system\n\n - Build interactive email experiences, including dropdowns, carousels, and AMP for email\n\n - Code advanced techniques like background images, device targeting, and dark mode support\n\n - Provide development guidance and support to the Lifecycle Marketing team for email and in-app message builds\n\n - Stay current on industry changes and email client support updates\n\n - Act as SME on email and in-app message feasibility, scope creative designs, and explain channel nuances\n\n - Troubleshoot and resolve complex email, in-app and web template issues\n\n\nMARKETING AUTOMATION & PLATFORM OPERATIONS\n\n - Design and build complex, multi-channel automation journeys in Braze\n\n - Manage platform administration, including roles, users, and account settings\n\n - Create and maintain custom HTML templates for in-app messaging\n\n - Write Liquid for complex personalization and dynamic content\n\n - Develop custom scripts (webhooks, advanced Liquid logic) to extend platform capabilities\n\n - Integrate external tools and platforms using APIs beyond native supported integrations\n\n - Test and support platform-side requirements for integrations (API requirements, custom attributes)\n\n - Provide solution design and support for non-Lifecycle teams utilizing our marketing tools\n\n\nDATA & PERSONALIZATION\n\n - Implement advanced personalization logic, including for loops, connected content, and catalogs\n\n - Write SQL queries for complex use cases and data extraction\n\n - Create advanced segmentation strategies\n\n - Build custom reports and data visualizations\n\n - Design technical solutions based on our relational database structures\n\n\nAI & WORKFLOW AUTOMATION\n\n - Evaluate, implement, and optimize AI tools that improve marketing efficiency and campaign performance, including personalization, audience segmentation, predictive analytics, A/B testing, and forecasting\n\n - Build automated workflows and integrations between AI tools and our marketing tech stack to cut manual work and automate data flows and reporting\n\n - Create scoping tools, templates, and self-service solutions that let marketers estimate timelines and resources and run campaigns independently\n\n - Train the team on new automation tools and document best practices for AI-powered workflows\n\n\nOPERATIONS\n\n - Manage the Lifecycle Marketing JIRA board and assign requests from cross-team partners\n\n - Translate business needs into technical solutions\n\n - Maintain deep links code snippets for use in templates\n\n - Serve as the technical SME for email and lifecycle marketing platforms\n\n\n\n\nWHAT YOU BRING\n\n\n\n\nREQUIRED SKILLS\n\n - 3–5 years of email development experience: coding and maintaining email templates or design systems\n\n - Expert-level email development: Proficient in HTML/CSS for email with deep knowledge of responsive design, email client quirks, and advanced techniques\n\n - Interactive email techniques: Experience building dropdowns, carousels, AMP for email, and other interactive elements\n\n - Marketing automation expertise: Proven experience building complex, multi-channel automation flows in platforms like Braze, Iterable or Salesforce Marketing Cloud\n\n - Experience with Taxi for Email or other EDS platform \n\n - Advanced scripting: Strong skills in Liquid, webhooks, and other marketing automation scripting languages\n\n - SQL proficiency: Ability to write complex SQL queries for segmentation and reporting\n\n - API integration: Experience integrating external platforms using APIs beyond standard supported integrations\n\n - Problem-solving: Exceptional troubleshooting skills for niche email and platform issues\n\n - Technical architecture: Ability to translate business requirements into technical solutions\n\n - Automation mindset: Strong instinct for identifying manual processes that can be automated and implementing scalable solutions\n\n\nNICE TO HAVE\n\n - Background in data visualization and custom reporting\n\n - Understanding of relational databases and data architecture\n\n - Experience managing technical projects and cross-functional stakeholder requests\n\n - Passion for staying current on marketing technology innovations and best practices\n\n - Familiarity with AI tools for marketing (generative AI, predictive models, content optimization)\n\n - Experience building internal tools or documentation systems for marketing teams\n\n - Knowledge of no-code/low-code automation platforms (Zapier, Make, etc.)\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*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \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":"60cebe90-7713-4c80-9f4a-bc3d8fd927ac","title":"Manager, Internal Controls","department":"Finance","team":"Controllers","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-05T16:43:03.555+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/60cebe90-7713-4c80-9f4a-bc3d8fd927ac","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/60cebe90-7713-4c80-9f4a-bc3d8fd927ac/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 $169 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 Internal Controls team plays a critical role in adhering to controls frameworks and creating space for risk mitigation and oversight. We want to ensure that Wealthsimple maintains a secure operational environment by implementing, monitoring and testing controls designed to safeguard assets, keep our reporting accurate, and make our processes more efficient.
About the role
We are looking to expand our team with a Manager, Internal Controls to help build and run our internal controls over financial reporting (ICFR) program. This role will be instrumental in ensuring Wealthsimple meets its regulatory obligations while building a scalable compliance function.
Reporting to the Senior Manager, Internal Controls, the successful candidate will build and shape internal controls around the processes we already have and build the control framework for new products as we launch them. This is a hands-on, high-ownership role — you'll own the control framework and documentation, direct testing, and work with the control owners across Finance, Operations and Engineering who run the controls, so that they are designed, implemented and operating effectively.
What you’ll do
Be a strong voice within the Finance team and across Wealthsimple by proactively shaping effective and efficient controls around existing processes as well as designing an effective control framework for new products;
Work alongside our external advisors to build out the ICFR program, then own the process narratives, RCMs, flowcharts and test procedures and keep them current;
Plan and direct walkthroughs and testing against the annual ICFR plan, whether testing is done in house or by a co-source firm, and support control owners as they remediate deficiencies;
Serve as the primary point of contact for external auditors, coordinating evidence requests, walkthroughs, and finding remediation. Coordinate testing activities to ensure deadlines are met with high quality outputs for:
Financial reporting audits for all entities;
SOC 1 audits;
Other audits requiring control work as they arise;
Proactively work with internal stakeholders to determine the impact of business decisions on the financial processes, operations and engineering; and
Work with technology to develop best-in-class controls documentation and solutions including AI-enabled tooling.
Skills you bring
5+ years in internal controls or audit, with hands-on ICFR experience under SOX or CSOX, working knowledge of COSO 2013, and a CPA designation or equivalent;
Experience working in SOX or CSOX control environment in a public company
Hands-on experience using technology — including AI tools — to document, test, or automate controls
Nice to have
Experience building an ICFR program, or substantially expanding one
Experience in financial services, ideally brokerage, banking or payments
Experience supporting SOC 1 Type 2 audit
Experience working with Optro (formerly AuditBoard)
Exposure to a high-growth fintech or technology company
Who you are
You bring people along — you can explain why a strong control environment matters and build/promote awareness across the organization
You’re passionate about technology, specifically fintech
You’re naturally curious: if something seems off, you want to figure out what’s going on
You communicate clearly and are able to articulate complex ideas succinctly and convincingly
You're detail-oriented and rigorous, you pay close attention to details and able to thoroughly review your own work and others
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 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 Internal Controls team plays a critical role in adhering to controls frameworks and creating space for risk mitigation and oversight. We want to ensure that Wealthsimple maintains a secure operational environment by implementing, monitoring and testing controls designed to safeguard assets, keep our reporting accurate, and make our processes more efficient.\n\n\n\nAbout the role\n\nWe are looking to expand our team with a Manager, Internal Controls to help build and run our internal controls over financial reporting (ICFR) program. This role will be instrumental in ensuring Wealthsimple meets its regulatory obligations while building a scalable compliance function.\n\nReporting to the Senior Manager, Internal Controls, the successful candidate will build and shape internal controls around the processes we already have and build the control framework for new products as we launch them. This is a hands-on, high-ownership role — you'll own the control framework and documentation, direct testing, and work with the control owners across Finance, Operations and Engineering who run the controls, so that they are designed, implemented and operating effectively.\n\n \n\nWhat you’ll do\n\n - Be a strong voice within the Finance team and across Wealthsimple by proactively shaping effective and efficient controls around existing processes as well as designing an effective control framework for new products;\n\n - Work alongside our external advisors to build out the ICFR program, then own the process narratives, RCMs, flowcharts and test procedures and keep them current;\n\n - Plan and direct walkthroughs and testing against the annual ICFR plan, whether testing is done in house or by a co-source firm, and support control owners as they remediate deficiencies;\n\n - Serve as the primary point of contact for external auditors, coordinating evidence requests, walkthroughs, and finding remediation. Coordinate testing activities to ensure deadlines are met with high quality outputs for:\n \n - Financial reporting audits for all entities;\n \n - SOC 1 audits;\n \n - Other audits requiring control work as they arise;\n\n - Proactively work with internal stakeholders to determine the impact of business decisions on the financial processes, operations and engineering; and\n\n - Work with technology to develop best-in-class controls documentation and solutions including AI-enabled tooling.\n \n \n\nSkills you bring\n\n - 5+ years in internal controls or audit, with hands-on ICFR experience under SOX or CSOX, working knowledge of COSO 2013, and a CPA designation or equivalent;\n\n - Experience working in SOX or CSOX control environment in a public company\n\n - Hands-on experience using technology — including AI tools — to document, test, or automate controls\n \n \n\nNice to have\n\n - Experience building an ICFR program, or substantially expanding one\n\n - Experience in financial services, ideally brokerage, banking or payments\n\n - Experience supporting SOC 1 Type 2 audit\n\n - Experience working with Optro (formerly AuditBoard)\n\n - Exposure to a high-growth fintech or technology company\n\n\n\nWho you are \n\n - You bring people along — you can explain why a strong control environment matters and build/promote awareness across the organization\n\n - You’re passionate about technology, specifically fintech\n\n - You’re naturally curious: if something seems off, you want to figure out what’s going on\n\n - You communicate clearly and are able to articulate complex ideas succinctly and convincingly\n\n - You're detail-oriented and rigorous, you pay close attention to details and able to thoroughly review your own work and others\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*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \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":"5fd80e67-350e-42ae-a329-4af4b77d2c72","title":"Senior Data Scientist, Growth Data ","department":"Data & Engineering","team":"Data Science","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-05T14:50:46.813+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/5fd80e67-350e-42ae-a329-4af4b77d2c72","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/5fd80e67-350e-42ae-a329-4af4b77d2c72/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 $169 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 Data Science & Engineering (DSE) team consists of analytics engineers, data scientists, and software engineers and is responsible for enabling data-driven decision making and building data products at Wealthsimple.
The Growth Data focuses on driving new user acquisition and net deposit targets through marketing efforts including paid, organic, and branding initiatives. Our team is structured around key domain areas including promotions, referral and social sharing, paid marketing, and organic/upper funnel marketing measurement. We work closely with cross-functional partners in Growth, Product, and Engineering to optimize our marketing investments and scale Wealthsimple's customer base.
The Growth Data team plays a critical role in enabling data-driven decision making across all marketing channels. We're looking for a Senior Data Scientist who will serve as a domain expert for one of our key marketing pillars, driving optimization through sophisticated algorithms, measurement systems, and strategic insights that influence millions of dollars in marketing spend.
In this role, you'll be the DRI (Directly Responsible Individual) for your domain area, building data products and analytics solutions that directly impact business outcomes. You'll work on challenging problems ranging from marketing optimization algorithms to attribution modeling, experimentation, and strategic measurement. You'll collaborate closely with marketing stakeholders to understand business needs and translate them into technical solutions, while also partnering with data engineers and other data scientists on shared infrastructure.
This is a full-stack data science role where you'll wear many hats: algorithm developer, measurement strategist, analyst, experimenter, and business partner. We're looking for someone who can hit the ground running with strong marketing analytics expertise and contribute to strategic direction from day one.
Build data products and algorithms that optimize marketing performance—including budget allocation, targeting strategies, and campaign optimization across multiple channels
Design and implement measurement strategies for marketing initiatives, including attribution modeling, incrementality analysis, and multi-touch attribution
Drive marketing strategy through data insights, A/B testing, and causal inference methodologies to maximize ROI on marketing spend
Develop and maintain analytics pipelines and data infrastructure, working collaboratively with data engineers and other data scientists
Conduct exploratory analysis to identify growth opportunities, understand customer behaviour, and optimize marketing tactics
Provide business-as-usual analytics support including reporting, dashboards, and ad-hoc analysis for marketing stakeholders
Leverage AI tooling to handle operational tasks efficiently and focus your expertise on high-impact strategic problems
Partner with ad platforms (Google, Meta, etc.) and internal engineering teams to ensure robust tracking, data integration, and measurement capabilities
Take ownership and ship it—continuously look for the simplest, most effective way to approach challenges; Occam's razor is your friend
Work where you are (while our Canadian offices are located in Toronto, we are a remote-first workforce and you can join from anywhere in Canada!)
Understanding of digital marketing mechanics including attribution, ad platforms, tracking, and conversion optimization
Experience working with lifecycle data, understands various of ways of reaching out to new/existing customers and how they fit together holistically
Strong technical skills in Python and SQL with experience building production-quality code
Proven track record in algorithm development, optimization problems, or building data-driven decision systems
Strong foundation in causal inference, A/B testing, and experimental design
Excellent communication skills and ability to translate complex technical concepts for non-technical stakeholders
Demonstrated ownership as the data DRI on complex projects end to end, with proactive understanding of business context and how cross-functional teams build systems together
Can use AI effectively to increase efficiency and depth of the work, while still providing the strategic guidance and critical thinking
Has full-stack data science experience, comfortable with everything from dashboards and reporting to sophisticated algorithm development
Can contribute to strategic direction in marketing analytics from day one with minimal ramp-up time
Thrives in a collaborative, multi-faceted environment with ongoing alignment across stakeholders and data team members
Is passionate about measurement and understanding what drives business outcomes, navigating the complexities of attribution and incrementality
Ideally has worked at larger-scale tech companies that develop internal analytics and optimization systems
Adjusts quickly to changing priorities and effectively manages complexity in a fast-paced growth environment
Values simplicity and pragmatism, knows when to build sophisticated solutions and when a simpler approach will suffice
Is eager to teach and learn. We value making each other successful!
Is a lifelong learner who's constantly seeking feedback to continue improving their craft
High visibility, high impact: Your work directly affects Wealthsimple's growth bottom line and influences strategic marketing decisions
Diverse technical challenges: Develop expertise across measurement, A/B testing, causal inference, machine learning, and algorithm development
In-demand skill set: Build valuable skills in marketing analytics and optimization that are highly sought after in the tech market
Strategic domain ownership: Own a key pillar of Wealthsimple's growth strategy and build deep expertise in a lasting problem space
AI-enabled efficiency: Leverage cutting-edge AI tooling to amplify your impact and focus on the most strategic challenges
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*
✈️ 90 days away: work outside Canada for up to 90 days per year*
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 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 Data Science & Engineering (DSE) team consists of analytics engineers, data scientists, and software engineers and is responsible for enabling data-driven decision making and building data products at Wealthsimple.\n\n\n\nThe Growth Data focuses on driving new user acquisition and net deposit targets through marketing efforts including paid, organic, and branding initiatives. Our team is structured around key domain areas including promotions, referral and social sharing, paid marketing, and organic/upper funnel marketing measurement. We work closely with cross-functional partners in Growth, Product, and Engineering to optimize our marketing investments and scale Wealthsimple's customer base.\n\n\n\n\nThe Growth Data team plays a critical role in enabling data-driven decision making across all marketing channels. We're looking for a Senior Data Scientist who will serve as a domain expert for one of our key marketing pillars, driving optimization through sophisticated algorithms, measurement systems, and strategic insights that influence millions of dollars in marketing spend.\n\n\n\nIn this role, you'll be the DRI (Directly Responsible Individual) for your domain area, building data products and analytics solutions that directly impact business outcomes. You'll work on challenging problems ranging from marketing optimization algorithms to attribution modeling, experimentation, and strategic measurement. You'll collaborate closely with marketing stakeholders to understand business needs and translate them into technical solutions, while also partnering with data engineers and other data scientists on shared infrastructure.\n\n\n\nThis is a full-stack data science role where you'll wear many hats: algorithm developer, measurement strategist, analyst, experimenter, and business partner. We're looking for someone who can hit the ground running with strong marketing analytics expertise and contribute to strategic direction from day one.\n\n\n\n\nIN THIS ROLE, YOU WILL HAVE THE OPPORTUNITY TO:\n\n - Build data products and algorithms that optimize marketing performance—including budget allocation, targeting strategies, and campaign optimization across multiple channels\n\n - Design and implement measurement strategies for marketing initiatives, including attribution modeling, incrementality analysis, and multi-touch attribution\n\n - Drive marketing strategy through data insights, A/B testing, and causal inference methodologies to maximize ROI on marketing spend\n\n - Develop and maintain analytics pipelines and data infrastructure, working collaboratively with data engineers and other data scientists\n\n - Conduct exploratory analysis to identify growth opportunities, understand customer behaviour, and optimize marketing tactics\n\n - Provide business-as-usual analytics support including reporting, dashboards, and ad-hoc analysis for marketing stakeholders\n\n - Leverage AI tooling to handle operational tasks efficiently and focus your expertise on high-impact strategic problems\n\n - Partner with ad platforms (Google, Meta, etc.) and internal engineering teams to ensure robust tracking, data integration, and measurement capabilities\n\n - Take ownership and ship it—continuously look for the simplest, most effective way to approach challenges; Occam's razor is your friend\n\n - Work where you are (while our Canadian offices are located in Toronto, we are a remote-first workforce and you can join from anywhere in Canada!)\n\n\n\n\nSKILLS WE ARE LOOKING FOR:\n\n - Understanding of digital marketing mechanics including attribution, ad platforms, tracking, and conversion optimization\n\n - Experience working with lifecycle data, understands various of ways of reaching out to new/existing customers and how they fit together holistically\n\n - Strong technical skills in Python and SQL with experience building production-quality code\n\n - Proven track record in algorithm development, optimization problems, or building data-driven decision systems\n\n - Strong foundation in causal inference, A/B testing, and experimental design\n\n - Excellent communication skills and ability to translate complex technical concepts for non-technical stakeholders\n\n - Demonstrated ownership as the data DRI on complex projects end to end, with proactive understanding of business context and how cross-functional teams build systems together\n\n\n\n\nWE ARE LOOKING FOR SOMEONE WHO:\n\n - Can use AI effectively to increase efficiency and depth of the work, while still providing the strategic guidance and critical thinking\n\n - Has full-stack data science experience, comfortable with everything from dashboards and reporting to sophisticated algorithm development\n\n - Can contribute to strategic direction in marketing analytics from day one with minimal ramp-up time\n\n - Thrives in a collaborative, multi-faceted environment with ongoing alignment across stakeholders and data team members\n\n - Is passionate about measurement and understanding what drives business outcomes, navigating the complexities of attribution and incrementality\n\n - Ideally has worked at larger-scale tech companies that develop internal analytics and optimization systems\n\n - Adjusts quickly to changing priorities and effectively manages complexity in a fast-paced growth environment\n\n - Values simplicity and pragmatism, knows when to build sophisticated solutions and when a simpler approach will suffice\n\n - Is eager to teach and learn. We value making each other successful!\n\n - Is a lifelong learner who's constantly seeking feedback to continue improving their craft\n\n\n\n\nWHY YOU'LL LOVE THIS ROLE:\n\n - High visibility, high impact: Your work directly affects Wealthsimple's growth bottom line and influences strategic marketing decisions\n\n - Diverse technical challenges: Develop expertise across measurement, A/B testing, causal inference, machine learning, and algorithm development\n\n - In-demand skill set: Build valuable skills in marketing analytics and optimization that are highly sought after in the tech market\n\n - Strategic domain ownership: Own a key pillar of Wealthsimple's growth strategy and build deep expertise in a lasting problem space\n\n - AI-enabled efficiency: Leverage cutting-edge AI tooling to amplify your impact and focus on the most strategic challenges\n\n\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*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \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":"3921e82f-a19c-4b40-b540-4710100b0355","title":"Associate Creative Director, Art Director","department":"Commercial & Marketing","team":"Marketing","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-07T11:37:37.738+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/3921e82f-a19c-4b40-b540-4710100b0355","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/3921e82f-a19c-4b40-b540-4710100b0355/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 $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
At Wealthsimple, we're interested in humans and money — and the complicated ways humans feel about money. Our goal in the creative department is to be a part of that conversation in meaningful ways that are completely innovative and new. We have a deep aversion to making things that already exist and to ads that feel like ads.
We are looking for an experienced Associate Creative Director, Art Director to help us create innovative, human and ridiculously entertaining work. In this role you will often work as a team with a copywriter partner, but you’ll also collaborate with designers, writers, marketers and engineers across the org. You will be responsible for all aspects of creative development and production on integrated brand campaigns and projects large and small, and you will be leading creative voice in some of our biggest brand moments.
In this role, you’ll have the opportunity to:
Be a highly conceptual thinker with strong storytelling and design skills.
Develop big ideas and bring them to life through every stage of production.
Own large and small brand projects and campaigns from kickoff to completion, often balancing multiple projects at once.
Be a maker-owner, but also a director-delegator, and find the right balance between those two roles for each project.
Provide art direction on visual design for integrated brand campaigns and projects of various scales and types – from film, social, digital, to interactive experiences.
Be a creative and strategic thinker who can see how creativity can solve business problems.
Use AI in a variety of ways. Whether it’s moving ideas into functional prototypes, drafts, mockups or animatics that can be evaluated more quickly, or developing and refining AI workflows for internally created assets.
Present work in a clear, passionate and dynamic way, championing the creative and vision to internal stakeholders.
Manage relationships with outside production partners when necessary.
Skills You Bring
6-10+ years of experience as an Art Director (agency experience preferred, but not necessary).
Ability to concept and art direct, developing storyboards, comps or animatics without assistance from the Design team
Extensive experience with integrated campaigns, from strategic development through creative development and delivery
Production experience across all platforms - film, digital, social, and print
Well-versed in Adobe Creative Suite and able to be a hands-on creative delivering comps, layouts, and assets across all media types as well as give direction to studio designers where applicable
Familiarity with AI image and video generation tools.
A truly collaborative creative approach.
Give and receive constructive feedback in a respectful manner
Travel for production when necessary.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\nAt Wealthsimple, we're interested in humans and money — and the complicated ways humans feel about money. Our goal in the creative department is to be a part of that conversation in meaningful ways that are completely innovative and new. We have a deep aversion to making things that already exist and to ads that feel like ads.\n\n\n\nWe are looking for an experienced Associate Creative Director, Art Director to help us create innovative, human and ridiculously entertaining work. In this role you will often work as a team with a copywriter partner, but you’ll also collaborate with designers, writers, marketers and engineers across the org. You will be responsible for all aspects of creative development and production on integrated brand campaigns and projects large and small, and you will be leading creative voice in some of our biggest brand moments.\n\n\n\nIn this role, you’ll have the opportunity to:\n\n - Be a highly conceptual thinker with strong storytelling and design skills.\n\n - Develop big ideas and bring them to life through every stage of production.\n\n - Own large and small brand projects and campaigns from kickoff to completion, often balancing multiple projects at once.\n\n - Be a maker-owner, but also a director-delegator, and find the right balance between those two roles for each project.\n\n - Provide art direction on visual design for integrated brand campaigns and projects of various scales and types – from film, social, digital, to interactive experiences.\n\n - Be a creative and strategic thinker who can see how creativity can solve business problems.\n\n - Use AI in a variety of ways. Whether it’s moving ideas into functional prototypes, drafts, mockups or animatics that can be evaluated more quickly, or developing and refining AI workflows for internally created assets.\n\n - Present work in a clear, passionate and dynamic way, championing the creative and vision to internal stakeholders.\n\n - Manage relationships with outside production partners when necessary.\n\n\n\nSkills You Bring \n\n - 6-10+ years of experience as an Art Director (agency experience preferred, but not necessary).\n\n - Ability to concept and art direct, developing storyboards, comps or animatics without assistance from the Design team\n\n - Extensive experience with integrated campaigns, from strategic development through creative development and delivery\n\n - Production experience across all platforms - film, digital, social, and print\n\n - Well-versed in Adobe Creative Suite and able to be a hands-on creative delivering comps, layouts, and assets across all media types as well as give direction to studio designers where applicable\n\n - Familiarity with AI image and video generation tools.\n\n - A truly collaborative creative approach.\n\n - Give and receive constructive feedback in a respectful manner\n\n - Travel for production when necessary.\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*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \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":"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 $169 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 Data Science team at Wealthsimple consists of data scientists with diverse educational backgrounds such as physics, computer science, engineering and business. 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, Revenue Operations and Commercial Systems. We build data solutions that directly optimize the sales process, improve lead scoring and routing, boost lifecycle marketing and drive revenue growth for Wealthsimple’s core metrics.
We are looking for a Data Scientist with strong foundational skills in both data engineering and applied data science. In this role, you will act as a generalist bridging the gap between data architecture and applied science. You will take ownership of stakeholder relationships while designing, building, and maintaining robust data models and pipelines to scale our Commercial operations.
In this role, you will have the opportunity to:
Design, build, and maintain accurate, reliable data pipelines and commercial data marts using modern tools like dbt and Airflow.
Balance technical execution roughly 50/50 between data engineering/pipelining and applied data science/analytics.
Optimize commercial operations by enhancing lead generation, lead routing, and sales efficiency using sparse or multi-modal data sources.
Develop, implement, and maintain metrics, dashboards, and predictive models that directly impact top-line business goals.
Manage direct relationships with business stakeholders across Sales Operations, Commercial Leadership, Revenue Operations, and Product.
Conduct exploratory analyses and design experiments (e.g., A/B testing) to test hypotheses and improve go-to-market strategies.
Collaborate closely with teammates to raise data quality standards, share knowledge, and improve core data architecture.
What you bring:
2–4 years of experience in a Data Science, Decision Science, or Analytics Engineering role.
Strong proficiency in SQL & Python, with hands-on experience building and maintaining data pipelines using tools like dbt and Airflow.
Data Engineering Aptitude: Comfortable working with data architecture, designing clean data models, and managing data pipeline flows.
Stakeholder Relationship Building: Ability to communicate technical findings, build trust, and align priorities with business stakeholders independently.
Applied Statistics & ML Foundations: Practical understanding of foundational statistical concepts, experimentation (A/B testing), and machine learning techniques applied to real-world business problems.
Comfort working with messy, sparse, or unstructured datasets to extract actionable insights about client behavior and sales processes.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 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\nThe Data Science team at Wealthsimple consists of data scientists with diverse educational backgrounds such as physics, computer science, engineering and business. 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, Revenue Operations and Commercial Systems. We build data solutions that directly optimize the sales process, improve lead scoring and routing, boost lifecycle marketing and drive revenue growth for Wealthsimple’s core metrics.\n\n \n\nWe are looking for a Data Scientist with strong foundational skills in both data engineering and applied data science. In this role, you will act as a generalist bridging the gap between data architecture and applied science. You will take ownership of stakeholder relationships while designing, building, and maintaining robust data models and pipelines to scale our Commercial operations.\n\n\n\nIn this role, you will have the opportunity to:\n\n - Design, build, and maintain accurate, reliable data pipelines and commercial data marts using modern tools like dbt and Airflow.\n\n - Balance technical execution roughly 50/50 between data engineering/pipelining and applied data science/analytics.\n\n - Optimize commercial operations by enhancing lead generation, lead routing, and sales efficiency using sparse or multi-modal data sources.\n\n - Develop, implement, and maintain metrics, dashboards, and predictive models that directly impact top-line business goals.\n\n - Manage direct relationships with business stakeholders across Sales Operations, Commercial Leadership, Revenue Operations, and Product.\n\n - Conduct exploratory analyses and design experiments (e.g., A/B testing) to test hypotheses and improve go-to-market strategies.\n\n - Collaborate closely with teammates to raise data quality standards, share knowledge, and improve core data architecture.\n \n \n\nWhat you bring:\n\n - 2–4 years of experience in a Data Science, Decision Science, or Analytics Engineering role.\n\n - Strong proficiency in SQL & Python, with hands-on experience building and maintaining data pipelines using tools like dbt and Airflow.\n\n - Data Engineering Aptitude: Comfortable working with data architecture, designing clean data models, and managing data pipeline flows.\n\n - Stakeholder Relationship Building: Ability to communicate technical findings, build trust, and align priorities with business stakeholders independently.\n\n - Applied Statistics & ML Foundations: Practical understanding of foundational statistical concepts, experimentation (A/B testing), and machine learning techniques applied to real-world business problems.\n\n - Comfort working with messy, sparse, or unstructured datasets to extract actionable insights about client behavior and sales processes.\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*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \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":"33406c15-26ec-4b71-9af6-648ca0bd6fe6","title":"Marketing Operations & Campaign Manager - Active Traders","department":"Commercial & Marketing","team":"Marketing","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-13T16:36:17.804+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/33406c15-26ec-4b71-9af6-648ca0bd6fe6","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/33406c15-26ec-4b71-9af6-648ca0bd6fe6/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 $169 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.
Help build the engine behind what traders love
We are hiring a Marketing Operations & Campaign Manager to power our Active Trader business. This is the person who turns strategy into shipped work—the operational backbone who keeps creative projects, compliance reviews, and campaign briefs moving on time and at quality. You don't need to be a trader yourself, but financial literacy and genuine curiosity about markets will help you move fast and speak the same language as the rest of the pod.
You'll be the connective tissue of the Active Trader marketing team. Where our Product Marketing Managers set direction and shape narrative, you make it real: building briefs, running the creative pipeline, managing legal and compliance review, and keeping every campaign coordinated across a busy set of stakeholders. You'll own the systems and rituals that let a small team ship a lot, without dropping details or missing a regulatory requirement.
You'll thrive here if you're energized by getting things organized, love making messy processes simple, and take pride in being the person everyone trusts to have the details covered.
Own the campaign operating rhythm: Run the end-to-end workflow for Active Trader campaigns, from brief to creative to launch to results analysis so work ships on time, on message, and on budget. Build and maintain the trackers, timelines, and intake process that keep the pod aligned.
Write and manage briefs: Turn strategic direction into clear, complete creative and campaign briefs that give designers, copywriters, and partners everything they need. Chase down the open questions before they become delays.
Drive creative project management: Coordinate designers, writers, agencies, and cross-functional partners across concurrent projects. Manage scope, feedback loops, versions, and approvals so creative lands polished and on schedule.
Own compliance and legal review: Be the point person for getting marketing materials through legal, compliance, and regulatory review (e.g., CIRO requirements). Understand what's required, prep submissions cleanly, track approvals, and build the guardrails that keep us both fast and compliant.
Keep stakeholders coordinated: Partner daily with Product Marketing, Growth, Brand, Design, Legal/Compliance, and external vendors—making sure the right people have the right information at the right time.
Track and report results: Stand up the reporting and post-mortem process so we know what shipped, what worked, and what to do differently. Keep budgets and timelines honest.
Leverage AI to streamline operations: Use AI tools to speed up briefing, drafting, reporting, and project coordination, and to remove friction from repetitive work.
5+ years of experience: in marketing operations, campaign management, creative/project management, or agency account/traffic management—ideally in fast-paced, high-growth environments.
Proven project management chops: You've run multiple concurrent campaigns or creative projects end-to-end and kept them on time, on scope, and on quality.
Experience managing compliance or regulatory review: Financial services, healthcare, or other regulated industry experience is a strong plus; you know how to move fast and stay within the lines.
Excellent briefing and written communication: You write clear briefs and crisp updates, and you make complex processes feel simple.
Financial literacy and curiosity about markets: You don't need to be an active trader, but you're comfortable with financial concepts and eager to learn the trader audience.
Sharp attention to detail: You catch the typo, the missing approval, and the date that doesn't line up.
Comfort with tools and light data: Familiarity with project management and marketing tools; basic comfort reading a dashboard or a simple dataset (SQL is a nice-to-have).
Fluency with AI tools: Experience using AI tools that boost productivity and reduce busywork.
Bias toward action and comfort with ambiguity: You make things happen without waiting to be told.
Growth mindset and a service orientation: You take pride in making the whole team better and shipping quality work.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 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\nHelp build the engine behind what traders love\n\n\n\nWe are hiring a Marketing Operations & Campaign Manager to power our Active Trader business. This is the person who turns strategy into shipped work—the operational backbone who keeps creative projects, compliance reviews, and campaign briefs moving on time and at quality. You don't need to be a trader yourself, but financial literacy and genuine curiosity about markets will help you move fast and speak the same language as the rest of the pod.\n\n\n\nYou'll be the connective tissue of the Active Trader marketing team. Where our Product Marketing Managers set direction and shape narrative, you make it real: building briefs, running the creative pipeline, managing legal and compliance review, and keeping every campaign coordinated across a busy set of stakeholders. You'll own the systems and rituals that let a small team ship a lot, without dropping details or missing a regulatory requirement.\n\n\n\nYou'll thrive here if you're energized by getting things organized, love making messy processes simple, and take pride in being the person everyone trusts to have the details covered.\n\n\n\n\nIN THIS ROLE YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Own the campaign operating rhythm: Run the end-to-end workflow for Active Trader campaigns, from brief to creative to launch to results analysis so work ships on time, on message, and on budget. Build and maintain the trackers, timelines, and intake process that keep the pod aligned.\n\n - Write and manage briefs: Turn strategic direction into clear, complete creative and campaign briefs that give designers, copywriters, and partners everything they need. Chase down the open questions before they become delays.\n\n - Drive creative project management: Coordinate designers, writers, agencies, and cross-functional partners across concurrent projects. Manage scope, feedback loops, versions, and approvals so creative lands polished and on schedule.\n\n - Own compliance and legal review: Be the point person for getting marketing materials through legal, compliance, and regulatory review (e.g., CIRO requirements). Understand what's required, prep submissions cleanly, track approvals, and build the guardrails that keep us both fast and compliant.\n\n - Keep stakeholders coordinated: Partner daily with Product Marketing, Growth, Brand, Design, Legal/Compliance, and external vendors—making sure the right people have the right information at the right time.\n\n - Track and report results: Stand up the reporting and post-mortem process so we know what shipped, what worked, and what to do differently. Keep budgets and timelines honest.\n\n - Leverage AI to streamline operations: Use AI tools to speed up briefing, drafting, reporting, and project coordination, and to remove friction from repetitive work.\n \n \n\n\nWHAT YOU'LL BRING:\n\n - 5+ years of experience: in marketing operations, campaign management, creative/project management, or agency account/traffic management—ideally in fast-paced, high-growth environments.\n\n - Proven project management chops: You've run multiple concurrent campaigns or creative projects end-to-end and kept them on time, on scope, and on quality.\n\n - Experience managing compliance or regulatory review: Financial services, healthcare, or other regulated industry experience is a strong plus; you know how to move fast and stay within the lines.\n\n - Excellent briefing and written communication: You write clear briefs and crisp updates, and you make complex processes feel simple.\n\n - Financial literacy and curiosity about markets: You don't need to be an active trader, but you're comfortable with financial concepts and eager to learn the trader audience.\n\n - Sharp attention to detail: You catch the typo, the missing approval, and the date that doesn't line up.\n\n - Comfort with tools and light data: Familiarity with project management and marketing tools; basic comfort reading a dashboard or a simple dataset (SQL is a nice-to-have).\n\n - Fluency with AI tools: Experience using AI tools that boost productivity and reduce busywork.\n\n - Bias toward action and comfort with ambiguity: You make things happen without waiting to be told.\n\n - Growth mindset and a service orientation: You take pride in making the whole team better and shipping quality work.\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*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \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":"47b3b5d9-95f6-406f-8ba7-3edb0fbb5420","title":"Senior Lead, Partnerships (Acquisition)","department":"Finance","team":"Corporate Development","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-14T17:57:48.539+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/47b3b5d9-95f6-406f-8ba7-3edb0fbb5420","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/47b3b5d9-95f6-406f-8ba7-3edb0fbb5420/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 $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
This role owns the partnerships that bring new clients to Wealthsimple. Every motion you own ladders up to one goal, customer acquisition, across both digital and real-world channels: partner-driven acquisition campaigns, referral partnerships that feed our business banking line, and brand and experiential sponsorships that let us acquire customers in person. The job is to turn partners and campaigns into net-new clients and deposits, and to convert our brand presence into people walking in the door, wherever they already are. You'll source, negotiate, and activate these partnerships end to end, and you'll build a lot of it from scratch. This is a builder's seat for a growth-minded commercial operator who thinks about acquisition wherever it happens, online or IRL.
Drive acquisition campaigns with partners, including monthly millionaire: secure partner funding and co-marketing, and source smaller campaign partners to power specific moments.
Own referral partnerships for the business banking line end to end: source, sign, and drive the channel partners that send us new business clients and deposits.
Lead commercial negotiations from first outreach to signed terms, landing terms that work for both our clients and the business.
Own the acquisition targets: net-new funded clients and deposits from referral partners, campaign performance, and sponsorship reach and ROI.
Partner cross-functionally with Growth, Brand, PMM, and Business Banking Product to activate every partnership well and measure its impact.
7-10 years of relevant experience in partnerships, business development, or growth roles in banking or customer-focused industries.
Negotiation and commercial ownership. A master negotiator with a track record of driving commercial and acquisition outcomes and turning partnerships into measurable growth.
A growth and acquisition orientation. You've turned partnerships or campaigns into measurable client acquisition, online and in person, and you think in funnels, not just relationships.
Channel or referral partnership experience. You've built or run a referral or channel pipeline that produced real, attributable results.
Strong analytical and commercial skills, with real comfort in CAC, LTV, and attribution.
A strong network in Canada (and ideally the US) across relevant commercial, tech, and community ecosystems.
A 0-to-1 operator with high urgency, strong ownership, and a bias for action.
Brand experiential marketing experience, especially activations built to drive real-world customer acquisition, including agency and rights-holder relationships.
Business banking or SMB acquisition experience.
Product partnerships experience as it pertains to integrated referrals.
A results-oriented mindset with a focus on impact and outcomes.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*
✈️ 90 days away: work outside Canada for up to 90 days per year*
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 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\nThis role owns the partnerships that bring new clients to Wealthsimple. Every motion you own ladders up to one goal, customer acquisition, across both digital and real-world channels: partner-driven acquisition campaigns, referral partnerships that feed our business banking line, and brand and experiential sponsorships that let us acquire customers in person. The job is to turn partners and campaigns into net-new clients and deposits, and to convert our brand presence into people walking in the door, wherever they already are. You'll source, negotiate, and activate these partnerships end to end, and you'll build a lot of it from scratch. This is a builder's seat for a growth-minded commercial operator who thinks about acquisition wherever it happens, online or IRL.\n\n\n\n\nIN THIS ROLE YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Drive acquisition campaigns with partners, including monthly millionaire: secure partner funding and co-marketing, and source smaller campaign partners to power specific moments.\n\n - Own referral partnerships for the business banking line end to end: source, sign, and drive the channel partners that send us new business clients and deposits.\n\n - Lead commercial negotiations from first outreach to signed terms, landing terms that work for both our clients and the business.\n\n - Own the acquisition targets: net-new funded clients and deposits from referral partners, campaign performance, and sponsorship reach and ROI.\n\n - Partner cross-functionally with Growth, Brand, PMM, and Business Banking Product to activate every partnership well and measure its impact.\n\n\n\n\nSKILLS YOU'LL BRING:\n\n - 7-10 years of relevant experience in partnerships, business development, or growth roles in banking or customer-focused industries.\n\n - Negotiation and commercial ownership. A master negotiator with a track record of driving commercial and acquisition outcomes and turning partnerships into measurable growth.\n\n - A growth and acquisition orientation. You've turned partnerships or campaigns into measurable client acquisition, online and in person, and you think in funnels, not just relationships.\n\n - Channel or referral partnership experience. You've built or run a referral or channel pipeline that produced real, attributable results.\n\n - Strong analytical and commercial skills, with real comfort in CAC, LTV, and attribution.\n\n - A strong network in Canada (and ideally the US) across relevant commercial, tech, and community ecosystems.\n\n - A 0-to-1 operator with high urgency, strong ownership, and a bias for action.\n\n\n\n\nNICE TO HAVE:\n\n - Brand experiential marketing experience, especially activations built to drive real-world customer acquisition, including agency and rights-holder relationships.\n\n - Business banking or SMB acquisition experience.\n\n - Product partnerships experience as it pertains to integrated referrals.\n\n - A results-oriented mindset with a focus on impact and outcomes.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \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":"95d17671-6a4a-4543-848d-2bfe1f3e16e0","title":"Associate Treasury Reporting & Analytics","department":"Finance","team":"Treasury","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-21T18:19:52.136+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/95d17671-6a4a-4543-848d-2bfe1f3e16e0","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/95d17671-6a4a-4543-848d-2bfe1f3e16e0/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 $169 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
Our ideal hire has a builder mindset, is detail oriented, action oriented and proactive. They own their role and continuously help identify ways to improve operations processes and controls. It is essential that this person manages time well, keeps on top of deliverables, and has the potential to grow with us. Experience in credit products, prepaid cards or other spend operations functions is a strong plus.
We manage billions of dollars, so the stakes are high. We want to deliver extraordinary experiences that meet our client's on-demand expectations, while being a compliance leader. At Wealthsimple, we are maker-owners, we believe that simplicity is better, and we do what's right for each client.
We are seeking an analytical, detail-oriented professional with strong SQL skills, advanced Excel expertise, and a passion for process improvement to join our Treasury team. The ideal candidate will excel in problem-solving, dashboard creation, and effective communication across all levels of the organization.
In this role, you’ll have the opportunity to:
Develop comprehensive financial analytics and reports to support regulatory compliance and strategic decision-making.
Leverage system to extract, analyze, and report on treasury data, ensuring accuracy and timeliness of deliverables.
Collaborate with cross-functional teams (including Product, Engineering, Data Science, and Finance) and use in house AI tools to optimize workflows and drive project success.
Design, build, and refine intuitive, data-driven dashboards that provide actionable insights for various stakeholders.
Maintain or develop multiple reporting deliverables with varying frequencies, managing stakeholder expectations and ensuring consistent quality standards.
Support the team on complex projects within Treasury Cash and Collateral Management, facilitating communication and problem-solving across teams.
Conduct in-depth analysis using SQL and other tools to inform critical business decisions related to Treasury operations and strategy.
Identify and implement process improvements that enhance efficiency and accuracy in financial reporting and analysis.
Translate business requirements into technical reporting solutions, working closely with IT and data teams to optimize report performance.
What You'll Bring:
Relevant experience: Demonstrated success in Treasury and financial operations, banking and payments, or other operations roles in related fields.
Report Management: Proven experience overseeing end-to-end report lifecycle management, from requirements gathering to delivery. Ability to manage multiple reporting deliverables with varying frequencies and stakeholder groups, ensuring accuracy and timeliness.
Treasury Systems Expertise: Work with Treasury Management Systems, including report configuration, data extraction, and workflow optimization.
Organization & planning: Plans, organizes, and schedules in a productive manner, allowing for a focus on key priorities and regular updates
Collaboration: Excellent interpersonal skills and willingness to work in collaboration with various team members
Strong written and verbal communication: Speaks plainly and truthfully. Communicates complex ideas in a simple & easy-to-understand way for any audience (e.g. engineering, 3rd party vendors, growth/operational teams, executive team)
Problem solving: If something seems off, you want to figure out what's going on; you enjoy navigating uncertainty, bringing clarity to ambiguity and don't wait for a playbook to be written
Proactive & Action Oriented: Acts without being told what to do; taking full ownership of work, and proactively seeks help and input when needed to provide well supported solutions
Efficiency: Ability to produce significant output with minimum wasted effort; finds the path of least resistance to the problem definition, solution and execution
Honesty/integrity: Doesn't cut corners; does what is right, not what is politically expedient
Data & analytics: Has a strong proficiency in SQL, and a history of using data to answer complex problems. Ability to translate business requirements into technical reporting solutions.
Stakeholder Management: Experience with complex reporting processes and stakeholder requirements, with proven ability to deliver financial reports to senior leadership and various business units.
Financial modeling, coding/automation, ability to contribute to a data model, and experience with business intelligence tools (Power BI, Superset) is preferred
Required Qualifications
Bachelor's degree in Finance, Economics, or related field
3+ years of experience in financial analysis or similar role
2+ years of hands-on experience with Kyriba Treasury Management System
Advanced proficiency in SQL and Excel
Strong analytical and problem-solving skills
Excellent verbal and written communication abilities
Ability to manage multiple projects and priorities effectively
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 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\nOur ideal hire has a builder mindset, is detail oriented, action oriented and proactive. They own their role and continuously help identify ways to improve operations processes and controls. It is essential that this person manages time well, keeps on top of deliverables, and has the potential to grow with us. Experience in credit products, prepaid cards or other spend operations functions is a strong plus. \n\n \n\nWe manage billions of dollars, so the stakes are high. We want to deliver extraordinary experiences that meet our client's on-demand expectations, while being a compliance leader. At Wealthsimple, we are maker-owners, we believe that simplicity is better, and we do what's right for each client.\n\n \n\nWe are seeking an analytical, detail-oriented professional with strong SQL skills, advanced Excel expertise, and a passion for process improvement to join our Treasury team. The ideal candidate will excel in problem-solving, dashboard creation, and effective communication across all levels of the organization.\n\n \n\nIn this role, you’ll have the opportunity to:\n\n - Develop comprehensive financial analytics and reports to support regulatory compliance and strategic decision-making.\n\n - Leverage system to extract, analyze, and report on treasury data, ensuring accuracy and timeliness of deliverables.\n\n - Collaborate with cross-functional teams (including Product, Engineering, Data Science, and Finance) and use in house AI tools to optimize workflows and drive project success.\n\n - Design, build, and refine intuitive, data-driven dashboards that provide actionable insights for various stakeholders.\n\n - Maintain or develop multiple reporting deliverables with varying frequencies, managing stakeholder expectations and ensuring consistent quality standards.\n\n - Support the team on complex projects within Treasury Cash and Collateral Management, facilitating communication and problem-solving across teams.\n\n - Conduct in-depth analysis using SQL and other tools to inform critical business decisions related to Treasury operations and strategy.\n\n - Identify and implement process improvements that enhance efficiency and accuracy in financial reporting and analysis.\n\n - Translate business requirements into technical reporting solutions, working closely with IT and data teams to optimize report performance.\n\n \n\nWhat You'll Bring: \n\n - Relevant experience: Demonstrated success in Treasury and financial operations, banking and payments, or other operations roles in related fields.\n\n - Report Management: Proven experience overseeing end-to-end report lifecycle management, from requirements gathering to delivery. Ability to manage multiple reporting deliverables with varying frequencies and stakeholder groups, ensuring accuracy and timeliness.\n\n - Treasury Systems Expertise: Work with Treasury Management Systems, including report configuration, data extraction, and workflow optimization.\n\n - Organization & planning: Plans, organizes, and schedules in a productive manner, allowing for a focus on key priorities and regular updates\n\n - Collaboration: Excellent interpersonal skills and willingness to work in collaboration with various team members\n\n - Strong written and verbal communication: Speaks plainly and truthfully. Communicates complex ideas in a simple & easy-to-understand way for any audience (e.g. engineering, 3rd party vendors, growth/operational teams, executive team)\n\n - Problem solving: If something seems off, you want to figure out what's going on; you enjoy navigating uncertainty, bringing clarity to ambiguity and don't wait for a playbook to be written\n\n - Proactive & Action Oriented: Acts without being told what to do; taking full ownership of work, and proactively seeks help and input when needed to provide well supported solutions\n\n - Efficiency: Ability to produce significant output with minimum wasted effort; finds the path of least resistance to the problem definition, solution and execution\n\n - Honesty/integrity: Doesn't cut corners; does what is right, not what is politically expedient\n\n - Data & analytics: Has a strong proficiency in SQL, and a history of using data to answer complex problems. Ability to translate business requirements into technical reporting solutions.\n\n - Stakeholder Management: Experience with complex reporting processes and stakeholder requirements, with proven ability to deliver financial reports to senior leadership and various business units.\n\n - Financial modeling, coding/automation, ability to contribute to a data model, and experience with business intelligence tools (Power BI, Superset) is preferred\n\n \n\nRequired Qualifications\n\n - Bachelor's degree in Finance, Economics, or related field\n\n - 3+ years of experience in financial analysis or similar role\n\n - 2+ years of hands-on experience with Kyriba Treasury Management System\n\n - Advanced proficiency in SQL and Excel\n\n - Strong analytical and problem-solving skills\n\n - Excellent verbal and written communication abilities\n\n - Ability to manage multiple projects and priorities effectively\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*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \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":"6bfc1ef3-b1c7-4266-9594-1bbb8e4dffd7","title":"Associate, Physical Security","department":"Regulatory","team":"Compliance","employmentType":"FullTime","location":"Toronto Headquarters","secondaryLocations":[],"publishedAt":"2026-10-22T13:46:28.781+00:00","isListed":true,"isRemote":false,"workplaceType":"OnSite","address":{"postalAddress":{"addressRegion":"Ontario","addressCountry":"Canada","addressLocality":"Toronto"}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/6bfc1ef3-b1c7-4266-9594-1bbb8e4dffd7","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/6bfc1ef3-b1c7-4266-9594-1bbb8e4dffd7/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 $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
The Corporate Physical Security and Protective Services team sits within Wealthsimple's Regulatory division. We keep our people, offices, and visitors safe — from access control and our on-site guard program to emergency preparedness, investigations, and executive protection. We're a small team that works closely with Workplace Operations, building management, and partners across the company, and we're focused on building a security program that gets ahead of problems instead of just reacting to them. If you take safety seriously and want to help shape a strong security culture at a fast-moving fintech, you'll fit right in.
Reporting to the Senior Manager, Corporate Physical Security & Protective Services, you'll be the face of security in our Toronto office — the first person employees, visitors, and guards turn to when something comes up. This role exists to give our team more room to build: you'll own how we respond day to day in the office, and lead the security awareness program that helps everyone at Wealthsimple understand their part in keeping each other safe.
Please note, this role is based in our Toronto office 5 days/week and is not eligible for remote work.
Serve as the first point of contact for security in the office, handling visitor management, temporary badging, and in-person concerns from employees and visitors
Lead content creation and day-to-day delivery of our security awareness program, including training on badging, visitor management, and emergency procedures
Respond to security incidents and see each one through to resolution, documenting everything
Investigate routine workplace incidents — like access violations, thefts, and disturbances — and escalate sensitive or high-risk matters
Coordinate daily with on-site guards on coverage, post order compliance, and shift handovers, and report issues so they get addressed with our vendor
Process access requests, badge issuance, and deactivations in our access control and video management systems, flagging anomalies and gaps as you find them
Support our emergency preparedness program — floor warden coordination, drills, and tabletop exercises — and help draft security policies, procedures, and event risk assessments
Assist with executive protection and travel security when needed, from logistics to travel monitoring
2+ years of experience in physical security, risk assessment, emergency response, customer-facing communications, or a related role
Post-secondary education in security management, risk management, criminal justice, communications, or a related field, or equivalent professional experience
Experience de-escalating tense situations with clients, visitors, or employees, with composure and discretion
Clear, concise writing — you can produce incident reports, procedures, and advisories that people actually read
Good judgment about what you can handle and what to escalate, and the ability to manage several priorities at once
Experience in fintech or financial services
Hands-on experience with security and ticketing platforms like Genetec and Jira
A valid First Aid and CPR certificate
A PSP or CPP designation from ASIS, or progress toward one
Interest in growing into executive protection or intelligence analysis work
Calm under pressure — you stay composed when things get tense, and people feel safer because you're there
Approachable and clear — you can walk a new hire through our badging process or settle a frustrated visitor with the same ease
Thorough and consistent — you follow procedures, document your work accurately, and notice when a process isn't working
Clear on your scope — you handle routine matters on your own and escalate early when something needs a second set of eyes
Someone who takes ownership — you follow your work through, raise issues before anyone asks, and want to grow into bigger responsibilities
Curious about how to make security part of the culture, not just a set of rules
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 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\n\nThe Corporate Physical Security and Protective Services team sits within Wealthsimple's Regulatory division. We keep our people, offices, and visitors safe — from access control and our on-site guard program to emergency preparedness, investigations, and executive protection. We're a small team that works closely with Workplace Operations, building management, and partners across the company, and we're focused on building a security program that gets ahead of problems instead of just reacting to them. If you take safety seriously and want to help shape a strong security culture at a fast-moving fintech, you'll fit right in.\n\n\n\n\nABOUT THE ROLE\n\nReporting to the Senior Manager, Corporate Physical Security & Protective Services, you'll be the face of security in our Toronto office — the first person employees, visitors, and guards turn to when something comes up. This role exists to give our team more room to build: you'll own how we respond day to day in the office, and lead the security awareness program that helps everyone at Wealthsimple understand their part in keeping each other safe.\n\n\n\nPlease note, this role is based in our Toronto office 5 days/week and is not eligible for remote work.\n\n\n\n\nWHAT YOU'LL DO\n\n - Serve as the first point of contact for security in the office, handling visitor management, temporary badging, and in-person concerns from employees and visitors\n\n - Lead content creation and day-to-day delivery of our security awareness program, including training on badging, visitor management, and emergency procedures\n\n - Respond to security incidents and see each one through to resolution, documenting everything\n\n - Investigate routine workplace incidents — like access violations, thefts, and disturbances — and escalate sensitive or high-risk matters\n\n - Coordinate daily with on-site guards on coverage, post order compliance, and shift handovers, and report issues so they get addressed with our vendor\n\n - Process access requests, badge issuance, and deactivations in our access control and video management systems, flagging anomalies and gaps as you find them\n\n - Support our emergency preparedness program — floor warden coordination, drills, and tabletop exercises — and help draft security policies, procedures, and event risk assessments\n\n - Assist with executive protection and travel security when needed, from logistics to travel monitoring\n \n \n\n\nSKILLS YOU BRING\n\n - 2+ years of experience in physical security, risk assessment, emergency response, customer-facing communications, or a related role\n\n - Post-secondary education in security management, risk management, criminal justice, communications, or a related field, or equivalent professional experience\n\n - Experience de-escalating tense situations with clients, visitors, or employees, with composure and discretion\n\n - Clear, concise writing — you can produce incident reports, procedures, and advisories that people actually read\n\n - Good judgment about what you can handle and what to escalate, and the ability to manage several priorities at once\n \n \n\n\nNICE TO HAVE\n\n - Experience in fintech or financial services\n\n - Hands-on experience with security and ticketing platforms like Genetec and Jira\n\n - A valid First Aid and CPR certificate\n\n - A PSP or CPP designation from ASIS, or progress toward one\n\n - Interest in growing into executive protection or intelligence analysis work\n \n \n\n\nWHO YOU ARE\n\n - Calm under pressure — you stay composed when things get tense, and people feel safer because you're there\n\n - Approachable and clear — you can walk a new hire through our badging process or settle a frustrated visitor with the same ease\n\n - Thorough and consistent — you follow procedures, document your work accurately, and notice when a process isn't working\n\n - Clear on your scope — you handle routine matters on your own and escalate early when something needs a second set of eyes\n\n - Someone who takes ownership — you follow your work through, raise issues before anyone asks, and want to grow into bigger responsibilities\n\n - Curious about how to make security part of the culture, not just a set of rules\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*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \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":"ed9628aa-3401-4f07-a329-0ca425258da1","title":"Specialist, Counterparty Credit Risk ","department":"Brokerage & Capital Markets","team":"Brokerage","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-29T12:55:44.857+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/ed9628aa-3401-4f07-a329-0ca425258da1","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/ed9628aa-3401-4f07-a329-0ca425258da1/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 $169 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 Specialist, Counterparty Credit Risk, reporting to the Manager, Counterparty Credit Risk you will join our Credit Risk Operations team to help build and operationalize a centralized counterparty credit risk function. This team sits at the intersection of risk management, operations, capital markets, finance, treasury, and product. It draws on deep brokerage and credit experience. In this role, you will own the end-to-end counterparty credit risk assessment and ongoing monitoring process. You will work closely with Treasury, Finance, Market Risk, Legal, Product, and the Securities Lending team to ensure every counterparty is rigorously evaluated and that exposure remains within our risk appetite.
Our counterparty risk framework depends on knowing exactly who we're dealing with, and how much risk we're taking on with each of them. You'll own the risk processes from the first credit review to ongoing monitoring, while helping build the processes and framework the function runs on. Because the function is growing, a lot of it will be yours to shape.
Own and improve the procedures for the counterparty credit risk assessment processes while ensuring consistency, scalability, and auditability.
Conduct and compile comprehensive credit assessments and provide detailed written recommendations for new and existing counterparties, incorporating regulatory financial statement analysis and other factors to determine credit limits.
Monitor concentration limits and stress testing results within our platform ensuring exposures remain within approved thresholds and flag emerging risks early and with recommended action.
Assist in drafting, maintaining, and enforcing counterparty credit risk policies, credit limit framework, and procedures.
Work across different teams in a fast-paced environment, supporting both front office and risk development. Make well-reasoned decisions with incomplete information and state the assumptions and risks behind them. Help build lasting positive relationships with our counterparties.
1–3+ years experience in counterparty credit risk, credit analysis or a relevant credit risk management role in an investment dealer or brokerage environment
Working knowledge of broker-dealer regulatory capital, including risk-adjusted capital and net excess capital, and how to interpret Form 1 and FOCUS filings.
Preference given to individuals who are pursuing the CFA, CPA or FRM program.
Relentlessly pursues root causes and is willing to continuously expand their knowledge and competencies. Acts without being told what to do and is ready to “roll up their sleeves” and build solutions from the ground up. Takes full ownership of work and proactively identifies risks before they materialize.
Plans, organizes, and prioritizes effectively across multiple concurrent priorities.
Distills complex credit and risk concepts into clear, actionable recommendations for any audience.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 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\nAs a Specialist, Counterparty Credit Risk, reporting to the Manager, Counterparty Credit Risk you will join our Credit Risk Operations team to help build and operationalize a centralized counterparty credit risk function. This team sits at the intersection of risk management, operations, capital markets, finance, treasury, and product. It draws on deep brokerage and credit experience. In this role, you will own the end-to-end counterparty credit risk assessment and ongoing monitoring process. You will work closely with Treasury, Finance, Market Risk, Legal, Product, and the Securities Lending team to ensure every counterparty is rigorously evaluated and that exposure remains within our risk appetite.\n\n\n\n\nABOUT THE ROLE\n\nOur counterparty risk framework depends on knowing exactly who we're dealing with, and how much risk we're taking on with each of them. You'll own the risk processes from the first credit review to ongoing monitoring, while helping build the processes and framework the function runs on. Because the function is growing, a lot of it will be yours to shape.\n\n\n\n\nWHAT YOU'LL DO\n\n - Own and improve the procedures for the counterparty credit risk assessment processes while ensuring consistency, scalability, and auditability.\n\n - Conduct and compile comprehensive credit assessments and provide detailed written recommendations for new and existing counterparties, incorporating regulatory financial statement analysis and other factors to determine credit limits.\n\n - Monitor concentration limits and stress testing results within our platform ensuring exposures remain within approved thresholds and flag emerging risks early and with recommended action.\n\n - Assist in drafting, maintaining, and enforcing counterparty credit risk policies, credit limit framework, and procedures.\n\n - Work across different teams in a fast-paced environment, supporting both front office and risk development. Make well-reasoned decisions with incomplete information and state the assumptions and risks behind them. Help build lasting positive relationships with our counterparties.\n \n \n\n\nSKILLS YOU BRING\n\n - 1–3+ years experience in counterparty credit risk, credit analysis or a relevant credit risk management role in an investment dealer or brokerage environment\n\n - Working knowledge of broker-dealer regulatory capital, including risk-adjusted capital and net excess capital, and how to interpret Form 1 and FOCUS filings.\n\n - Preference given to individuals who are pursuing the CFA, CPA or FRM program.\n \n \n\n\nWHO YOU ARE\n\n - Relentlessly pursues root causes and is willing to continuously expand their knowledge and competencies. Acts without being told what to do and is ready to “roll up their sleeves” and build solutions from the ground up. Takes full ownership of work and proactively identifies risks before they materialize.\n\n - Plans, organizes, and prioritizes effectively across multiple concurrent priorities.\n\n - Distills complex credit and risk concepts into clear, actionable recommendations for any audience.\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*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \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":"67d3aca1-fe22-491c-847f-31021b10c6e1","title":"Senior Specialist, Growth Marketing - Wealthsimple Business","department":"Commercial & Marketing","team":"Marketing","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-22T21:39:03.781+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/67d3aca1-fe22-491c-847f-31021b10c6e1","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/67d3aca1-fe22-491c-847f-31021b10c6e1/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 $169 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
Over 30,000 Canadian businesses already trust Wealthsimple Business to spend, invest, and help their employees save, all in one place. But most Canadian SMBs still don't know we offer business banking at all. Our team owns the growth engine that closes that gap: getting Wealthsimple Business in front of the millions of small businesses in Canada who haven't heard of it yet, and building the pipeline that lets us compete directly for a market that isn't ours yet. We work closely with the broader Marketing org but stay focused on this segment specifically. This isn't general brand awareness — it's demand for a product category most SMBs haven't considered us for.
You'll own net-new customer acquisition for the SMB segment: running the paid and experimental channels that create demand where none currently exists. This is a build-from-scratch role in a real sense. The acquisition engine for this segment doesn't exist yet, so you'll be defining it, testing what moves the needle, and scaling what works, rather than optimizing something already in motion.
Own SMB-specific acquisition: explore and test across channel types, paid media, partnerships, content, community, and anything else that could move the needle. No one's handing you a channel mix. Figuring that out is the job
Run the team's growth experimentation cadence: CAC/LTV analysis and funnel experiments that turn into repeatable, scalable campaigns, not one-off tests, measured through to pipeline handed to Sales
Test positioning and messaging that gets this segment to notice us for the first time
Own growth-motivated webinars and other programs aimed at reaching new audiences, not nurturing ones we already have
Partner with the Demand Gen Specialist so acquisition experiments feed nurture, and nurture insights inform where acquisition effort goes next
Embed AI into your day-to-day, creative and copy iteration, audience research, campaign experimentation, to move faster and test more
4–6+ years in growth or performance marketing, with a track record of generating demand and measuring it through to downstream pipeline value
Experience building and running growth experiments: channel tests, funnel optimization, CAC/LTV analysis. You don't just execute a media plan someone else designed
Comfort operating in a segment or product with limited brand awareness. You understand how messaging, channel mix, and creative have to work differently when you're introducing a category to someone who doesn't know it exists yet, not comparing features for someone who already does
Experience running net-new-audience programs (webinars, partnerships, co-marketing) aimed at reaching new audiences, not nurturing existing ones
An analytical mindset: you use data to diagnose funnel problems, prioritize opportunities, and recommend what to do next, not just report on results
Clear written communication: able to translate test results and positioning ideas into something a cross-functional team can act on
A demonstrated habit of using AI to accelerate your work: building lead enrichment workflows, generating and testing creative at scale, or surfacing insights from data faster. You treat AI as a core part of how you work
Experience running go-to-market for a product or benefit launch across paid, lifecycle, and product surfaces.
Experience in consumer fintech, investing, brokerage, trading, or crypto platforms.
Experience marketing specifically to small and medium-sized businesses, understanding how SMB buyers discover, evaluate, and choose financial products
You're motivated by ambiguity and building from scratch, not maintaining an existing channel
You think like an owner. You don't wait to be told which experiment to run next
You're comfortable being judged on outcomes you can't fully control yet, because the category itself is new
You partner well. You know acquisition and nurture only work if the handoff between them is good
You're competitive in a healthy way. \"Let's go win this\" is a mindset, not just a talking point
You're as comfortable in the numbers as you are in the creative. This role needs both
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 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\nOver 30,000 Canadian businesses already trust Wealthsimple Business to spend, invest, and help their employees save, all in one place. But most Canadian SMBs still don't know we offer business banking at all. Our team owns the growth engine that closes that gap: getting Wealthsimple Business in front of the millions of small businesses in Canada who haven't heard of it yet, and building the pipeline that lets us compete directly for a market that isn't ours yet. We work closely with the broader Marketing org but stay focused on this segment specifically. This isn't general brand awareness — it's demand for a product category most SMBs haven't considered us for.\n\n \n \n\n\nABOUT THE ROLE\n\nYou'll own net-new customer acquisition for the SMB segment: running the paid and experimental channels that create demand where none currently exists. This is a build-from-scratch role in a real sense. The acquisition engine for this segment doesn't exist yet, so you'll be defining it, testing what moves the needle, and scaling what works, rather than optimizing something already in motion.\n\n \n \n\n\nWHAT YOU'LL DO\n\n - Own SMB-specific acquisition: explore and test across channel types, paid media, partnerships, content, community, and anything else that could move the needle. No one's handing you a channel mix. Figuring that out is the job\n\n - Run the team's growth experimentation cadence: CAC/LTV analysis and funnel experiments that turn into repeatable, scalable campaigns, not one-off tests, measured through to pipeline handed to Sales\n\n - Test positioning and messaging that gets this segment to notice us for the first time\n\n - Own growth-motivated webinars and other programs aimed at reaching new audiences, not nurturing ones we already have\n\n - Partner with the Demand Gen Specialist so acquisition experiments feed nurture, and nurture insights inform where acquisition effort goes next\n\n - Embed AI into your day-to-day, creative and copy iteration, audience research, campaign experimentation, to move faster and test more\n\n \n \n\n\nWHAT YOU BRING\n\n - 4–6+ years in growth or performance marketing, with a track record of generating demand and measuring it through to downstream pipeline value\n\n - Experience building and running growth experiments: channel tests, funnel optimization, CAC/LTV analysis. You don't just execute a media plan someone else designed\n\n - Comfort operating in a segment or product with limited brand awareness. You understand how messaging, channel mix, and creative have to work differently when you're introducing a category to someone who doesn't know it exists yet, not comparing features for someone who already does\n\n - Experience running net-new-audience programs (webinars, partnerships, co-marketing) aimed at reaching new audiences, not nurturing existing ones\n\n - An analytical mindset: you use data to diagnose funnel problems, prioritize opportunities, and recommend what to do next, not just report on results\n\n - Clear written communication: able to translate test results and positioning ideas into something a cross-functional team can act on\n\n - A demonstrated habit of using AI to accelerate your work: building lead enrichment workflows, generating and testing creative at scale, or surfacing insights from data faster. You treat AI as a core part of how you work\n\n \n \n\n\nNICE TO HAVE\n\n - Experience running go-to-market for a product or benefit launch across paid, lifecycle, and product surfaces.\n\n - Experience in consumer fintech, investing, brokerage, trading, or crypto platforms.\n\n - Experience marketing specifically to small and medium-sized businesses, understanding how SMB buyers discover, evaluate, and choose financial products\n\n \n \n\n\nWHO YOU ARE\n\n - You're motivated by ambiguity and building from scratch, not maintaining an existing channel\n\n - You think like an owner. You don't wait to be told which experiment to run next\n\n - You're comfortable being judged on outcomes you can't fully control yet, because the category itself is new\n\n - You partner well. You know acquisition and nurture only work if the handoff between them is good\n\n - You're competitive in a healthy way. \"Let's go win this\" is a mindset, not just a talking point\n\n - You're as comfortable in the numbers as you are in the creative. This role needs both\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*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \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":"937c2a7a-4b2a-4525-8737-0c92a02f6f06","title":"Staff, Fraud Risk Strategy","department":"Data & Engineering","team":"Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-23T13:05:58.600+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/937c2a7a-4b2a-4525-8737-0c92a02f6f06","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/937c2a7a-4b2a-4525-8737-0c92a02f6f06/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 $169 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 Fraud Countermeasures team is part of Data Science, and it's how Wealthsimple grows safely. We balance fraud losses with client friction, so legitimate clients can use their money without jumping through hoops. We work in small pods that pair a fraud countermeasures lead with a data scientist and an analytics developer, and we sit alongside Product and Engineering on every new feature launch. We use data to make every decision, and we use AI tools to move faster. If you want to work on hard problems with people who care about craft, you'll fit right in.
About the role
Card fraud is one of the highest-stakes problems at Wealthsimple, and this role owns the strategy for it. You'll set direction for how we prevent application, transaction and account takeover fraud across our card products, and you'll do it independently, with real accountability for the outcome. This is a Staff individual contributor role with manager-level impact: you'll lead through expertise and influence, not direct reports. It's open to candidates in any timezone in Canada.
What you'll do
Own fraud strategy and execution across application, transaction and account takeover fraud for Wealthsimple's card products.
Manage the card fraud loss budget as our volumes grow, and guard against the fraud attacks that can blow a budget up.
Design, backtest, ship and tune detection rules, and set decision thresholds on ML risk scores.
Weigh fraud losses prevented against operational cost and client experience before you recommend an approach.
Partner with Product and Engineering to build controls that stop fraud without blocking legitimate clients, like step-up authentication instead of a hard decline.
Guide the data scientists and analytics developers in your pod, and mentor junior teammates on strategy, rule building and problem-solving.
Skills you bring
6+ years of experience in fraud prevention, including 3+ years working directly on card fraud (prepaid or credit) at an issuer, fintech or payments platform.
Hands-on ownership of card fraud strategy across application, transaction and account takeover fraud.
Advanced SQL. You write complex queries against transaction-level data yourself, without waiting for an analyst to pull it.
A track record of building, backtesting, shipping and tuning fraud rules, and explaining the precision, catch rate and approval rate impact of each.
Experience quantifying fraud savings against operational and client experience costs to make a clear recommendation.
Experience using AI tools in your daily work, and examples of where they changed your output.
The ability to influence Product, Engineering, credit risk, operations and external vendors toward a decision without direct authority.
Clear communication with technical and non-technical audiences, including senior leadership.
Nice to have: Knowledge of Visa and Mastercard network rules, dispute processes and chargeback rails.
Who you are
You set direction on your own and take ownership over outcomes for your space, from fighting fraud attacks to minimizing client friction.
You make decisions with numbers behind them, and you're honest about what the numbers can't tell you.
You lead through influence. You can get a roadmap conversation to go your way by rallying others around shared objectives.
You use AI to aide in your workflow, and know when to question it’s outputs
You share what you know, and you make the people around you sharper
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 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 Fraud Countermeasures team is part of Data Science, and it's how Wealthsimple grows safely. We balance fraud losses with client friction, so legitimate clients can use their money without jumping through hoops. We work in small pods that pair a fraud countermeasures lead with a data scientist and an analytics developer, and we sit alongside Product and Engineering on every new feature launch. We use data to make every decision, and we use AI tools to move faster. If you want to work on hard problems with people who care about craft, you'll fit right in.\n\n\n\nAbout the role\n\nCard fraud is one of the highest-stakes problems at Wealthsimple, and this role owns the strategy for it. You'll set direction for how we prevent application, transaction and account takeover fraud across our card products, and you'll do it independently, with real accountability for the outcome. This is a Staff individual contributor role with manager-level impact: you'll lead through expertise and influence, not direct reports. It's open to candidates in any timezone in Canada.\n\n\n\nWhat you'll do\n\n - Own fraud strategy and execution across application, transaction and account takeover fraud for Wealthsimple's card products.\n\n - Manage the card fraud loss budget as our volumes grow, and guard against the fraud attacks that can blow a budget up.\n\n - Design, backtest, ship and tune detection rules, and set decision thresholds on ML risk scores.\n\n - Weigh fraud losses prevented against operational cost and client experience before you recommend an approach.\n\n - Partner with Product and Engineering to build controls that stop fraud without blocking legitimate clients, like step-up authentication instead of a hard decline.\n\n - Guide the data scientists and analytics developers in your pod, and mentor junior teammates on strategy, rule building and problem-solving.\n\n\n\nSkills you bring\n\n - 6+ years of experience in fraud prevention, including 3+ years working directly on card fraud (prepaid or credit) at an issuer, fintech or payments platform.\n\n - Hands-on ownership of card fraud strategy across application, transaction and account takeover fraud.\n\n - Advanced SQL. You write complex queries against transaction-level data yourself, without waiting for an analyst to pull it.\n\n - A track record of building, backtesting, shipping and tuning fraud rules, and explaining the precision, catch rate and approval rate impact of each.\n\n - Experience quantifying fraud savings against operational and client experience costs to make a clear recommendation.\n\n - Experience using AI tools in your daily work, and examples of where they changed your output.\n\n - The ability to influence Product, Engineering, credit risk, operations and external vendors toward a decision without direct authority.\n\n - Clear communication with technical and non-technical audiences, including senior leadership.\n\n - Nice to have: Knowledge of Visa and Mastercard network rules, dispute processes and chargeback rails.\n\n\n\nWho you are\n\n - You set direction on your own and take ownership over outcomes for your space, from fighting fraud attacks to minimizing client friction.\n\n - You make decisions with numbers behind them, and you're honest about what the numbers can't tell you.\n\n - You lead through influence. You can get a roadmap conversation to go your way by rallying others around shared objectives.\n\n - You use AI to aide in your workflow, and know when to question it’s outputs\n\n - You share what you know, and you make the people around you sharper\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*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \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":"9e46b33a-fb0a-4b41-9669-7bf83d2c759c","title":"Senior Associate, Business Lending","department":"Data & Engineering","team":"Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-22T21:16:57.671+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/9e46b33a-fb0a-4b41-9669-7bf83d2c759c","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/9e46b33a-fb0a-4b41-9669-7bf83d2c759c/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 $169 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:
At Wealthsimple, we aren't just managing portfolios; we're rewriting the rules of how Canadians interact with credit. The Credit Analytics team own’s Wealthsimple's lending ecosystem, operating at the intersection of high-growth tech and data-driven underwriting.
We believe that being “credit-worthy” should mean more than just a traditional score. Our mission is to challenge the status quo, building inclusive products that empower millions of Canadians and the businesses they run to lead better financial lives. We’re growing fast, moving from small data to massive scale through iteration and experimentation.
We are extending our consumer credit expertise into business lending built for Canadian small and medium-sized businesses (SMBs). This is a true green-field build — new adjudication policy, new underwriting signals, and new risk infrastructure, informed by everything we've learned scaling our consumer card portfolio.
About the role:
We are looking for a Senior Associate to own credit policy for our business lending products, starting with a business credit card — from adjudication through the full account lifecycle. You will design and implement the underwriting framework that determines who qualifies and at what limit, build the line management strategies that govern how those limits evolve, and partner closely with collections to manage risk once accounts are on book.
Small business cards can be underwritten on the owner, or on the business as it grows. You’ll be working with cash flow, seasonality, industry, and business bureau data, which is usually thinner and messier than consumer bureau data. We need someone who has worked across that range and can turn it into automated policy instead of file-by-file decisions.
You will collaborate cross-functionally with Engineering, Product, Data Science, Fraud, and Client Experience to translate policy into shippable adjudication and monitoring systems, and you will have significant ownership over how this portfolio’s risk appetite is defined from day one.
In this role, you will have the opportunity to:
Build a new lending program from the ground up with the breadth to see every part of it, from policy to funding, and the runway to grow into leading a lending line of business.
Design and own the adjudication policy for a new business credit card, including entity-level underwriting criteria, principal/guarantor assessment, joint-liability, initial limit-setting, and approval decisioning.
Own line management strategy for business credit products: credit limit increases and decreases, pricing, authorization rules, and active exposure management driven by cash-flow and balance monitoring.
Partner with the collections team to design risk-managed treatment strategies specific to business accounts, and to build lifecycle monitoring that catches emerging risk early.
Evaluate the performance of the business lending portfolio and your policies, using vintage analysis, cohort tracking, and champion/challenger testing to validate and refine underwriting decisions.
Propose policy enhancements that improve marginal profitability while keeping risk within appetite, informed by rigorous root-cause analysis rather than surface-level metrics.
Help define the data and underwriting infrastructure needed for SMB lending — including how to source, validate, and weigh business financial data alongside traditional bureau signals.
Influence roadmaps across partner teams (Engineering, Product, Data Science, Fraud, and Client Experience) and implement policy that drives measurable impact.
We're looking for someone who:
Has direct experience underwriting or setting credit policy for small and medium-sized businesses, this is a must-have for this role. Card experience isn't required; we'd love to hear from you if your background is in instalment loans or lines of credit.
Writes SQL hands-on to self-serve data and build monitoring and analytics.
Brings credit discipline to a ship-and-iterate environment, and is comfortable shaping policy while the product itself is still being defined.
Can turn analysis into a clear recommendation for technical and non-technical audiences, weigh incomplete or noisy information and still reach well-grounded decisions.
Is intellectually curious, passionate about their work, and wants ownership over their projects.
Preferred qualifications:
5+ years of experience in small business lending
Knowledge of Canadian consumer credit bureau data (Equifax, TransUnion)
Working knowledge of how business credit risk differs from consumer credit risk: entity vs. personal guarantor assessment, business bureau data (e.g., business credit bureaus), cash-flow-based underwriting, industry/sector risk, and revenue seasonality.
Experience across the credit lifecycle: adjudication policy, line management, pricing, and collections strategy.
Experience with statistical/quantitative analysis: experimental design, champion/challenger (or A/B) testing, model accuracy validation, constrained optimization, decision trees, discounted cash flows, financial modeling.
Experience with Python, and GitHub. Airflow, AWS Redshift, and dbt are a plus.
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*
✈️ 90 days away: work outside Canada for up to 90 days per year*
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 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\nAt Wealthsimple, we aren't just managing portfolios; we're rewriting the rules of how Canadians interact with credit. The Credit Analytics team own’s Wealthsimple's lending ecosystem, operating at the intersection of high-growth tech and data-driven underwriting.\n\n\n\nWe believe that being “credit-worthy” should mean more than just a traditional score. Our mission is to challenge the status quo, building inclusive products that empower millions of Canadians and the businesses they run to lead better financial lives. We’re growing fast, moving from small data to massive scale through iteration and experimentation.\n\n\n\nWe are extending our consumer credit expertise into business lending built for Canadian small and medium-sized businesses (SMBs). This is a true green-field build — new adjudication policy, new underwriting signals, and new risk infrastructure, informed by everything we've learned scaling our consumer card portfolio.\n\n\n\nAbout the role:\n\nWe are looking for a Senior Associate to own credit policy for our business lending products, starting with a business credit card — from adjudication through the full account lifecycle. You will design and implement the underwriting framework that determines who qualifies and at what limit, build the line management strategies that govern how those limits evolve, and partner closely with collections to manage risk once accounts are on book.\n\n\n\nSmall business cards can be underwritten on the owner, or on the business as it grows. You’ll be working with cash flow, seasonality, industry, and business bureau data, which is usually thinner and messier than consumer bureau data. We need someone who has worked across that range and can turn it into automated policy instead of file-by-file decisions.\n\n\n\nYou will collaborate cross-functionally with Engineering, Product, Data Science, Fraud, and Client Experience to translate policy into shippable adjudication and monitoring systems, and you will have significant ownership over how this portfolio’s risk appetite is defined from day one.\n\n\n\nIn this role, you will have the opportunity to:\n\n - Build a new lending program from the ground up with the breadth to see every part of it, from policy to funding, and the runway to grow into leading a lending line of business.\n\n - Design and own the adjudication policy for a new business credit card, including entity-level underwriting criteria, principal/guarantor assessment, joint-liability, initial limit-setting, and approval decisioning.\n\n - Own line management strategy for business credit products: credit limit increases and decreases, pricing, authorization rules, and active exposure management driven by cash-flow and balance monitoring.\n\n - Partner with the collections team to design risk-managed treatment strategies specific to business accounts, and to build lifecycle monitoring that catches emerging risk early.\n\n - Evaluate the performance of the business lending portfolio and your policies, using vintage analysis, cohort tracking, and champion/challenger testing to validate and refine underwriting decisions.\n\n - Propose policy enhancements that improve marginal profitability while keeping risk within appetite, informed by rigorous root-cause analysis rather than surface-level metrics.\n\n - Help define the data and underwriting infrastructure needed for SMB lending — including how to source, validate, and weigh business financial data alongside traditional bureau signals.\n\n - Influence roadmaps across partner teams (Engineering, Product, Data Science, Fraud, and Client Experience) and implement policy that drives measurable impact.\n\nWe're looking for someone who:\n\n - Has direct experience underwriting or setting credit policy for small and medium-sized businesses, this is a must-have for this role. Card experience isn't required; we'd love to hear from you if your background is in instalment loans or lines of credit.\n\n - Writes SQL hands-on to self-serve data and build monitoring and analytics.\n\n - Brings credit discipline to a ship-and-iterate environment, and is comfortable shaping policy while the product itself is still being defined.\n\n - Can turn analysis into a clear recommendation for technical and non-technical audiences, weigh incomplete or noisy information and still reach well-grounded decisions.\n\n - Is intellectually curious, passionate about their work, and wants ownership over their projects.\n\nPreferred qualifications:\n\n - 5+ years of experience in small business lending\n\n - Knowledge of Canadian consumer credit bureau data (Equifax, TransUnion)\n\n - Working knowledge of how business credit risk differs from consumer credit risk: entity vs. personal guarantor assessment, business bureau data (e.g., business credit bureaus), cash-flow-based underwriting, industry/sector risk, and revenue seasonality.\n\n - Experience across the credit lifecycle: adjudication policy, line management, pricing, and collections strategy.\n\n - Experience with statistical/quantitative analysis: experimental design, champion/challenger (or A/B) testing, model accuracy validation, constrained optimization, decision trees, discounted cash flows, financial modeling.\n\n - Experience with Python, and GitHub. Airflow, AWS Redshift, and dbt are a plus.\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*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \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":"f69c8ff2-5cef-493a-b529-fddc8fc47ecd","title":"Senior Manager, Advice Innovation & Experience (16-month Fixed Term Contract)","department":"Commercial & Marketing","team":"Sales Strategy & Operations","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-27T17:50:12.370+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/f69c8ff2-5cef-493a-b529-fddc8fc47ecd","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/f69c8ff2-5cef-493a-b529-fddc8fc47ecd/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 $169 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 Role
This is a 0-to-1 role: part strategist, part builder, part entrepreneur, managing a small team. You'll design and launch the next generation of advice experiences, prove they work, and hand off proven playbooks to our sales and service teams to own and scale.
Your scope is the whole of Wealthsimple's advice business, not a single client segment. This role lives at the intersection of sales, service, product innovation, and commercial execution, and it exists to answer one question: what does a truly differentiated, human-centred advice experience look like at Wealthsimple, and how do we prove it works before we scale it?
Your Impact
Define what \"5-star\" client experiences look like in wealth management. Draw on deep knowledge of premium service (elite financial services) to design client experiences that are differentiated. You'll set the bar for what every advice client can expect from Wealthsimple, and you'll do it by building real things with real clients.
Incubate and personally run new advice services. Take a concept, like a new advice offering, an estate concierge, or a high-touch onboarding experience, and figure out how to deliver the MVP before it's ready to be scaled. The innovation is in designing a client experience that is truly differentiated and, through the use of technology & AI, highly scalable. When it works, you package it into a playbook and hand it to sales or service teams to run at scale. You own the incubation and inform the scaled delivery.
Build the advisor tooling that makes advice better and faster. Work hand-in-hand with product teams and advisors to take advisor tooling from manual to automated. You set the requirements, translate advisor reality into product specs, and work with other leaders to drive adoption.
Stay ahead of where the industry is going. You're plugged into the evolving advice and wealth landscape, the startups, the disruptors, and the best incumbents globally. You bring that intelligence back and help us sharpen hypotheses about what to build next, complemented by a close read of what our own clients value and where they feel under-served.
Prove commercial impact. Every pilot is measured against clear metrics, AUM growth, conversion, and client satisfaction. You design experiments that prove value before we commit to scaling, and you make backed recommendations on what to accelerate, refine, or sunset.
What You'll Do
Work directly with and senior leadership to shape the future of Wealthsimple's advice offering
Launch and personally run the first iterations of services that will eventually reach hundreds of thousands of clients
Shape Wealthsimple's digital advice roadmap from the front line. Our advisors talk to clients every day, you turn what you hear into validated demand signals for product teams.
We're Looking for Someone Who
Is energized by the messy, creative, manual work of building something from nothing, and doesn't need a large team or perfect infrastructure to get a pilot off the ground
Has a genuine obsession with how the wealth and fintech landscape is evolving globally, with sharp instincts for real shift versus noise
Brings deep knowledge of what premium service actually feels like from a client's perspective, and can translate it into a wealth management context
Thinks commercially: you build experiences, but you always know the business case and how you'll prove it
Is a natural leader who can bring stakeholders together around a shared vision
Is tech-forward: comfortable with AI tools, low-code platforms, and lightweight scripting to build functional prototypes that test real concepts in market
Is the person who notices the detail nobody asked for, and arrives with ideas about what would make a client tell their friends about us
What You'll Bring
5-7+ years in service design, strategy, innovation, or premium client experience (ideally with exposure to HNW or complex client segments)
A proven track record of taking a service concept from idea to live pilot (true 0-to-1 experience)
Demonstrated ability to use modern technology, AI tools, low-code/no-code, or lightweight scripting, to rapidly prototype and test
Experience working alongside scaled operational teams and transitioning pilots into standardized processes, with a clear ability to hand off and let go
Familiarity with the wealth management landscape: how different advice models work, what HNW clients value, and how firms grow AUM
Comfort working in regulated environments and partnering with compliance teams
Outstanding communication skills: you can influence executives, inspire advisors, and earn the trust of external partners
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 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 Role\n\nThis is a 0-to-1 role: part strategist, part builder, part entrepreneur, managing a small team. You'll design and launch the next generation of advice experiences, prove they work, and hand off proven playbooks to our sales and service teams to own and scale.\n\nYour scope is the whole of Wealthsimple's advice business, not a single client segment. This role lives at the intersection of sales, service, product innovation, and commercial execution, and it exists to answer one question: what does a truly differentiated, human-centred advice experience look like at Wealthsimple, and how do we prove it works before we scale it?\n\n\n\nYour Impact\n\nDefine what \"5-star\" client experiences look like in wealth management. Draw on deep knowledge of premium service (elite financial services) to design client experiences that are differentiated. You'll set the bar for what every advice client can expect from Wealthsimple, and you'll do it by building real things with real clients.\n\nIncubate and personally run new advice services. Take a concept, like a new advice offering, an estate concierge, or a high-touch onboarding experience, and figure out how to deliver the MVP before it's ready to be scaled. The innovation is in designing a client experience that is truly differentiated and, through the use of technology & AI, highly scalable. When it works, you package it into a playbook and hand it to sales or service teams to run at scale. You own the incubation and inform the scaled delivery.\n\nBuild the advisor tooling that makes advice better and faster. Work hand-in-hand with product teams and advisors to take advisor tooling from manual to automated. You set the requirements, translate advisor reality into product specs, and work with other leaders to drive adoption.\n\nStay ahead of where the industry is going. You're plugged into the evolving advice and wealth landscape, the startups, the disruptors, and the best incumbents globally. You bring that intelligence back and help us sharpen hypotheses about what to build next, complemented by a close read of what our own clients value and where they feel under-served.\n\nProve commercial impact. Every pilot is measured against clear metrics, AUM growth, conversion, and client satisfaction. You design experiments that prove value before we commit to scaling, and you make backed recommendations on what to accelerate, refine, or sunset.\n\n\n\nWhat You'll Do\n\n - Work directly with and senior leadership to shape the future of Wealthsimple's advice offering\n\n - Launch and personally run the first iterations of services that will eventually reach hundreds of thousands of clients\n\n - Shape Wealthsimple's digital advice roadmap from the front line. Our advisors talk to clients every day, you turn what you hear into validated demand signals for product teams.\n\n\n\nWe're Looking for Someone Who\n\n - Is energized by the messy, creative, manual work of building something from nothing, and doesn't need a large team or perfect infrastructure to get a pilot off the ground\n\n - Has a genuine obsession with how the wealth and fintech landscape is evolving globally, with sharp instincts for real shift versus noise\n\n - Brings deep knowledge of what premium service actually feels like from a client's perspective, and can translate it into a wealth management context\n\n - Thinks commercially: you build experiences, but you always know the business case and how you'll prove it\n\n - Is a natural leader who can bring stakeholders together around a shared vision\n\n - Is tech-forward: comfortable with AI tools, low-code platforms, and lightweight scripting to build functional prototypes that test real concepts in market\n\n - Is the person who notices the detail nobody asked for, and arrives with ideas about what would make a client tell their friends about us\n\n\n\nWhat You'll Bring\n\n - 5-7+ years in service design, strategy, innovation, or premium client experience (ideally with exposure to HNW or complex client segments)\n\n - A proven track record of taking a service concept from idea to live pilot (true 0-to-1 experience)\n\n - Demonstrated ability to use modern technology, AI tools, low-code/no-code, or lightweight scripting, to rapidly prototype and test\n\n - Experience working alongside scaled operational teams and transitioning pilots into standardized processes, with a clear ability to hand off and let go\n\n - Familiarity with the wealth management landscape: how different advice models work, what HNW clients value, and how firms grow AUM\n\n - Comfort working in regulated environments and partnering with compliance teams\n\n - Outstanding communication skills: you can influence executives, inspire advisors, and earn the trust of external partners\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*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \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":"71b6c301-fb0b-4e1b-a8a9-a86b5bcf7e29","title":"Team Lead, Client Experience Operations (Risk and Security)","department":"Operations","team":"Client Experience Operations","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-27T23:08:34.641+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/71b6c301-fb0b-4e1b-a8a9-a86b5bcf7e29","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/71b6c301-fb0b-4e1b-a8a9-a86b5bcf7e29/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 $169 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 Team Lead, CXO Risk & Security, you will lead a frontline squad of 6–12 CX Specialists at the intersection of Client Experience, Platform Security, and Risk Operations. You are accountable for protecting client assets, de-escalating high-stakes security inquiries, and developing high-performing talent in a fast-paced environment.
Core Deliverables & Accountability
Actively manage intraday volume across risk channels to consistently hit input targets (adherence, handle time, tooling efficiency) and output benchmarks (FRT, resolution time, CSAT, QA pass rate, solves/hour).
Monitor real-time volume patterns for threat surges (such as credential stuffing or ATO waves) and dynamically reallocate squad capacity to balance risk containment with queue health.
Serve as the senior operational point of contact for complex fraud, social engineering, identity compromise, and AML red flags.
Partner directly with InfoSec, Fraud Ops, and Compliance to close feedback loops, refine frontline verification workflows, and reduce platform vulnerabilities.
Drive high performance through weekly 1:1s, monthly developmental sessions, and quarterly performance reviews.
Conduct regular quality calibrations to enforce strict compliance with regulatory, privacy, and security protocols without compromising client empathy.
Candidate Profile & Requirements
Minimum 2+ years of formal people leadership experience (acting lead, squad captain, or escalation specialist) with a track record of driving measurable performance improvements.
Practical understanding of retail fintech risk vectors, including account takeovers, social engineering, identity verification (KYC), AML, and core cybersecurity hygiene.
Demonstrated mastery in de-escalating distressed or adversarial clients during critical security lockouts or active loss events.
Bilingual fluency in French and English, or relevant industry certifications (CSC, ACAMS), 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 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 Team Lead, CXO Risk & Security, you will lead a frontline squad of 6–12 CX Specialists at the intersection of Client Experience, Platform Security, and Risk Operations. You are accountable for protecting client assets, de-escalating high-stakes security inquiries, and developing high-performing talent in a fast-paced environment.\n\nCore Deliverables & Accountability\n\n - Actively manage intraday volume across risk channels to consistently hit input targets (adherence, handle time, tooling efficiency) and output benchmarks (FRT, resolution time, CSAT, QA pass rate, solves/hour).\n\n - Monitor real-time volume patterns for threat surges (such as credential stuffing or ATO waves) and dynamically reallocate squad capacity to balance risk containment with queue health.\n\n - Serve as the senior operational point of contact for complex fraud, social engineering, identity compromise, and AML red flags.\n\n - Partner directly with InfoSec, Fraud Ops, and Compliance to close feedback loops, refine frontline verification workflows, and reduce platform vulnerabilities.\n\n - Drive high performance through weekly 1:1s, monthly developmental sessions, and quarterly performance reviews.\n\n - Conduct regular quality calibrations to enforce strict compliance with regulatory, privacy, and security protocols without compromising client empathy.\n\n\n\nCandidate Profile & Requirements\n\n - Minimum 2+ years of formal people leadership experience (acting lead, squad captain, or escalation specialist) with a track record of driving measurable performance improvements.\n\n - Practical understanding of retail fintech risk vectors, including account takeovers, social engineering, identity verification (KYC), AML, and core cybersecurity hygiene.\n\n - Demonstrated mastery in de-escalating distressed or adversarial clients during critical security lockouts or active loss events.\n\n - Bilingual fluency in French and English, or relevant industry certifications (CSC, ACAMS), 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*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \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":"0d2fc16a-b098-4d25-ac86-351465e8d466","title":"Security Incident Response Developer","department":"Data & Engineering","team":"Security","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-30T17:41:06.690+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/0d2fc16a-b098-4d25-ac86-351465e8d466","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/0d2fc16a-b098-4d25-ac86-351465e8d466/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 $169 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 looking for a curious, hands-on security professional early in their career to join our Detection & Response team as an Incident Response Developer. You’ll report to the Manager of Detection & Response and work closely with senior responders to investigate security incidents, improve our response processes and build automation that helps us scale. You’ll get hands-on experience with real incidents and the mentorship to grow into the craft.
The ideal candidate has a foundation in security fundamentals, some hands-on exposure to investigations or security operations, and real enthusiasm for automating repetitive work. You’re a problem-solver who stays calm when things get busy, asks good questions and wants to learn from experienced teammates.
Strengthen our incident response capabilities by building relationships with Engineering teams, writing new playbooks and automating manual steps.
Own investigations from start to finish: triage, evidence collection, analysis, containment and documentation.
Act as Incident Commander for low- and medium-severity incidents, and support senior responders on high-severity ones.
Turn recurring incident types into repeatable workflows (intake, playbook, automation, closure), from the first design through to the tooling behind them.
Report incident trends and metrics that inform team priorities.
Work with our Security Engineers to monitor, refine and expand our SIEM and SOAR platforms.
Work with the HR, Fraud and Privacy teams on investigations into potentially fraudulent and sensitive activity, including insider threats and snooping.
Participate in an on-call rotation for responding to security incidents, internal questions and operational support.
Work with the detection engineering team to develop new, high-fidelity detection rules based on incident trends and threat intelligence.
3+ years of experience in cybersecurity.
1–2+ years of hands-on incident response experience, owning investigations end to end.
The ability to coordinate responders and stakeholders during an incident, and know when to escalate.
Experience using a SIEM to turn noise into signal, including writing queries and tuning alerts.
Proficiency with AI coding tools (Claude Code, Cursor, ChatGPT, etc.) to build and maintain automation. We invest in tooling (automation, Slack bots, AI agents) so responders spend their energy on the decisions that matter.
A workflow mindset: you can look at a messy, recurring problem and break it into steps that tooling or AI can take on.
Working knowledge of cloud infrastructure (e.g., AWS, GCP or Azure) and how to investigate within it.
Discretion and sound judgment when handling sensitive information, such as HR and insider-threat matters.
Clear, honest and inclusive communication with both internal and external stakeholders.
Good judgment under pressure, in technical problem solving and in working across teams.
A strong desire to learn from the team and others. We value making one another successful!
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE ROLE\n\nWe are looking for a curious, hands-on security professional early in their career to join our Detection & Response team as an Incident Response Developer. You’ll report to the Manager of Detection & Response and work closely with senior responders to investigate security incidents, improve our response processes and build automation that helps us scale. You’ll get hands-on experience with real incidents and the mentorship to grow into the craft.\n\n\n\nThe ideal candidate has a foundation in security fundamentals, some hands-on exposure to investigations or security operations, and real enthusiasm for automating repetitive work. You’re a problem-solver who stays calm when things get busy, asks good questions and wants to learn from experienced teammates.\n\n\n\n\nWHAT YOU'LL DO\n\n - Strengthen our incident response capabilities by building relationships with Engineering teams, writing new playbooks and automating manual steps.\n\n - Own investigations from start to finish: triage, evidence collection, analysis, containment and documentation.\n\n - Act as Incident Commander for low- and medium-severity incidents, and support senior responders on high-severity ones.\n\n - Turn recurring incident types into repeatable workflows (intake, playbook, automation, closure), from the first design through to the tooling behind them.\n\n - Report incident trends and metrics that inform team priorities.\n\n - Work with our Security Engineers to monitor, refine and expand our SIEM and SOAR platforms.\n\n - Work with the HR, Fraud and Privacy teams on investigations into potentially fraudulent and sensitive activity, including insider threats and snooping.\n\n - Participate in an on-call rotation for responding to security incidents, internal questions and operational support.\n\n - Work with the detection engineering team to develop new, high-fidelity detection rules based on incident trends and threat intelligence.\n\n\n\n\nSKILLS YOU BRING\n\n - 3+ years of experience in cybersecurity.\n\n - 1–2+ years of hands-on incident response experience, owning investigations end to end.\n\n - The ability to coordinate responders and stakeholders during an incident, and know when to escalate.\n\n - Experience using a SIEM to turn noise into signal, including writing queries and tuning alerts.\n\n - Proficiency with AI coding tools (Claude Code, Cursor, ChatGPT, etc.) to build and maintain automation. We invest in tooling (automation, Slack bots, AI agents) so responders spend their energy on the decisions that matter.\n\n - A workflow mindset: you can look at a messy, recurring problem and break it into steps that tooling or AI can take on.\n\n - Working knowledge of cloud infrastructure (e.g., AWS, GCP or Azure) and how to investigate within it.\n\n - Discretion and sound judgment when handling sensitive information, such as HR and insider-threat matters.\n\n - Clear, honest and inclusive communication with both internal and external stakeholders.\n\n - Good judgment under pressure, in technical problem solving and in working across teams.\n\n - A strong desire to learn from the team and others. We value making one another successful!\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*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \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":"1c468e02-4abf-452a-8952-aa5082b7157a","title":"Senior Security Incident Response Developer","department":"Data & Engineering","team":"Security","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-30T17:35:26.233+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/1c468e02-4abf-452a-8952-aa5082b7157a","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/1c468e02-4abf-452a-8952-aa5082b7157a/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 $169 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 an experienced and hands-on security professional to join our Detection & Response team as a Senior Incident Response Developer. Reporting to the Manager of Detection & Response, this is a critical, technical role focused on strengthening our ability to respond to and recover from security threats. You will be a key player in investigating complex security incidents, building scalable response processes, and taking command when it matters most.
The ideal candidate has a deep, technical background in hands-on incident response and a keen eye for where automation can improve and scale our capabilities. You are a natural problem-solver who remains composed under pressure, a senior team member who enjoys mentoring others in the craft of incident response, and a builder who can create the playbooks, scripts, and processes needed to protect our company and our customers. Between incidents, you'll build the tooling and workflows that make the next one faster and easier to handle.
Help take our security incident response capabilities to the next level by building relationships with Engineering teams, new playbooks and finding opportunities for automation.
Grow others in the art of Incident Response to support the program and increase consistency in outcomes.
Play a key role in building and shaping the Security Incident Response team.
Take the role of Incident Commander to bring incidents to resolution.
Turn recurring incident types into repeatable workflows (intake, playbook, automation, closure) so they become routine work for the team.
Help shape the direction of investment by informing the business of trends and relevant metrics.
Partner with our Security Engineers to monitor, refine, and expand our SIEM and SOAR platforms.
Coordinate with HR, Fraud and Privacy teams to investigate potential fraudulent and sensitive activity including insider threats and snooping.
Participate in an on-call rotation for responding to security incidents, internal questions and operational support.
Partner with the detection engineering function to develop new, high-fidelity detection rules based on incident trends and threat intelligence.
5+ years of experience in the Cybersecurity domain.
3+ years experience being an Incident Manager, taking ownership of investigations.
Ability to lead a team during high-stress situations, providing direction and support to team members.
Understand how to turn noise into signals using a SIEM.
Proficiency with AI coding (Claude Code, Cursor, ChatGPT etc). We invest in tooling (automation, Slack bots, AI agents) so responders spend their energy on the decisions that matter.
Thinks in workflows: can look at a messy, recurring problem and break it into steps that tooling or AI can take on.
Knowledge of and familiarity with cloud infrastructure.
Believes that honesty, transparency, and inclusivity are important when communicating with both internal and external stakeholders.
Demonstrates good judgment under pressure both in terms of technical problem solving and collaborating cross functionally.
Eager to learn from the team and others. We value making one another successful!
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE ROLE\n\nWe are seeking an experienced and hands-on security professional to join our Detection & Response team as a Senior Incident Response Developer. Reporting to the Manager of Detection & Response, this is a critical, technical role focused on strengthening our ability to respond to and recover from security threats. You will be a key player in investigating complex security incidents, building scalable response processes, and taking command when it matters most.\n\n\n\nThe ideal candidate has a deep, technical background in hands-on incident response and a keen eye for where automation can improve and scale our capabilities. You are a natural problem-solver who remains composed under pressure, a senior team member who enjoys mentoring others in the craft of incident response, and a builder who can create the playbooks, scripts, and processes needed to protect our company and our customers. Between incidents, you'll build the tooling and workflows that make the next one faster and easier to handle.\n\n\n\n\nWHAT YOU'LL DO\n\n - Help take our security incident response capabilities to the next level by building relationships with Engineering teams, new playbooks and finding opportunities for automation.\n\n - Grow others in the art of Incident Response to support the program and increase consistency in outcomes.\n\n - Play a key role in building and shaping the Security Incident Response team.\n\n - Take the role of Incident Commander to bring incidents to resolution.\n\n - Turn recurring incident types into repeatable workflows (intake, playbook, automation, closure) so they become routine work for the team.\n\n - Help shape the direction of investment by informing the business of trends and relevant metrics.\n\n - Partner with our Security Engineers to monitor, refine, and expand our SIEM and SOAR platforms.\n\n - Coordinate with HR, Fraud and Privacy teams to investigate potential fraudulent and sensitive activity including insider threats and snooping.\n\n - Participate in an on-call rotation for responding to security incidents, internal questions and operational support.\n\n - Partner with the detection engineering function to develop new, high-fidelity detection rules based on incident trends and threat intelligence.\n\n\n\n\nSKILLS YOU BRING\n\n - 5+ years of experience in the Cybersecurity domain.\n\n - 3+ years experience being an Incident Manager, taking ownership of investigations.\n\n - Ability to lead a team during high-stress situations, providing direction and support to team members.\n\n - Understand how to turn noise into signals using a SIEM.\n\n - Proficiency with AI coding (Claude Code, Cursor, ChatGPT etc). We invest in tooling (automation, Slack bots, AI agents) so responders spend their energy on the decisions that matter.\n\n - Thinks in workflows: can look at a messy, recurring problem and break it into steps that tooling or AI can take on.\n\n - Knowledge of and familiarity with cloud infrastructure.\n\n - Believes that honesty, transparency, and inclusivity are important when communicating with both internal and external stakeholders.\n\n - Demonstrates good judgment under pressure both in terms of technical problem solving and collaborating cross functionally.\n\n - Eager to learn from the team and others. We value making one another successful!\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*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \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":"3ab0ddb6-7eda-4ae0-bcfe-28dffa254d42","title":"Senior Software Developer, People Intelligence","department":"Data & Engineering","team":"Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-11-02T16:54:44.695+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/3ab0ddb6-7eda-4ae0-bcfe-28dffa254d42","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/3ab0ddb6-7eda-4ae0-bcfe-28dffa254d42/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 $169 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.
People Intelligence sits within People and Communications. We build the data and products behind talent decisions at every level — from leaders, managers, and employees. Our partners in Total Rewards, HRBP, Talent Management, and People Operations depend on what we ship..The team is a growing team, and you will help set the engineering standard for how we build.
Lead technical projects from first design through launch and iteration, across products such as performance cycles, compensation planning, talent reviews, total rewards statements, and self-service tools.
Design scalable architectures that integrate with our internal systems (i.e. Workday, Ashby, etc.) and our people data platform, that holds up when the whole company is in a review or compensation cycle.
Build with security in mind from the first commit, including role and reporting-line access, protection for compensation and performance data, and an audit trail on every change.
Work directly with Total Rewards, HR business partners, Talent Management, and People Operations to understand how each program runs, transforming it into products that managers and employees want to use.
AI is native to you, and speeds up how you design, build, and test, to help the team adopt the workflows that hold up.
Raise the technical bar through design reviews, code review, documentation, and mentorship.
5+ years of professional software development, with a track record of building internal tools and production systems that employees and teams depend on every day.
Full-stack experience building web applications, with depth in at least one of Ruby, Python, TypeScript, or Kotlin, and a modern frontend framework such as React.
Experience designing systems that handle sensitive data, including authentication, fine-grained authorization, and auditability.
Clear communication with non-technical partners, and the product judgment to simplify a complex process rather than rebuild.
Experience taking a product from 0 to 1, including making architectural calls with incomplete information and revisiting them as you learn.
Experience building HR or people products, such as performance management, compensation planning, talent management, or employee self-service. We value this domain depth highly.
Experience integrating with an HRIS such as Workday, including its APIs and effective-dated data and other HR related systems (i.e. Ashby, Lever, Shareworks, Okta, etc.)
Familiarity with how people programs run, including review and calibration cycles, compensation bands and merit planning, and job architecture.
Experience in a regulated or privacy-sensitive environment.
You are self-directed, and you find the next problem worth solving without waiting for a ticket.
You are curious about how things work, and you ask why a process exists before you change it.
You treat employee data with care and think about privacy and access as design constraints from the start.
You would rather ship a simple version, learn from real users, and improve it than hold back a perfect one.
You own outcomes, not just code, and you stay with a product after it launches.
You make the people around you better through pairing, reviews, and clear writing.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 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\nPeople Intelligence sits within People and Communications. We build the data and products behind talent decisions at every level — from leaders, managers, and employees. Our partners in Total Rewards, HRBP, Talent Management, and People Operations depend on what we ship..The team is a growing team, and you will help set the engineering standard for how we build.\n\n\n\n\nIN THIS ROLE, YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Lead technical projects from first design through launch and iteration, across products such as performance cycles, compensation planning, talent reviews, total rewards statements, and self-service tools.\n\n - Design scalable architectures that integrate with our internal systems (i.e. Workday, Ashby, etc.) and our people data platform, that holds up when the whole company is in a review or compensation cycle.\n\n - Build with security in mind from the first commit, including role and reporting-line access, protection for compensation and performance data, and an audit trail on every change.\n\n - Work directly with Total Rewards, HR business partners, Talent Management, and People Operations to understand how each program runs, transforming it into products that managers and employees want to use.\n\n - AI is native to you, and speeds up how you design, build, and test, to help the team adopt the workflows that hold up.\n\n - Raise the technical bar through design reviews, code review, documentation, and mentorship.\n\n\nSKILLS YOU BRING:\n\n - 5+ years of professional software development, with a track record of building internal tools and production systems that employees and teams depend on every day.\n\n - Full-stack experience building web applications, with depth in at least one of Ruby, Python, TypeScript, or Kotlin, and a modern frontend framework such as React.\n\n - Experience designing systems that handle sensitive data, including authentication, fine-grained authorization, and auditability.\n\n - Clear communication with non-technical partners, and the product judgment to simplify a complex process rather than rebuild.\n\n - Experience taking a product from 0 to 1, including making architectural calls with incomplete information and revisiting them as you learn.\n\n\nNICE-TO-HAVE'S:\n\n - Experience building HR or people products, such as performance management, compensation planning, talent management, or employee self-service. We value this domain depth highly.\n\n - Experience integrating with an HRIS such as Workday, including its APIs and effective-dated data and other HR related systems (i.e. Ashby, Lever, Shareworks, Okta, etc.)\n\n - Familiarity with how people programs run, including review and calibration cycles, compensation bands and merit planning, and job architecture.\n\n - Experience in a regulated or privacy-sensitive environment.\n\n\nWHO YOU ARE:\n\n - You are self-directed, and you find the next problem worth solving without waiting for a ticket.\n\n - You are curious about how things work, and you ask why a process exists before you change it.\n\n - You treat employee data with care and think about privacy and access as design constraints from the start.\n\n - You would rather ship a simple version, learn from real users, and improve it than hold back a perfect one.\n\n - You own outcomes, not just code, and you stay with a product after it launches.\n\n - You make the people around you better through pairing, reviews, and clear writing.\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*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \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":"5f8effae-bda6-46b8-9a0a-f38648b88942","title":"Senior Associate, Workforce Management","department":"Operations","team":"Client Experience Operations","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-11-03T00:57:25.774+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/5f8effae-bda6-46b8-9a0a-f38648b88942","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/5f8effae-bda6-46b8-9a0a-f38648b88942/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 $169 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.
Every great client conversation at Wealthsimple starts with the right person being in the right place at the right time. That's workforce management, and it's a big part of how our Client Experience Operations (CXO) teams deliver fast, reliable support to more than 4 million clients.
As a Senior Associate, Workforce Management, you'll own scheduling for a portfolio of our CXO domain teams across phone, chat and email. You'll build and maintain their schedules, protect coverage through planned and unplanned shrinkage, and make the calls that keep service levels, cost and our people's experience in balance. You'll report to the Lead, WFM Platform & Automation, on a small team where everyone owns their area end to end.
A small team also means a wide view. Scheduling is the core of the job, but you'll need a working command of the whole WFM ecosystem (forecasting and capacity, intraday, leave and shrinkage, reporting) and the judgement to know how a change in one place lands in the others. You'll work closely with People Ops, Enablement, Systems and domain leadership, and you'll often be the person in the room explaining what a decision will do to coverage.
This role requires hands-on WFM experience. As a small team, we're looking for someone who can own schedules in their first few weeks and have real influence on a small, high-trust team. That experience can come from Wealthsimple or from anywhere else.
Own scheduling for your domains: Build, publish and maintain schedules for your portfolio, including rotations, weekend and extended-hours coverage, shift bids and the multi-skill split across phone, chat and email. You're accountable for them being right.
Protect coverage: Plan for shrinkage before it happens (PTO, training, meetings, coaching, leaves) and respond when it doesn't go to plan. Set PTO availability, plot offline time where it does the least damage, and flag coverage risk early.
Keep the schedule the source of truth: Process schedule change requests with care and consistency, so the schedule reflects where people are expected to be. That record supports adherence, performance conversations and payroll.
Be the expert in the room: Represent WFM on projects such as hours-of-operation changes, new channel launches, tooling changes and org changes. Translate operational plans into staffing impact, and be clear about the trade-offs.
Partner across CXO:
With HR and People Ops on leaves, accommodations, contract changes and overtime.
With Enablement on training and nesting schedules for new hires.
With domain leaders on coverage needs and shift preferences.
With Systems on the tools and integrations that schedules depend on.
Analyze and report: Track schedule effectiveness, adherence and conformance, shrinkage and coverage against need. Tell a clear story with the data: what happened, why, and what we should do next.
Improve how we work: Find the manual work in our scheduling process and help automate it. We build with tools like Playvox and Claude, and we expect you to bring ideas.
3+ years of hands-on workforce management experience in a contact centre or support environment, with direct ownership of scheduling.
Experience scheduling at scale: you've built and maintained schedules for 100+ agents across multiple skills or channels, including rotations and weekend or extended-hours coverage.
A working command of the WFM ecosystem: forecasting inputs, capacity planning, shrinkage, Erlang-based staffing, service level, occupancy, adherence and conformance. You know how a forecast becomes a schedule and how intraday reality feeds back into the plan.
Fluency with a WFM platform such as Playvox, NICE IEX, Verint, or Assembled, and related CRM/Telephony tools.
Sound judgement on small-team trade-offs: you can weigh coverage, cost, fairness and your teammates' experience, make a call with incomplete information, and know when to escalate.
Stakeholder confidence: you're comfortable explaining a staffing decision to a team lead, a people partner or a senior leader. You can say \"here's what this will cost us\" and work collaboratively towards solutions.
Ownership and follow-through: you don't need to be told what's next, and your schedules are right the first time.
Frequent user or at least strong curiosity about AI and automation: you use tools to move faster, and you check the output.
Experience with Playvox specifically, or with Zendesk and Five9.
SQL, or experience with BI tools like Preset or Looker.
Experience in financial services or another regulated environment.
Experience scheduling around a BPO or outsourced partner.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 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\nEvery great client conversation at Wealthsimple starts with the right person being in the right place at the right time. That's workforce management, and it's a big part of how our Client Experience Operations (CXO) teams deliver fast, reliable support to more than 4 million clients.\n\nAs a Senior Associate, Workforce Management, you'll own scheduling for a portfolio of our CXO domain teams across phone, chat and email. You'll build and maintain their schedules, protect coverage through planned and unplanned shrinkage, and make the calls that keep service levels, cost and our people's experience in balance. You'll report to the Lead, WFM Platform & Automation, on a small team where everyone owns their area end to end.\n\n\n\nA small team also means a wide view. Scheduling is the core of the job, but you'll need a working command of the whole WFM ecosystem (forecasting and capacity, intraday, leave and shrinkage, reporting) and the judgement to know how a change in one place lands in the others. You'll work closely with People Ops, Enablement, Systems and domain leadership, and you'll often be the person in the room explaining what a decision will do to coverage.\n\n\n\nThis role requires hands-on WFM experience. As a small team, we're looking for someone who can own schedules in their first few weeks and have real influence on a small, high-trust team. That experience can come from Wealthsimple or from anywhere else.\n\n\n\n\nWHAT WILL YOU DO?\n\n - Own scheduling for your domains: Build, publish and maintain schedules for your portfolio, including rotations, weekend and extended-hours coverage, shift bids and the multi-skill split across phone, chat and email. You're accountable for them being right.\n\n - Protect coverage: Plan for shrinkage before it happens (PTO, training, meetings, coaching, leaves) and respond when it doesn't go to plan. Set PTO availability, plot offline time where it does the least damage, and flag coverage risk early.\n\n - Keep the schedule the source of truth: Process schedule change requests with care and consistency, so the schedule reflects where people are expected to be. That record supports adherence, performance conversations and payroll.\n\n - Be the expert in the room: Represent WFM on projects such as hours-of-operation changes, new channel launches, tooling changes and org changes. Translate operational plans into staffing impact, and be clear about the trade-offs.\n\n - Partner across CXO:\n \n - With HR and People Ops on leaves, accommodations, contract changes and overtime.\n \n - With Enablement on training and nesting schedules for new hires.\n \n - With domain leaders on coverage needs and shift preferences.\n \n - With Systems on the tools and integrations that schedules depend on.\n\n - Analyze and report: Track schedule effectiveness, adherence and conformance, shrinkage and coverage against need. Tell a clear story with the data: what happened, why, and what we should do next.\n\n - Improve how we work: Find the manual work in our scheduling process and help automate it. We build with tools like Playvox and Claude, and we expect you to bring ideas.\n \n \n\n\nWHAT DO YOU BRING?\n\n - 3+ years of hands-on workforce management experience in a contact centre or support environment, with direct ownership of scheduling.\n\n - Experience scheduling at scale: you've built and maintained schedules for 100+ agents across multiple skills or channels, including rotations and weekend or extended-hours coverage.\n\n - A working command of the WFM ecosystem: forecasting inputs, capacity planning, shrinkage, Erlang-based staffing, service level, occupancy, adherence and conformance. You know how a forecast becomes a schedule and how intraday reality feeds back into the plan.\n\n - Fluency with a WFM platform such as Playvox, NICE IEX, Verint, or Assembled, and related CRM/Telephony tools.\n\n - Sound judgement on small-team trade-offs: you can weigh coverage, cost, fairness and your teammates' experience, make a call with incomplete information, and know when to escalate.\n\n - Stakeholder confidence: you're comfortable explaining a staffing decision to a team lead, a people partner or a senior leader. You can say \"here's what this will cost us\" and work collaboratively towards solutions.\n\n - Ownership and follow-through: you don't need to be told what's next, and your schedules are right the first time.\n\n - Frequent user or at least strong curiosity about AI and automation: you use tools to move faster, and you check the output.\n\n\n\n\nNICE TO HAVE:\n\n - Experience with Playvox specifically, or with Zendesk and Five9.\n\n - SQL, or experience with BI tools like Preset or Looker.\n\n - Experience in financial services or another regulated environment.\n\n - Experience scheduling around a BPO or outsourced partner.\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*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \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":"358d6f02-5200-48f1-9ece-0ac0c1c807b4","title":"Senior Associate, Technical Operations","department":"Operations","team":"Client Experience Operations","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-11-03T17:12:32.732+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/358d6f02-5200-48f1-9ece-0ac0c1c807b4","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/358d6f02-5200-48f1-9ece-0ac0c1c807b4/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 $169 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 looking for a Senior Associate, Technical Operations to act as a hands-on workflow builder and quality owner within our Operations ecosystem. You will not just analyze bottlenecks, you will actively build, test, and maintain automated workflows that power our AI Chat Platform. You will bring a rigorous QA mindset to operational workflows: designing resilient logic, catching edge cases, monitoring failure queues, and deprecating outdated processes before they create friction.
If you are a structured problem solver who loves writing clean SQL, automating workflows via orchestration tools and Python, and treating operational pipelines with engineering-grade quality standards, this role is for you.
What You’ll Do
Build & Orchestrate Workflows: Design, configure, and maintain automated operational workflows using orchestration platforms (such as n8n or Workato) and custom scripting.
Own Workflow QA & Lifecycle Hygiene: Apply software QA discipline to operational systems. Define test cases, validate release readiness, monitor regression risks, and systematically \"unship\" or refactor legacy workflows that no longer serve the ecosystem.
Investigate & Optimize Pipeline Data: Dig into raw logs and database tables using advanced SQL and Python to identify failure patterns, isolate edge cases, and execute root-cause fixes on failed transactions.
Leverage Applied AI Pragmatically: Actively utilize modern LLM tools for structured data parsing, regex generation, error-log classification, and accelerating operational investigation.
Bridge Ops and Architecture: Partner closely with senior engineering and operational stakeholders to translate complex process requirements into scalable technical implementations. Challenge existing processes with data-backed technical arguments.
What You Bring
1–3+ Years of Relevant Technical Experience: Background in Technical Operations, Systems Analysis, Data QA, Software QA, or Workflow Automation where you were directly responsible for building, troubleshooting, and maintaining data-driven processes.
Solid Data Literacy (SQL & Scripting): Demonstrated ability to write performant SQL beyond basic queries (experience with CTEs, window functions, and query optimization). Foundational familiarity with Python or scripting for data manipulation.
Workflow Automation Mindset: Practical experience working with workflow engines, API integrations, or orchestration platforms (e.g., n8n, Workato, Make, Retool, or equivalent native workflow tools).
Engineering-Minded QA Instincts: You understand that shipping a workflow is only half the job. You instinctively think about edge-case handling, monitoring, rollback plans, and system dependencies.
Applied AI Fluency: You go beyond using LLMs for writing copy; you leverage AI tools to parse unstructured error strings, structure disparate datasets, and validate logic.
Clear Technical Communication: Able to engage deeply with software engineers on architecture while clearly explaining operational impacts to business partners.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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 $169 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 looking for a Senior Associate, Technical Operations to act as a hands-on workflow builder and quality owner within our Operations ecosystem. You will not just analyze bottlenecks, you will actively build, test, and maintain automated workflows that power our AI Chat Platform. You will bring a rigorous QA mindset to operational workflows: designing resilient logic, catching edge cases, monitoring failure queues, and deprecating outdated processes before they create friction.\n\nIf you are a structured problem solver who loves writing clean SQL, automating workflows via orchestration tools and Python, and treating operational pipelines with engineering-grade quality standards, this role is for you.\n\nWhat You’ll Do\n\n - Build & Orchestrate Workflows: Design, configure, and maintain automated operational workflows using orchestration platforms (such as n8n or Workato) and custom scripting.\n\n - Own Workflow QA & Lifecycle Hygiene: Apply software QA discipline to operational systems. Define test cases, validate release readiness, monitor regression risks, and systematically \"unship\" or refactor legacy workflows that no longer serve the ecosystem.\n\n - Investigate & Optimize Pipeline Data: Dig into raw logs and database tables using advanced SQL and Python to identify failure patterns, isolate edge cases, and execute root-cause fixes on failed transactions.\n\n - Leverage Applied AI Pragmatically: Actively utilize modern LLM tools for structured data parsing, regex generation, error-log classification, and accelerating operational investigation.\n\n - Bridge Ops and Architecture: Partner closely with senior engineering and operational stakeholders to translate complex process requirements into scalable technical implementations. Challenge existing processes with data-backed technical arguments.\n\n\n\nWhat You Bring\n\n - 1–3+ Years of Relevant Technical Experience: Background in Technical Operations, Systems Analysis, Data QA, Software QA, or Workflow Automation where you were directly responsible for building, troubleshooting, and maintaining data-driven processes.\n\n - Solid Data Literacy (SQL & Scripting): Demonstrated ability to write performant SQL beyond basic queries (experience with CTEs, window functions, and query optimization). Foundational familiarity with Python or scripting for data manipulation.\n\n - Workflow Automation Mindset: Practical experience working with workflow engines, API integrations, or orchestration platforms (e.g., n8n, Workato, Make, Retool, or equivalent native workflow tools).\n\n - Engineering-Minded QA Instincts: You understand that shipping a workflow is only half the job. You instinctively think about edge-case handling, monitoring, rollback plans, and system dependencies.\n\n - Applied AI Fluency: You go beyond using LLMs for writing copy; you leverage AI tools to parse unstructured error strings, structure disparate datasets, and validate logic.\n\n - Clear Technical Communication: Able to engage deeply with software engineers on architecture while clearly explaining operational impacts to business partners.\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*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \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"}