Wealthsimple Technologies

Role Description As a Senior Software Developer on the CAP OpEx team, you own the application-level quality and tooling layer of our platform. You build systems that other engineers depend on, focusing on: - End-to-end testing platform: Architect and own CAP's e2e test suite across web and React Native mobile. - SDK observability & instrumentation: Instrument our Account-Opening SDK with standardized analytics events and structured logging. - Test account & staging tooling: Own and evolve CAP's staging and production test account tooling. - Developer automation: Build internal tools and automation that cut manual operational work across the CAP domain. - Quality gates & coverage: Drive shift-left quality practices. Qualifications - Demonstrated experience building developer tooling, test frameworks, or internal platforms. - Strong proficiency in TypeScript/JavaScript with hands-on experience in React and/or React Native. - Backend development experience (Ruby, Python, Go, or equivalent). - A quality engineering mindset focused on testability, observability, and reliability. - An AI-native approach to your craft, using agentic coding tools effectively. - Nice to have: experience designing and implementing end-to-end or integration test frameworks. - Nice to have: experience instrumenting frontend SDKs with analytics or observability tooling. Requirements - Within 1 month, you'll: - Learn about the foundations of Wealthsimple and our current goals. - Meet other new Wealthsimplers and key people from each department. - Gather an understanding of our technology through pair-programming and onboarding sessions. - Have an assigned buddy to assist you in getting up-to-speed. - Within 3 months, you'll: - Learn Wealthsimple’s technical stack and apply our development patterns. - Buddy up for your first on-call rotation. - Contribute and support work in a new or existing product. - Learn how to query our data to measure the impact of your work. - Support over a million clients by shipping your first project or feature. - Within 6 months, you'll: - Reliably ship new features to our clients. - Contribute to or lead the technical design of a project. - Collaborate with other developers while mentoring and providing feedback. - Develop a big picture perspective of our tools and frameworks. - Within 12 months, you'll: - Lead your first project, planning and communicating progress. - Provide leverage to our engineering teams by shipping new best practices. - Work closely with product and design teams, contributing feedback on design and UX. Benefits - 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. - Hybrid team with over 1,500 employees across North America.

Role Description We're hiring a Growth Marketing Manager, Lifecycle to own the execution of Wealthsimple's incentives and seasonal promotions lifecycle program and to help shape its strategy. Reporting to the Senior Manager, Growth, you'll be responsible for building and improving our promotions playbook: - The campaigns, journeys, and experiments that drive client participation in promotions, incentives, and seasonal moments across our ecosystem. - Continuously optimizing the client journey to improve activation, engagement, and conversion at every touchpoint. This is a highly cross-functional role that sits at the intersection of marketing, technology, and creative problem solving. You'll work closely with partners across: - Product - Engineering - Design - Data Science - CX The ideal candidate is both a builder and a strategic contributor: - Someone who can own execution with high autonomy. - Bring sharp ideas to planning conversations. - Get things done without waiting to be asked. - Think AI-first and be genuinely passionate about AI. What you'll do - Work in an AI-native way. - Actively apply AI tools across the full campaign lifecycle — briefs, copy, segmentation, QA, and reporting. - Build and evolve the promotions playbook. - Drive activation, engagement, and promotion participation. - Think in cohorts and funnels. - Run rigorous, incrementality-focused experiments. - Shape lifecycle infrastructure. - Embed with your cross-functional partners. Qualifications - 5+ years of experience in lifecycle marketing, CRM, or marketing automation. - Demonstrated AI fluency. - A resourceful problem solver. - Hands-on proficiency in Braze or a comparable marketing automation platform. - Demonstrated ability to build and QA campaign code independently. - Solid analytical instincts. - A strong understanding of user journeys and lifecycle stages. - Proven cross-functional collaboration skills. - Comfortable in a high-velocity environment. - Comfortable working in Figma. - Broad awareness of growth marketing beyond lifecycle. Benefits - 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.

Role Description Wealthsimple is seeking an experienced and highly motivated Senior Manager, Financial Intelligence Unit (FIU) to join our growing team. The Senior Manager, FIU will be responsible for overseeing various aspects of the AML compliance program, ensuring adherence to regulatory requirements and internal policies. This role requires strong leadership, analytical skills, and a comprehensive understanding of AML regulations, including those related to Sanctions, Politically Exposed Persons (PEPs) and Financial Transactions and Reports Analysis Centre of Canada (FINTRAC) reporting. Key Responsibilities - Team Leadership and Operations: - Provide team oversight/management, including coaching and feedback to Managers and Team Leads. - Oversee capacity planning and hiring for the team. - Understand opportunities for optimization and strategically plan the evolution of the AML Operations team by assessing the needs of the organization’s structure. - Build high performance teams, across fiat, crypto and remediation, making decisions based on metrics and individual key performance indicators (KPIs). - Lead meetings with Manager/Team Leads to discuss productivity, monitoring quality of work and identifying training opportunities. - Work directly with Governance and Policy to make updates to procedures, checklists and guidelines and execute them with the team. - Identify opportunities for operational effectiveness and execute on them. - Report to the CAMLO and provide updates on the workforce, workload and productivity of the team. - Case Management: - Subject Matter Expert on complex financial crimes, high risk investigations, matters involving politically exposed persons and heads of international organizations (PEPs/HIOs), organized crime, and terrorist financing. - Oversee and approve complex investigative work through case reviews/approvals. - Risk Mitigation: - Oversight of high risk reviews and approvals for high risk individual clients and entities, and PEPs (Politically Exposed Persons). - Lead special investigations including management and oversight of production orders escalated to AML. - Oversight of the name and payment screening, enhanced due diligence, ongoing monitoring processes, identifies opportunities for improving those processes, including tooling solutions. - Understand how Wealthsimple’s risk appetite and risk culture should be considered in day-to-day activities and decisions. Qualifications - Minimum of 7+ years of experience in AML compliance leadership role within the financial services industry, for example, experience working within a financial intelligence unit (FIU). - Knowledge of both fiat- and crypto-related AML investigations. - Experience with coaching people and leading teams. - In-depth knowledge of Canadian AML/Anti-Terrorist Financing (ATF) regulations, including the Proceeds of Crime (Money Laundering) and Terrorist Financing Act (PCMLTFA) and Regulations, FINTRAC guidance and Canada’s National Inherent Risk Assessment (NIRA). - Strong understanding of client risk rating methodologies and enhanced due diligence procedures. - Excellent analytical, problem-solving, and decision-making skills. - Strong communication and interpersonal skills, with the ability to interact effectively with internal and external stakeholders, including senior management. - Relevant industry certifications (e.g., CAMS, CFE) are highly desirable. Benefits - 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.

Build something people love Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading. We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work. Important NOTE: We are hiring mortgage brokers on an independent contractor basis. This role will remain open until May 15, 2026. All qualified candidates will be contacted directly by the hiring leader. This role does not qualify for the benefits listed under the "Why Wealthsimple?" section below. About the role Reporting to Wealthsimple’s Principal Broker, the selected mortgage broker will be responsible for connecting clients with mortgage solutions and driving business growth. No pre-existing book of business is required. Our ideal hire has a builder mindset, is detail-oriented, action-oriented, and proactive. They own their role and continuously help identify ways to improve processes and controls while mitigating risk. It is essential that this person manages time well, keeps on top of deliverables, and has the potential to grow with us. Must be a licensed mortgage broker in at least 1 Canadian province. Experience in lending products or other sales functions is a strong plus. In this role you'll have the opportunity to: - Build and maintain strong client relationships, providing expert advice, and guiding clients through the mortgage process. - Identify and pursue new business opportunities, leveraging their industry knowledge. - Partner with Wealthsimple's legal, compliance, product, and marketing teams to ensure all activities align with regulatory requirements and company objectives. - Stay informed about regulatory developments, industry trends, and emerging risks. - Track and analyze their sales performance, identifying areas for improvement and growth. What you'll bring: - Mortgage Guru: They love being a mortgage broker. Guiding clients through their mortgage journey is their passion and they always put client experience first. - Problem-solving: If something seems off, they want to figure out what’s going on; they enjoy navigating uncertainty, bringing clarity to ambiguity, and don’t wait for a playbook to be written. - Proactive Action Oriented: They act without being told what to do, taking full ownership of work and proactively seeking help and input when needed to provide well-supported solutions. - Efficiency: They can produce significant output with minimum wasted effort; they find the path of least resistance to problem definition, solution, and execution. - Strong written and verbal communication: Speaks plainly and truthfully. Communicates complex ideas in a simple and easy-to-understand way for any audience. - Honesty/integrity: Doesn't cut corners; does what is right, not what is politically expedient. - Relevant experience: Demonstrated success in a commission-based sales role, preferably within the mortgage industry. Compensation - This is a commission-based role, offering substantial earning potential. Details of the commission structure will be discussed during the interview process. Important NOTE: We are hiring mortgage brokers on an independent contractor basis. This role will remain open until May 15, 2026. All qualified candidates will be contacted directly by the hiring leader. This role does not qualify for the benefits listed under the "Why Wealthsimple?" section below. Why Wealthsimple? 🌸 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. ICYMI 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.

Build something people love Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading. We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work. ​Wealthsimple Operations Associates own and scale processes intelligently, with analytics, grit, and grace. We manage billions of dollars, so the stakes are high. We want to deliver extraordinary experiences that meet our client's on-demand expectations, while being a compliance leader. At Wealthsimple, we are maker-owners, we believe that simple is better, and we do what's right for each client. What you'll do - Be a key member of the Futures Clearing Operations team, responsible for full lifecycle management from execution through settlement and expiration. - Be responsible for the daily execution of all operationally critical activities related to Futures, including trade and position reconciliations, settlements, expiration processing, and cash and collateral movements. - Take ownership of critical trade and position reconciliations, investigating and resolving breaks across internal systems, clearing workflows, and counterparties. - Be a Subject Matter Expert (SME) on Futures settlement workflows, margin impacts, and lifecycle events. - Partner cross-functionally with Margin and Risk Remediation teams to monitor exposures and strengthen operational controls. - Support in UAT testing and production validation for new product launches, system enhancements, and workflow improvements. - Troubleshoot, manage, and proactively resolve reconciliation differences while maintaining strong risk awareness and accuracy. - Use data to identify inefficiencies, propose automation opportunities, and help scale back-office processes to support product growth. - Develop and enhance processes and controls to improve operational resiliency and efficiency. Skills you bring - Have 3+ years of experience at a broker-dealer, clearing firm, exchange, or fintech company handling back-office reconciliations and settlement responsibilities. Experience with derivatives, options or Futures. - Experience at a CIRO-regulated dealer is preferred. - Have direct experience managing trade and position reconciliations, expiration processing, and settlement workflows. - Demonstrate a strong ownership mindset — you proactively identify issues, drive resolution end-to-end, and continuously improve processes. - Are highly organized with strong attention to detail and are comfortable working in a fast-paced environment while meeting tight deadlines. - Have strong Excel skills; experience with SQL or other programming/scripting languages is a plus. - Have excellent communication and collaboration skills, and thrive in a cross-functional environment. - Have completed or are pursuing relevant industry courses (CSC, DFOL, derivatives licensing, etc.) are preferred. - Available to support early and late hours on rotating shifts as required by market events and settlement cycles. Why Wealthsimple? 🌸 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. ICYMI 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.

Build something people love Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading. We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work. Notre équipe des Opérations Client ne se contente pas de répondre à des billets : nous résolvons des énigmes financières en traduisant des concepts complexes en solutions humaines. Nous embauchons des agents tout au long de l'année et proposons des dates de début mensuelles pour accompaagner notre croissance continue. Emplacement et modèle de travail - Modèle 100 % télétravail : Ce poste est entièrement à distance. Vous pouvez travailler de n'importe où au Canada. - Environnement de travail : Bien que le poste soit à distance, les candidats doivent disposer d'un espace de travail privé, calme et professionnel, doté d'une connexion Internet haute vitesse fiable, afin de garantir la confidentialité et la qualité de nos interactions avec les clients. - Date de début visée : 11 mai 2026 Votre impact au quotidien : - 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. Votre profil : - 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). Exigences: - 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. Why Wealthsimple? 🌸 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. ICYMI 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.

Build something people love Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading. We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work. About the team The Platform Experience team sits as a bridge between Platform and Product engineering. We enable product teams to ship reliable code by partnering directly with developers to solve production challenges and with implementation of systematic improvements. We're central to Wealthsimple's reliability mission: when our products are reliable, clients trust us with their financial future. We focus on protecting critical flows, reducing time to detect and resolve incidents, and ensuring we learn from every issue to prevent recurrence. About the role Reporting to the Manager of Software Development, you'll work alongside a senior group of Software Developers to improve reliability across Wealthsimple's products. You'll take ownership of significant components and services, partnering with product teams to identify and resolve production issues. This role offers the opportunity to work across the full stack, contribute to platform primitives that make reliability the default, and help maintain Wealthsimple’s high standard for security, reliability and user experience. What you'll do - Partner directly with product engineers to diagnose and resolve production issues, building solutions that prevent recurrence. - Take end-to-end ownership of system components, designing with reliability and maintainability as primary concerns. - Contribute to platform tools and frameworks that help all engineers ship reliably. - Collaborate with Platform, Product, and Data partners to align technical decisions with client needs. - Help establish technical standards and best practices for development at Wealthsimple. Skills you bring - 6+ years of software development experience building products with demonstrated growth in technical scope and autonomy. - Experience in optimizing platform engineering and/or infrastructure. - Knowledge of 2 or more of the following languages: Ruby on Rails / TypeScript / Kotlin. - Experience using LLMs to drive broad changes across codebases (Claude). - Strong problem-solving skills with the ability to tackle complex issues across multiple systems and keen interest in getting to the root cause. - Experience designing and maintaining production systems with high availability requirements. - Strong communication and collaboration skills. You can explain complex technical concepts clearly and work effectively with stakeholders across different backgrounds. Why Wealthsimple? 🌸 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. ICYMI 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.

Build something people love Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading. We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work. Our Client Operations team doesn’t just answer tickets; we solve financial puzzles by translating complex concepts into human solutions. We hire throughout the year and offer monthly start dates to support our continuous growth. We are currently looking for people available to join us on April 27th! Both English and Bilingual (French/English) This is a great opportunity to join a winning team that is looking for rockstars in the Customer Service domain! Your Daily Impact - The Voice of Wealthsimple: You aren’t just a support agent; you are an advocate for our clients’ financial interests. You will explain investment, trading, and personal finance concepts in a simple, accessible way. - Strategic Problem Solving: You take ownership of the client journey, whether it’s facilitating a complex institutional transfer or navigating back-office operations. You ensure our clients hit their goals, like meeting a promotion deadline. - "Maker-Owner" Mindset: You’ll work closely with every department, from Product to Operations, learning the intricacies of our financial tools and improving them through direct client engagement. - Expertise at Scale: Establish yourself as a fintech expert, mastering multiple applications and platforms simultaneously to provide creative solutions. Your Profile - Proven Customer Service Experience: 1–2 years of experience in a fast-paced, high-volume environment (Retail, Hospitality, Banking, or Tech Support). - Financial Curiosity: A genuine interest in the stock market and personal finance. If you already know your way around an RRSP or a TFSA, you’re ahead of the game. - Tech Agility: Comfortable navigating multiple browser tabs, using Slack for internal comms, and utilizing keyboard shortcuts for maximum efficiency. - Resilience & Adaptability: You embrace a growth mindset and are comfortable with a rotating shift schedule. Requirements - Communication: Exceptional written and verbal communication skills in English OR Bilingual (English and French) - Availability: Available for full-time 8-hour shifts (including weekends and holidays) between 8:00 AM and 8:30 PM. - Status: This is a full-time, fixed-term contract position. Why Wealthsimple? 🌸 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. ICYMI 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.

Build something people love Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading. We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work. About the Role We're looking for a Trader to join our Portfolio Trading team, the group responsible for the daily execution of Wealthsimple's suite of managed portfolios. The team executes large block orders across Equities and ETFs in Canada and the USA, working closely with counterparties to minimize market impact and achieve best execution for our clients, while also managing the firm's foreign exchange risk. In this role, you'll be at the centre of that effort, sourcing liquidity, managing order flow, and helping ensure every trade we place reflects Wealthsimple's commitment to putting clients first. You'll also build and refine the operational processes that keep our trading infrastructure running, write queries that surface meaningful business intelligence, and partner with teams across the organization to solve problems that have real impact. At Wealthsimple, we move quickly and build thoughtfully and we're looking for someone who's energized by that pace. What You'll Do - Execute daily ETF and FX order flow, ensuring best execution and that all trades are accurately posted and reconciled. - Build and improve monitoring processes to proactively catch issues before they reach clients. - Lead day-to-day trading operations for portfolio accounts by measuring, tracking, and improving workflows and associated processes. - Collaborate cross-functionally to identify and resolve gaps that could lead to accounts entering a non-tradable state. - Drive post-incident remediation alongside Portfolio Managers, Client Success, and Core Operations. - Create, optimize, and automate business processes to improve productivity, reduce errors, and lower transactional costs. - Implement and monitor metrics for critical operational and trading processes. - Partner with Core Operations, Data Science, and Engineering to continuously improve upstream and downstream workflows, including reconciliation, policy development, and procedure execution. - Troubleshoot issues end-to-end: identify root causes, resolve them, and build systems so they don't recur. What You Bring - Capital markets fluency. 1 to 2 years of experience in a Capital Markets or Banking environment, with an understanding of equity (ETFs specifically) and FX markets. The Ideal candidate will have already completed CSI’s Canadian Securities Course. Pursuit of the CFA charter is a bonus. - Analytical horsepower. Strong SQL and Excel skills are a must, and comfort with large data sets is essential. Bloomberg experience is a plus. - Operational precision. Detail-oriented and process-driven, with the critical thinking to know when a process needs to be followed and when it needs to be rebuilt. - Ownership mindset. You take initiative, deliver with urgency, and lead by example whether you're building a new process from scratch or improving one that already exists. - Clear communication. You can distill complex ideas for any audience including management, engineering, or a client-facing partner. - Builder's mentality. You're excited by the challenge of scaling a business, comfortable with ambiguity, and find genuine satisfaction in solving complex problems. You're happy to roll up your sleeves and help wherever you're needed. Why Wealthsimple? 🌸 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. ICYMI 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.

Build something people love Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading. We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work. About the role: As Manager, Finance - Brokerage, you'll be a key member of the Brokerage Finance team - owning the accuracy, integrity, and regulatory compliance of Wealthsimple's brokerage financial reporting. You'll partner closely with Operations, Product, Engineering, Risk, and Compliance, and lead a small team. This is a role for someone who is equally comfortable diving into a technical accounting problem and coaching a team member through a complex reconciliation. You'll bring both the depth to own our most critical financial processes and the leadership instincts to build a high-performing team around you. In this role, you will have the opportunity to: - Financial Reporting & Month-End Close: Own the month-end and quarter-end close for Wealthsimple's brokerage entity (WSII), including journal entries, reconciliations, variance analyses, and management reporting. Ensure results are accurate, timely, and aligned to IFRS. - Regulatory Reporting: Prepare and review brokerage regulatory filings for CIRO and applicable securities regulators (including Form 1/MFR support). Work closely with Compliance and Engineering to embed regulatory requirements into our accounting processes and systems. - Revenue: Oversee core crypto and invest revenue streams (trade commissions, management fees and other streams). Ensure end-to-end controls, reconciliations, and accurate recognition in Oracle/NetSuite. - Internal Controls & Audit Act: as control owner for key brokerage controls - revenue, interest, cash and positions reconciliations - and ensure documentation and testing meet ICFR and SOC 1 standards. Lead brokerage-related audit walkthroughs and manage PBC responses. - Product & Systems Partnership: Partner with Product, Engineering, and Operations to translate new product launches (e.g., crypto, invest, alternative investments) into compliant accounting flows and GL design. Help shape data pipelines that support scalable, automated reporting. - Cash & Reconciliations: Oversee daily and monthly reconciliations of client cash and securities to custodians and banks. Partner with Treasury and Brokerage Operations on funding flows and liquidity as needed. - Team Leadership: Manage and mentor a small team, providing clear direction, timely feedback, and meaningful growth opportunities. Foster a culture of ownership and continuous improvement. Skills you'll bring: - 7+ years of progressive accounting or finance experience, with a CPA designation (or equivalent) - Background in brokerage, capital markets, or financial services; familiarity with CIRO rules and Canadian securities regulation is a strong asset - A mix of public accounting and industry experience is preferred - Strong IFRS technical accounting skills, particularly around financial instruments, revenue, and interest income - Hands-on experience with brokerage systems and ERP platforms (Oracle/NetSuite or similar); SQL, BI, and AI tools are a plus - Demonstrated experience with internal controls, ICFR/SOC 1, and external audits - Proven ability to manage and develop team members, with strong communication skills across finance and non-finance stakeholders - Curious, detail-oriented, and energized by a fast-moving, evolving environment - Passionate about fintech and automation - excited to modernize how brokerage finance operates Why Wealthsimple? 🌸 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. ICYMI 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.