• Check-in with team members to monitor workload and performance • Coordinate with Partners and Managers to track team progress • Ensure alignment between team activities and organizational goals • Support service delivery standards without direct engagement involvement • Monitor team performance through regular check-ins • Liaise with client leaders to gather performance insights • Lead performance review processes for team members by guiding US Leaders on GR8 Global performance processes • Manage and support a team based in the Philippines • Serve as a bridge between team members and senior leadership • Support client relationship management efforts • Participate in client discovery calls and intake meetings to provide insights • Facilitate communication between clients and engagement teams • Work closely with US leadership on strategic initiatives • Coordinate with cross-functional teams to ensure seamless operations

• Lead the preparation and delivery of external financial reporting • Ensure timely, accurate reporting in accordance with U.S. GAAP • Partner with internal stakeholders and external auditors to support quarterly debt compliance reporting and annual filings • Monitor evolving accounting standards and assess impact to the business • Serve as the technical accounting expert for complex transactions including leases, equity, cloud computing arrangements, impairments, and other non-standard transactions. • Draft and maintain technical accounting memos and policies. • Partner with Legal, FP&A, Treasury, and Tax on strategic initiatives and accounting implications. • Oversee monthly, quarterly, and annual close processes for corporate entities. • Ensure accurate accounting for intercompany transactions, allocations, and consolidations • Support internal and external audits and ensure SOX compliance. • Lead and develop a high-performing technical accounting team. • Drive improvements across reporting, systems, and internal controls. • Partner closely with FP&A, Treasury, Tax, and senior leadership on financial analysis, disclosures, and strategic initiatives.

• Coordinate and manage the month-end, quarter-end, and year-end financial Insurance & Group Controller close processes ensuring the integrity, accuracy, and timeliness of all ledger activity across all legal entities and reporting bases. • Manage the completeness, accuracy, and timeliness of the general ledger close process. • Lead legal entity accounting, consolidation, and intercompany processes, ensuring adherence to GAAP, STAT, SFS, EBS and internal methodologies. • Oversee FX translations, cash flow support, and related-party accounting. • Oversee the development and maintenance of the account hierarchy and ensure internal policy-aligned journal entry execution. • Prepare SUM and support the SAB 99 process in coordination with Analytics pillar, Financial Reporting and Financial Controls. • Develop and maintain robust control procedures, including reconciliations and drive execution of reconciliations and related controls. • Develop and monitor internal performance metrics, providing strategic insights and recommendations. • Support evolving business needs (e.g., legal entity restructurings, debt issuances, etc.) with timely, accurate and high-quality financial reports and supporting analysis. • Drive enterprise transformation efforts/initiatives specific to Insurance & Group Controller processes. • Partnering with other internal stakeholders, evaluate and implement financial systems and technologies incl. AI to improve efficiency and accuracy. • Drive standardization and documentation of processes to ensure consistency and compliance. • Partner with internal and external stakeholders to ensure transparency and audit readiness. • Lead and mentor a team of accounting professionals, providing guidance, mentorship, and fostering a collaborative, results-oriented culture. • Promote a culture of continuous improvement, automation, and accountability.

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.