Wealthsimple

Compliance

• Act as the primary subject matter expert for all CIRO and securities regulatory requirements related to the lifecycle of entity accounts (e.g., account opening, KYC for entities, trading permissions, registered accounts, documentation, and ongoing monitoring).
• Partner closely with Product Managers, Engineers, Designers, and Operations leaders throughout the product development lifecycle (discovery, design, launch, and iteration) to integrate regulatory requirements into the product platform.
• Drive the development and enhancement of foundational platform components to support the complexities of entity account types.
• Create and maintain internal regulatory documentation, policies, and procedures specific to entity accounts. Lead training sessions for internal stakeholders on new features and regulatory changes.
• Identify, assess, and mitigate regulatory compliance risks associated with entity accounts and new product initiatives, ensuring alignment with the company’s risk appetite.
• Support regulatory examinations and internal audits related to entity account practices, preparing necessary documentation and explanations.

Manager, Entity Accounts – Product Compliance

Manager

• Lead the capital and liquidity planning effort to ensure optimal positions for each material legal entity through close collaboration with data science, FP&A, product leaders and regulatory reporting teams
• Lead the contingent funding plan design, implementation and testing
• Be responsible for Wealthsimple’s capital and liquidity policies and frameworks
• Support planning, forecasting, effective allocation and optimization.
• Responsible for Wealthsimple’s overall Treasury risk management including capital & liquidity risk identification, risk assessment, monitoring and reporting and proactive management
• Drive review and assessment of key liquidity and capital assumptions to optimize financial resources while considering potential risks & vulnerabilities
• Act as subject matter expert for Treasury modeling, stress testing and scenario design
• Drive establishment of capital allocation framework and optimization strategies
• Identify asset liability management metrics to monitor and improve balance sheet efficiency and overall performance
• Monitor internal and external factors to keep within our balance sheet exposure appetite and perform periodic review and recalibration to assess thresholds/limits
• Have full understanding of capital structure, funds flow and support new initiatives and ad-hoc analysis including peer benchmarking

Manager, Capital & Liquidity Management

Artificial Intelligence

• Define a bold vision for how AI transforms customer experience at Wealthsimple: unconstrained by today's tools, vendors, or workflows
• Stay at the frontier of generative AI, agentic frameworks, and automation technologies; rapidly deploy innovations that deliver value
• Challenge assumptions, propose new paradigms, and be a recognized leader in AI-driven CX
• Partner directly with the Director of Engineering to define and execute AI agent strategy
• Own containment and accuracy/quality as primary metrics, and the holistic strategy that delivers them: architecting how Knowledge base, AI operating procedures, guidelines, and context work together as an integrated system
• Establish systematic development practices: eval-driven development, simulation-based validation, A/B testing, continuous monitoring, and regression testing
• Build the playbook for scaling AI agent coverage: diagnose with data, design with confidence, validate before deploying, monitor continuously
• Coordinate all contributors to AI agent performance under a unified strategy, ensuring coherence across the system
• Define the roadmap for expanding AI capabilities across the full customer journey
• Lead the evolution of CX platform architecture: not just optimizing current systems, but envisioning and building what comes next
• Design integrations, workflows, automations, and intelligent routing that create seamless, AI-powered experiences across channels
• Drive interoperability across CXO and partner teams (e.g., Commercial), reducing manual handoffs and eliminating data silos
• Reimagine how content fuels AI systems, self-service, and agent enablement
• Design knowledge architecture optimized for machine retrieval; understanding that KB structure directly impacts AI agent accuracy
• Build feedback loops that surface content gaps in real time and close the loop between AI performance and knowledge quality
• Lead, coach, and develop high-performing teams across all three pillars
• Attract and grow top talent; build capabilities to keep pace with a rapidly evolving landscape
• Foster a culture of ownership, accountability, and continuous improvement

Director, AI & CX Systems

Operations

• Perform structured analysis to continuously optimize transfer speeds and completion rates
• Analyze current-state workflows, identify process bottlenecks, and design streamlined future-state processes
• Utilize LLMs (like Claude) as a daily companion to analyze massive datasets
• Build and maintain reporting and dashboards to track the health of transfer pipelines
• Proactively identify opportunities to replace manual touchpoints with high-leverage automations

Senior Associate, Transfer Ops Analytics – Optimization

• Own the quantitative frameworks behind our direct indexing and model portfolio strategies — from initial design through ongoing validation and improvement
• Build and refine models for portfolio optimization, tax-loss harvesting, and risk management that run at scale across millions of client accounts
• Partner with engineers and product managers to translate financial objectives into algorithms that actually ship
• Run rigorous backtesting, stress testing, and scenario analysis to make sure the models hold up — and know when they don't
• Monitor live model performance and drive continuous improvement based on what you see in production
• Write clearly: white papers, methodology docs, and internal explainers that make complex math accessible to technical and non-technical audiences alike

Quantitative Portfolio Manager – Direct Indexing, Model Portfolios

Financial Planning and Analysis

• Be a full system owner responsible for the evolution of our internal tooling within FP&A
• Design, build, and maintain financial models within Pigment to support budgeting, forecasting, and scenario planning across the organization
• Partner with the FP&A team and broader business units to adapt models as our business evolves (e.g. new product launches, feature rollouts, etc.)
• Develop and maintain annual budgets and monthly re-forecasts, leveraging Pigment to streamline and enhance forecasting and analysis processes
• Conduct strategic analysis across our business as you grow into broader FP&A responsibilities
• Drive continuous improvement in our financial planning, analysis and forecasting processes through system optimization and automation

System Analyst, FP&A

Director

• Define what "5-star" looks like in wealth management by designing client experiences that are genuinely differentiated.
• Incubate and run new advice services manually at a small scale before they are ready for operationalizing.
• Stay ahead of industry trends and bring intelligence back to Wealthsimple to inform leadership.
• Build partnerships that expand Wealthsimple’s offering and design integrated client experiences.
• Arm advisors and sales teams with the tools to win high-value clients.
• Measure the commercial impact of pilots against clear metrics and provide recommendations.

Director, Advice Innovation – Experience

Data Scientist

• Work closely with product managers to identify business opportunities, define success metrics, and execute product strategies to improve client experience.
• Develop and deploy machine learning models for fraud detection.
• Design and analyze experiments for new product/feature launches.
• Monitor and report fraud trends and client experience gaps
• Believe that simple is better - Occam's razor is your friend.
• Take ownership and ship it; release incrementally and iteratively.
• Teach and learn from your teammates. We value making others successful

Senior Data Scientist, Fraud

• Be a key member of the Options clearing team, the team is responsible for Options life cycle management
• Be responsible for daily execution of all operational critical activities related to options reconciliations, settlements and expiration.
• Work directly with motivated Operations Associates to ensure the accuracy of the records we hold for clients.
• Take ownership of critical trade and position reconciliations escalating to the trade desk, counterparties and other teams as necessary to reduce risk.
• Handle Options Exercise & Assignments reconciliations and postings
• Troubleshoot, manage and proactively resolve reconciliation differences.
• Use data to identify inefficiencies and propose solutions.
• Develop processes to increase the efficiency of our back-office operations.

Associate, Credit Risk Operations

• Oversee the preparation and timely filing of all external financial statements, ensuring IFRS compliance.
• Oversee the month end process and related accounting processes.
• Drive the overall project plan and necessary infrastructure build-out to operate similar to a public company, implementing new policies, procedures and controls as required and obtaining the necessary buy-in from all stakeholders.
• Coordinate and manage the external audit process, serving as a primary point of contact for external auditors.
• Lead the development, interpretation, and application of complex technical accounting policies across the organization (e.g., IFRS 9, IFRS 18, revenue recognition, equity etc.).
• Monitor the evolving regulatory landscape and company growth plans and proactively assess the impact of new accounting standards and strategy and prepare / implement the necessary changes.
• Review detailed technical accounting memos to support the company’s accounting positions and communicate to senior stakeholders on the impact of the accounting policies to the organization.
• Continue the build of a rigorous and effective internal control framework (e.g., SOX) to support a public company level control environment.
• Manage ongoing control testing and remediation efforts, working cross-functionally with process owners, including testing for both the SOC I as well as the interim and annual audits.
• Promote a strong culture of control and compliance across the organization and ensure that control design supports the company’s growth trajectory.
• Mentor and lead a high-performing team focused on Accounting Policy, Financial Reporting, Accounting and Controls.
• Foster a positive, collaborative, and growth-oriented team environment.
• Act as a thought partner to the VP Controller and Executive team on critical accounting and financial matters.

Senior Director, Financial Reporting

• Manage a team of two direct reports;
• Support the annual, quarterly and monthly financial reporting processes - reviewing and assisting with the preparation of financial statements and associated note disclosures under IFRS;
• Responsibility for the review and accuracy of financial reporting packages for the Company’s internal and external stakeholders;
• Oversee the accounting and administration of the stock-based compensation plans;
• Responsible for the year end audit process and deliverables;
• Ensure the accuracy of financial entries, documents and reports;
• Work on some cool projects including process improvement, controls documentation, implementing new technologies to help us improve our efficiencies;
• Own your career growth path. Tell us what else you would like to accomplish and we will work together to make it happen.