Wealthsimple

Data Scientist

• Build and maintain new data models that are accurate and reliable
• Work closely with a wide range of stakeholders from Data Science, Commercial Leadership, Sales Operations, Product, Design, and Engineering
• Define, prototype, implement and improve ML models
• Design experiments to test hypotheses (e.g. which customers should we focus on in our outbound calls)
• Build/maintain reports, dashboards, and metrics to support our north star metrics
• Teach and learn from their teammates. We value making others successful

Senior Data Scientist, Sales

Financial Planning and Analysis

• Build and maintain integrated 3-statement financial models with 5-year projection horizons
• Own scenario and sensitivity analysis tied to key business drivers
• Translate strategic initiatives into quantified financial impacts
• Maintain a living comps universe of public fintech, brokerage, and wealth management peers
• Analyze peer 10-Ks, 10-Qs, and earnings transcripts
• Produce valuation benchmarking that informs internal capital allocation
• Build bottoms-up and top-down TAM frameworks across product verticals
• Size market opportunities using primary regulatory, census, and industry data
• Help define and stress-test key performance metrics
• Serve as an analytical resource for board materials and executive presentations
• Evaluate capital allocation decisions against our investment framework

Senior Analyst, Strategic Finance – FP&A

• Develop and maintain annual budget and quarterly re-forecasts, including streamlining the budgeting process
• Work closely with the business units and Finance teams to develop monthly, quarterly and annual expense forecasts
• Work with the People Ops team to develop and track payroll expenses and related metrics
• Perform variance analysis on actuals to forecast and provide actionable insights to the business based on variance analysis
• Assist financial reporting team during month end close for accuracy and completeness of information
• Prepare external board materials and other deliverables
• Provide assistance on ad-hoc projects

Manager, FP&A

Threat Intelligence Specialist

• Design and run automation-driven attack campaigns against Wealthsimple’s products and infrastructure including activities like:
• Designing realistic AI attack scenarios that account for:
• - Attacker goals, initial access assumptions, and constraints.
• - Success criteria and clear boundaries for safety.
• - Wealthsimple-specific risks, design flaws, trust boundaries, and risk tolerance
• Use and evolve our AI agents and tooling to:
• - Perform recon, vulnerability probing, confirmation, impact analysis, exploitation, and post-exploitation in safe environments.
• Help shape and improve the automated testing pipeline: how we model assets, orchestrate agents, run automated workflows, and turn noisy outputs into actionable findings. You’ll work closely with a platform engineer and a researcher to improve how scenarios and workflows are modeled and automated so we can automate the replay of promising attack paths.
• Build and improve AI agents and tooling
• Propose and validate new tools or capabilities that unlock richer attack behavior
• Learn to use our native and in-house tooling to find more
• Work across the stack with platform engineers, AppSec, and other security teams to make automated and AI adversarial testing a routine, high-signal part of our SDLC. This includes:
• - Reviewing AI-generated findings to separate high-impact vulnerabilities from noise and false positives.
• - Enhance proofs-of-concept into clear, reproducible steps for engineering teams and new automations
• - Support remediation by pairing with engineers when needed and verifying that fixes address the root cause.

Security Threat Hunter

Accounting Manager

• Manage and account for SimpleTax, Wealthsimple Mortgages, and Wealthsimple Cash products.
• Prepare and analyze monthly financial reports, including product analysis and month-over-month variance analysis
• Play a key role in building and implementing new accounting processes for new product launches
• Prepare monthly accruals and account reconciliations to ensure accurate and complete financial statements
• Support the month-end close process
• Assist in developing and documenting new accounting policies and procedures
• Build and maintain relationships with Operations and Data teams to ensure seamless communication and accurate reporting

Senior Accountant, Product Accounting

Business Operations

• Collaborate with BizOps leaders on high-priority projects across growth, customer experience, and product strategy.
• Conduct primary and secondary research to develop informed perspectives and recommendations.
• Leverage data to generate insights and drive meaningful business decisions.
• Take ownership of discrete BizOps projects and engage with leadership to solve complex business problems.
• Work cross-functionally with product, engineering, operations, and executive teams to drive strategic initiatives.
• Adapt to challenges with a no-ego attitude, rolling up your sleeves to get things done.
• Provide clear, well-supported recommendations based on rigorous problem-solving and analysis.
• Contribute to building and shaping the BizOps function at Wealthsimple.

Associate, Business Operations

• Engage clients in meaningful financial conversations.
• Encourage action through strategic financial advice.
• Excite prospective and current clients with delightful advice.
• Drive asset consolidation to Wealthsimple Wealth Management.
• Own your performance metrics.
• Deliver personalized financial planning.
• Embrace technology to improve the client experience.

Financial Planner

• Design and build fraud detection systems that protect clients and Wealthsimple from bad actors
• Own the client-facing experience for accounts affected by fraud restrictions
• Build and improve internal tooling that helps our operations team investigate and resolve fraud cases efficiently
• Develop risk-based product features that reflect a client's actual risk profile
• Contribute to systems and processes that keep Wealthsimple compliant with anti-money laundering (AML) regulatory requirements
• Work closely with product, design, and operations partners to translate complex risk logic into simple experiences

Senior Software Developer, Financial Risk

Bilingual

• 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

Senior Advisor, Wealth Management – Bilingual

Collections

• Navigate sensitive conversations: Interact with customers who are behind on payments (individuals and businesses) via our inbound and outbound channels.
• Manage the case lifecycle: Resolve complex account-closure cases related to fraud, anti-money laundering (AML), and unpaid balances.
• Collaborate cross-functionally: Act as an operational bridge between our Fraud, AML, and Operations teams to accelerate resolutions.
• Optimize processes: Don’t just close tickets. Spot trends, report failing workflows, and help us streamline our recovery processes.

Recovery Solutions Associate – Fixed-term Contract

• Own the product vision and strategy for the Financial Risk platform
• Drive the roadmap for the Decision Platform
• Build and improve fraud investigation tooling and automations
• Define and evolve the restriction and mitigation framework
• Operate as a platform PM, designing extensible APIs
• Partner deeply with Fraud and Data Science teams on fraud model integration
• Own key risk metrics and use data to drive prioritization

Staff Product Manager, Financial Risk

Operations

• Own our change readiness strategy end-to-end: The intake system, the unified change calendar, and the frameworks that determine what gets prioritized and when.
• Drive our enablement approach across a range of delivery methods, from recurring micro-learning and structured briefing content for frontline leaders to large-scale special projects.
• Function as an internal consultancy for our support leaders and operators.
• Partner closely with release readiness and workflow optimization teams.
• Define and track the metrics that matter: Time-to-ready, agent confidence, and learner satisfaction.

Manager, Change Readiness – Client Experience Operations

Security Engineer

• Own and manage the IT general controls (ITGCs) component of the ICFR compliance program while supporting the build out of the ITGCs & IT Application controls (ITAC) for the SOX program from the ground up, leveraging existing frameworks and controls where applicable
• Partner with Finance, IT, and business stakeholders to identify and document key controls over financial reporting, ensuring controls are designed and in place ahead of audit cycles
• Ensure ITGCs and ITACs supporting financial systems are properly documented and operating as intended
• Serve as the primary point of contact for external auditors, coordinating evidence requests, walkthroughs, and finding remediation
• Build and maintain a controls inventory with clear ownership, documentation standards, and readiness status
• Work cross-functionally with control owners to ensure gaps are identified early and remediation plans are in place before audit periods
• Develop and report on compliance readiness and control health to senior leadership
• Drive continuous improvement in the efficiency and effectiveness of the SOX Compliance system (AuditBoard) and related technologies
• Maintain current knowledge of emerging risks, industry trends, and regulatory changes relevant to the business and the audit profession
• Expand ownership to include SOC 1&2, PCI DSS, and NIST compliance programs, building a unified compliance function
• Lead a small team of compliance specialists, providing mentorship, prioritization, and ensuring alignment across the aforementioned compliance initiatives

Manager, Security Compliance

• Lead and develop a high-performing Non-Personal Account Operations team responsible for onboarding, verification, and maintenance of corporate, trust and other non-personal account types.
• Own the non-personal account opening lifecycle, including KYB checks, documentation review, and system updates across a suite of proprietary and vendor-provided operational tools.
• Design and maintain clear SOPs, runbooks, and controls for entity onboarding, role-based access, director/owner changes, and entity bank linking, ensuring processes are auditable and aligned with CIRO and internal risk standards.
• Monitor and improve key performance metrics (e.g., turnaround time, error/defect rates, escalations, audit findings) and use data to prioritize automation, tooling, and process improvements in partnership with Product, Engineering, and Data teams, bringing an operational perspective to requirements, UX tradeoffs, and rollout plans so new features and business lines are robust from day one.
• Manage complex escalations and edge cases, working closely with Compliance and AML to ensure safe outcomes for clients and the firm.
• Support audits and regulatory reviews related to non-personal accounts by ensuring documentation, controls, and data are complete, accurate, and easy to evidence.
• Build strong cross-functional relationships with CXO, Funding/Internal Transfers, Tax, and other brokerage operations teams to ensure non-person clients experience consistent, high-quality service across all touchpoints.

Manager – Non-Personal Account Operations

Full-stack Engineer

• 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.