Wealthsimple

Financial Planning and Analysis

• 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.

Senior Manager, Financial Reporting

Account Executive

• Proactively develop and maintain engaging relationships with advisors to drive excitement about the Wealthsimple for Business workplace group savings offering.
• Partner with advisors to review quote specifications for potential clients, and write and present proposals to advisors or potential clients.
• Generate new business opportunities by actively prospecting and promoting Wealthsimple’s workplace group savings offering directly to sponsors.
• Engage prospects at the C-suite, VP, and Director level across all industries and geographies in Canada.
• Build a deep pipeline of potential customers from outbound efforts, events and brand marketing opportunities, and networking.
• Work with industry partners including other technology partners, benefit brokers, and consultants.
• Effectively manage and organize 50+ opportunities in Salesforce at any given time.
• Run a disciplined sales process, building off the team's previous success while looking for opportunities to make it more efficient.
• Work cross-functionally with the core W4B team to provide product, operations, and go-to-market feedback.
• Be creative – we are constantly entering new parts of the market, pitching new solutions, and developing new programs.

Mid Market Account Executive

Full-stack Engineer

• Build and maintain connections to banks and brokerages in Canada through scraping, custom flows, and direct APIs.
• Develop tools that make data acquisition more reliable and easier to scale.
• Use AI-assisted systems to reduce manual scraping work and help the team react faster to interface changes.
• Design systems that recover quickly when institutions change their login flows or layouts.
• Work with product, security, infrastructure, and SRE teams to deliver accurate balances, holdings, and transactions to clients.
• Improve our internal automation so adding and repairing institutions becomes faster over time.

Senior Software Developer, Bank & Brokerage Linking

QA Engineer

• Plan engagements, find security vulnerabilities, and help fix them.
• Establish rapport with leadership and support improvement of the company’s cybersecurity posture and resiliency.
• Report to the Senior Manager, Application Security.
• Execute secure code reviews, penetration tests, and other offensive security activities to improve Wealthsimple’s security.
• Collaborate with engineering teams to suggest practical remediations and implement fixes.

Senior Penetration Tester, Application Security

Director

• Drive Digital Advice Strategy: Develop and implement a multi-year roadmap for Wealthsimple's digital advice offerings that significantly enhances client value and drives asset growth
• Innovation: Identify and execute on the next 5 major bets in digital financial advice that will differentiate Wealthsimple in the market
• Deliver Scalable Guidance: Transform how we provide investment advice and financial planning through digital channels to reach more clients effectively
• Bridge Investment Expertise and Technology: Work collaboratively with product and tech teams to translate investment philosophy into engaging digital experiences

Director of Digital Advice

Onboarding Specialist

• Build something people love
• Own the transition of Wealth Management portfolios from legacy institutions to our platform
• Ensure that the first 30–90 days of a client’s journey are seamless, educational, and impeccable.
• Collaborate with a high-bar, fast-paced team where people are trusted to own their work, communicate openly, and ship improvements that enhance client experiences.

Associate, Gold Glove – Client Onboarding

Growth Marketing

• Support the development of strategies to manage risk and optimize performance across Wealthsimple’s credit card products, and other retail lending domains.
• Evaluate the performance of lending portfolios, and the performance of your campaigns, lending strategies and experiments.
• Recommend strategy enhancements to improve marginal profitability and mitigate emerging risks.
• Execute and analyze retail lending campaigns that drive revenue by changing approvals, line management, pricing, credit limits, recovery rates.
• Work across many teams to support road maps, and implement your strategies that drive immediate impact.

Associate, Credit Card Growth

Manager

• Lead strategic negotiations with banks, fintechs, and capital markets counterparties to support both Treasury initiatives and Wealthsimple's product ecosystem
• Build and scale strategic partnerships with banks, fintechs, and capital markets players to unlock new product capabilities and accelerate growth
• Oversee Wealtsimple’s Treasury investment portfolio to propose investment plan, execute strategy, monitor and optimize portfolio performance on an on-going basis
• Identify and manage Wealthsimple’s corporate foreign currency, interest rate, and equity exposure
• Propose and implement hedging strategies and work with the controller team to ensure proper accounting treatment
• Maintain and enhance Investment Policy and Market Risk Management Policy
• Drive negotiations with banks, fintechs, and other financial partners in order to expand and stand up new relationships to engage in partnerships to support Wealthsimple products
• Responsible for deposit capacity management and seek ongoing opportunities beyond the industry status quo
• Leverage your professional network to create strategic alliances that give Wealthsimple a competitive edge
• Partner cross-functionally with internal stakeholders like Product, Engineering, Regulatory and Legal teams to enable seamless product launches
• Build best-in-class capital markets capabilities to enable product offering that delight Wealtsimple’s clients

Senior Manager, Capital Markets – Treasury

Account Manager

• Own the full partnership lifecycle—from value proposition development through prospecting, deal structuring, negotiations, and ongoing relationship management.
• Create compelling business cases that demonstrate clear mutual value and secure buy-in from Wealthsimple's management team.
• Build and nurture executive-level partner relationships that expand in scope and impact over time.
• Align the partnership strategy with product roadmaps and corporate priorities, driving top-down strategy for new opportunities. and prioritizing opportunities based on strategic value.
• Craft persuasive partnership narratives that articulate clear strategic benefits for all parties.
• Collaborate with cross-functional stakeholders to implement the partnerships and ensure these deliver measurable business outcomes.
• Contribute to strategic build/buy/partner analyses to inform key business decisions.

Director – Strategic Partnerships

• Drive operations transformation: Reimagining workflows across client-facing and back-office teams
• Lead data-driven decision making: Design and oversee robust rituals and reporting mechanisms
• Architect and orchestrate end-to-end solutions: Lead efforts to re-engineer processes, eliminate inefficiencies
• Be a true maker-owner: Participate in the execution by building automations and designing dashboards
• Champion innovation: Apply a forward-thinking mindset to identify and leverage emerging technologies
• Influence and align stakeholders: Partner with leaders across CXO R&D and other cross-functional teams

Manager, Workflow Optimization

Product Marketing

• Drive top-of-funnel growth for Active Traders: Collaborate closely with Sales and Growth in the Active Trader Growth Pod to design and scale acquisition strategies that increase qualified trader leads. You’ll help shape incentive frameworks, influence paid and partnership strategies, and connect GTM narratives to measurable growth. While reporting into PMM leadership, this role includes a dotted-line relationship to Sales leadership to maximize impact and exposure.
• Lead Go-To-Market initiatives for trader products: Own GTM execution, ensuring messaging is on point, campaigns run smoothly across stakeholders, and results are tracked and analyzed.
• Drive trader insights: Use your personal trading experience, client research, and internal data to uncover growth opportunities, advocate for trader needs and product roadmap priorities and champion marketing strategies that best resonate with this segment.
• Shape positioning & content: Translate complex trading products into clear, compelling narratives for traders, helping the business stand out in a competitive market.
• Run experiments and test ideas: Design and execute small-scale experiments to explore product or marketing optimizations, using results to influence bigger bets.
• Stay ahead of market trends: Monitor the trading ecosystem, competitor offerings, regulations, and emerging opportunities to ensure Wealthsimple is at the forefront of innovation.
• Leverage AI to supercharge marketing: Use AI tools to extract insights, streamline processes, and enhance the impact and reach of campaigns.

Product Marketing Manager – Active Trader

Software Engineer

• Contribute to projects that are changing the landscape of financial services for Canadians
• Support your growth, provides mentorship, and connect you to the broader Wealthsimple community
• Work from the Toronto headquarters on Wednesdays and Thursdays, with flexibility for remote work

Software Development Intern

Data Scientist

• Contribute to projects that are changing the landscape of financial services for Canadians.
• Be part of a team that supports your growth and provides mentorship.

Data Science Intern, Summer 2026

• Own the end-to-end analytical and modeling strategy for Account Transfers, operating with high autonomy in a complex, ambiguous problem space with material client and business impact.
• Execute deep investigations across large, complex structured and unstructured datasets to uncover systemic operational failures, root causes, and improvement opportunities within the transfers ecosystem.
• Design and build scalable data models and analytical frameworks that enable proactive identification of transfer failures, early risk detection for at-risk client transfers and actionable signals for CXO and Product teams.
• Apply advanced modeling techniques (e.g., clustering, segmentation, predictive modeling, causal analysis) to identify distinct transfer behaviour archetypes, surface institutional-level patterns across external counterparties, and inform differentiated operational and product strategies.
• Partner closely with Product, CX, Operations, and Engineering leaders to translate analytical insights into product roadmap decisions, operational process design, and client-facing interventions that measurably improve outcomes.
• Build and productionize data products (ML models, dashboards, decision tools) that embed analytics directly into workflows and decision-making.
• Measure and communicate impact, tying analytical work to improvements in transfer success rates, client experience, operational efficiency, and retention.
• Act as a technical and analytical leader by:
• Defining best practices for modeling, experimentation, and measurement in the transfers domain.
• Mentoring senior data scientists and raising the bar for analytical rigor.
• Influencing data strategy beyond immediate team boundaries.