Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
Great work happens in spaces designed for it. Wealthsimple's Workplace Operations team is responsible for delivering safe, functional, and welcoming environments for our people. We believe in unreasonable hospitality - going beyond what's expected, in ways big and small, to remove friction and create space for people to focus on what matters. As part of the team, you'll help shape how our office experience scales, creating a best-in-class workplace that enables our employees to do their best work and helps drive the business forward.
As Lead, Workplace Operations, you own the experience of the physical workplace itself: the systems, facilities, F&B, and workplace safety that every Wealthsimpler relies on, across every hub in Canada and the US. You set the roadmap and govern the standard for all of it, end to end. This is a hands-on operational role reporting to the Senior Manager, Real Estate Operations within People Operations, so you're the person people escalate to when there’s an operational issue with no playbook, and you’ll be trusted to make the call.
Own the annual workplace operations roadmap across all hubs, set priorities against department goals, and drive programs from planning through rollout. Act as the primary escalation point for operational issues where there is no established playbook.
Run day-to-day workplace operations across building systems, facilities, F&B, and physical space, setting the service standard across hubs and ensuring issues are resolved quickly, consistently, and with a hospitality mindset.
Own the maintenance and physical space lifecycle across all locations, including preventive maintenance, reactive repairs, capital planning, minor works, moves, and refurbishments. Ensure work is planned properly, business continuity is protected, and standards remain consistent regardless of who executes locally.
Lead workplace vendor and contract management, including sourcing and vetting partners, RFPs, contract standards, SLAs, performance management, and escalation. Hold vendors accountable for cost, quality, and service.
Own the workplace operating budget across all hubs, set the annual envelope, allocate spend across programs and sites, manage forecasting and approvals, and drive cost optimization while maintaining service standards.
Own a visible, proactive workplace health and safety framework across all locations, keeping requirements, processes, and practices aligned with local regulations across Ontario, other provinces, and US states.
Turn ticketing, utilization, occupancy, and service data into decisions that improve workplace operations and inform portfolio planning. Identify recurring bottlenecks, build scalable solutions, and take on team oversight as the function grows.
6-8+ years in Workplace Operations, Facility Management, or Property Management, with real ownership of programs, budgets, and vendor relationships rather than just delivery support
An activated vendor network: contractors, trades, facilities vendors you already know and trust, so you can move on day one - and you can speak to how you vet them and hold them to a high standard.
Hands-on experience running minor works and moves from scope to completion - budgets, contractors, business continuity, and consistency of standard regardless of who’s executing locally, with real accountability for the result.
Contract and RFP experience: you can turn a service need into a standard, run the RFP process end to end and negotiate the SLA yourself.
A data-driven approach: you build the framework and the measurement to inform workplace decisions, and use good judgment to bring AI tools into the mix, speeding up reporting, spotting patterns, and driving faster solutions.
Strong communicator, built for change. You take a rollout that could land as noise and turn it into a clear plan so people understand what's changing and why, not just that it happened.
Working knowledge of Ontario's Occupational Health and Safety Act (OHSA), along with building code and fire safety requirements, with the judgement to keep a framework current as local requirements shift.
High agency. You see a gap and close it, and you’d rather ask forgiveness than permission
Comfortable with ambiguity and shifting priorities. You make great decisions without a perfect playbook and build the answers as you go.
An instinct for hospitality. You notice the small things and don’t wait to be asked before fixing them.
A builder. You’d rather design the scalable solution than patch around the same problem again. You take ownership of the outcome, not just your piece of the process.
Steady under pressure. You take the hard thing, work through it calmly, and the people around you never feel the panic, just the resolution.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE TEAM\n\nGreat work happens in spaces designed for it. Wealthsimple's Workplace Operations team is responsible for delivering safe, functional, and welcoming environments for our people. We believe in unreasonable hospitality - going beyond what's expected, in ways big and small, to remove friction and create space for people to focus on what matters. As part of the team, you'll help shape how our office experience scales, creating a best-in-class workplace that enables our employees to do their best work and helps drive the business forward.\n\n\n\n\n\nABOUT THE ROLE\n\nAs Lead, Workplace Operations, you own the experience of the physical workplace itself: the systems, facilities, F&B, and workplace safety that every Wealthsimpler relies on, across every hub in Canada and the US. You set the roadmap and govern the standard for all of it, end to end. This is a hands-on operational role reporting to the Senior Manager, Real Estate Operations within People Operations, so you're the person people escalate to when there’s an operational issue with no playbook, and you’ll be trusted to make the call. \n\n\n\n\n\nWHAT YOU’LL DO\n\n - Own the annual workplace operations roadmap across all hubs, set priorities against department goals, and drive programs from planning through rollout. Act as the primary escalation point for operational issues where there is no established playbook.\n\n - Run day-to-day workplace operations across building systems, facilities, F&B, and physical space, setting the service standard across hubs and ensuring issues are resolved quickly, consistently, and with a hospitality mindset.\n\n - Own the maintenance and physical space lifecycle across all locations, including preventive maintenance, reactive repairs, capital planning, minor works, moves, and refurbishments. Ensure work is planned properly, business continuity is protected, and standards remain consistent regardless of who executes locally.\n\n - Lead workplace vendor and contract management, including sourcing and vetting partners, RFPs, contract standards, SLAs, performance management, and escalation. Hold vendors accountable for cost, quality, and service.\n\n - Own the workplace operating budget across all hubs, set the annual envelope, allocate spend across programs and sites, manage forecasting and approvals, and drive cost optimization while maintaining service standards.\n\n - Own a visible, proactive workplace health and safety framework across all locations, keeping requirements, processes, and practices aligned with local regulations across Ontario, other provinces, and US states.\n\n - Turn ticketing, utilization, occupancy, and service data into decisions that improve workplace operations and inform portfolio planning. Identify recurring bottlenecks, build scalable solutions, and take on team oversight as the function grows.\n \n \n\n\nSKILLS YOU’LL BRING\n\n - 6-8+ years in Workplace Operations, Facility Management, or Property Management, with real ownership of programs, budgets, and vendor relationships rather than just delivery support\n\n - An activated vendor network: contractors, trades, facilities vendors you already know and trust, so you can move on day one - and you can speak to how you vet them and hold them to a high standard.\n\n - Hands-on experience running minor works and moves from scope to completion - budgets, contractors, business continuity, and consistency of standard regardless of who’s executing locally, with real accountability for the result.\n\n - Contract and RFP experience: you can turn a service need into a standard, run the RFP process end to end and negotiate the SLA yourself.\n\n - A data-driven approach: you build the framework and the measurement to inform workplace decisions, and use good judgment to bring AI tools into the mix, speeding up reporting, spotting patterns, and driving faster solutions.\n\n - Strong communicator, built for change. You take a rollout that could land as noise and turn it into a clear plan so people understand what's changing and why, not just that it happened.\n\n - Working knowledge of Ontario's Occupational Health and Safety Act (OHSA), along with building code and fire safety requirements, with the judgement to keep a framework current as local requirements shift.\n \n\n\nWHO YOU ARE\n\n - High agency. You see a gap and close it, and you’d rather ask forgiveness than permission\n\n - Comfortable with ambiguity and shifting priorities. You make great decisions without a perfect playbook and build the answers as you go.\n\n - An instinct for hospitality. You notice the small things and don’t wait to be asked before fixing them.\n\n - A builder. You’d rather design the scalable solution than patch around the same problem again. You take ownership of the outcome, not just your piece of the process.\n\n - Steady under pressure. You take the hard thing, work through it calmly, and the people around you never feel the panic, just the resolution.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"93453282-d95c-42a3-87e4-b13df7d9ec03","title":"Future Opportunities - North Star: Calling all Canadians Abroad","department":"General","team":"Future Opportunities","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-02-14T17:27:16.004+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/93453282-d95c-42a3-87e4-b13df7d9ec03","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/93453282-d95c-42a3-87e4-b13df7d9ec03/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
You’ve built remarkable things. Led AI teams in San Francisco, scaled fintechs in New York, designed next-gen platforms in Boston. But what if the next big thing isn’t there - it’s here? At Wealthsimple, we’re on a mission to help millions of people achieve financial freedom through simple, powerful, and accessible tools. We're building one of the most ambitious and meaningful tech companies in Canada, and we’re looking for world-class Canadian talent to come home and help us build what’s next.
Canada has urgent problems to solve, and real momentum. The work is complex, the scale is real and the impact will be felt by millions of people everyday - your family members, friends, and even your kindergarten teacher. Canada is at a turning point. We’re seeing real momentum in our tech ecosystem, and we need experienced leaders who know how to build at scale. It’s more than just a job. It’s about joining a mission: building products that empower millions of people and creating pathways to financial freedom.
Engineering (AI, infrastructure, backend, frontend, mobile)
Product & Design (Platform design, fintech innovation, user-centric systems)
Data & Machine Learning (ML engineers, data scientists, real-time analytics)
Finance & Strategy (Investor relations, strategic finance, capital markets)
Leadership roles (VP and Director level across R&D, Product, Strategy, and Ops)
Whether you’re a technical trailblazer, a product visionary, or a builder of high-performance teams, if you’ve led at the frontier and want to make a dent in Canada, we want to talk.
1. Submit your resume and a few quick answers. This helps us connect you with the right people.
2. We’ll review and reach out. Not with a bot, but a real human from Wealthsimple.
3. We’ll set up a casual chat if there is a role that fits. Think of it as a human conversation, not a formal interview.
4. If there’s a fit, we’ll introduce you to a senior leader from our team.
5. Once everything aligns, congratulations. You’re coming home to build.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nHEY CANADIAN LEADERS ABROAD…IT’S TIME\n\nYou’ve built remarkable things. Led AI teams in San Francisco, scaled fintechs in New York, designed next-gen platforms in Boston. But what if the next big thing isn’t there - it’s here? At Wealthsimple, we’re on a mission to help millions of people achieve financial freedom through simple, powerful, and accessible tools. We're building one of the most ambitious and meaningful tech companies in Canada, and we’re looking for world-class Canadian talent to come home and help us build what’s next.\n\n\n\n\nCHANGE THE GAME, FOR CANADA\n\nCanada has urgent problems to solve, and real momentum. The work is complex, the scale is real and the impact will be felt by millions of people everyday - your family members, friends, and even your kindergarten teacher. Canada is at a turning point. We’re seeing real momentum in our tech ecosystem, and we need experienced leaders who know how to build at scale. It’s more than just a job. It’s about joining a mission: building products that empower millions of people and creating pathways to financial freedom.\n\n\n\n\nWHO WE'RE LOOKING FOR\n\n - Engineering (AI, infrastructure, backend, frontend, mobile)\n\n - Product & Design (Platform design, fintech innovation, user-centric systems)\n\n - Data & Machine Learning (ML engineers, data scientists, real-time analytics)\n\n - Finance & Strategy (Investor relations, strategic finance, capital markets)\n\n - Leadership roles (VP and Director level across R&D, Product, Strategy, and Ops)\n\nWhether you’re a technical trailblazer, a product visionary, or a builder of high-performance teams, if you’ve led at the frontier and want to make a dent in Canada, we want to talk.\n\n\n\n\nWHAT HAPPENS NEXT\n\n1. Submit your resume and a few quick answers. This helps us connect you with the right people.\n\n2. We’ll review and reach out. Not with a bot, but a real human from Wealthsimple.\n\n3. We’ll set up a casual chat if there is a role that fits. Think of it as a human conversation, not a formal interview.\n\n4. If there’s a fit, we’ll introduce you to a senior leader from our team.\n\n5. Once everything aligns, congratulations. You’re coming home to build.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"d6c5fce8-ce92-40d6-b028-07c91bb4eb03","title":"(Bilingual) Senior Advisor / Lead Advisor, Wealth Management Service (Quebec Clients)","department":"Commercial & Marketing","team":"Advisory & Planning","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-05-15T18:59:49.161+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/d6c5fce8-ce92-40d6-b028-07c91bb4eb03","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/d6c5fce8-ce92-40d6-b028-07c91bb4eb03/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
This posting covers a single opening on our Wealth Management team that will be leveled as either Senior Advisor or Lead Advisor, based on the candidate's years of experience and professional designations. Both levels share the same core mandate and must-have requirements below.
As a Senior or Lead Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients throughout their journey with us. This position is fully salaried with no commission structure or sales targets. Your performance will be evaluated on a balanced scorecard focused entirely on delivering world-class client experiences.
Client segment by level: Senior Advisors typically support clients with $1MM+ in assets; Lead Advisors typically support clients with $3MM+ in assets. Final leveling and book assignment is based on experience and designations held.
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
Required for this role (Quebec):
Pl. Fin. (Planificateur financier / Financial Planner) designation — required. This is a legally protected professional title in Quebec, jointly overseen by the Institut de planification financière (IPF) and the Autorité des marchés financiers (AMF). It is legally required in Quebec to practice comprehensive personal financial planning and to use the title.
Bilingual — French and English required.
CIM or CFA designation required
Additional designations including FEA, TEP, CPA, etc. are required for a Lead Advisor
Senior Advisor: 5+ years of experience in wealth management or financial advisory roles
Lead Advisor: 10+ years of experience in wealth management or financial advisory roles, specifically working with HNW/UHNW clients
CFP or IQFP designation is an asset
Proven track record of delivering exceptional client service
Strong financial planning and investment management knowledge
Excellent communication skills with the ability to explain complex concepts clearly
Client-first mentality in all aspects of your work
Passion for helping clients achieve their financial goals
Technology-minded with the ability to leverage digital tools to enhance client experience
Purpose-driven role focused on client outcomes rather than sales targets
Opportunity to challenge industry norms and truly put clients first
Collaborative team environment with access to cutting-edge fintech tools
Career growth in a rapidly expanding company
Competitive salary and benefits package
Be part of revolutionizing how wealth management services are delivered in Canada
If you're passionate about providing unbiased financial advice and creating exceptional client experiences for high net worth clients in a modern, technology-enabled environment, we'd love to hear from you.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nTHE ROLE\n\nThis posting covers a single opening on our Wealth Management team that will be leveled as either Senior Advisor or Lead Advisor, based on the candidate's years of experience and professional designations. Both levels share the same core mandate and must-have requirements below.\n\n\n\nAs a Senior or Lead Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients throughout their journey with us. This position is fully salaried with no commission structure or sales targets. Your performance will be evaluated on a balanced scorecard focused entirely on delivering world-class client experiences.\n\n\n\nClient segment by level: Senior Advisors typically support clients with $1MM+ in assets; Lead Advisors typically support clients with $3MM+ in assets. Final leveling and book assignment is based on experience and designations held.\n\n\n\n\nWHAT YOU'LL DO:\n\n - Provide exceptional onboarding experiences for new clients, ensuring a smooth transition to Wealthsimple\n\n - Develop comprehensive financial plans tailored to each client's unique situation and goals\n\n - Create custom investment proposals that align with clients' financial objectives and risk tolerance\n\n - Proactively service client accounts, anticipating needs before they arise\n\n - Maintain regular communication with clients through phone, video, and in-person meetings\n\n - Apply your financial expertise to complex client situations involving corporations, trusts, and estates\n\n - Contribute your insights to improve our service offering and client experience\n\n\n\n\nWHAT YOU BRING:\n\nRequired for this role (Quebec):\n\n - Pl. Fin. (Planificateur financier / Financial Planner) designation — required. This is a legally protected professional title in Quebec, jointly overseen by the Institut de planification financière (IPF) https://institutpf.org/en/faq and the Autorité des marchés financiers (AMF) https://lautorite.qc.ca/en/becoming-a-professional/financial-planning. It is legally required in Quebec to practice comprehensive personal financial planning and to use the title.\n\n - Bilingual — French and English required.\n\n - CIM or CFA designation required\n\n - Additional designations including FEA, TEP, CPA, etc. are required for a Lead Advisor\n\n\nEXPERIENCE (BY LEVEL):\n\n - Senior Advisor: 5+ years of experience in wealth management or financial advisory roles\n\n - Lead Advisor: 10+ years of experience in wealth management or financial advisory roles, specifically working with HNW/UHNW clients\n\n\nALSO IMPORTANT:\n\n - CFP or IQFP designation is an asset\n\n - Proven track record of delivering exceptional client service\n\n - Strong financial planning and investment management knowledge\n\n - Excellent communication skills with the ability to explain complex concepts clearly\n\n - Client-first mentality in all aspects of your work\n\n - Passion for helping clients achieve their financial goals\n\n - Technology-minded with the ability to leverage digital tools to enhance client experience\n\n\n\n\nWHY YOU'LL LOVE WORKING HERE\n\n - Purpose-driven role focused on client outcomes rather than sales targets\n\n - Opportunity to challenge industry norms and truly put clients first\n\n - Collaborative team environment with access to cutting-edge fintech tools\n\n - Career growth in a rapidly expanding company\n\n - Competitive salary and benefits package\n\n - Be part of revolutionizing how wealth management services are delivered in Canada\n\nIf you're passionate about providing unbiased financial advice and creating exceptional client experiences for high net worth clients in a modern, technology-enabled environment, we'd love to hear from you.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"f4b08544-3e5f-4281-a26f-f536e58abd2b","title":"Associé(e) bilingue, Succès Client – Télétravail (CDD)","department":"Operations","team":"Client Experience Operations","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-05-02T04:37:10.525+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/f4b08544-3e5f-4281-a26f-f536e58abd2b","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/f4b08544-3e5f-4281-a26f-f536e58abd2b/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 accompagner notre croissance continue.
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 : le 23 nov, 2026.
Contrat : Engagement initial de 6 mois avec possibilité de prolongation et opportunités d'évolution en interne.
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.
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).
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.
Compte de dépenses santé (CDS) : 3 000 $/an Un compte flexible défiscalisé, financé par Wealthsimple, pour couvrir vos frais de santé, soins dentaires, optiques et plus encore.
Régime d’épargne collectif Wealthsimple verse une cotisation automatique de 3 % et égale vos propres contributions jusqu’à 1,5 % (pour une contribution totale de l’entreprise allant jusqu’à 4,5 %).
Congés payés (PTO) Jusqu’à 20 jours de vacances par an (selon la durée du contrat) + 1 jour de congé de maladie payé par mois.
Télétravail (WFA) Vous recevez une allocation automatique au prorata de 75 $/mois pour couvrir vos frais de bureau à domicile.
Matériel informatique Nous vous fournissons le tout dernier MacBook sur le marché. De plus, vous recevrez en cadeau un écran, un clavier, une souris, un adaptateur et un casque d'écoute pour travailler avec tout le confort nécessaire.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\nNotre 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 accompagner notre croissance continue.\n\n\n\n\nEMPLACEMENT ET MODÈLE DE TRAVAIL\n\n - Modèle 100 % télétravail : Ce poste est entièrement à distance. Vous pouvez travailler de n'importe où au Canada.\n\n - 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.\n\n - Date de début visée : le 23 nov, 2026.\n\n - Contrat : Engagement initial de 6 mois avec possibilité de prolongation et opportunités d'évolution en interne.\n \n \n\n\nVOTRE IMPACT AU QUOTIDIEN :\n\n - 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.\n\n - 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.\n\n - 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.\n\n - 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.\n \n \n\n\nVOTRE PROFIL :\n\n - 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).\n\n - 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.\n\n - 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.\n\n - Résilience et adaptabilité : Vous adoptez une mentalité de croissance et êtes à l'aise avec un horaire de travail par quarts (rotatif).\n \n \n\n\nEXIGENCES:\n\n - Bilinguisme intégral : Une maîtrise parfaite du français et de l'anglais, tant à l'oral qu'à l'écrit, est obligatoire.\n\n - 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.\n\n - Type de poste : Il s'agit d'un poste contractuel à temps plein, à durée déterminée.\n\n\n\n\nVOS AVANTAGES CHEZ WEALTHSIMPLE :\n\n - Compte de dépenses santé (CDS) : 3 000 $/an Un compte flexible défiscalisé, financé par Wealthsimple, pour couvrir vos frais de santé, soins dentaires, optiques et plus encore.\n\n - Régime d’épargne collectif Wealthsimple verse une cotisation automatique de 3 % et égale vos propres contributions jusqu’à 1,5 % (pour une contribution totale de l’entreprise allant jusqu’à 4,5 %).\n\n - Congés payés (PTO) Jusqu’à 20 jours de vacances par an (selon la durée du contrat) + 1 jour de congé de maladie payé par mois.\n\n - Télétravail (WFA) Vous recevez une allocation automatique au prorata de 75 $/mois pour couvrir vos frais de bureau à domicile.\n\n - Matériel informatique Nous vous fournissons le tout dernier MacBook sur le marché. De plus, vous recevrez en cadeau un écran, un clavier, une souris, un adaptateur et un casque d'écoute pour travailler avec tout le confort nécessaire.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"823abbcd-fbd3-4e35-b25c-def2b1764a22","title":"Associé(e) bilingue, Succès Client - Toronto - Hybride (Contrat à durée déterminée)","department":"Operations","team":"Client Experience Operations","employmentType":"FullTime","location":"Toronto Headquarters","secondaryLocations":[],"publishedAt":"2026-05-02T04:34:40.885+00:00","isListed":true,"isRemote":null,"workplaceType":null,"address":{"postalAddress":{"addressRegion":"Ontario","addressCountry":"Canada","addressLocality":"Toronto"}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/823abbcd-fbd3-4e35-b25c-def2b1764a22","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/823abbcd-fbd3-4e35-b25c-def2b1764a22/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 accompagner notre croissance continue.
Modèle hybride : Ce poste est basé à Toronto, Ontario.
Présence au bureau : Les candidats doivent être en mesure de travailler dans un environnement hybride et de se rendre à nos bureaux situés au 80 Spadina Avenue, selon les besoins de l'entreprise.
Les candidats retenus peuvent prévoir une date d'entrée en fonction le 23 nov, 2026.
Contrat : Engagement initial de 6 mois avec possibilité de prolongation et opportunités d'évolution en interne.
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.
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).
Bilinguisme intégral : Une maîtrise parfaite du français et de l'anglais, tant à l'oral qu'à l'écrit, est obligatoire.
Résidence : Résider en Toronto/GTA et avoir le droit légal de travailler au Canada.
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.
Compte de dépenses santé (CDS) : 3 000 $/an Un compte flexible défiscalisé, financé par Wealthsimple, pour couvrir vos frais de santé, soins dentaires, optiques et plus encore.
Régime d’épargne collectif Wealthsimple verse une cotisation automatique de 3 % et égale vos propres contributions jusqu’à 1,5 % (pour une contribution totale de l’entreprise allant jusqu’à 4,5 %).
Congés payés (PTO) Jusqu’à 20 jours de vacances par an (selon la durée du contrat) + 1 jour de congé de maladie payé par mois.
Télétravail (WFA) Vous recevez une allocation automatique au prorata de 75 $/mois pour couvrir vos frais de bureau à domicile.
Matériel informatique Nous vous fournissons le tout dernier MacBook sur le marché. De plus, vous recevrez en cadeau un écran, un clavier, une souris, un adaptateur et un casque d'écoute pour travailler avec tout le confort nécessaire.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\nNotre 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 accompagner notre croissance continue.\n\n\n\n\nEMPLACEMENT ET MODÈLE DE TRAVAIL\n\n - Modèle hybride : Ce poste est basé à Toronto, Ontario.\n\n - Présence au bureau : Les candidats doivent être en mesure de travailler dans un environnement hybride et de se rendre à nos bureaux situés au 80 Spadina Avenue, selon les besoins de l'entreprise.\n\n - Les candidats retenus peuvent prévoir une date d'entrée en fonction le 23 nov, 2026.\n\n - Contrat : Engagement initial de 6 mois avec possibilité de prolongation et opportunités d'évolution en interne.\n \n \n\n\nVOTRE IMPACT AU QUOTIDIEN :\n\n - 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.\n\n - 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.\n\n - 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.\n\n - 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.\n \n \n\n\nVOTRE PROFIL :\n\n - 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).\n\n - 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.\n\n - 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.\n\n - Résilience et adaptabilité : Vous adoptez une mentalité de croissance et êtes à l'aise avec un horaire de travail par quarts (rotatif).\n \n \n\n\nEXIGENCES:\n\n - Bilinguisme intégral : Une maîtrise parfaite du français et de l'anglais, tant à l'oral qu'à l'écrit, est obligatoire.\n\n - Résidence : Résider en Toronto/GTA et avoir le droit légal de travailler au Canada.\n\n - 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.\n\n - Type de poste : Il s'agit d'un poste contractuel à temps plein, à durée déterminée.\n\n\n\n\nVOS AVANTAGES CHEZ WEALTHSIMPLE :\n\n - Compte de dépenses santé (CDS) : 3 000 $/an Un compte flexible défiscalisé, financé par Wealthsimple, pour couvrir vos frais de santé, soins dentaires, optiques et plus encore.\n\n - Régime d’épargne collectif Wealthsimple verse une cotisation automatique de 3 % et égale vos propres contributions jusqu’à 1,5 % (pour une contribution totale de l’entreprise allant jusqu’à 4,5 %).\n\n - Congés payés (PTO) Jusqu’à 20 jours de vacances par an (selon la durée du contrat) + 1 jour de congé de maladie payé par mois.\n\n - Télétravail (WFA) Vous recevez une allocation automatique au prorata de 75 $/mois pour couvrir vos frais de bureau à domicile.\n\n - Matériel informatique Nous vous fournissons le tout dernier MacBook sur le marché. De plus, vous recevrez en cadeau un écran, un clavier, une souris, un adaptateur et un casque d'écoute pour travailler avec tout le confort nécessaire.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"87df1a4c-b9b9-4080-b1bd-9424c110a2b7","title":"Senior/Staff Product Manager, Financial Risk","department":"Product","team":"Product Management","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[{"location":"Remote (US)","address":{"postalAddress":{"addressRegion":"New York","addressCountry":"United States","addressLocality":"New York City"}}}],"publishedAt":"2026-09-29T20:43:24.765+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/87df1a4c-b9b9-4080-b1bd-9424c110a2b7","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/87df1a4c-b9b9-4080-b1bd-9424c110a2b7/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
The Financial Risk team is responsible for protecting Wealthsimple and its clients from fraud while enabling safe, fast, and scalable money movement. We own the Decision Platform — a real-time rules engine that processes streaming data to make fraud decisions across every major payment rail — as well as the tooling and automations that power fraud investigation workflows, transaction decisioning, account restrictions, and deposit holds. Our systems are the infrastructure layer that payment and money movement teams plug into to move money safely.
This is a platform PM role with a dual mandate: prevent fraud by building and tuning real-time interventions and decision rules, and enable fraud investigations by building automations and tooling that make our fraud operations team faster and more effective. You'll own a broad surface area — from the streaming decision engine that blocks fraudulent withdrawals in milliseconds, to the case management system that routes alerts to investigators, to the restriction and suspension frameworks that protect compromised accounts.
Own the product vision and strategy for the Financial Risk platform, balancing fraud prevention with client experience - every intervention has a cost, and you'll need to make sharp tradeoffs between friction and protection.
Drive the roadmap for the Decision Platform, our real-time rules engine that evaluates fraud risk across withdrawals, deposits, e-transfers, crypto transactions, and cheque deposits.
Build and improve fraud investigation tooling and automations - including case management workflows, alert deduplication, and enrichment pipelines - that help our fraud operations team investigate and resolve cases faster.
Define and evolve the restriction and mitigation framework that enables the right response to fraud signals: suspensions, withdrawal blocks, spend switch blocks, and account-level restrictions.
Operate as a platform PM, designing extensible APIs, decision schemas, and integration patterns that payment and money movement teams can reliably plug into as new products and payment rails launch.
Partner deeply with Fraud and Data Science teams on fraud model integration, fraud rule development, and the feedback loops that improve detection accuracy over time.
Own key risk metrics - fraud loss rates, false positive rates, investigation cycle times, decision latency - and use data to drive prioritization.
Break down complex, behind-the-scenes infrastructure projects into discrete phases that deliver value incrementally - this is platform work where the \"client\" is often another engineering team.
6-8+ years of product management experience with significant depth in fraud, risk, or trust & safety - you've built fraud prevention systems, investigation tooling, or risk decisioning platforms and understand the cat-and-mouse dynamics of financial fraud.
Experience operating as a platform PM: you've built systems that other teams consume, and you know how to balance internal developer experience with business outcomes. You think in APIs, schemas, and extensibility.
Strong technical fluency: you can go deep on streaming architectures, workflow orchestration, and ML model integration. You don't need to write code, but you need to reason about system design tradeoffs with engineering.
Comfort with breadth: this role spans real-time decisioning, investigation tooling, restrictions infrastructure, and regulatory reporting. You thrive when context-switching across a wide problem space, not when going narrow.
Data-driven decision making: you use quantitative analysis to identify fraud patterns, measure intervention effectiveness, and prioritize investments.
Experience working with fraud operations teams: you understand investigation workflows, alert triage, case management, and the tooling that makes analysts productive. You've closed the loop between detection and investigation.
A shipping mentality: we don't believe in spending forever analyzing and debating. The best way to validate a fraud rule is to ship it, monitor it, and iterate.
Strong communication skills: you can translate complex risk and platform concepts for engineering, operations, compliance, and executive stakeholders.
Ability to work independently: biasing towards action to drive projects forward across a broad surface area.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE TEAM\n\nThe Financial Risk team is responsible for protecting Wealthsimple and its clients from fraud while enabling safe, fast, and scalable money movement. We own the Decision Platform — a real-time rules engine that processes streaming data to make fraud decisions across every major payment rail — as well as the tooling and automations that power fraud investigation workflows, transaction decisioning, account restrictions, and deposit holds. Our systems are the infrastructure layer that payment and money movement teams plug into to move money safely.\n\n\n\n\nABOUT THE ROLE\n\nThis is a platform PM role with a dual mandate: prevent fraud by building and tuning real-time interventions and decision rules, and enable fraud investigations by building automations and tooling that make our fraud operations team faster and more effective. You'll own a broad surface area — from the streaming decision engine that blocks fraudulent withdrawals in milliseconds, to the case management system that routes alerts to investigators, to the restriction and suspension frameworks that protect compromised accounts.\n\n\n\n\nWHAT YOU'LL DO\n\n - Own the product vision and strategy for the Financial Risk platform, balancing fraud prevention with client experience - every intervention has a cost, and you'll need to make sharp tradeoffs between friction and protection.\n\n - Drive the roadmap for the Decision Platform, our real-time rules engine that evaluates fraud risk across withdrawals, deposits, e-transfers, crypto transactions, and cheque deposits.\n\n - Build and improve fraud investigation tooling and automations - including case management workflows, alert deduplication, and enrichment pipelines - that help our fraud operations team investigate and resolve cases faster.\n\n - Define and evolve the restriction and mitigation framework that enables the right response to fraud signals: suspensions, withdrawal blocks, spend switch blocks, and account-level restrictions.\n\n - Operate as a platform PM, designing extensible APIs, decision schemas, and integration patterns that payment and money movement teams can reliably plug into as new products and payment rails launch.\n\n - Partner deeply with Fraud and Data Science teams on fraud model integration, fraud rule development, and the feedback loops that improve detection accuracy over time.\n\n - Own key risk metrics - fraud loss rates, false positive rates, investigation cycle times, decision latency - and use data to drive prioritization.\n\n - Break down complex, behind-the-scenes infrastructure projects into discrete phases that deliver value incrementally - this is platform work where the \"client\" is often another engineering team.\n \n \n\n\nSKILLS YOU BRING\n\n - 6-8+ years of product management experience with significant depth in fraud, risk, or trust & safety - you've built fraud prevention systems, investigation tooling, or risk decisioning platforms and understand the cat-and-mouse dynamics of financial fraud.\n\n - Experience operating as a platform PM: you've built systems that other teams consume, and you know how to balance internal developer experience with business outcomes. You think in APIs, schemas, and extensibility.\n\n - Strong technical fluency: you can go deep on streaming architectures, workflow orchestration, and ML model integration. You don't need to write code, but you need to reason about system design tradeoffs with engineering.\n\n - Comfort with breadth: this role spans real-time decisioning, investigation tooling, restrictions infrastructure, and regulatory reporting. You thrive when context-switching across a wide problem space, not when going narrow.\n\n - Data-driven decision making: you use quantitative analysis to identify fraud patterns, measure intervention effectiveness, and prioritize investments.\n\n - Experience working with fraud operations teams: you understand investigation workflows, alert triage, case management, and the tooling that makes analysts productive. You've closed the loop between detection and investigation.\n\n - A shipping mentality: we don't believe in spending forever analyzing and debating. The best way to validate a fraud rule is to ship it, monitor it, and iterate.\n\n - Strong communication skills: you can translate complex risk and platform concepts for engineering, operations, compliance, and executive stakeholders.\n\n - Ability to work independently: biasing towards action to drive projects forward across a broad surface area.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"6c74631d-bb57-42de-a066-3e89d805df9d","title":"Associate, Fraud Investigations - Identity & ATO (Fixed-Term Contract)","department":"Operations","team":"Client Experience Operations","employmentType":"Contract","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-01T17:03:42.325+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/6c74631d-bb57-42de-a066-3e89d805df9d","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/6c74631d-bb57-42de-a066-3e89d805df9d/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
At Wealthsimple, we take our clients' security seriously. The Fraud Investigations team is the front line of defense within our Security & Risk group. We are looking for a sharp, detail-obsessed Fraud Investigator to specialize in Account Takeover (ATO) and Identity Fraud. You will be the detective protecting our clients from bad actors, securing compromised accounts, and ensuring our platform remains a safe place to build wealth. Please note this is an initial engagement of 9 months in a contract with benefits!
What you will do:
Investigate & Protect: Dive into the weeds of suspected Account Takeover (ATO) and Identity fraud cases. You will evaluate alerts, verify identities, and piece together digital footprints to uncover the truth.
Secure & Remediate: Take immediate, decisive action to lock down compromised accounts, stop fraudulent activity in its tracks, and remediate the situation based on industry best practices.
Guide the Client: Communicate directly with clients who may be panicked about a compromised account. You will guide them through the recovery process with absolute empathy, clarity, and urgency.
Manage the Queue: Act as a master multi-tasker, managing multiple ongoing investigations at once while strictly maintaining case-closure Service Level Agreements (SLAs).
Connect the Dots: Participate in weekly calibration sessions with your peers to share findings, spot new ATO trends, and help the team stay one step ahead of the fraudsters.
Who you are:
The Digital Detective: You have incredibly high attention to detail. You love looking at data, spotting anomalies, and solving the puzzle of how a bad actor gained access.
Calm Under Pressure: You are resourceful, persistent, and thrive in a fast-paced environment where quick decisions are required to protect client assets.
An Empathetic Communicator: You know that behind every ATO ticket is a real person. You excel at taking complex security situations and explaining them clearly and calmly to our clients.
The Requirements:
Experience: Minimum 1 year of direct fraud experience (experience specifically touching ATO, identity verification, or account security is a massive asset!).
Industry Knowledge: Demonstrated understanding of fraud management frameworks, controls, and prevention systems within the financial services space.
Analytical Chops: The ability to collect, organize, and analyze datasets with precision and accuracy.
Communication: Exceptional written and verbal communication skills.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\nAt Wealthsimple, we take our clients' security seriously. The Fraud Investigations team is the front line of defense within our Security & Risk group. We are looking for a sharp, detail-obsessed Fraud Investigator to specialize in Account Takeover (ATO) and Identity Fraud. You will be the detective protecting our clients from bad actors, securing compromised accounts, and ensuring our platform remains a safe place to build wealth. Please note this is an initial engagement of 9 months in a contract with benefits!\n\n\nWhat you will do:\n\n - Investigate & Protect: Dive into the weeds of suspected Account Takeover (ATO) and Identity fraud cases. You will evaluate alerts, verify identities, and piece together digital footprints to uncover the truth.\n\n - Secure & Remediate: Take immediate, decisive action to lock down compromised accounts, stop fraudulent activity in its tracks, and remediate the situation based on industry best practices.\n\n - Guide the Client: Communicate directly with clients who may be panicked about a compromised account. You will guide them through the recovery process with absolute empathy, clarity, and urgency.\n\n - Manage the Queue: Act as a master multi-tasker, managing multiple ongoing investigations at once while strictly maintaining case-closure Service Level Agreements (SLAs).\n\n - Connect the Dots: Participate in weekly calibration sessions with your peers to share findings, spot new ATO trends, and help the team stay one step ahead of the fraudsters.\n\n\nWho you are:\n\n - The Digital Detective: You have incredibly high attention to detail. You love looking at data, spotting anomalies, and solving the puzzle of how a bad actor gained access.\n\n - Calm Under Pressure: You are resourceful, persistent, and thrive in a fast-paced environment where quick decisions are required to protect client assets.\n\n - An Empathetic Communicator: You know that behind every ATO ticket is a real person. You excel at taking complex security situations and explaining them clearly and calmly to our clients.\n\n\nThe Requirements:\n\n - Experience: Minimum 1 year of direct fraud experience (experience specifically touching ATO, identity verification, or account security is a massive asset!).\n\n - Industry Knowledge: Demonstrated understanding of fraud management frameworks, controls, and prevention systems within the financial services space.\n\n - Analytical Chops: The ability to collect, organize, and analyze datasets with precision and accuracy.\n\n - Communication: Exceptional written and verbal communication skills.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"913df5c5-0e98-46c3-909b-614d3d935b6e","title":"Future Opportunities: Sr Software Developer - Platform Engineering","department":"Data & Engineering","team":"Platform Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-06-15T19:32:06.303+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/913df5c5-0e98-46c3-909b-614d3d935b6e","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/913df5c5-0e98-46c3-909b-614d3d935b6e/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
Talent Pool Disclaimer: We review applications on an ongoing basis and reach out proactively when your experience lines up with a current or upcoming opportunity. Applying here won’t tie you to a single role or guarantee an immediate interview; instead, it puts your profile in front of our team and keeps you in our talent network for future Platform Engineering openings. We aim to provide feedback to everyone, but depending on demand and review timelines, responses may be delayed.
Wealthsimple's PE org builds the systems that the rest of engineering builds on. We operate Platform-as-a-Product: our developers are our customers, and we're measured by the leverage we give them. Our work shapes how every engineer at Wealthsimple writes, ships, and runs code. When we do it well, the whole company moves faster and ships with more confidence.
You'll join one of our Platform teams and take ownership of significant pieces of the developer experience. You'll work hands-on across the full lifecycle: designing, building, shipping, and operating the systems engineers depend on every day. You'll lead projects end-to-end, partner with the teams that use what you build, and grow your influence beyond your immediate team as you go. This job posting covers two distinct areas:
Platform Engineering: You build the systems that enable engineers to build, ship, and operate software reliably and efficiently, including developer platforms, internal tooling, CI/CD and software delivery systems, cloud infrastructure and service frameworks, reliability and observability tooling, and large-scale distributed systems. The focus is on improving developer productivity, system reliability, and software delivery speed.
Data Platforms: You build the infrastructure that powers data, analytics, and machine learning across the company, including data ingestion pipelines and orchestration, large-scale data warehousing, streaming and batch processing systems, data modeling, quality and governance, and analytics enablement. The focus is on delivering trusted, scalable, and high-quality data systems.
Design and build production-grade distributed systems
Own technical architecture in your domain (Platform or Data)
Improve reliability, scalability, and performance of core systems
Work closely with internal users (engineers or data practitioners)
Participate in operational ownership (on-call where applicable)
Lead projects end-to-end from design to production
Senior engineers with deep experience in one of the two areas below:
Platform Engineering (infrastructure, developer platforms, SRE)
Data Engineering (data infrastructure, pipelines, analytics systems)
7+ years building production systems
Strong experience in distributed systems or data-intensive systems
Experience owning system design decisions
Operational experience (production support, incidents, debugging)
Experience building systems used by other engineers or data teams
Cloud infrastructure experience (AWS/GCP/Kubernetes)
CI/CD or developer tooling experience (Platform track)
dbt, Airflow, Snowflake, or similar tools (Data track)
Observability, reliability engineering, or data quality systems
Experience working across both domains (not required)
Python · Cloud infrastructure · Kubernetes · Distributed systems · dbt · Airflow · Streaming systems
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\nTalent Pool Disclaimer: We review applications on an ongoing basis and reach out proactively when your experience lines up with a current or upcoming opportunity. Applying here won’t tie you to a single role or guarantee an immediate interview; instead, it puts your profile in front of our team and keeps you in our talent network for future Platform Engineering openings. We aim to provide feedback to everyone, but depending on demand and review timelines, responses may be delayed.\n\n\n\n\nABOUT THE PLATFORM ENGINEERING TEAM:\n\nWealthsimple's PE org builds the systems that the rest of engineering builds on. We operate Platform-as-a-Product: our developers are our customers, and we're measured by the leverage we give them. Our work shapes how every engineer at Wealthsimple writes, ships, and runs code. When we do it well, the whole company moves faster and ships with more confidence.\n\nYou'll join one of our Platform teams and take ownership of significant pieces of the developer experience. You'll work hands-on across the full lifecycle: designing, building, shipping, and operating the systems engineers depend on every day. You'll lead projects end-to-end, partner with the teams that use what you build, and grow your influence beyond your immediate team as you go. This job posting covers two distinct areas:\n\n - Platform Engineering: You build the systems that enable engineers to build, ship, and operate software reliably and efficiently, including developer platforms, internal tooling, CI/CD and software delivery systems, cloud infrastructure and service frameworks, reliability and observability tooling, and large-scale distributed systems. The focus is on improving developer productivity, system reliability, and software delivery speed.\n\n - Data Platforms: You build the infrastructure that powers data, analytics, and machine learning across the company, including data ingestion pipelines and orchestration, large-scale data warehousing, streaming and batch processing systems, data modeling, quality and governance, and analytics enablement. The focus is on delivering trusted, scalable, and high-quality data systems.\n\n \n\n\nIN ONE THESE ROLES YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Design and build production-grade distributed systems\n\n - Own technical architecture in your domain (Platform or Data)\n\n - Improve reliability, scalability, and performance of core systems\n\n - Work closely with internal users (engineers or data practitioners)\n\n - Participate in operational ownership (on-call where applicable)\n\n - Lead projects end-to-end from design to production\n\n\n\n\nWHAT WE’RE LOOKING FOR:\n\nSenior engineers with deep experience in one of the two areas below:\n\n - Platform Engineering (infrastructure, developer platforms, SRE)\n\n - Data Engineering (data infrastructure, pipelines, analytics systems)\n\n\nCORE EXPECTATIONS (ALL CANDIDATES):\n\n - 7+ years building production systems\n\n - Strong experience in distributed systems or data-intensive systems\n\n - Experience owning system design decisions\n\n - Operational experience (production support, incidents, debugging)\n\n - Experience building systems used by other engineers or data teams\n\n\nNICE TO HAVE\n\n - Cloud infrastructure experience (AWS/GCP/Kubernetes)\n\n - CI/CD or developer tooling experience (Platform track)\n\n - dbt, Airflow, Snowflake, or similar tools (Data track)\n\n - Observability, reliability engineering, or data quality systems\n\n - Experience working across both domains (not required)\n\n\nTECH STACK (VARIES BY TEAM)\n\nPython · Cloud infrastructure · Kubernetes · Distributed systems · dbt · Airflow · Streaming systems\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"eeb6b49e-cd1a-4ac0-ab93-67dbc631758d","title":"Staff Software Developer, Production Engineering","department":"Data & Engineering","team":"Platform Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-08-05T17:29:17.393+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/eeb6b49e-cd1a-4ac0-ab93-67dbc631758d","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/eeb6b49e-cd1a-4ac0-ab93-67dbc631758d/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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
We build the products and infrastructure that millions of Canadians trust with their financial lives. Data & Engineering at Wealthsimple spans everything from the client-facing apps to the systems running underneath them — and we hold ourselves to a high bar on both. We move fast, but we build thoughtfully: quality, security, and scalability aren’t trade-offs here, they’re the standard.
The Production Engineering team sits within Platform Experience, on the boundary between Platform and Product. Our mandate is to raise reliability across Wealthsimple’s most critical flows — reducing incidents, helping service teams ship safely, and turning individual fixes into platform-wide improvements. We measure ourselves against two targets: 99.9% uptime on critical flows, and fewer than 1% of weekly active users experiencing errors in the app. If you want to work on hard problems with people who care deeply about craft, you’ll fit right in.
About the role
This is a new role — one that doesn’t yet exist at Wealthsimple — and it’s a meaningful one. As a Staff Software Developer on Production Engineering, you’ll bring senior technical leadership to the work of making Wealthsimple more reliable at scale. You’ll work across platform and product teams, identify the highest-leverage reliability problems, and build solutions that don’t just fix the immediate issue but raise the floor for everyone. This isn’t a role where you sit in one corner of the codebase. It’s a role where you shape how engineering gets done across the company.
What you’ll do
Improve the platform to prevent incidents — designing and driving adoption of guardrails, sensible defaults, and engineering standards that reduce the likelihood of failures across services
Build tooling that reduces time to mitigation when incidents occur, including contributing to our in-house product on AI-assisted incident response
Own the investigation and follow-through on load test findings — translating results into concrete reliability improvements across critical flows
Work across platform and product engineering teams as a technical influencer — participating in architecture and readiness reviews, coaching service owners, and driving adoption of scalable reliability practices
Identify recurring failure patterns and design platform-level fixes that prevent them from showing up again in a different service
Contribute to the team’s reliability syncs with product engineering, helping align on incident themes, critical-flow risks, and the next highest-leverage initiatives
Skills you bring
8+ years of software engineering experience, with significant time in platform, infrastructure, or SRE work
Demonstrated track record of improving reliability at scale — reducing incidents, building guardrails, or driving operational standards across multiple teams
Strong proficiency in backend systems and distributed architecture; you can diagnose complex failure modes across a service mesh
Experience with load testing and capacity planning, and the ability to translate findings into concrete engineering improvements
Proven ability to work across engineering teams as a technical influencer — driving adoption of standards and practices without direct authority
Familiarity with Kubernetes, Helm, Argo and modern deployment tooling
Strong written and verbal communication — comfortable presenting findings and recommendations to both engineering teams and senior leadership
Who you are
You think in systems — you’re not looking for the fix, you’re looking for what caused the problem and how to make sure it doesn’t happen elsewhere
You’re comfortable working without direct authority; you build credibility through the quality of your thinking and the clarity of your recommendations
You hold a high bar for operational excellence without making it someone else’s problem to catch up to — you bring people along
You’re energised by ambiguity, not slowed down by it; you know how to prioritise when everything feels urgent
You’re curious about where AI-assisted tooling is headed in reliability engineering, and you want to help shape how we use it — not just observe it from a distance
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\nAbout the team\n\nWe build the products and infrastructure that millions of Canadians trust with their financial lives. Data & Engineering at Wealthsimple spans everything from the client-facing apps to the systems running underneath them — and we hold ourselves to a high bar on both. We move fast, but we build thoughtfully: quality, security, and scalability aren’t trade-offs here, they’re the standard.\n\nThe Production Engineering team sits within Platform Experience, on the boundary between Platform and Product. Our mandate is to raise reliability across Wealthsimple’s most critical flows — reducing incidents, helping service teams ship safely, and turning individual fixes into platform-wide improvements. We measure ourselves against two targets: 99.9% uptime on critical flows, and fewer than 1% of weekly active users experiencing errors in the app. If you want to work on hard problems with people who care deeply about craft, you’ll fit right in.\n\n \n\nAbout the role\n\nThis is a new role — one that doesn’t yet exist at Wealthsimple — and it’s a meaningful one. As a Staff Software Developer on Production Engineering, you’ll bring senior technical leadership to the work of making Wealthsimple more reliable at scale. You’ll work across platform and product teams, identify the highest-leverage reliability problems, and build solutions that don’t just fix the immediate issue but raise the floor for everyone. This isn’t a role where you sit in one corner of the codebase. It’s a role where you shape how engineering gets done across the company.\n\n \n\nWhat you’ll do\n\n - Improve the platform to prevent incidents — designing and driving adoption of guardrails, sensible defaults, and engineering standards that reduce the likelihood of failures across services\n\n - Build tooling that reduces time to mitigation when incidents occur, including contributing to our in-house product on AI-assisted incident response\n\n - Own the investigation and follow-through on load test findings — translating results into concrete reliability improvements across critical flows\n\n - Work across platform and product engineering teams as a technical influencer — participating in architecture and readiness reviews, coaching service owners, and driving adoption of scalable reliability practices\n\n - Identify recurring failure patterns and design platform-level fixes that prevent them from showing up again in a different service\n\n - Contribute to the team’s reliability syncs with product engineering, helping align on incident themes, critical-flow risks, and the next highest-leverage initiatives\n\n \n\nSkills you bring\n\n - 8+ years of software engineering experience, with significant time in platform, infrastructure, or SRE work\n\n - Demonstrated track record of improving reliability at scale — reducing incidents, building guardrails, or driving operational standards across multiple teams\n\n - Strong proficiency in backend systems and distributed architecture; you can diagnose complex failure modes across a service mesh\n\n - Experience with load testing and capacity planning, and the ability to translate findings into concrete engineering improvements\n\n - Proven ability to work across engineering teams as a technical influencer — driving adoption of standards and practices without direct authority\n\n - Familiarity with Kubernetes, Helm, Argo and modern deployment tooling\n\n - Strong written and verbal communication — comfortable presenting findings and recommendations to both engineering teams and senior leadership\n\n \n\nWho you are\n\n - You think in systems — you’re not looking for the fix, you’re looking for what caused the problem and how to make sure it doesn’t happen elsewhere\n\n - You’re comfortable working without direct authority; you build credibility through the quality of your thinking and the clarity of your recommendations\n\n - You hold a high bar for operational excellence without making it someone else’s problem to catch up to — you bring people along\n\n - You’re energised by ambiguity, not slowed down by it; you know how to prioritise when everything feels urgent\n\n - You’re curious about where AI-assisted tooling is headed in reliability engineering, and you want to help shape how we use it — not just observe it from a distance\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"5d461267-c9f1-4c7c-bcc3-4403b8df5502","title":"Staff and Senior Product Designer (Multiple Roles, Multiple Teams)","department":"Product","team":"Product Design","employmentType":"FullTime","location":"Canada","secondaryLocations":[{"location":"Remote (US)","address":{"postalAddress":{"addressRegion":"New York","addressCountry":"United States","addressLocality":"New York City"}}}],"publishedAt":"2026-07-08T13:52:24.910+00:00","isListed":true,"isRemote":null,"workplaceType":null,"address":null,"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/5d461267-c9f1-4c7c-bcc3-4403b8df5502","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/5d461267-c9f1-4c7c-bcc3-4403b8df5502/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
Design is a strategic lever at Wealthsimple — we don’t just make things beautiful, we help shape what gets built. We're growing our Product Design team and hiring both Senior and Staff Product Designers across multiple product areas, including Investing, Banking, and more. Rather than filling a single role, we’re looking for outstanding designers who want to help us define the future of personal finance in Canada. When you apply, we’ll explore where your strengths, experience, and interests align best across our teams.
Staff Designer, AI Products
Senior Designer, Self-Directed Investing
Design thoughtful, high-impact product experiences that empower clients to make smarter financial decisions.
Partner closely with product, engineering, content, and research throughout the entire product development process.
Own the full design stack — from early discovery and prototyping to high-fidelity visuals and micro-interactions.
Conduct research and use data to understand client needs, identify opportunities, and inform design decisions.
Help evolve our design system and scale the product with consistency, craft, and intention.
Raise the bar for quality and clarity — not just in your own work, but across the team.
Experience designing for consumer-facing mobile apps (React Native, native iOS/Android).
Strong UX and visual design skills, with the ability to turn complex problems into simple, elegant experiences.
A user-first mindset and a strong product sense — you know when to sweat the details and when to move quickly.
A collaborative approach and clear communication style.
Experience working closely with product and engineering teams to ship real products.
A passion for personal finance, and an interest in banking, investing, or financial planning tools.
For Senior Designers: a track record of shipping high-quality, impactful work end-to-end.
For Staff Designers: experience leading large initiatives, mentoring others, and driving design quality and strategy at a higher level.
How you’ve tackled ambiguous product challenges and found clarity
Your process and rationale behind design decisions
Your impact on the product and business
How you’ve used insights to advocate for client needs
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE TEAM\n\nDesign is a strategic lever at Wealthsimple — we don’t just make things beautiful, we help shape what gets built. We're growing our Product Design team and hiring both Senior and Staff Product Designers across multiple product areas, including Investing, Banking, and more. Rather than filling a single role, we’re looking for outstanding designers who want to help us define the future of personal finance in Canada. When you apply, we’ll explore where your strengths, experience, and interests align best across our teams.\n\n\n\n\nCURRENT OPEN ROLES\n\n 1. Staff Designer, AI Products \n\n 2. Senior Designer, Self-Directed Investing\n\n\n\n\nWHAT YOU'LL DO\n\n - Design thoughtful, high-impact product experiences that empower clients to make smarter financial decisions.\n\n - Partner closely with product, engineering, content, and research throughout the entire product development process.\n\n - Own the full design stack — from early discovery and prototyping to high-fidelity visuals and micro-interactions.\n\n - Conduct research and use data to understand client needs, identify opportunities, and inform design decisions.\n\n - Help evolve our design system and scale the product with consistency, craft, and intention.\n\n - Raise the bar for quality and clarity — not just in your own work, but across the team.\n\n\n\n\nSKILLS YOU BRING\n\n - Experience designing for consumer-facing mobile apps (React Native, native iOS/Android).\n\n - Strong UX and visual design skills, with the ability to turn complex problems into simple, elegant experiences.\n\n - A user-first mindset and a strong product sense — you know when to sweat the details and when to move quickly.\n\n - A collaborative approach and clear communication style.\n\n - Experience working closely with product and engineering teams to ship real products.\n\n - A passion for personal finance, and an interest in banking, investing, or financial planning tools.\n\n - For Senior Designers: a track record of shipping high-quality, impactful work end-to-end.\n\n - For Staff Designers: experience leading large initiatives, mentoring others, and driving design quality and strategy at a higher level.\n\n\n\n\nIF YOU’RE EXCITED TO BE PART OF WEALTHSIMPLE'S MISSION, PLEASE APPLY WITH YOUR RESUME AND A PORTFOLIO THAT DEMONSTRATE:\n\n - How you’ve tackled ambiguous product challenges and found clarity\n\n - Your process and rationale behind design decisions\n\n - Your impact on the product and business\n\n - How you’ve used insights to advocate for client needs\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"b0271319-e7bc-4a4e-94ea-a6cffb23d6f2","title":"Manager Software Development, Observability Platform","department":"Data & Engineering","team":"Data & Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-07-23T19:33:28.763+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/b0271319-e7bc-4a4e-94ea-a6cffb23d6f2","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/b0271319-e7bc-4a4e-94ea-a6cffb23d6f2/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
The Observability Platform team exists to make production legible to every engineer and AI agent at Wealthsimple, on their first day and every day after. Every request, job, and user action produces a signal, and our job is to turn that signal into a fast, high-cardinality data asset that anyone can question. A business stakeholder investigating a drop in conversions, a service owner tracing a slow endpoint, an engineer validating a release, and an AI agent confirming its own change should all reach for the same data and get an answer in seconds.
We treat the platform as a product, and the engineers, service owners, and business stakeholders who depend on it as our partners. Our mission is to build the wide-event data model, the query foundation, and the golden paths that connect people to production data. We instrument on open standards such as OpenTelemetry so switching costs are a configuration change rather than a rewrite, and we optimize for the questions people did not anticipate rather than for pre-built dashboards.
As the founding Software Development Manager for this team, you will hire and lead the engineers who build this foundation, and set the technical vision that shapes how Wealthsimple understands its systems for years to come.
Build the wide-event data model at the heart of the platform. Lead an events-first foundation on open standards such as OpenTelemetry, including the schema, SDKs, libraries, and instrumentation defaults that make rich, consistent, high-cardinality telemetry the path of least resistance for every team.
Build the query foundation that connects people to production data, and make it legible to AI agents. Design the columnar or streaming backends, the tagging and context-propagation standards, and the access patterns, including protocols such as MCP, that let a business stakeholder, a service owner, an engineer, or an AI agent ask an unanticipated question and get a fast answer.
Connect production data to business impact. Tie telemetry to client experience and business outcomes through SLOs and user flows, so teams see a problem in the numbers that matter before clients feel it. This is detection framed as a data question, not a wall of machine-state alerts.
Define what observability means at Wealthsimple, set a multi-year roadmap, and align engineering and leadership behind it.
Own the tool and vendor strategy across the observability stack, including how we get the most from Datadog while reducing lock-in and managing cost.
Prove value on pilots. Start with one or two teams to validate the approach before scaling it across the organization.
Hire and lead the team, and own career development, performance management, coaching, and a culture of technical excellence.
Stay hands-on, and move fast with AI coding tools such as Claude Code fluently to prototype, unblock the team, and raise its bar for building with AI.
7+ years in software engineering, with a software development background. You build platforms as software, with the testing, design, and engineering rigor that implies.
Direct, hands-on experience treating telemetry as a data problem. You have designed wide structured events, managed high cardinality, and worked with columnar or streaming backends, sampling, tagging, and context propagation. This is the core of the role.
Direct experience building an observability, telemetry, or production-data platform before, so you are not learning the problem space on the job. You do not need to have built a commercial product such as Datadog or Honeycomb, but you have built the equivalent inside an engineering organization.
A track record of building SDKs and shared platforms in a platform, data, or foundations team. You have shipped the libraries, paved roads, and defaults that other engineers build on, and you treat those engineers as partners.
Fluency with OpenTelemetry or an equivalent, and with SLI and SLO design that ties signals to client experience and business outcomes.
3+ years of engineering management experience, developing engineers and delivering complex initiatives through both growth and change.
The ability to set a vision, sequence the work, and move engineering and leadership toward it.
Strong people leadership and cross-boundary influence. You grow careers, give clear feedback, build inclusive teams, and build trust with peer managers, senior leadership, service owners, and business stakeholders.
Experience with columnar stores such as ClickHouse, streaming systems such as Kafka, or query engines built for high-cardinality analytics.
Experience building observability for LLM and agent-based workloads.
Familiarity with self-serve data access, semantic layers, or data cataloging that helps non-experts find and query the right signal.
Experience in a regulated or fintech environment.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE OBSERVABILITY PLATFORM TEAM\n\nThe Observability Platform team exists to make production legible to every engineer and AI agent at Wealthsimple, on their first day and every day after. Every request, job, and user action produces a signal, and our job is to turn that signal into a fast, high-cardinality data asset that anyone can question. A business stakeholder investigating a drop in conversions, a service owner tracing a slow endpoint, an engineer validating a release, and an AI agent confirming its own change should all reach for the same data and get an answer in seconds.\n\nWe treat the platform as a product, and the engineers, service owners, and business stakeholders who depend on it as our partners. Our mission is to build the wide-event data model, the query foundation, and the golden paths that connect people to production data. We instrument on open standards such as OpenTelemetry so switching costs are a configuration change rather than a rewrite, and we optimize for the questions people did not anticipate rather than for pre-built dashboards.\n\nAs the founding Software Development Manager for this team, you will hire and lead the engineers who build this foundation, and set the technical vision that shapes how Wealthsimple understands its systems for years to come.\n\n\nIN THIS ROLE YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Build the wide-event data model at the heart of the platform. Lead an events-first foundation on open standards such as OpenTelemetry, including the schema, SDKs, libraries, and instrumentation defaults that make rich, consistent, high-cardinality telemetry the path of least resistance for every team.\n\n - Build the query foundation that connects people to production data, and make it legible to AI agents. Design the columnar or streaming backends, the tagging and context-propagation standards, and the access patterns, including protocols such as MCP, that let a business stakeholder, a service owner, an engineer, or an AI agent ask an unanticipated question and get a fast answer.\n\n - Connect production data to business impact. Tie telemetry to client experience and business outcomes through SLOs and user flows, so teams see a problem in the numbers that matter before clients feel it. This is detection framed as a data question, not a wall of machine-state alerts.\n\n - Define what observability means at Wealthsimple, set a multi-year roadmap, and align engineering and leadership behind it.\n\n - Own the tool and vendor strategy across the observability stack, including how we get the most from Datadog while reducing lock-in and managing cost.\n\n - Prove value on pilots. Start with one or two teams to validate the approach before scaling it across the organization.\n\n - Hire and lead the team, and own career development, performance management, coaching, and a culture of technical excellence.\n\n - Stay hands-on, and move fast with AI coding tools such as Claude Code fluently to prototype, unblock the team, and raise its bar for building with AI.\n\n\nWHAT YOU'LL BRING:\n\n - 7+ years in software engineering, with a software development background. You build platforms as software, with the testing, design, and engineering rigor that implies.\n\n - Direct, hands-on experience treating telemetry as a data problem. You have designed wide structured events, managed high cardinality, and worked with columnar or streaming backends, sampling, tagging, and context propagation. This is the core of the role.\n\n - Direct experience building an observability, telemetry, or production-data platform before, so you are not learning the problem space on the job. You do not need to have built a commercial product such as Datadog or Honeycomb, but you have built the equivalent inside an engineering organization.\n\n - A track record of building SDKs and shared platforms in a platform, data, or foundations team. You have shipped the libraries, paved roads, and defaults that other engineers build on, and you treat those engineers as partners.\n\n - Fluency with OpenTelemetry or an equivalent, and with SLI and SLO design that ties signals to client experience and business outcomes.\n\n - 3+ years of engineering management experience, developing engineers and delivering complex initiatives through both growth and change.\n\n - The ability to set a vision, sequence the work, and move engineering and leadership toward it.\n\n - Strong people leadership and cross-boundary influence. You grow careers, give clear feedback, build inclusive teams, and build trust with peer managers, senior leadership, service owners, and business stakeholders.\n\n\nNICE TO HAVE:\n\n - Experience with columnar stores such as ClickHouse, streaming systems such as Kafka, or query engines built for high-cardinality analytics.\n\n - Experience building observability for LLM and agent-based workloads.\n\n - Familiarity with self-serve data access, semantic layers, or data cataloging that helps non-experts find and query the right signal.\n\n - Experience in a regulated or fintech environment.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"1501a2b0-832d-4d6a-920c-8090955beb1c","title":"Lead, People Systems - Payroll, Absence and Time-Tracking","department":"People Operations & Communications","team":"People Operations","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-07-29T19:01:29.015+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/1501a2b0-832d-4d6a-920c-8090955beb1c","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/1501a2b0-832d-4d6a-920c-8090955beb1c/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 People Systems & Operations Team:
The People Systems and Operations team builds and operates the systems, workflows, and automations the business runs on. We manage every stage of the employee lifecycle and own the design and optimization of the processes behind it. We're accountable for the reliability, scale, and integrity of our People systems.
What you bring to the system:
Configure and maintain Payroll: pay components, earnings and deductions, pay groups, period schedules, and payroll-related business processes
Configure and maintain Absence: time-off plans, accrual rules, eligibility criteria, and leave types
Configure and maintain Time Tracking: time entry templates, validations, work calendars, and overtime calculations
Configure and maintain Core HCM foundations: supervisory organizations, staffing models, job profiles and job/compensation structures, custom organizations, and worker data integrity
Support annual and recurring People cycles in Workday, including compensation reviews, open enrollment configuration, and org restructures (mass supervisory org changes and job catalog updates)
Design, build, and maintain business process definitions in both domains, including condition rules, calculated fields, custom validations, routing and approval logic, and notifications
Partner with the Payroll team to troubleshoot configuration-driven payroll issues, including gross-to-net discrepancies, retro calculations, and off-cycle errors — the Payroll team owns processing; you own the configuration behind it
Bring a strong command of the Workday security model: role-based, user-based, and intersection security groups, domain security policies, business process security policies, and integration system users (ISUs), with sound judgment about when to leverage each as you configure and troubleshoot across domains
Support security and data audits in partnership with the broader team, using Workday delivered and custom audit reports to analyze access patterns, remediate exceptions, and uphold segregation of duties
Perform impact analysis before changes ship, including how HCM and security changes ripple into payroll, absence, and time data
What you bring to the business:
Translate business requirements from our internal partners into scalable system design, and document configuration decisions as you go
Build trusted relationships with partner teams, acting as a translator between technical configuration and business needs
Support change management for system updates and new functionality: communicate what's changing and why, prepare documentation and enablement materials, and make sure changes land well with the people who use them
Build and maintain advanced, matrix, and composite reports and dashboards; support mass data changes via EIB
Configure alerts, scheduled reports, and report security so the right data reaches the right people automatically
Triage and resolve day-to-day system issues, getting to root cause rather than patching symptoms
Actively look for where AI and automation can strengthen how People Systems works, from testing, documentation, and requirements drafting to ticket triage and report generation, using Anthropic's own tools as part of your daily workflow
Drive process automation and optimization opportunities with the broader People team and partner functions
Qualifications:
7+ years of experience as a Workday Business Systems Analyst, with demonstrated expertise in system configuration, testing, and implementation
Workday Pro accreditations or Workday partner certifications in HCM, Payroll, Absence, Time Tracking
Exposure to Workday Prism Analytics, Extend, or advanced reporting beyond standard report writer
Experience applying AI tools to HRIS or People operations work, or strong interest in building that muscle
Have deep hands-on working knowledge of Workday Payroll, Absence, and Time Tracking (PATT) configuration and design, business process configuration, and Security
Have hands-on working knowledge of Workday Core HCM
Have worked in a fast-paced, high-growth environment and know how to flex between roles
Possess strong technical skills including understanding of Workday architecture, security models, and integration methodologies
Have experience with full lifecycle Workday implementations and/or significant module expansions
Are intellectually curious, you ask \"why\" before \"how,\" explore root causes rather than symptoms, and stay current on Workday and adjacent HR tech because you want to, not because you have to
Approach problems with creativity, comfortable looking past the standard or obvious solution to find an answer that actually fits the business
Treat HR data security and privacy as a non-negotiable foundation in everything you build and maintain
Excel at building relationships and communicating effectively with technical and non-technical stakeholders at all levels
Are detail-oriented with strong documentation skills and a commitment to process excellence
Have a track record of managing multiple competing priorities, with a bias toward flexibility and impact
Have a collaborative mindset and willingness to pick up slack even if it goes outside your job description
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\nAbout the People Systems & Operations Team:\n\nThe People Systems and Operations team builds and operates the systems, workflows, and automations the business runs on. We manage every stage of the employee lifecycle and own the design and optimization of the processes behind it. We're accountable for the reliability, scale, and integrity of our People systems.\n\nWhat you bring to the system:\n\n - Configure and maintain Payroll: pay components, earnings and deductions, pay groups, period schedules, and payroll-related business processes\n\n - Configure and maintain Absence: time-off plans, accrual rules, eligibility criteria, and leave types\n\n - Configure and maintain Time Tracking: time entry templates, validations, work calendars, and overtime calculations\n\n - Configure and maintain Core HCM foundations: supervisory organizations, staffing models, job profiles and job/compensation structures, custom organizations, and worker data integrity\n\n - Support annual and recurring People cycles in Workday, including compensation reviews, open enrollment configuration, and org restructures (mass supervisory org changes and job catalog updates)\n\n - Design, build, and maintain business process definitions in both domains, including condition rules, calculated fields, custom validations, routing and approval logic, and notifications\n\n - Partner with the Payroll team to troubleshoot configuration-driven payroll issues, including gross-to-net discrepancies, retro calculations, and off-cycle errors — the Payroll team owns processing; you own the configuration behind it\n\n - Bring a strong command of the Workday security model: role-based, user-based, and intersection security groups, domain security policies, business process security policies, and integration system users (ISUs), with sound judgment about when to leverage each as you configure and troubleshoot across domains\n\n - Support security and data audits in partnership with the broader team, using Workday delivered and custom audit reports to analyze access patterns, remediate exceptions, and uphold segregation of duties\n\n - Perform impact analysis before changes ship, including how HCM and security changes ripple into payroll, absence, and time data\n\n\n\nWhat you bring to the business:\n\n - Translate business requirements from our internal partners into scalable system design, and document configuration decisions as you go\n\n - Build trusted relationships with partner teams, acting as a translator between technical configuration and business needs\n\n - Support change management for system updates and new functionality: communicate what's changing and why, prepare documentation and enablement materials, and make sure changes land well with the people who use them\n\n - Build and maintain advanced, matrix, and composite reports and dashboards; support mass data changes via EIB\n\n - Configure alerts, scheduled reports, and report security so the right data reaches the right people automatically\n\n - Triage and resolve day-to-day system issues, getting to root cause rather than patching symptoms\n\n - Actively look for where AI and automation can strengthen how People Systems works, from testing, documentation, and requirements drafting to ticket triage and report generation, using Anthropic's own tools as part of your daily workflow\n\n - Drive process automation and optimization opportunities with the broader People team and partner functions\n\n\n\nQualifications:\n\n - 7+ years of experience as a Workday Business Systems Analyst, with demonstrated expertise in system configuration, testing, and implementation\n\n - Workday Pro accreditations or Workday partner certifications in HCM, Payroll, Absence, Time Tracking\n\n - Exposure to Workday Prism Analytics, Extend, or advanced reporting beyond standard report writer\n\n - Experience applying AI tools to HRIS or People operations work, or strong interest in building that muscle\n\n - Have deep hands-on working knowledge of Workday Payroll, Absence, and Time Tracking (PATT) configuration and design, business process configuration, and Security\n\n - Have hands-on working knowledge of Workday Core HCM\n\n - Have worked in a fast-paced, high-growth environment and know how to flex between roles\n\n - Possess strong technical skills including understanding of Workday architecture, security models, and integration methodologies\n\n - Have experience with full lifecycle Workday implementations and/or significant module expansions\n\n - Are intellectually curious, you ask \"why\" before \"how,\" explore root causes rather than symptoms, and stay current on Workday and adjacent HR tech because you want to, not because you have to\n\n - Approach problems with creativity, comfortable looking past the standard or obvious solution to find an answer that actually fits the business\n\n - Treat HR data security and privacy as a non-negotiable foundation in everything you build and maintain\n\n - Excel at building relationships and communicating effectively with technical and non-technical stakeholders at all levels\n\n - Are detail-oriented with strong documentation skills and a commitment to process excellence\n\n - Have a track record of managing multiple competing priorities, with a bias toward flexibility and impact\n\n - Have a collaborative mindset and willingness to pick up slack even if it goes outside your job description\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"124545d2-793a-4ad1-8de2-b220bbb841b1","title":"Manager, Brokerage Platform Operations (General Ledger)","department":"Brokerage & Capital Markets","team":"Brokerage","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-11T16:41:28.828+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/124545d2-793a-4ad1-8de2-b220bbb841b1","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/124545d2-793a-4ad1-8de2-b220bbb841b1/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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
Reporting to the Director, Brokerage Account Operations, you will own and scale our brokerage general ledger processes. You sit at the intersection of Operations, Finance, and Engineering—translating transactional booking logic into reliable operational workflows. Your core mission is to safeguard ledger integrity, ensure regulatory audit readiness, and systematically improve core brokerage processes.
About the Team:
The Brokerage Operations team manages the engine behind Wealthsimple’s brokerage services. We ensure billions of dollars move seamlessly, accurately, and in full compliance with regulatory standards. Our team works cross-functionally to bridge technical engineering specs with real-world financial accuracy.
What You'll Do
Ensure Ledger Integrity: Lead cross-functional efforts to ensure accurate journal entries, reconciliations, and reporting for all client transactional data.
Remediate Systemic Issues: Investigate data anomalies entering the general ledger, tracing root causes to design automated, long-term solutions.
Lead Audit Readiness: Coordinate operational deliverables for brokerage audits (SOC, FinOps, MFRs) and maintain robust process documentation.
Oversee Asset Movements: Monitor internal and external ledger transfer bookings, tracking timelines so exception cases are handled promptly.
Scale Operations: Partner with Engineering to automate manual workflows, reduce operational risk, and support new product launches.
Develop the Team & Processes: Mentor team members while designing process improvements that reduce manual burden and eliminate single points of failure.
Skills You Bring
5+ years of experience in brokerage or broker-dealer accounting, finance, or ledger operations.
Direct general ledger experience operating an in-house or non-outsourced ledger day-to-day.
Cross-functional fluency with the ability to communicate technical requirements to Engineering and accounting logic to Finance.
Experience with regulatory oversight, such as Monthly Financial Reports (MFRs) or SOC audit support.
Nice to Have
Hands-on experience mapping software systems like Oracle GL or NetSuite.
Hands-on experience using SQL
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\nAbout the Role \n\nReporting to the Director, Brokerage Account Operations, you will own and scale our brokerage general ledger processes. You sit at the intersection of Operations, Finance, and Engineering—translating transactional booking logic into reliable operational workflows. Your core mission is to safeguard ledger integrity, ensure regulatory audit readiness, and systematically improve core brokerage processes.\n\n\n\nAbout the Team:\n\nThe Brokerage Operations team manages the engine behind Wealthsimple’s brokerage services. We ensure billions of dollars move seamlessly, accurately, and in full compliance with regulatory standards. Our team works cross-functionally to bridge technical engineering specs with real-world financial accuracy.\n\n\n\nWhat You'll Do\n\n - Ensure Ledger Integrity: Lead cross-functional efforts to ensure accurate journal entries, reconciliations, and reporting for all client transactional data.\n\n - Remediate Systemic Issues: Investigate data anomalies entering the general ledger, tracing root causes to design automated, long-term solutions.\n\n - Lead Audit Readiness: Coordinate operational deliverables for brokerage audits (SOC, FinOps, MFRs) and maintain robust process documentation.\n\n - Oversee Asset Movements: Monitor internal and external ledger transfer bookings, tracking timelines so exception cases are handled promptly.\n\n - Scale Operations: Partner with Engineering to automate manual workflows, reduce operational risk, and support new product launches.\n\n - Develop the Team & Processes: Mentor team members while designing process improvements that reduce manual burden and eliminate single points of failure.\n \n \n\nSkills You Bring\n\n - 5+ years of experience in brokerage or broker-dealer accounting, finance, or ledger operations.\n\n - Direct general ledger experience operating an in-house or non-outsourced ledger day-to-day.\n\n - Cross-functional fluency with the ability to communicate technical requirements to Engineering and accounting logic to Finance.\n\n - Experience with regulatory oversight, such as Monthly Financial Reports (MFRs) or SOC audit support.\n \n \n\nNice to Have\n\n - Hands-on experience mapping software systems like Oracle GL or NetSuite.\n\n - Hands-on experience using SQL\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"3fe022c3-dc9c-4b6e-87d8-56f65b7accce","title":"Software Development Manager, Institutional Transfers","department":"Data & Engineering","team":"Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-13T18:36:22.925+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/3fe022c3-dc9c-4b6e-87d8-56f65b7accce","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/3fe022c3-dc9c-4b6e-87d8-56f65b7accce/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
We're the team that makes it effortless for clients to move their investments to and from Wealthsimple. Behind every account transfer is a complex network of institutions, systems, and people — and our job is to make that all feel simple. We power the platform that ensures money moves reliably, efficiently, and transparently for our clients, and we're always growing our product offering so clients can transfer more accounts, in more ways and easier than ever.
We're hiring an Engineering Manager to lead one of our two teams. Transfers Platform owns the foundations that make transfers scalable and observable, including workflow architecture, operational tooling, and automation. Transfers Experience focuses on expanding our product offering so clients can move all types of accounts to Wealthsimple. Both teams partner closely with Product, Design, Operations, CX, and other Engineering teams.
As an Engineering Manager, you'll lead a team of software developers while helping shape the technical direction, delivery strategy, and culture of Institutional Transfers. You'll balance near-term client and operational impact with long-term investments in reliability, scalability, and developer effectiveness. Reporting to an Engineering Director, you'll contribute to the broader engineering leadership community and help build systems that support thousands of account transfers each day. You'll also have the opportunity to help shape newly formed teams with significant business and client impact.
Build and grow a high-performing, inclusive team through hiring, coaching, feedback, career development, and thoughtful performance management.
Set a clear technical direction and roadmap with Product and Design, balancing new capabilities with reliability, maintainability, and operational health.
Ensure the scalability and reliability of the transfer platform and the tools that support our operations teams.
Partner with Operations and CX to automate manual work — through both traditional software and modern technologies — and improve the accuracy, transparency, and speed of transfer processes.
Help your team build new ways for clients to move their accounts to Wealthsimple, operating in data-driven environments and using that data to iterate quickly.
Promote strong engineering practices, including thoughtful design, code review, testing, observability, documentation, healthy on-call, and effective incident response.
Champion the use of AI-first development tools to materially improve your team's output.
Work across Institutional Transfers, Bank and Brokerage Linking, Infrastructure, Security, SRE, and other teams to resolve dependencies and deliver end-to-end outcomes.
Keep on top of industry best practices and standards that benefit our engineering organization, and hold teams accountable to them.
Experience managing and developing software engineering teams, including hiring, mentoring, feedback, and performance management.
Technical depth in production software development and distributed systems, with the judgment to guide architecture and implementation decisions.
Experience delivering reliable products with cross-functional partners in a complex or regulated environment.
A practical understanding of modern backend and frontend systems, relational databases (SQL), event-driven architectures, and cloud infrastructure.
Effectiveness at communicating with both technical and non-technical stakeholders.
A strong commitment to inclusive leadership, operational excellence, and continuous improvement — including improving team documentation and making meaningful improvements to the codebase.
Comfort supporting a team through on-call duties and system maintenance.
Experience with Ruby on Rails, React or React Native, GraphQL, Kafka, Temporal, Kubernetes, AWS, Datadog, or Sentry.
Experience with Java, Kotlin, Python, or mobile development.
Experience in fintech, banking, brokerage, or other systems that handle sensitive financial data.
Familiarity with institutional transfer rails such as ATON or Fundserv.
In your first six months, you'll have built strong relationships with your team and partners, established clear goals and development plans, understood the health of the team's systems and operations, and helped shape a roadmap that improves reliability, delivery, and the client or operational experience.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT INSTITUTIONAL TRANSFERS\n\nWe're the team that makes it effortless for clients to move their investments to and from Wealthsimple. Behind every account transfer is a complex network of institutions, systems, and people — and our job is to make that all feel simple. We power the platform that ensures money moves reliably, efficiently, and transparently for our clients, and we're always growing our product offering so clients can transfer more accounts, in more ways and easier than ever.\n\nWe're hiring an Engineering Manager to lead one of our two teams. Transfers Platform owns the foundations that make transfers scalable and observable, including workflow architecture, operational tooling, and automation. Transfers Experience focuses on expanding our product offering so clients can move all types of accounts to Wealthsimple. Both teams partner closely with Product, Design, Operations, CX, and other Engineering teams.\n\n\n\n\nABOUT THE ROLE\n\nAs an Engineering Manager, you'll lead a team of software developers while helping shape the technical direction, delivery strategy, and culture of Institutional Transfers. You'll balance near-term client and operational impact with long-term investments in reliability, scalability, and developer effectiveness. Reporting to an Engineering Director, you'll contribute to the broader engineering leadership community and help build systems that support thousands of account transfers each day. You'll also have the opportunity to help shape newly formed teams with significant business and client impact.\n\n\n\n\nIN THIS ROLE YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Build and grow a high-performing, inclusive team through hiring, coaching, feedback, career development, and thoughtful performance management.\n\n - Set a clear technical direction and roadmap with Product and Design, balancing new capabilities with reliability, maintainability, and operational health.\n\n - Ensure the scalability and reliability of the transfer platform and the tools that support our operations teams.\n\n - Partner with Operations and CX to automate manual work — through both traditional software and modern technologies — and improve the accuracy, transparency, and speed of transfer processes.\n\n - Help your team build new ways for clients to move their accounts to Wealthsimple, operating in data-driven environments and using that data to iterate quickly.\n\n - Promote strong engineering practices, including thoughtful design, code review, testing, observability, documentation, healthy on-call, and effective incident response.\n\n - Champion the use of AI-first development tools to materially improve your team's output.\n\n - Work across Institutional Transfers, Bank and Brokerage Linking, Infrastructure, Security, SRE, and other teams to resolve dependencies and deliver end-to-end outcomes.\n\n - Keep on top of industry best practices and standards that benefit our engineering organization, and hold teams accountable to them.\n\n\n\n\nWHAT YOU'LL BRING:\n\n - Experience managing and developing software engineering teams, including hiring, mentoring, feedback, and performance management.\n\n - Technical depth in production software development and distributed systems, with the judgment to guide architecture and implementation decisions.\n\n - Experience delivering reliable products with cross-functional partners in a complex or regulated environment.\n\n - A practical understanding of modern backend and frontend systems, relational databases (SQL), event-driven architectures, and cloud infrastructure.\n\n - Effectiveness at communicating with both technical and non-technical stakeholders.\n\n - A strong commitment to inclusive leadership, operational excellence, and continuous improvement — including improving team documentation and making meaningful improvements to the codebase.\n\n - Comfort supporting a team through on-call duties and system maintenance.\n\n\n\n\nNICE TO HAVES:\n\n - Experience with Ruby on Rails, React or React Native, GraphQL, Kafka, Temporal, Kubernetes, AWS, Datadog, or Sentry.\n\n - Experience with Java, Kotlin, Python, or mobile development.\n\n - Experience in fintech, banking, brokerage, or other systems that handle sensitive financial data.\n\n - Familiarity with institutional transfer rails such as ATON or Fundserv.\n\n\n\n\nWHAT SUCCESS LOOKS LIKE\n\nIn your first six months, you'll have built strong relationships with your team and partners, established clear goals and development plans, understood the health of the team's systems and operations, and helped shape a roadmap that improves reliability, delivery, and the client or operational experience.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"dc2ee546-5f93-48b9-b0aa-61b583aa5361","title":"Lead, Motion & Product Marketing Design","department":"Commercial & Marketing","team":"Marketing","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-08-18T15:11:12.494+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/dc2ee546-5f93-48b9-b0aa-61b583aa5361","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/dc2ee546-5f93-48b9-b0aa-61b583aa5361/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
In this role, you will have the opportunity to:
Partner with product designers and the creative team to bring our product to life at our bi-annual Wealthsimple Presents live events, building and refining prototypes that bring product moments to life on stage, and translating product UI into more stylized storytelling assets where the moment calls for it
Own design for our Product Marketing surfaces including: What's New (in-app), The Report, and Social Wrapped (spotlighting top shipped products/features)
Create launch and feature visuals for major releases and manage our app store presence.
Produce animations, static assets, and video (including talking-head-over-product style content) that explain features and educate clients
Serve as the brand and marketing team’s go-to resource for everything product design related.
Build and maintain a library of UI assets and product demos that marketing and influencer partners can pull from
Partner closely with the team who owns the marketing website to product UI elements for product detail pages, making sure the product we’re selling is elevated and showcased at its best
We’re looking for someone who:
Has 6+ years of experience in a design role that spans product and marketing
Portfolio that includes examples of motion design, marketing design, brand design, or product design with strong production chops
Is strong at productionizing and can take existing product UI, brand direction, or campaign concepts and turning them into polished, launch-ready assets quickly, rather than originating core product or brand design from scratch
Build and maintain AI-powered workflows to create scalable, repeatable asset production processes.
Has hands-on motion and video skills as a core, daily-use part of their craft. Comfortable in After Effects and Premiere (or equivalent), producing everything from lightweight UI animations to more produced explainer/talking-head content
Is fluent in product design tools (Figma)
Can move fluidly between product, marketing, and creative, understanding the priorities, constraints, and voice of each without needing much translation
Has a track record of shipping high-quality, on-brand work fast and independently, managing multiple concurrent requests from different stakeholders (product marketing, growth, brand, dotcom)
Has sharp taste and an eye for polish, but treats that taste as being in service of clarity and reusability, not personal authorship
Is a clear, proactive communicator who is comfortable managing intake from multiple teams and setting expectations on scope and timelines
Nice to have:
Experience building or maintaining a shared asset/component library for cross-team reuse
Experience working with financial services or other regulated-industry marketing content
Familiarity with social-first video formats and platforms
If you're excited about this role, along with your resume, send us a portfolio or reel that shows:
Examples of product UI you've translated into marketing/education content
At least one motion or video piece you led end-to-end
How you've worked across product, marketing, and creative stakeholders to ship something quickly
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\nIn this role, you will have the opportunity to:\n\n - Partner with product designers and the creative team to bring our product to life at our bi-annual Wealthsimple Presents live events, building and refining prototypes that bring product moments to life on stage, and translating product UI into more stylized storytelling assets where the moment calls for it\n\n - Own design for our Product Marketing surfaces including: What's New (in-app), The Report, and Social Wrapped (spotlighting top shipped products/features)\n\n - Create launch and feature visuals for major releases and manage our app store presence.\n\n - Produce animations, static assets, and video (including talking-head-over-product style content) that explain features and educate clients\n\n - Serve as the brand and marketing team’s go-to resource for everything product design related.\n\n - Build and maintain a library of UI assets and product demos that marketing and influencer partners can pull from\n\n - Partner closely with the team who owns the marketing website to product UI elements for product detail pages, making sure the product we’re selling is elevated and showcased at its best\n \n \n\nWe’re looking for someone who:\n\n - Has 6+ years of experience in a design role that spans product and marketing\n\n - Portfolio that includes examples of motion design, marketing design, brand design, or product design with strong production chops\n\n - Is strong at productionizing and can take existing product UI, brand direction, or campaign concepts and turning them into polished, launch-ready assets quickly, rather than originating core product or brand design from scratch\n\n - Build and maintain AI-powered workflows to create scalable, repeatable asset production processes.\n\n - Has hands-on motion and video skills as a core, daily-use part of their craft. Comfortable in After Effects and Premiere (or equivalent), producing everything from lightweight UI animations to more produced explainer/talking-head content\n\n - Is fluent in product design tools (Figma)\n\n - Can move fluidly between product, marketing, and creative, understanding the priorities, constraints, and voice of each without needing much translation\n\n - Has a track record of shipping high-quality, on-brand work fast and independently, managing multiple concurrent requests from different stakeholders (product marketing, growth, brand, dotcom)\n\n - Has sharp taste and an eye for polish, but treats that taste as being in service of clarity and reusability, not personal authorship\n\n - Is a clear, proactive communicator who is comfortable managing intake from multiple teams and setting expectations on scope and timelines\n\n\n\nNice to have:\n\n - Experience building or maintaining a shared asset/component library for cross-team reuse\n\n - Experience working with financial services or other regulated-industry marketing content\n\n - Familiarity with social-first video formats and platforms\n\n\n\nIf you're excited about this role, along with your resume, send us a portfolio or reel that shows:\n\n - Examples of product UI you've translated into marketing/education content\n\n - At least one motion or video piece you led end-to-end\n\n - How you've worked across product, marketing, and creative stakeholders to ship something quickly\n\n\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"0fd2bdd4-87c1-4642-8111-52c878c8eeb9","title":"Manager, Software Development - Financial Risk","department":"Data & Engineering","team":"Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-08-14T14:55:15.746+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/0fd2bdd4-87c1-4642-8111-52c878c8eeb9","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/0fd2bdd4-87c1-4642-8111-52c878c8eeb9/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
The Financial Risk Engineering team builds the tooling that keeps Wealthsimple's clients safe from fraud, without getting in the way of the experience they signed up for. We sit at the intersection of engineering, product, compliance, fraud countermeasures, and data science, and we're the ones who turn that intersection into working systems. We move fast, but we build thoughtfully. Every decision here is a real trade-off between risk and experience, and we take that seriously. If you want to work on problems where the stakes are real and the answers aren't obvious, this is the team for it.
As Manager of Software Development for Financial Risk, you'll lead the team responsible for how Wealthsimple detects and responds to fraud. This is a hands-on technical leadership role: you'll set the roadmap, but you'll also be in the work when it counts. You'll be the connective tissue between engineering, product, compliance, fraud countermeasures, and data science, making sure those teams are solving the same problem instead of five different ones.
Own and evolve the technical roadmap for the Financial Risk Engineering team
Act as the connective layer between engineering, product, compliance, fraud countermeasures, and data science
Stay hands-on: jump into the codebase, weigh in on architecture decisions, and help unblock the team when it matters
Build and grow a team that can operate confidently in an area where the right answer is rarely obvious
Partner with data science and analytics to turn fraud signals into systems that actually catch things
Help shape how AI tools get used across the team, from incident investigation to code review
Experience managing engineering teams, with the technical depth to contribute directly, not just direct
Comfortable making decisions that involve real trade-offs, without a clear right answer
A strong track record partnering across non-engineering functions, like product, compliance, data science, and building trust with each
A clear communicator, able to explain technical and risk trade-offs to a range of stakeholders
Experience with streaming technologies such as Apache Flink, Apache Spark, or Kafka
A data engineering background working with large datasets and making them usable in real time
Experience in risk or payments
Experience working closely with analytics or data science teams
Full stack experience, with React on the frontend and backend experience across various languages and frameworks — building an experience when things go wrong for the client is an important area the team is responsible for
You're comfortable stepping into the code when the team needs it, not just reviewing from a distance
You make peace with ambiguity — fraud and risk rarely come with a clean answer
You build trust across teams that don't always share the same priorities
You use AI as part of how you work, not as an afterthought
You take ownership of outcomes, not just your own team's output
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE TEAM\n\nThe Financial Risk Engineering team builds the tooling that keeps Wealthsimple's clients safe from fraud, without getting in the way of the experience they signed up for. We sit at the intersection of engineering, product, compliance, fraud countermeasures, and data science, and we're the ones who turn that intersection into working systems. We move fast, but we build thoughtfully. Every decision here is a real trade-off between risk and experience, and we take that seriously. If you want to work on problems where the stakes are real and the answers aren't obvious, this is the team for it.\n\n\n\n\nABOUT THE ROLE\n\nAs Manager of Software Development for Financial Risk, you'll lead the team responsible for how Wealthsimple detects and responds to fraud. This is a hands-on technical leadership role: you'll set the roadmap, but you'll also be in the work when it counts. You'll be the connective tissue between engineering, product, compliance, fraud countermeasures, and data science, making sure those teams are solving the same problem instead of five different ones.\n\n\n\n\nIN THIS ROLE YOU'LL HAVE THE OPPORTUNITY TO\n\n - Own and evolve the technical roadmap for the Financial Risk Engineering team\n\n - Act as the connective layer between engineering, product, compliance, fraud countermeasures, and data science\n\n - Stay hands-on: jump into the codebase, weigh in on architecture decisions, and help unblock the team when it matters\n\n - Build and grow a team that can operate confidently in an area where the right answer is rarely obvious\n\n - Partner with data science and analytics to turn fraud signals into systems that actually catch things\n\n - Help shape how AI tools get used across the team, from incident investigation to code review\n\n\n\n\nSKILLS YOU BRING\n\n - Experience managing engineering teams, with the technical depth to contribute directly, not just direct\n\n - Comfortable making decisions that involve real trade-offs, without a clear right answer\n\n - A strong track record partnering across non-engineering functions, like product, compliance, data science, and building trust with each\n\n - A clear communicator, able to explain technical and risk trade-offs to a range of stakeholders\n\n\n\n\nNICE-TO-HAVE'S\n\n - Experience with streaming technologies such as Apache Flink, Apache Spark, or Kafka\n\n - A data engineering background working with large datasets and making them usable in real time\n\n - Experience in risk or payments\n\n - Experience working closely with analytics or data science teams\n\n - Full stack experience, with React on the frontend and backend experience across various languages and frameworks — building an experience when things go wrong for the client is an important area the team is responsible for\n\n\n\n\nWHO YOU ARE\n\n - You're comfortable stepping into the code when the team needs it, not just reviewing from a distance\n\n - You make peace with ambiguity — fraud and risk rarely come with a clean answer\n\n - You build trust across teams that don't always share the same priorities\n\n - You use AI as part of how you work, not as an afterthought\n\n - You take ownership of outcomes, not just your own team's output\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"2f079487-b38e-4496-8008-eb7dc6e0f134","title":"Manager, Tax","department":"Finance","team":"Controllers","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-08-18T13:39:14.729+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/2f079487-b38e-4496-8008-eb7dc6e0f134","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/2f079487-b38e-4496-8008-eb7dc6e0f134/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
The tax team sits inside Finance and looks after Wealthsimple's own corporate tax position. We're deliberately building out specialist tax functions: one lane owns direct tax, another owns transfer pricing and international tax. The team is small, the entity group isn't, and we're putting in place the review and documentation discipline that investor-grade reporting depends on. If you'd rather set a technical standard than inherit one, this is a good moment to join.
Reporting to the Director of Tax, you'll own the direct tax lane: our income tax provision, corporate compliance, deferred tax attribute tracking, corporate tax forecasting, and the technical positions behind them. Indirect tax and transfer pricing sit with other specialists, so you can go deep rather than wide.
Prepare or review the income tax provision each month, quarter, and year, covering current and deferred tax, the effective tax rate reconciliation, provision-to-return true-ups, and tax account reconciliations.
Set the technical standard for direct tax: what gets independently recalculated, what can be accepted on the preparer's support, and what evidence a review leaves behind. You'll shape the workpapers, registers and review workflow that carry that standard, including where AI/automation takes on the assembly so your time goes to judgment
Analyze and document any new and significant and/or complex tax positions, from recognition and recoverability of deferred tax assets to attributes and loss pools through entity changes, EIFEL restrictions, and uncertain treatments under IFRIC 23. Refresh positions on an annual basis.Review T2 and provincial corporate income tax returns across the entity group, along with instalments, elections and information returns, keep the compliance calendar current, and follow through with true-ups to returns and notices of assessments Investigate and resolve discrepancies in assessment and refund amounts by proactively following up with tax authorities and other internal tax function areas
Ensure tax return working papers are prepared in an audit-ready manner, with clear substantiation and source documents maintained within tax ownership to support positions taken
Produce and upkeep entity level tax memos for each legal entity which outlines the business operations, tax adjustments and basis of treatment that links back to the relevant Income Tax Act or Regulation sections
Lead our direct tax audit support: the standing file, the schedules authorities ask for, and the technical responses that go back to the CRA and Revenu Québec
Ensure special tax elections/waivers for tax exemptions or deferrals are filed on time, in the appropriate method and evidence retained for audit defence
Assist Tax Director in advising the business on the direct tax consequences of transactions, entity changes, and reorganisations
CPA designation, with deep Canadian corporate income tax knowledge and hands-on provision experience under IFRS and IAS 12: current and deferred tax, the effective tax rate reconciliation, tax forecasting,and provision-to-return true-ups
Judgment on recognition and recoverability of deferred tax assets, plus experience with tax attributes and loss pools
T2 and provincial corporate income tax compliance across a multi-entity group
A track record of reviewing work prepared by other people. You've written review notes, cleared them, and decided when something was ready to release. Technical writing that lands: you can frame an issue, reach a defensible position, document the basis, and explain the conclusion to someone who doesn't do tax
In-Depth Tax Program or an equivalent Canadian tax specialisation
Experience with CRA or provincial audits and correspondence
Experience directing external tax advisors rather than receiving output
Financial services, fintech, or another regulated multi-entity environment, and familiarity with Taxprep, NetSuite, Taxnet Pro or comparable tools
You take active ownership of direct tax, monitor changes internally (new product and line of business) and externally (new tax legislations and CRA administrative positions).You review by risk, not by rote: you know what deserves an independent recalculation and what doesn't, and you can explain the difference. You hold a technical line without making it personal, so your review notes read as help rather than a verdict on someone's competence.
You document a position as you reach it, so the conclusion stands on its own later. You're comfortable with data and processes we're still sharpening, and you use AI where it earns its place and are clear about where it doesn't. You wouldn't let a model form a judgment you'd have to defend.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE TEAM\n\nThe tax team sits inside Finance and looks after Wealthsimple's own corporate tax position. We're deliberately building out specialist tax functions: one lane owns direct tax, another owns transfer pricing and international tax. The team is small, the entity group isn't, and we're putting in place the review and documentation discipline that investor-grade reporting depends on. If you'd rather set a technical standard than inherit one, this is a good moment to join.\n\n\n\n\nABOUT THE ROLE\n\nReporting to the Director of Tax, you'll own the direct tax lane: our income tax provision, corporate compliance, deferred tax attribute tracking, corporate tax forecasting, and the technical positions behind them. Indirect tax and transfer pricing sit with other specialists, so you can go deep rather than wide.\n\n\n\n\nIN THIS ROLE YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Prepare or review the income tax provision each month, quarter, and year, covering current and deferred tax, the effective tax rate reconciliation, provision-to-return true-ups, and tax account reconciliations.\n\n - Set the technical standard for direct tax: what gets independently recalculated, what can be accepted on the preparer's support, and what evidence a review leaves behind. You'll shape the workpapers, registers and review workflow that carry that standard, including where AI/automation takes on the assembly so your time goes to judgment\n\n - Analyze and document any new and significant and/or complex tax positions, from recognition and recoverability of deferred tax assets to attributes and loss pools through entity changes, EIFEL restrictions, and uncertain treatments under IFRIC 23. Refresh positions on an annual basis.Review http://basis.Review T2 and provincial corporate income tax returns across the entity group, along with instalments, elections and information returns, keep the compliance calendar current, and follow through with true-ups to returns and notices of assessments Investigate and resolve discrepancies in assessment and refund amounts by proactively following up with tax authorities and other internal tax function areas\n\n - Ensure tax return working papers are prepared in an audit-ready manner, with clear substantiation and source documents maintained within tax ownership to support positions taken\n\n - Produce and upkeep entity level tax memos for each legal entity which outlines the business operations, tax adjustments and basis of treatment that links back to the relevant Income Tax Act or Regulation sections\n\n - Lead our direct tax audit support: the standing file, the schedules authorities ask for, and the technical responses that go back to the CRA and Revenu Québec\n\n - Ensure special tax elections/waivers for tax exemptions or deferrals are filed on time, in the appropriate method and evidence retained for audit defence\n\n - Assist Tax Director in advising the business on the direct tax consequences of transactions, entity changes, and reorganisations\n\n\nSKILLS YOU BRING:\n\n - CPA designation, with deep Canadian corporate income tax knowledge and hands-on provision experience under IFRS and IAS 12: current and deferred tax, the effective tax rate reconciliation, tax forecasting,and provision-to-return true-ups\n\n - Judgment on recognition and recoverability of deferred tax assets, plus experience with tax attributes and loss pools\n\n - T2 and provincial corporate income tax compliance across a multi-entity group\n\n - A track record of reviewing work prepared by other people. You've written review notes, cleared them, and decided when something was ready to release. Technical writing that lands: you can frame an issue, reach a defensible position, document the basis, and explain the conclusion to someone who doesn't do tax\n\n\nNICE TO HAVE:\n\n - In-Depth Tax Program or an equivalent Canadian tax specialisation\n\n - Experience with CRA or provincial audits and correspondence\n\n - Experience directing external tax advisors rather than receiving output\n\n - Financial services, fintech, or another regulated multi-entity environment, and familiarity with Taxprep, NetSuite, Taxnet Pro or comparable tools\n\n\nWHO YOU ARE:\n\nYou take active ownership of direct tax, monitor changes internally (new product and line of business) and externally (new tax legislations and CRA administrative positions).You review by risk, not by rote: you know what deserves an independent recalculation and what doesn't, and you can explain the difference. You hold a technical line without making it personal, so your review notes read as help rather than a verdict on someone's competence.\n\n\n\nYou document a position as you reach it, so the conclusion stands on its own later. You're comfortable with data and processes we're still sharpening, and you use AI where it earns its place and are clear about where it doesn't. You wouldn't let a model form a judgment you'd have to defend.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"e47022a5-019c-4e62-954f-d83a73f8f8a5","title":"Manager, Transfer Pricing & International Tax","department":"Finance","team":"Controllers","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-08-18T13:49:07.536+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/e47022a5-019c-4e62-954f-d83a73f8f8a5","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/e47022a5-019c-4e62-954f-d83a73f8f8a5/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
The Finance team is where numbers become decisions. We partner closely with business leaders across the company to make sure Wealthsimple is allocating resources wisely, hitting its targets, and building toward long-term sustainability. Within Finance, the Tax team is responsible for managing Wealthsimple's tax profiles across a growing number of legal entities and products — balancing tax law compliance while enabling business strategy. We're a small, high-trust team embedded in the business, and we hold ourselves to a high bar for both rigour and clarity.
We are looking for a Manager, Transfer Pricing & International Tax to join our growing Tax team and take ownership of the company’s transfer pricing framework.
This is a high-impact role for someone who enjoys combining technical tax expertise with practical business partnership. You will lead transfer pricing policy, documentation, compliance audit and advisory work across the group, while partnering closely with Finance, Accounting, Treasury, Legal, FP&A and business teams.
The role is primarily focused on transfer pricing, with an opportunity to support broader international tax matters if/when the company expands into new markets in future.
You will have the opportunity to help build a scalable transfer pricing function in a fast-growing fintech environment, including establishing processes, controls and documentation that support continued growth and future IPO readiness.
Own, update and maintain the group’s transfer pricing framework, policies and governance processes, including the contemporaneous documentation. Ensure they remain aligned with the group’s actual functions, assets and risks.
Lead the preparation and review of Canadian and international transfer pricing documentation, including local files, master files and supporting analyses, as applicable.
Develop scalable transfer pricing processes, controls and governance appropriate for a growing organization.
Identify opportunities to automate transfer pricing calculations, data collection and reporting.
Lead transfer pricing analysis for intercompany services, technology and IP arrangements, financing, guarantees, cost allocations and other related-party transactions.
Assess appropriate transfer pricing methodologies and oversee benchmarking and economic analyses.
Manage transfer pricing calculations, data requirements and processes
Monitor intercompany transactions and identify gaps between transfer pricing policies, agreements and actual activity.
Review and/or design intercompany agreements and supporting documentation.
Monitor changes in the business and proactively identify transfer pricing implications of new products, entities, jurisdictions and changes to operating models.
For any special projects, manage external advisors and ensure deliverables are technically sound and commercially practical.
Support transfer pricing audits, tax authority inquiries and controversy matters.
Build relationships across the organization and proactively identify tax considerations before business decisions are finalized.
Support the Tax team with international tax matters as the company expands its footprint.
Monitor developments in international tax rules, including bilateral tax treaties and OECD initiatives, and assess potential impacts on the business.
5–8+ years of relevant experience in transfer pricing, international tax or tax advisory.
Strong knowledge of Canadian transfer pricing rules and OECD transfer pricing principles.
Experience with Canadian transfer pricing documentation, T106 and T1134 reporting.
Experience with intercompany transactions and multinational or cross-border operating models.
Strong understanding of transfer pricing methodologies and economic benchmarking.
Experience managing transfer pricing projects.
Strong analytical and problem-solving skills, with the ability to work through complex transactions and develop practical solutions.
Excellent written and verbal communication skills, including the ability to explain technical tax matters to non-tax stakeholders, and translate complex transfer pricing concepts into clear, practical recommendations.
Strong project management skills and the ability to manage multiple priorities in a fast-paced environment.
CPA, CA, LL.M. or another relevant professional designation is an asset.
Experience in fintech, financial services, technology or another rapidly growing industry.
U.S. tax or other international transfer pricing experience.
Experience with intercompany financing and guarantee arrangements.
Experience with technology, intellectual property or centralized service arrangements.
Experience with transfer pricing audits or tax controversy.
Experience with tax technology, automation or data analytics.
This is an opportunity to join a high-growth fintech at an exciting stage of its evolution and help build the transfer pricing function rather than simply maintain an established model.
You’ll work on cross-border transactions, innovative financial products and evolving business models while partnering with stakeholders across Tax, Finance, Treasury and the broader organization.
The role offers significant opportunity to grow with the company, with the potential to take on broader international tax responsibilities as the business expands internationally.
If you’re a transfer pricing professional who enjoys solving complex problems, building scalable processes and partnering with the business, we’d love to hear from you.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE TEAM\n\nThe Finance team is where numbers become decisions. We partner closely with business leaders across the company to make sure Wealthsimple is allocating resources wisely, hitting its targets, and building toward long-term sustainability. Within Finance, the Tax team is responsible for managing Wealthsimple's tax profiles across a growing number of legal entities and products — balancing tax law compliance while enabling business strategy. We're a small, high-trust team embedded in the business, and we hold ourselves to a high bar for both rigour and clarity.\n\n\n\n\nABOUT THE ROLE\n\nWe are looking for a Manager, Transfer Pricing & International Tax to join our growing Tax team and take ownership of the company’s transfer pricing framework.\n\nThis is a high-impact role for someone who enjoys combining technical tax expertise with practical business partnership. You will lead transfer pricing policy, documentation, compliance audit and advisory work across the group, while partnering closely with Finance, Accounting, Treasury, Legal, FP&A and business teams.\n\nThe role is primarily focused on transfer pricing, with an opportunity to support broader international tax matters if/when the company expands into new markets in future.\n\nYou will have the opportunity to help build a scalable transfer pricing function in a fast-growing fintech environment, including establishing processes, controls and documentation that support continued growth and future IPO readiness.\n\n\n\n\nIN THIS ROLE YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Own, update and maintain the group’s transfer pricing framework, policies and governance processes, including the contemporaneous documentation. Ensure they remain aligned with the group’s actual functions, assets and risks.\n\n - Lead the preparation and review of Canadian and international transfer pricing documentation, including local files, master files and supporting analyses, as applicable.\n\n - Develop scalable transfer pricing processes, controls and governance appropriate for a growing organization.\n\n - Identify opportunities to automate transfer pricing calculations, data collection and reporting.\n\n - Lead transfer pricing analysis for intercompany services, technology and IP arrangements, financing, guarantees, cost allocations and other related-party transactions.\n\n - Assess appropriate transfer pricing methodologies and oversee benchmarking and economic analyses.\n\n - Manage transfer pricing calculations, data requirements and processes\n\n - Monitor intercompany transactions and identify gaps between transfer pricing policies, agreements and actual activity.\n\n - Review and/or design intercompany agreements and supporting documentation.\n\n - Monitor changes in the business and proactively identify transfer pricing implications of new products, entities, jurisdictions and changes to operating models.\n\n - For any special projects, manage external advisors and ensure deliverables are technically sound and commercially practical.\n\n - Support transfer pricing audits, tax authority inquiries and controversy matters.\n\n - Build relationships across the organization and proactively identify tax considerations before business decisions are finalized.\n\n - Support the Tax team with international tax matters as the company expands its footprint.\n\n - Monitor developments in international tax rules, including bilateral tax treaties and OECD initiatives, and assess potential impacts on the business.\n \n \n\n\nSKILLS YOU’LL BRING:\n\n - 5–8+ years of relevant experience in transfer pricing, international tax or tax advisory.\n\n - Strong knowledge of Canadian transfer pricing rules and OECD transfer pricing principles.\n\n - Experience with Canadian transfer pricing documentation, T106 and T1134 reporting.\n\n - Experience with intercompany transactions and multinational or cross-border operating models.\n\n - Strong understanding of transfer pricing methodologies and economic benchmarking.\n\n - Experience managing transfer pricing projects.\n\n - Strong analytical and problem-solving skills, with the ability to work through complex transactions and develop practical solutions.\n\n - Excellent written and verbal communication skills, including the ability to explain technical tax matters to non-tax stakeholders, and translate complex transfer pricing concepts into clear, practical recommendations.\n\n - Strong project management skills and the ability to manage multiple priorities in a fast-paced environment.\n\n - CPA, CA, LL.M. or another relevant professional designation is an asset.\n\n\n\n\nNICE TO HAVE:\n\n - Experience in fintech, financial services, technology or another rapidly growing industry.\n\n - U.S. tax or other international transfer pricing experience.\n\n - Experience with intercompany financing and guarantee arrangements.\n\n - Experience with technology, intellectual property or centralized service arrangements.\n\n - Experience with transfer pricing audits or tax controversy.\n\n - Experience with tax technology, automation or data analytics.\n\n\n\n\nWHY JOIN US?\n\nThis is an opportunity to join a high-growth fintech at an exciting stage of its evolution and help build the transfer pricing function rather than simply maintain an established model.\n\nYou’ll work on cross-border transactions, innovative financial products and evolving business models while partnering with stakeholders across Tax, Finance, Treasury and the broader organization.\n\nThe role offers significant opportunity to grow with the company, with the potential to take on broader international tax responsibilities as the business expands internationally.\n\nIf you’re a transfer pricing professional who enjoys solving complex problems, building scalable processes and partnering with the business, we’d love to hear from you.\n\n\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"d7c5d2de-f04c-41d8-b77d-5b0fe999f10b","title":"Senior Manager, Corporate Development","department":"Finance","team":"Corporate Development","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-08-24T17:20:41.313+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/d7c5d2de-f04c-41d8-b77d-5b0fe999f10b","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/d7c5d2de-f04c-41d8-b77d-5b0fe999f10b/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
The Corporate Development function at Wealthsimple is a small but high-impact team responsible for accelerating the company’s growth through mergers & acquisitions, strategic investments, and strategic partnerships. We’re looking for someone who can seamlessly swing between corporate strategy projects to identify avenues for scalable growth and tactical deal execution to catalyze our highest priorities. You will work with product, engineering, and business leadership to identify, evaluate, and execute on inorganic growth opportunities that give our company access to best-in-class product, technology, and talent. You will own the development of rigorous analyses to evaluate build / buy / partner scenarios with the goal of providing strategic recommendations to the leadership team. This is a great role for someone who is an innovative thinker and wants to help bend the company’s growth trajectory.
Partner with leaders across the company to identify strategic opportunities that can accelerate our product roadmap and business strategy
Be a subject matter expert on the competitive landscape and industry trends; leverage your market insights to develop the business case for growth opportunities via product expansion or partnership distribution strategies
Lead qualitative and quantitative analyses including build / buy / partner considerations, financial forecasting, and valuation modeling
Manage all stages of a deal process - including inbound / outbound sourcing, deal assessment, valuation, negotiations, due diligence, structuring, closing processes, and post-deal integration - while coordinating across a large cross-functional team
Collaborate and build relationships with internal stakeholders across all functions and seniority levels, as well as with external parties in our ecosystem (VCs, founders, investment banks, etc.)
7+ years of relevant work experience in corporate development, investment banking, venture capital, or private equity
Proactive ownership mindset and can thrive in a dynamic, fast paced environment
Passion for high growth tech, FinTech, and traditional FinServices
Ability to think strategically and leverage a combination of critical thinking, intellectual curiosity, business judgment, and product intuition
Demonstrated problem-solving skills, with exceptional ability to create structured quantitative and qualitative analyses
Superior financial modeling and valuation skills (including DCF, comps analysis, etc.)
High EQ and interpersonal skills to cultivate relationships internally and externally
Ability to balance multiple high-priority projects and collaborate / coordinate across large cross-functional teams
Strong communication skills (verbal + written) and can deliver insights around complex business problems in a thoughtful and persuasive manner
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE TEAM:\n\nThe Corporate Development function at Wealthsimple is a small but high-impact team responsible for accelerating the company’s growth through mergers & acquisitions, strategic investments, and strategic partnerships. We’re looking for someone who can seamlessly swing between corporate strategy projects to identify avenues for scalable growth and tactical deal execution to catalyze our highest priorities. You will work with product, engineering, and business leadership to identify, evaluate, and execute on inorganic growth opportunities that give our company access to best-in-class product, technology, and talent. You will own the development of rigorous analyses to evaluate build / buy / partner scenarios with the goal of providing strategic recommendations to the leadership team. This is a great role for someone who is an innovative thinker and wants to help bend the company’s growth trajectory.\n\n\n\n\nIN THIS ROLE, YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Partner with leaders across the company to identify strategic opportunities that can accelerate our product roadmap and business strategy\n\n - Be a subject matter expert on the competitive landscape and industry trends; leverage your market insights to develop the business case for growth opportunities via product expansion or partnership distribution strategies\n\n - Lead qualitative and quantitative analyses including build / buy / partner considerations, financial forecasting, and valuation modeling\n\n - Manage all stages of a deal process - including inbound / outbound sourcing, deal assessment, valuation, negotiations, due diligence, structuring, closing processes, and post-deal integration - while coordinating across a large cross-functional team\n\n - Collaborate and build relationships with internal stakeholders across all functions and seniority levels, as well as with external parties in our ecosystem (VCs, founders, investment banks, etc.)\n \n \n\n\nWE'RE LOOKING FOR SOMEONE WHO HAS:\n\n - 7+ years of relevant work experience in corporate development, investment banking, venture capital, or private equity\n\n - Proactive ownership mindset and can thrive in a dynamic, fast paced environment\n\n - Passion for high growth tech, FinTech, and traditional FinServices\n\n - Ability to think strategically and leverage a combination of critical thinking, intellectual curiosity, business judgment, and product intuition\n\n - Demonstrated problem-solving skills, with exceptional ability to create structured quantitative and qualitative analyses\n\n - Superior financial modeling and valuation skills (including DCF, comps analysis, etc.)\n\n - High EQ and interpersonal skills to cultivate relationships internally and externally\n\n - Ability to balance multiple high-priority projects and collaborate / coordinate across large cross-functional teams\n\n - Strong communication skills (verbal + written) and can deliver insights around complex business problems in a thoughtful and persuasive manner\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"f430ab6a-f0ba-4aba-9630-0c7bee2e7fda","title":"Senior Advisor/Lead Advisor, Wealth Management","department":"Commercial & Marketing","team":"Advisory & Planning","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-08T14:32:51.493+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/f430ab6a-f0ba-4aba-9630-0c7bee2e7fda","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/f430ab6a-f0ba-4aba-9630-0c7bee2e7fda/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
This posting covers a single opening on our Wealth Management team that will be leveled as either Senior Advisor or Lead Advisor, based on the candidate's years of experience and professional designations. Both levels share the same core mandate and must-have requirements below.
As a Senior or Lead Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients throughout their journey with us. This position is fully salaried with no commission structure or sales targets. Your performance will be evaluated on a balanced scorecard focused entirely on delivering world-class client experiences.
Client segment by level: Senior Advisors typically support clients with $1MM+ in assets; Lead Advisors typically support clients with $3MM+ in assets. Final leveling and book assignment is based on experience and designations held.
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
CFP designation required
CIM or CFA designation required
Additional designations including FEA, TEP, CPA, etc. are required for a Lead Advisor
Senior Advisor: 5+ years of experience in wealth management or financial advisory roles
Lead Advisor: 10+ years of experience in wealth management or financial advisory roles, specifically working with HNW/UHNW clients
Proven track record of delivering exceptional client service
Strong financial planning and investment management knowledge
Excellent communication skills with the ability to explain complex concepts clearly
Client-first mentality in all aspects of your work
Passion for helping clients achieve their financial goals
Technology-minded with the ability to leverage digital tools to enhance client experience
Purpose-driven role focused on client outcomes rather than sales targets
Opportunity to challenge industry norms and truly put clients first
Collaborative team environment with access to cutting-edge fintech tools
Career growth in a rapidly expanding company
Competitive salary and benefits package
Be part of revolutionizing how wealth management services are delivered in Canada
If you're passionate about providing unbiased financial advice and creating exceptional client experiences for high net worth clients in a modern, technology-enabled environment, we'd love to hear from you.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nTHE ROLE\n\nThis posting covers a single opening on our Wealth Management team that will be leveled as either Senior Advisor or Lead Advisor, based on the candidate's years of experience and professional designations. Both levels share the same core mandate and must-have requirements below.\n\nAs a Senior or Lead Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients throughout their journey with us. This position is fully salaried with no commission structure or sales targets. Your performance will be evaluated on a balanced scorecard focused entirely on delivering world-class client experiences.\n\nClient segment by level: Senior Advisors typically support clients with $1MM+ in assets; Lead Advisors typically support clients with $3MM+ in assets. Final leveling and book assignment is based on experience and designations held.\n\n\n\n\nWHAT YOU'LL DO\n\n - Provide exceptional onboarding experiences for new clients, ensuring a smooth transition to Wealthsimple\n\n - Develop comprehensive financial plans tailored to each client's unique situation and goals\n\n - Create custom investment proposals that align with clients' financial objectives and risk tolerance\n\n - Proactively service client accounts, anticipating needs before they arise\n\n - Maintain regular communication with clients through phone, video, and in-person meetings\n\n - Apply your financial expertise to complex client situations involving corporations, trusts, and estates\n\n - Contribute your insights to improve our service offering and client experience\n\n\n\n\nWHAT YOU BRING\n\n\nREQUIRED FOR THIS ROLE:\n\n - CFP designation required\n\n - CIM or CFA designation required\n\n - Additional designations including FEA, TEP, CPA, etc. are required for a Lead Advisor\n\n\nEXPERIENCE (BY LEVEL):\n\n - Senior Advisor: 5+ years of experience in wealth management or financial advisory roles\n\n - Lead Advisor: 10+ years of experience in wealth management or financial advisory roles, specifically working with HNW/UHNW clients\n\n\nALSO IMPORTANT:\n\n - Proven track record of delivering exceptional client service\n\n - Strong financial planning and investment management knowledge\n\n - Excellent communication skills with the ability to explain complex concepts clearly\n\n - Client-first mentality in all aspects of your work\n\n - Passion for helping clients achieve their financial goals\n\n - Technology-minded with the ability to leverage digital tools to enhance client experience\n\n\nWHY YOU'LL LOVE WORKING HERE\n\n - Purpose-driven role focused on client outcomes rather than sales targets\n\n - Opportunity to challenge industry norms and truly put clients first\n\n - Collaborative team environment with access to cutting-edge fintech tools\n\n - Career growth in a rapidly expanding company\n\n - Competitive salary and benefits package\n\n - Be part of revolutionizing how wealth management services are delivered in Canada\n\nIf you're passionate about providing unbiased financial advice and creating exceptional client experiences for high net worth clients in a modern, technology-enabled environment, we'd love to hear from you.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"3c1c3668-e3bf-4b6b-8394-db47dac6d08e","title":"Senior Manager, Client Tax","department":"Finance","team":"Treasury","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-08-31T15:52:21.512+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/3c1c3668-e3bf-4b6b-8394-db47dac6d08e","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/3c1c3668-e3bf-4b6b-8394-db47dac6d08e/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
The Client Tax team helps make investing simple, reliable, and compliant for Wealthsimple clients. We lead the systems, processes, controls, and reporting that support tax slips, registered accounts, client statements, withholding, and related regulatory obligations across our growing brokerage business.
You’ll lead Wealthsimple’s client tax function across brokerage products and regulated entities, including the people and team capabilities required to deliver the mandate. You’ll be accountable for accurate, timely, and scalable client tax reporting, while building the controls, systems, and operating practices needed to support continued product and client growth. You’ll act as a senior partner to CXO, Product, Engineering, Operations, Compliance, Legal, and Finance, translating complex client tax and regulatory requirements into product design advice with clear decisions and reliable execution. A key part of the role is working closely with CXO to ensure reporting processes, internal & external communications, and issue resolution deliver a clear and reliable client experience.
Lead the strategy, operating model, and execution of Wealthsimple’s client tax operating function across Canadian and applicable U.S. requirements.
Own the end-to-end delivery of client tax slips, registered-account reporting, client statements, and related regulatory filings, including readiness, controls, quality assurance, amendments, and regulator communications.
Establish and maintain robust governance for QI, FATCA, CRS, non-resident withholding, and client reporting obligations, ensuring risks and regulatory gaps are identified and addressed.
Trusted advisor and partner to CXO, Product, Engineering, and Operations leaders on new-product client tax treatment and reporting implications, reporting logic, data quality, system requirements, testing, automation, scalable process design, and client-impacting issue resolution, excluding any corporate and sales tax implications.
Lead, coach, and develop the Client Tax team, including setting team priorities, hiring and onboarding, performance management, career development, and standards for accuracy, timeliness, escalation management, client outcomes, and audit readiness.
Implement AI and automation strategies to create significant operational efficiencies and leverage to support our ambition growth and scaling.
Provide clear technical research, recommendations, and executive-level communication on tax reporting issues, regulatory change, control environments, and investment priorities.
8+ years of progressive experience in client tax reporting, financial services tax, brokerage operations, regulatory reporting, or a related function, including significant experience directly leading and developing people.
Deep knowledge of Canadian brokerage tax reporting and registered-account requirements, including relevant CRA, Revenu Québec, and applicable U.S. reporting obligations.
Experience with QI, FATCA, CRS, withholding tax, client statements, book-of-record data, and the control requirements associated with high-volume regulated reporting.
A track record of leading cross-functional programs involving Product, CXO, Engineering, Operations, Compliance, Legal, and external stakeholders.
Strong analytical, communication, and judgment skills, with the ability to turn complex regulatory requirements into strategic product design and practical operating decisions.
CPA designation or equivalent professional qualification.
In-Depth Tax Program or an equivalent Canadian tax specialisation
Experience with CIRO/CRM2/CRM3 reporting, fintech, digital brokerage, or high-growth financial-services environments.
Experience scaling reporting through automation, modern data tooling, and operational-control frameworks.
Experience in a Big Four or national accounting firm, or a comparable advisory environment.
You are a strategic, hands-on leader who can move between technical detail and enterprise-level priorities.
You bring sound judgment in ambiguous or evolving regulatory environments.
You are an experienced people leader who builds high-trust teams with clear expectations, direct feedback, strong development practices, and a healthy performance culture.
You care deeply about accuracy, client outcomes, resilience, and doing the right thing.
You simplify complex topics and create alignment across functions.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE TEAM\n\nThe Client Tax team helps make investing simple, reliable, and compliant for Wealthsimple clients. We lead the systems, processes, controls, and reporting that support tax slips, registered accounts, client statements, withholding, and related regulatory obligations across our growing brokerage business.\n\n\n\n\nABOUT THE ROLE\n\nYou’ll lead Wealthsimple’s client tax function across brokerage products and regulated entities, including the people and team capabilities required to deliver the mandate. You’ll be accountable for accurate, timely, and scalable client tax reporting, while building the controls, systems, and operating practices needed to support continued product and client growth. You’ll act as a senior partner to CXO, Product, Engineering, Operations, Compliance, Legal, and Finance, translating complex client tax and regulatory requirements into product design advice with clear decisions and reliable execution. A key part of the role is working closely with CXO to ensure reporting processes, internal & external communications, and issue resolution deliver a clear and reliable client experience.\n\n\n\n\nIN THIS ROLE YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Lead the strategy, operating model, and execution of Wealthsimple’s client tax operating function across Canadian and applicable U.S. requirements.\n\n - Own the end-to-end delivery of client tax slips, registered-account reporting, client statements, and related regulatory filings, including readiness, controls, quality assurance, amendments, and regulator communications.\n\n - Establish and maintain robust governance for QI, FATCA, CRS, non-resident withholding, and client reporting obligations, ensuring risks and regulatory gaps are identified and addressed.\n\n - Trusted advisor and partner to CXO, Product, Engineering, and Operations leaders on new-product client tax treatment and reporting implications, reporting logic, data quality, system requirements, testing, automation, scalable process design, and client-impacting issue resolution, excluding any corporate and sales tax implications.\n\n - Lead, coach, and develop the Client Tax team, including setting team priorities, hiring and onboarding, performance management, career development, and standards for accuracy, timeliness, escalation management, client outcomes, and audit readiness.\n\n - Implement AI and automation strategies to create significant operational efficiencies and leverage to support our ambition growth and scaling.\n\n - Provide clear technical research, recommendations, and executive-level communication on tax reporting issues, regulatory change, control environments, and investment priorities.\n \n \n\n\nSKILLS YOU BRING:\n\n - 8+ years of progressive experience in client tax reporting, financial services tax, brokerage operations, regulatory reporting, or a related function, including significant experience directly leading and developing people.\n\n - Deep knowledge of Canadian brokerage tax reporting and registered-account requirements, including relevant CRA, Revenu Québec, and applicable U.S. reporting obligations.\n\n - Experience with QI, FATCA, CRS, withholding tax, client statements, book-of-record data, and the control requirements associated with high-volume regulated reporting.\n\n - A track record of leading cross-functional programs involving Product, CXO, Engineering, Operations, Compliance, Legal, and external stakeholders.\n\n - Strong analytical, communication, and judgment skills, with the ability to turn complex regulatory requirements into strategic product design and practical operating decisions.\n \n \n\n\nNICE TO HAVE:\n\n - CPA designation or equivalent professional qualification.\n\n - In-Depth Tax Program or an equivalent Canadian tax specialisation\n\n - Experience with CIRO/CRM2/CRM3 reporting, fintech, digital brokerage, or high-growth financial-services environments.\n\n - Experience scaling reporting through automation, modern data tooling, and operational-control frameworks.\n\n - Experience in a Big Four or national accounting firm, or a comparable advisory environment.\n \n \n\n\nWHO YOU ARE:\n\n - You are a strategic, hands-on leader who can move between technical detail and enterprise-level priorities.\n\n - You bring sound judgment in ambiguous or evolving regulatory environments.\n\n - You are an experienced people leader who builds high-trust teams with clear expectations, direct feedback, strong development practices, and a healthy performance culture.\n\n - You care deeply about accuracy, client outcomes, resilience, and doing the right thing.\n\n - You simplify complex topics and create alignment across functions.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"c4e71621-80b2-4886-814b-c2dad17394d0","title":"Content Writer, Investment Research","department":"Product","team":"Investment Research","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-02T19:52:40.223+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/c4e71621-80b2-4886-814b-c2dad17394d0","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/c4e71621-80b2-4886-814b-c2dad17394d0/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 Investment Research Team
The Investment Research Team is the heart of all Investment products designed by Wealthsimple. We deeply understand markets and financial securities, and develop best-in-class strategies and products that meet the needs of our expanding client base. Our expertise is equal parts analytical and strategic, both in deeply understanding how financial products and securities work, as well as building a vision for how we can apply those tools to further the financial freedom of our clients.
What you’ll do
Own our monthly investor insights — the flagship, timeless (not transactional) content that helps clients understand what matters in markets right now and why.
Produce client-ready due diligence questionnaires and other investment materials that require both accuracy and clarity.
Build out general advice and financial planning content for our advice hub, helping clients connect investment principles to their broader financial lives.
Write timely, on-demand notes for wealth management clients when markets or events call for a direct, thoughtful response.
Dive into new research and market developments with genuine curiosity, and synthesize it into insights that go beyond what AI alone can produce.
Exercise strong editorial judgment — deciding what's worth writing about, curating signal from noise, and quickly dismissing what isn't interesting or relevant.
Use AI tools to help polish and refine standard content, while focusing your own effort on the core thinking, structure, and argument that only a human can provide.
Partner with the broader investment team as well as cross-functional editorial teams to stay connected to markets, client concerns, and what's top of mind for Wealthsimple's client base.
Who you are
An investment thinker first — you understand investment principles and portfolio concepts well enough to identify what's genuinely insightful, even if you're not the one building the models.
Financially literate on the planning side — you're comfortable with financial planning concepts and can speak to clients' broader financial lives, not just markets.
A strong writer — you can produce clear, engaging, client-ready content, and you know how to use AI to sharpen and polish your work rather than replace your thinking.
Curious and research-driven — you love digging into new topics and staying current, and you're energized by synthesizing complex ideas into something readable.
A confident editor — you have taste and judgment about what's worth saying, and you can structure and shape an argument, not just execute on a brief.
Market-connected — you stay plugged into what's happening in markets and can translate that into content that feels current and relevant, not generic.
Reliable and self-directed — you can consistently deliver high-quality content on time, without needing heavy oversight.
Familiarity with Canadian wealth management, financial planning, or retail investment products.
An existing portfolio of published financial writing that demonstrates strong investment thinking and editorial voice.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\nAbout the Investment Research Team\n\nThe Investment Research Team is the heart of all Investment products designed by Wealthsimple. We deeply understand markets and financial securities, and develop best-in-class strategies and products that meet the needs of our expanding client base. Our expertise is equal parts analytical and strategic, both in deeply understanding how financial products and securities work, as well as building a vision for how we can apply those tools to further the financial freedom of our clients.\n\n\n\nWhat you’ll do\n\n - Own our monthly investor insights — the flagship, timeless (not transactional) content that helps clients understand what matters in markets right now and why.\n\n - Produce client-ready due diligence questionnaires and other investment materials that require both accuracy and clarity.\n\n - Build out general advice and financial planning content for our advice hub, helping clients connect investment principles to their broader financial lives.\n\n - Write timely, on-demand notes for wealth management clients when markets or events call for a direct, thoughtful response.\n\n - Dive into new research and market developments with genuine curiosity, and synthesize it into insights that go beyond what AI alone can produce.\n\n - Exercise strong editorial judgment — deciding what's worth writing about, curating signal from noise, and quickly dismissing what isn't interesting or relevant.\n\n - Use AI tools to help polish and refine standard content, while focusing your own effort on the core thinking, structure, and argument that only a human can provide.\n\n - Partner with the broader investment team as well as cross-functional editorial teams to stay connected to markets, client concerns, and what's top of mind for Wealthsimple's client base.\n \n \n\nWho you are\n\n - An investment thinker first — you understand investment principles and portfolio concepts well enough to identify what's genuinely insightful, even if you're not the one building the models.\n\n - Financially literate on the planning side — you're comfortable with financial planning concepts and can speak to clients' broader financial lives, not just markets.\n\n - A strong writer — you can produce clear, engaging, client-ready content, and you know how to use AI to sharpen and polish your work rather than replace your thinking.\n\n - Curious and research-driven — you love digging into new topics and staying current, and you're energized by synthesizing complex ideas into something readable.\n\n - A confident editor — you have taste and judgment about what's worth saying, and you can structure and shape an argument, not just execute on a brief.\n\n - Market-connected — you stay plugged into what's happening in markets and can translate that into content that feels current and relevant, not generic.\n\n - Reliable and self-directed — you can consistently deliver high-quality content on time, without needing heavy oversight.\n \n \n\n\nNICE TO HAVES\n\n - Familiarity with Canadian wealth management, financial planning, or retail investment products.\n\n - An existing portfolio of published financial writing that demonstrates strong investment thinking and editorial voice.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"5b95f049-5920-4d66-b888-01c33bfd7330","title":"Staff Product Manager, Connectivity Platform","department":"Product","team":"Product Management","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-03T16:52:24.037+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/5b95f049-5920-4d66-b888-01c33bfd7330","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/5b95f049-5920-4d66-b888-01c33bfd7330/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
We’re looking for a Staff Product Manager to own Wealthsimple’s Connectivity Platform, spanning two critical areas:
Brokerage & Bank Linking: How clients securely and reliably connect external financial institutions to Wealthsimple.
Public API: How clients and partners securely access and use Wealthsimple financial data outside of Wealthsimple.
Together, these capabilities define how Wealthsimple connects to the broader financial ecosystem, and how every product team inside Wealthsimple builds on the external financial data that flows through it. This role will set the strategy for that platform and turn it into a reliable, scalable and differentiated capability for our clients, our product teams and our partners.
This is a platform role with a meaningful client experience surface. You’ll need to be equally comfortable thinking about APIs, data models and platform architecture as you are designing a client UX or deciding how Wealthsimple should work with an external provider.
The Brokerage & Bank Linking team builds the technology that lets clients link their outside bank and brokerage accounts to Wealthsimple. It owns the automated and manual linking experiences end to end, along with the three connectors behind them: Plaid, Flinks, and WST, our own in-house connector. That makes it one of the highest leverage surfaces in the company, and powers a growing set of experiences built by other product teams.
Connectivity Strategy
Set the long term vision and strategy for how Wealthsimple connects with the broader financial ecosystem.
Define the capabilities we should build ourselves, where we should rely on partners, and where we can create differentiated client value.
Develop a roadmap that balances immediate product needs with investments in reusable platform capabilities.
Brokerage & Bank Linking
Own the end to end experience for connecting external bank and brokerage accounts to Wealthsimple — automated and manual, including how clients recover when an automated connection fails.
Improve connection success, reliability and coverage across institutions, and own the routing strategy that decides which connector handles which institution and flow.
Own the client experience, including institution selection, authentication, errors, recovery and connection management.
Drive reliability and AI Powered self-healing so connections detect and recover from failure without manual intervention.
Balance conversion against fraud exposure and operational load, making those tradeoffs deliberately with our risk and operations partners.
Develop the platform capabilities that allow Wealthsimple products to consume external financial data consistently.
Own relationships and product integrations with connectivity vendors such as Plaid and Flinks, and decide where our own connector should lead — including how much of the connector business Wealthsimple should be in long term and where it makes more sense to partner.
Public API
Own the strategy and roadmap for Wealthsimple’s Public API and external data connectivity.
Make it safe and easy for clients to permission their Wealthsimple financial data to the products and services they choose.
Define the platform capabilities required for authentication, consent, permissions, data access and partner integrations.
Identify and prioritize the partners and use cases that matter most to Wealthsimple clients.
Build toward a world where Wealthsimple is the financial institution where clients have the most control over their financial data.
Accelerate wealthsimple and our industry toward open banking.
You’re a strong product thinker who can operate across platform infrastructure, external ecosystems and client experience. You likely have:
Experience owning a platform, API, developer product or integrations platform, with a track record on metric-attached outcomes like conversion, success rate or reliability — not only feature delivery.
Enough technical depth to work closely with engineers on APIs, authentication, data models, routing and platform architecture.
Experience delivering through external vendors or partners whose roadmaps you don’t control, including making thoughtful build versus buy decisions and holding vendors accountable for product outcomes.
Comfort treating reliability as product work — error taxonomies, failure recovery, observability, and the operational load a product creates.
Experience weighing growth against fraud, risk and compliance, and holding both sides of that tradeoff.
The ability to turn a collection of technical capabilities into a clear product strategy and compelling long term vision, and to make the case for investing in it.
Strong analytical instincts and comfort using data to understand reliability, conversion, coverage and product performance, including building the measurement where it doesn’t exist yet.
Excellent cross functional leadership across Engineering, Design, Security, Legal, Compliance, Operations and external partners.
A bias toward simplifying complicated systems rather than layering more complexity on top of them.
Experience with open banking, Canada’s consumer-driven banking framework, or building to a data sharing standard
A background in financial data aggregation, whether at an aggregator, a bank, or a fintech consuming one
Experience shipping a public API or developer platform as a commercial product, including partner onboarding and support
You won’t just operate Bank Linking and ship API endpoints.
You’ll create a coherent connectivity strategy for Wealthsimple: making it easier for clients to bring their financial life to Wealthsimple, easier to move their financial data where they want it to go, easier for any team at Wealthsimple to build on that data, and increasingly less dependent on the slow pace of connectivity innovation from incumbent financial institutions.
You’ll also have made the case for what this platform should become — the metrics, the roadmap and the investment argument that get it there.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE ROLE\n\nWe’re looking for a Staff Product Manager to own Wealthsimple’s Connectivity Platform, spanning two critical areas:\n\n - Brokerage & Bank Linking: How clients securely and reliably connect external financial institutions to Wealthsimple.\n\n - Public API: How clients and partners securely access and use Wealthsimple financial data outside of Wealthsimple.\n\n\n\nTogether, these capabilities define how Wealthsimple connects to the broader financial ecosystem, and how every product team inside Wealthsimple builds on the external financial data that flows through it. This role will set the strategy for that platform and turn it into a reliable, scalable and differentiated capability for our clients, our product teams and our partners.\n\n\n\nThis is a platform role with a meaningful client experience surface. You’ll need to be equally comfortable thinking about APIs, data models and platform architecture as you are designing a client UX or deciding how Wealthsimple should work with an external provider.\n\n\n\n\nABOUT THE TEAM\n\nThe Brokerage & Bank Linking team builds the technology that lets clients link their outside bank and brokerage accounts to Wealthsimple. It owns the automated and manual linking experiences end to end, along with the three connectors behind them: Plaid, Flinks, and WST, our own in-house connector. That makes it one of the highest leverage surfaces in the company, and powers a growing set of experiences built by other product teams.\n\n\n\n\nWHAT YOU’LL OWN\n\nConnectivity Strategy\n\n - Set the long term vision and strategy for how Wealthsimple connects with the broader financial ecosystem.\n\n - Define the capabilities we should build ourselves, where we should rely on partners, and where we can create differentiated client value.\n\n - Develop a roadmap that balances immediate product needs with investments in reusable platform capabilities.\n\nBrokerage & Bank Linking\n\n - Own the end to end experience for connecting external bank and brokerage accounts to Wealthsimple — automated and manual, including how clients recover when an automated connection fails.\n\n - Improve connection success, reliability and coverage across institutions, and own the routing strategy that decides which connector handles which institution and flow.\n\n - Own the client experience, including institution selection, authentication, errors, recovery and connection management.\n\n - Drive reliability and AI Powered self-healing so connections detect and recover from failure without manual intervention.\n\n - Balance conversion against fraud exposure and operational load, making those tradeoffs deliberately with our risk and operations partners.\n\n - Develop the platform capabilities that allow Wealthsimple products to consume external financial data consistently.\n\n - Own relationships and product integrations with connectivity vendors such as Plaid and Flinks, and decide where our own connector should lead — including how much of the connector business Wealthsimple should be in long term and where it makes more sense to partner.\n\nPublic API\n\n - Own the strategy and roadmap for Wealthsimple’s Public API and external data connectivity.\n\n - Make it safe and easy for clients to permission their Wealthsimple financial data to the products and services they choose.\n\n - Define the platform capabilities required for authentication, consent, permissions, data access and partner integrations.\n\n - Identify and prioritize the partners and use cases that matter most to Wealthsimple clients.\n\n - Build toward a world where Wealthsimple is the financial institution where clients have the most control over their financial data.\n\n - Accelerate wealthsimple and our industry toward open banking.\n\n\n\n\nSKILLS YOU BRING\n\nYou’re a strong product thinker who can operate across platform infrastructure, external ecosystems and client experience. You likely have:\n\n - Experience owning a platform, API, developer product or integrations platform, with a track record on metric-attached outcomes like conversion, success rate or reliability — not only feature delivery.\n\n - Enough technical depth to work closely with engineers on APIs, authentication, data models, routing and platform architecture.\n\n - Experience delivering through external vendors or partners whose roadmaps you don’t control, including making thoughtful build versus buy decisions and holding vendors accountable for product outcomes.\n\n - Comfort treating reliability as product work — error taxonomies, failure recovery, observability, and the operational load a product creates.\n\n - Experience weighing growth against fraud, risk and compliance, and holding both sides of that tradeoff.\n\n - The ability to turn a collection of technical capabilities into a clear product strategy and compelling long term vision, and to make the case for investing in it.\n\n - Strong analytical instincts and comfort using data to understand reliability, conversion, coverage and product performance, including building the measurement where it doesn’t exist yet.\n\n - Excellent cross functional leadership across Engineering, Design, Security, Legal, Compliance, Operations and external partners.\n\n - A bias toward simplifying complicated systems rather than layering more complexity on top of them.\n\n\n\n\nNICE TO HAVES\n\n - Experience with open banking, Canada’s consumer-driven banking framework, or building to a data sharing standard\n\n - A background in financial data aggregation, whether at an aggregator, a bank, or a fintech consuming one\n\n - Experience shipping a public API or developer platform as a commercial product, including partner onboarding and support\n\n\n\n\nWHAT GREAT LOOKS LIKE\n\nYou won’t just operate Bank Linking and ship API endpoints.\n\n\n\nYou’ll create a coherent connectivity strategy for Wealthsimple: making it easier for clients to bring their financial life to Wealthsimple, easier to move their financial data where they want it to go, easier for any team at Wealthsimple to build on that data, and increasingly less dependent on the slow pace of connectivity innovation from incumbent financial institutions.\n\n\n\nYou’ll also have made the case for what this platform should become — the metrics, the roadmap and the investment argument that get it there.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"fe45a22d-7f8d-4963-8db5-ee1639390455","title":"Staff Product Manager, Consolidation","department":"Product","team":"Product Management","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[{"location":"Remote (US)","address":{"postalAddress":{"addressRegion":"New York","addressCountry":"United States","addressLocality":"New York City"}}}],"publishedAt":"2026-09-11T16:46:52.519+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/fe45a22d-7f8d-4963-8db5-ee1639390455","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/fe45a22d-7f8d-4963-8db5-ee1639390455/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 team, Consolidation, owns the first mile of the Wealthsimple relationship: onboarding, the homescreen + first layer of the app, and our Tiers program (Premium and Generation). Our job is to get new clients in the door, funded, and consolidating more of their financial life with Wealthsimple.
Our fastest-growing segment this year were high-net-worth clients. We're seeing real organic pull, and continuing to grow net deposits at the rate we have means winning larger, more complex relationships. Clients who today are typically served by private bankers and expect a level of service, product depth, and recognition that we need to meet and then beat.
That's the mandate for this role: continue to expand Wealthsimple’s growth upmarket. It means evolving our Tiers program into something a high-net-worth client would choose over their bank, and it means using what we know about a client to make a sharper, more personal case for bringing the rest of their financial life here. Convincing millions of Canadians to consolidate their financial lives at Wealthsimple is the mission we've been on for over 10 years, and we're looking for someone who can lead the next phase of this work and own it end to end.
Help define the product vision and strategy for how Wealthsimple wins and serves high-net-worth clients, and own the roadmap to bring it to life.
Lead the planning, development, launch, and iteration of a step change in our Tiers program. The service, product depth, and recognition that makes a client choose us as their primary financial institution.
Build the personalized experiences that compel clients to consolidate: understanding a client's current financial life and making the case, in-product, for moving it to Wealthsimple.
Working across the funding and consolidation funnel end to end, from a client's first session through to a fully consolidated relationship. Crafting the right incentives, onboarding journey, and product experiences along the way.
Support a cross-functional team of engineers, designers, and data scientists as we collectively explore new ways of working.
Partner deeply with other product teams and departments across the company (e.g. Marketing, Operations, Client Experience, Legal and Compliance, and more). You'll own a meaningful piece of this directly and influence a much larger piece through others.
Help elevate the Product Management practice at Wealthsimple and create an inclusive and supportive team culture.
Years of shipping products people actually love — across both customer-facing and platform work. You've owned a product (or a big chunk of one) and know how to lead complex, cross-functional projects without losing momentum.
A bias to ship. We don't do endless debate. The fastest way to know if something works is to put it in front of clients — so we ship, learn, and iterate.
Enough technical fluency to keep up with engineers — you can talk architecture and tradeoffs, and you're hungry to learn what you don't know yet so you can make better calls.
A real belief in financial inclusion — you want to build things that give more people access to financial freedom, not fewer.
Bonus: Experience building, shipping, iterating and growing products from 0 to 1 over multiple years. We know building new client experiences that client love will require a sustained multi-year effort.
A systems thinker. You can take a messy pile of use cases and distill them into one simple, elegant solution.
A strong technical partner. You work hand-in-hand with engineering to turn a logical design into a real technical architecture.
Comfortable in the grey. You can take raw, messy data (qualitative or quantitative) and pull out the actual problem, the real insight, the requirement that matters.
A rigorous thinker. You don't skip steps. You work through problems systematically, and you know the difference between a good answer and a fast one.
Scrappy, and happy to wear different hats. Sometimes that means building a business case. Sometimes it's mapping a workflow. Sometimes it's sitting across the table from a vendor or regulator and negotiating the details.
A clear communicator. You can take something complicated and make it simple, without losing what matters.
A collaborative, empathetic leader. You know how to work with a wide range of stakeholders and make sure everyone's voice actually gets heard.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE TEAM\n\nOur team, Consolidation, owns the first mile of the Wealthsimple relationship: onboarding, the homescreen + first layer of the app, and our Tiers program (Premium and Generation). Our job is to get new clients in the door, funded, and consolidating more of their financial life with Wealthsimple.\n\n\n\nOur fastest-growing segment this year were high-net-worth clients. We're seeing real organic pull, and continuing to grow net deposits at the rate we have means winning larger, more complex relationships. Clients who today are typically served by private bankers and expect a level of service, product depth, and recognition that we need to meet and then beat.\n\n\n\nThat's the mandate for this role: continue to expand Wealthsimple’s growth upmarket. It means evolving our Tiers program into something a high-net-worth client would choose over their bank, and it means using what we know about a client to make a sharper, more personal case for bringing the rest of their financial life here. Convincing millions of Canadians to consolidate their financial lives at Wealthsimple is the mission we've been on for over 10 years, and we're looking for someone who can lead the next phase of this work and own it end to end.\n\n\n\n\nWHAT YOU'LL DO\n\n - Help define the product vision and strategy for how Wealthsimple wins and serves high-net-worth clients, and own the roadmap to bring it to life.\n\n - Lead the planning, development, launch, and iteration of a step change in our Tiers program. The service, product depth, and recognition that makes a client choose us as their primary financial institution.\n\n - Build the personalized experiences that compel clients to consolidate: understanding a client's current financial life and making the case, in-product, for moving it to Wealthsimple.\n\n - Working across the funding and consolidation funnel end to end, from a client's first session through to a fully consolidated relationship. Crafting the right incentives, onboarding journey, and product experiences along the way.\n\n - Support a cross-functional team of engineers, designers, and data scientists as we collectively explore new ways of working.\n\n - Partner deeply with other product teams and departments across the company (e.g. Marketing, Operations, Client Experience, Legal and Compliance, and more). You'll own a meaningful piece of this directly and influence a much larger piece through others.\n\n - Help elevate the Product Management practice at Wealthsimple and create an inclusive and supportive team culture.\n\n\n\n\nSKILLS YOU BRING\n\n - Years of shipping products people actually love — across both customer-facing and platform work. You've owned a product (or a big chunk of one) and know how to lead complex, cross-functional projects without losing momentum.\n\n - A bias to ship. We don't do endless debate. The fastest way to know if something works is to put it in front of clients — so we ship, learn, and iterate.\n\n - Enough technical fluency to keep up with engineers — you can talk architecture and tradeoffs, and you're hungry to learn what you don't know yet so you can make better calls.\n\n - A real belief in financial inclusion — you want to build things that give more people access to financial freedom, not fewer.\n\n - Bonus: Experience building, shipping, iterating and growing products from 0 to 1 over multiple years. We know building new client experiences that client love will require a sustained multi-year effort.\n\n\n\n\nWHO YOU ARE\n\n - A systems thinker. You can take a messy pile of use cases and distill them into one simple, elegant solution.\n\n - A strong technical partner. You work hand-in-hand with engineering to turn a logical design into a real technical architecture.\n\n - Comfortable in the grey. You can take raw, messy data (qualitative or quantitative) and pull out the actual problem, the real insight, the requirement that matters.\n\n - A rigorous thinker. You don't skip steps. You work through problems systematically, and you know the difference between a good answer and a fast one.\n\n - Scrappy, and happy to wear different hats. Sometimes that means building a business case. Sometimes it's mapping a workflow. Sometimes it's sitting across the table from a vendor or regulator and negotiating the details.\n\n - A clear communicator. You can take something complicated and make it simple, without losing what matters.\n\n - A collaborative, empathetic leader. You know how to work with a wide range of stakeholders and make sure everyone's voice actually gets heard.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"d8197395-b3ce-4a41-bb58-ecd23a7a205e","title":"Senior Software Developer, Post-Trade Management","department":"Data & Engineering","team":"Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-09T19:37:32.502+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/d8197395-b3ce-4a41-bb58-ecd23a7a205e","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/d8197395-b3ce-4a41-bb58-ecd23a7a205e/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
As a Senior Software Developer on the Post-Trade Management team, you will design and deliver the software that keeps post-trade processing running smoothly: from clearing and settlement to inventory reconciliation across each of the 8 (and counting!) external depositories we work with. Every time we launch a new product, our pipelines must expand to handle it so there’s no shortage of opportunities here.
Read on if you're an engineer who wants to deep dive into a complex domain and isn’t satisfied unless you understand exactly how everything works. This is your opportunity to leave your mark on a system that processes billions of dollars for millions of Canadians. This role reports to the Software Development Manager, Post-Trade Management.
Trades are just the beginning for the Post-Trade Management team! You won't find any of our code in our apps, but our work is vital to Wealthsimple’s success. As our company keeps growing, so does the volume and complexity of what we automate behind the scenes and our partners in Securities Operations rely on us to provide them with the tools to do their jobs efficiently.
We are a close-knit team of six developers who measure success as a collective, not as individuals. We collaborate to solve tough problems and challenge each other’s perspectives to come up with the best possible solution in any scenario. We see pair programming and working directly with our partners in Operations as invaluable aspects of our success.
Design and deliver post-trade automations across depositories to support new and existing products
Contribute to technical design decisions that shape the future of our post-trade processing pipeline
Mentor other developers through pairing, code review, and in-the-moment feedback
Use AI to accelerate development and explore new ideas as part of how the team builds day-to-day
Partner closely with Securities Operations, Product Management, and other engineering teams to understand the why behind what we’re building, not just the what and the how
Senior-level backend software development experience with a focus on Ruby on Rails
Experience designing and delivering complex automations or data pipelines in a production environment
Comfort working with high-stakes, high-accuracy systems where correctness and auditability matter
Experience mentoring other engineers through code review, pairing, or in-the-moment feedback
Strong communication skills and the ability to work directly with cross-functional partners like operations, product, and other engineering teams
Experience with Java or Kotlin; front-end frameworks like React; Oracle, Postgres, Kubernetes, or AWS infrastructure
Past FinTech experience, exposure to ledgers, brokerage, custody, clearing, or settlement systems
Experience in a regulated or compliance-sensitive engineering environment
When you see a problem you fix it, instead of leaving it for someone else to find.
You are curious about how things work and ask questions consistently to super-charge your growth.
You share what you know and prioritize making the team around you better through pairing and code reviews.
You dive deep into the unknown and build context quickly across teams and systems.
You get the details right because you understand how small errors compound.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE ROLE\n\nAs a Senior Software Developer on the Post-Trade Management team, you will design and deliver the software that keeps post-trade processing running smoothly: from clearing and settlement to inventory reconciliation across each of the 8 (and counting!) external depositories we work with. Every time we launch a new product, our pipelines must expand to handle it so there’s no shortage of opportunities here.\n\nRead on if you're an engineer who wants to deep dive into a complex domain and isn’t satisfied unless you understand exactly how everything works. This is your opportunity to leave your mark on a system that processes billions of dollars for millions of Canadians. This role reports to the Software Development Manager, Post-Trade Management.\n\n\n\n\nABOUT THE TEAM \n\nTrades are just the beginning for the Post-Trade Management team! You won't find any of our code in our apps, but our work is vital to Wealthsimple’s success. As our company keeps growing, so does the volume and complexity of what we automate behind the scenes and our partners in Securities Operations rely on us to provide them with the tools to do their jobs efficiently.\n\nWe are a close-knit team of six developers who measure success as a collective, not as individuals. We collaborate to solve tough problems and challenge each other’s perspectives to come up with the best possible solution in any scenario. We see pair programming and working directly with our partners in Operations as invaluable aspects of our success.\n\n\n\n\nYOU WILL HAVE THE OPPORTUNITY TO\n\n - Design and deliver post-trade automations across depositories to support new and existing products\n\n - Contribute to technical design decisions that shape the future of our post-trade processing pipeline\n\n - Mentor other developers through pairing, code review, and in-the-moment feedback\n\n - Use AI to accelerate development and explore new ideas as part of how the team builds day-to-day\n\n - Partner closely with Securities Operations, Product Management, and other engineering teams to understand the why behind what we’re building, not just the what and the how\n\n\n\n\nSKILLS YOU BRING\n\n - Senior-level backend software development experience with a focus on Ruby on Rails\n\n - Experience designing and delivering complex automations or data pipelines in a production environment\n\n - Comfort working with high-stakes, high-accuracy systems where correctness and auditability matter\n\n - Experience mentoring other engineers through code review, pairing, or in-the-moment feedback\n\n - Strong communication skills and the ability to work directly with cross-functional partners like operations, product, and other engineering teams\n \n \n\n\nNICE TO HAVE\n\n - Experience with Java or Kotlin; front-end frameworks like React; Oracle, Postgres, Kubernetes, or AWS infrastructure\n\n - Past FinTech experience, exposure to ledgers, brokerage, custody, clearing, or settlement systems\n\n - Experience in a regulated or compliance-sensitive engineering environment\n \n \n\n\nWHO YOU ARE\n\n - When you see a problem you fix it, instead of leaving it for someone else to find.\n\n - You are curious about how things work and ask questions consistently to super-charge your growth.\n\n - You share what you know and prioritize making the team around you better through pairing and code reviews.\n\n - You dive deep into the unknown and build context quickly across teams and systems.\n\n - You get the details right because you understand how small errors compound.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"ddfe3d1c-1b44-476d-a338-0e2048599583","title":"Manager, Growth: Active Traders","department":"Commercial & Marketing","team":"Marketing","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-11T14:11:52.292+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/ddfe3d1c-1b44-476d-a338-0e2048599583","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/ddfe3d1c-1b44-476d-a338-0e2048599583/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
We're looking for a Growth Manager to own performance and lifecycle marketing for our active trader and crypto business. This role runs the programs that grow our self-directed trading and crypto segment - acquiring high-intent traders and crypto investors through the channels they live in, converting them into funded active traders, and deepening engagement through lifecycle across the trades, products, and benefits that drive volume and revenue.
You'll own paid media and lifecycle end-to-end, from media buys on trader and crypto-native channels through in-app journeys that turn a new account into an active, funded trader. You'll partner closely with Product, Product Marketing, Lifecycle, Sales/BDR, and Analytics; operate with a high degree of day-to-day autonomy; and be accountable for funded active-trader and crypto engagement outcomes.
Own active trader and crypto demand generation across the channels traders and crypto investors live in — paid social (X/Twitter, Cashtags), trading platforms (TradingView), finance and crypto media (Yahoo Finance), trading and crypto newsletters, SEM, and influencers/community — measured through to funded accounts and sustained trading activity, not clicks.
Own the media buys end to end — plan and manage budgets, negotiate placements and rates with vendors, run creative and landing-page testing, and diagnose what's working (reactivation vs. acquisition, channel vs. landing page) rather than just reporting spend.
Own the trader and crypto lifecycle alongside Lifecycle and Product — activation, first-trade, funding, and \"nearly active\" re-engagement journeys across Braze content cards, AT status screens, and rewards. Bring performance and LCM best practices to how these journeys are built, even where you're not hands-on-keyboard for every send.
Drive go-to-market for active trader and crypto products and benefits — options, futures, margin, USD, and crypto (spread pricing, coin selection, staking) — coordinating paid, lifecycle, web, and product surfaces into a single launch, and owning the brief end to end.
Build and maintain clear reporting across the trader and crypto funnel — first touch through sign-up, funding, first trade, and retained trading value. Partner with Analytics on incrementality and true lift, and make clear recommendations on where to double down, test, or pull back.
Run a consistent testing cadence across creative, audiences, offers, and landing pages, and turn what you learn into repeatable programs.
Actively embed AI tools into performance and lifecycle workflows — creative and copy iteration, audience research, landing page iteration, and campaign experimentation.
Contribute to the quarterly plan alongside other Growth leads, then own delivery against it.
4–6 years in performance marketing, growth, or lifecycle marketing with a track record of generating high-quality consumer demand and optimizing it through to downstream value.
Deep hands-on experience in paid media — you've owned budgets and managed campaigns across platforms like Google, Meta, X, YouTube, or programmatic, negotiated with vendors, and optimized for downstream value rather than cost per click.
Lifecycle marketing depth — you've built or owned activation, onboarding, nurture, or re-engagement journeys and understand how lifecycle compounds the demand you generate. Hands-on with a lifecycle platform (Braze, Iterable, HubSpot, or similar) is strongly preferred; at minimum you bring the best practices and can direct the work.
Experience marketing to engaged, high-intent audiences who know the product and compare it closely to alternatives — you understand how messaging, channel mix, and creative shift for that kind of buyer.
Strong cross-functional partnering — you've worked closely with Product and Analytics (segment definitions, funnel diagnosis, incrementality) and Product Marketing (messaging, GTM briefs), and made those relationships an advantage.
A demonstrated habit of using AI to accelerate your work — creative at scale, research and enrichment workflows, faster insight from data. You treat AI as a core part of how you work.
Analytical mindset — you use data to diagnose funnel problems, prioritize opportunities, and recommend change, not just report on results.
Personal or professional familiarity with self-directed investing, active trading, or crypto — options, margin, futures, high-frequency trading, or digital assets — and the platforms and communities traders live in (X/FinTwit, TradingView, trading and crypto newsletters, YouTube).
Experience running go-to-market for a product or benefit launch across paid, lifecycle, and product surfaces.
Experience in consumer fintech, investing, brokerage, trading, or crypto platforms.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE ROLE\n\nWe're looking for a Growth Manager to own performance and lifecycle marketing for our active trader and crypto business. This role runs the programs that grow our self-directed trading and crypto segment - acquiring high-intent traders and crypto investors through the channels they live in, converting them into funded active traders, and deepening engagement through lifecycle across the trades, products, and benefits that drive volume and revenue.\n\n\nYou'll own paid media and lifecycle end-to-end, from media buys on trader and crypto-native channels through in-app journeys that turn a new account into an active, funded trader. You'll partner closely with Product, Product Marketing, Lifecycle, Sales/BDR, and Analytics; operate with a high degree of day-to-day autonomy; and be accountable for funded active-trader and crypto engagement outcomes.\n\n\n\nWHAT YOU'LL DO\n\n - Own active trader and crypto demand generation across the channels traders and crypto investors live in — paid social (X/Twitter, Cashtags), trading platforms (TradingView), finance and crypto media (Yahoo Finance), trading and crypto newsletters, SEM, and influencers/community — measured through to funded accounts and sustained trading activity, not clicks.\n\n - Own the media buys end to end — plan and manage budgets, negotiate placements and rates with vendors, run creative and landing-page testing, and diagnose what's working (reactivation vs. acquisition, channel vs. landing page) rather than just reporting spend.\n\n - Own the trader and crypto lifecycle alongside Lifecycle and Product — activation, first-trade, funding, and \"nearly active\" re-engagement journeys across Braze content cards, AT status screens, and rewards. Bring performance and LCM best practices to how these journeys are built, even where you're not hands-on-keyboard for every send.\n\n - Drive go-to-market for active trader and crypto products and benefits — options, futures, margin, USD, and crypto (spread pricing, coin selection, staking) — coordinating paid, lifecycle, web, and product surfaces into a single launch, and owning the brief end to end.\n\n - Build and maintain clear reporting across the trader and crypto funnel — first touch through sign-up, funding, first trade, and retained trading value. Partner with Analytics on incrementality and true lift, and make clear recommendations on where to double down, test, or pull back.\n\n - Run a consistent testing cadence across creative, audiences, offers, and landing pages, and turn what you learn into repeatable programs.\n\n - Actively embed AI tools into performance and lifecycle workflows — creative and copy iteration, audience research, landing page iteration, and campaign experimentation.\n\n - Contribute to the quarterly plan alongside other Growth leads, then own delivery against it.\n \n\n\nWHAT YOU BRING\n\n - 4–6 years in performance marketing, growth, or lifecycle marketing with a track record of generating high-quality consumer demand and optimizing it through to downstream value.\n\n - Deep hands-on experience in paid media — you've owned budgets and managed campaigns across platforms like Google, Meta, X, YouTube, or programmatic, negotiated with vendors, and optimized for downstream value rather than cost per click.\n\n - Lifecycle marketing depth — you've built or owned activation, onboarding, nurture, or re-engagement journeys and understand how lifecycle compounds the demand you generate. Hands-on with a lifecycle platform (Braze, Iterable, HubSpot, or similar) is strongly preferred; at minimum you bring the best practices and can direct the work.\n\n - Experience marketing to engaged, high-intent audiences who know the product and compare it closely to alternatives — you understand how messaging, channel mix, and creative shift for that kind of buyer.\n\n - Strong cross-functional partnering — you've worked closely with Product and Analytics (segment definitions, funnel diagnosis, incrementality) and Product Marketing (messaging, GTM briefs), and made those relationships an advantage.\n\n - A demonstrated habit of using AI to accelerate your work — creative at scale, research and enrichment workflows, faster insight from data. You treat AI as a core part of how you work.\n\n - Analytical mindset — you use data to diagnose funnel problems, prioritize opportunities, and recommend change, not just report on results.\n \n\n\nNICE TO HAVES:\n\n - Personal or professional familiarity with self-directed investing, active trading, or crypto — options, margin, futures, high-frequency trading, or digital assets — and the platforms and communities traders live in (X/FinTwit, TradingView, trading and crypto newsletters, YouTube).\n\n - Experience running go-to-market for a product or benefit launch across paid, lifecycle, and product surfaces.\n\n - Experience in consumer fintech, investing, brokerage, trading, or crypto platforms.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"665ed4e7-72b4-4bb7-8c59-95cdfd381d69","title":"Senior Lead, Credit Card Growth","department":"Commercial & Marketing","team":"Marketing","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-11T14:16:38.610+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/665ed4e7-72b4-4bb7-8c59-95cdfd381d69","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/665ed4e7-72b4-4bb7-8c59-95cdfd381d69/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
We’re looking for a Senior Lead, Credit Card Growth to own how we acquire new Credit Card clients and deliver against ambitious growth targets.
You’ll own the growth model, projections, roadmap, and execution across every acquisition lever at our disposal. A major focus of the role will be building and scaling our offer engine — testing and optimizing sign-up offers, welcome bonuses, referral incentives, and other promotions to drive incremental growth.
You’ll partner closely with Product on product-led growth opportunities and with channel leads across paid, search, affiliates, referrals, lifecycle, and other acquisition channels. Where there isn’t an owner, you’ll build and run the channel yourself.
We’re looking for someone analytical, highly hands-on, relentless about results, and willing to find or invent new ways to grow.
Own the growth plan: Build and maintain the model for how we’ll hit Credit Card new-client targets, and translate it into a clear, prioritized growth roadmap.
Build the acquisition engine: Own the plan for delivering new clients across paid, search, affiliates, referrals, lifecycle, partnerships, and new channels — partnering with channel owners where they exist and directly owning execution where they don’t.
Own the offer engine: Develop and optimize sign-up offers, welcome bonuses, referral incentives, and other promotions to drive incremental growth efficiently. Run a high-velocity experimentation program to continually improve performance.
Obsess over the funnel: Know the acquisition and application funnel inside and out, identify the biggest opportunities to improve conversion, and work closely with Product to prioritize the product growth initiatives that will have the greatest impact.
Deliver the number: Be accountable for hitting Credit Card new-client targets. Know where growth is coming from, where we’re behind, and what needs to change to close the gap.
A track record of building 0→1 growth playbooks, owning ambitious targets, and exceeding them.
Demonstrated ability to deliver tangible growth, not just develop strategy or manage programs.
A highly analytical, hands-on approach to growth, experimentation, forecasting, and execution.
A relentless, channel-agnostic mindset: you’ll use any channel that works — and build a new one if you need to.
Strong cross-functional leadership and the ability to drive results through Product and channel teams without directly owning them.
Nice to have
Experience in credit card growth
Experience building or optimizing incentive offer programs
Experience with credit card affiliate programs
Comfortable using SQL to analyze performance and uncover growth opportunities
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE ROLE\n\nWe’re looking for a Senior Lead, Credit Card Growth to own how we acquire new Credit Card clients and deliver against ambitious growth targets.\n\nYou’ll own the growth model, projections, roadmap, and execution across every acquisition lever at our disposal. A major focus of the role will be building and scaling our offer engine — testing and optimizing sign-up offers, welcome bonuses, referral incentives, and other promotions to drive incremental growth.\n\nYou’ll partner closely with Product on product-led growth opportunities and with channel leads across paid, search, affiliates, referrals, lifecycle, and other acquisition channels. Where there isn’t an owner, you’ll build and run the channel yourself.\n\nWe’re looking for someone analytical, highly hands-on, relentless about results, and willing to find or invent new ways to grow.\n\n\n\n\nWHAT YOU’LL DO\n\n - Own the growth plan: Build and maintain the model for how we’ll hit Credit Card new-client targets, and translate it into a clear, prioritized growth roadmap.\n\n - Build the acquisition engine: Own the plan for delivering new clients across paid, search, affiliates, referrals, lifecycle, partnerships, and new channels — partnering with channel owners where they exist and directly owning execution where they don’t.\n\n - Own the offer engine: Develop and optimize sign-up offers, welcome bonuses, referral incentives, and other promotions to drive incremental growth efficiently. Run a high-velocity experimentation program to continually improve performance.\n\n - Obsess over the funnel: Know the acquisition and application funnel inside and out, identify the biggest opportunities to improve conversion, and work closely with Product to prioritize the product growth initiatives that will have the greatest impact.\n\n - Deliver the number: Be accountable for hitting Credit Card new-client targets. Know where growth is coming from, where we’re behind, and what needs to change to close the gap.\n \n \n\n\nWHAT YOU’LL BRING\n\n - A track record of building 0→1 growth playbooks, owning ambitious targets, and exceeding them.\n\n - Demonstrated ability to deliver tangible growth, not just develop strategy or manage programs.\n\n - A highly analytical, hands-on approach to growth, experimentation, forecasting, and execution.\n\n - A relentless, channel-agnostic mindset: you’ll use any channel that works — and build a new one if you need to.\n\n - Strong cross-functional leadership and the ability to drive results through Product and channel teams without directly owning them.\n \n \n\nNice to have\n\n - Experience in credit card growth\n\n - Experience building or optimizing incentive offer programs\n\n - Experience with credit card affiliate programs\n\n - Comfortable using SQL to analyze performance and uncover growth opportunities\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"479fd73c-99cb-4c4b-9854-5f84c0a3e753","title":"Senior Tax Planner, Wealth Management","department":"Commercial & Marketing","team":"Advisory & Planning","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-11T13:48:33.377+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/479fd73c-99cb-4c4b-9854-5f84c0a3e753","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/479fd73c-99cb-4c4b-9854-5f84c0a3e753/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
As a Senior Tax Planner on our Wealth Management team, you'll ensure that financial plans built for our high-net-worth clients are optimized for tax efficiency. Your job isn't to build a financial plan from scratch — it's to take an already sound plan and push it further: identifying every applicable strategy and maximizing tax alpha for each and every wealth management client we serve.
This is a role for someone who thinks like both a tax expert and a financial planner. You'll need the technical depth to spot the strategy, and the CFP-level fluency in financial planning to know how it fits into the bigger picture of a client's plan.
We move fast here, and we expect this role to move with us. Naive ambition is one of our core values — and this team pushes hard to find better, faster ways to do the work, including using AI as a genuine extension of how we operate.
Unlike traditional roles in this space, this position is fully salaried with no commission structure or sales targets.
Review and optimize financial plans across our $1MM–$3MM client segment (with some exposure up to $5MM), ensuring every applicable tax strategy has been identified and applied
Maximize tax alpha for every wealth management client — finding the incremental value that even a good plan misses
Act as the internal liaison to our Advisor team on complex tax strategies, including building and modeling those strategies as needed
Apply your expertise to complex situations involving corporations, trusts, and estates
Support occasional client-facing conversations on sophisticated tax planning questions — note that you will not be providing specific tax advice directly to clients or acting in the capacity of their accountant
Contribute to the ongoing evolution of our \"CPA Designed\" financial planning offering
Bring an AI-native mindset to the role — using AI tools to work faster, model strategies more efficiently, and raise the bar on what the team can deliver
CPA designation required
CFP designation required, with genuine comfort and fluency in financial planning — this isn't a tax-only role
5+ years of experience in tax planning, wealth management, or financial advisory roles
Strong knowledge of Canadian tax law and financial planning strategies
Proven track record of implementing effective tax optimization strategies for HNW clients
Experience with Conquest strongly preferred
Excellent communication skills, with the ability to explain complex tax concepts clearly to advisors and clients alike
A client-first mentality in everything you do
An AI-native mindset and enthusiasm for using AI tools to move faster and work smarter
Bilingual (English/French) capability is a significant asset
A purpose-driven role focused on client outcomes, not sales targets
The chance to challenge industry norms and put clients first, for real
A fast-moving, ambitious team that isn't satisfied with the status quo
Access to cutting-edge fintech tools and an AI-forward way of working
Career growth in a rapidly expanding company
Competitive salary and benefits package
Be part of revolutionizing how wealth management is delivered in Canada
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nTHE ROLE\n\nAs a Senior Tax Planner on our Wealth Management team, you'll ensure that financial plans built for our high-net-worth clients are optimized for tax efficiency. Your job isn't to build a financial plan from scratch — it's to take an already sound plan and push it further: identifying every applicable strategy and maximizing tax alpha for each and every wealth management client we serve.\n\nThis is a role for someone who thinks like both a tax expert and a financial planner. You'll need the technical depth to spot the strategy, and the CFP-level fluency in financial planning to know how it fits into the bigger picture of a client's plan.\n\nWe move fast here, and we expect this role to move with us. Naive ambition is one of our core values — and this team pushes hard to find better, faster ways to do the work, including using AI as a genuine extension of how we operate.\n\nUnlike traditional roles in this space, this position is fully salaried with no commission structure or sales targets.\n\n\n\n\nWHAT YOU'LL DO\n\n - Review and optimize financial plans across our $1MM–$3MM client segment (with some exposure up to $5MM), ensuring every applicable tax strategy has been identified and applied\n\n - Maximize tax alpha for every wealth management client — finding the incremental value that even a good plan misses\n\n - Act as the internal liaison to our Advisor team on complex tax strategies, including building and modeling those strategies as needed\n\n - Apply your expertise to complex situations involving corporations, trusts, and estates\n\n - Support occasional client-facing conversations on sophisticated tax planning questions — note that you will not be providing specific tax advice directly to clients or acting in the capacity of their accountant\n\n - Contribute to the ongoing evolution of our \"CPA Designed\" financial planning offering\n\n - Bring an AI-native mindset to the role — using AI tools to work faster, model strategies more efficiently, and raise the bar on what the team can deliver\n\n\n\n\nWHAT YOU BRING\n\n - CPA designation required\n\n - CFP designation required, with genuine comfort and fluency in financial planning — this isn't a tax-only role\n\n - 5+ years of experience in tax planning, wealth management, or financial advisory roles\n\n - Strong knowledge of Canadian tax law and financial planning strategies\n\n - Proven track record of implementing effective tax optimization strategies for HNW clients\n\n - Experience with Conquest strongly preferred\n\n - Excellent communication skills, with the ability to explain complex tax concepts clearly to advisors and clients alike\n\n - A client-first mentality in everything you do\n\n - An AI-native mindset and enthusiasm for using AI tools to move faster and work smarter\n\n - Bilingual (English/French) capability is a significant asset\n\n\n\n\nWHY YOU'LL LOVE WORKING HERE\n\n - A purpose-driven role focused on client outcomes, not sales targets\n\n - The chance to challenge industry norms and put clients first, for real\n\n - A fast-moving, ambitious team that isn't satisfied with the status quo\n\n - Access to cutting-edge fintech tools and an AI-forward way of working\n\n - Career growth in a rapidly expanding company\n\n - Competitive salary and benefits package\n\n - Be part of revolutionizing how wealth management is delivered in Canada\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"a61fa205-03b3-42b9-84a4-4d0026650cf7","title":"Staff Content Designer, Investing","department":"Product","team":"Product Design","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[{"location":"Remote (US)","address":{"postalAddress":{"addressRegion":"New York","addressCountry":"United States","addressLocality":"New York City"}}}],"publishedAt":"2026-09-15T13:54:22.194+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/a61fa205-03b3-42b9-84a4-4d0026650cf7","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/a61fa205-03b3-42b9-84a4-4d0026650cf7/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
We're hiring a Staff Content Designer to be the voice of investing at Wealthsimple. The person who takes calendar spreads and margin calls and makes them make sense, without dumbing it down or drowning it with jargon. You’ll be embedded on product teams and partner closely with design, product, and engineering to build experiences that our clients love.
This isn't a polish-the-copy-at-the-end role. You'll be in the room shaping what we build and how to position our products — not just the final words on the screen.
Write the hard stuff. Options, margin trading, predictions, perpetuals, futures — you'll write and rewrite the content so it all makes sense to a first-time investor and a seasoned trader.
Work AI-first. From shipping your own code changes to prototyping and research — you’ll use AI to increase your impact in every part of the product lifecycle.
Collaborate with product and design on key initiatives. You’ll work early and often with product and design to shape the product direction for big, challenging projects — not just tighten the copy once the decisions are already made.
Make the team faster and better, not just yourself. Templates, patterns, content standards, workflows, and of course AI. You’ll find ways to automate processes to scale content while ensuring quality.
7+ years in content design or UX writing at a senior or staff level.
A learner’s mindset. You don't need a finance background but you have experience that demonstrates your willingness to go deep on something unfamiliar and become a subject matter expert.
Experience working with AI to increase your impact or empower others.
Experience developing content standards, or integrating product content best practices and guidelines into a design system.
Ability to think strategically about content and design while also executing on the details at a tactical level.
Ability to juggle multiple competing priorities and work quickly and decisively across different contexts. You know when to sweat the details and when to move quickly.
Experience empowering others through mentorship, coaching, and sharing best practices + techniques.
Ability to work with Marketing, Brand, Legal and Compliance teams to deliver unified and consistent messaging across all touch points.
A great collaborator and listener who loves to work together to understand and solve client problems.
A portfolio with 3 or more case studies that shows how you used writing and design to improve the user experience and drive business outcomes.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE ROLE\n\nWe're hiring a Staff Content Designer to be the voice of investing at Wealthsimple. The person who takes calendar spreads and margin calls and makes them make sense, without dumbing it down or drowning it with jargon. You’ll be embedded on product teams and partner closely with design, product, and engineering to build experiences that our clients love.\n\n\n\nThis isn't a polish-the-copy-at-the-end role. You'll be in the room shaping what we build and how to position our products — not just the final words on the screen.\n\n\n\n\nWHAT YOU'LL DO\n\n - Write the hard stuff. Options, margin trading, predictions, perpetuals, futures — you'll write and rewrite the content so it all makes sense to a first-time investor and a seasoned trader.\n\n - Work AI-first. From shipping your own code changes to prototyping and research — you’ll use AI to increase your impact in every part of the product lifecycle.\n\n - Collaborate with product and design on key initiatives. You’ll work early and often with product and design to shape the product direction for big, challenging projects — not just tighten the copy once the decisions are already made.\n\n - Make the team faster and better, not just yourself. Templates, patterns, content standards, workflows, and of course AI. You’ll find ways to automate processes to scale content while ensuring quality.\n\n\n\n\nSKILLS YOU BRING\n\n - 7+ years in content design or UX writing at a senior or staff level.\n\n - A learner’s mindset. You don't need a finance background but you have experience that demonstrates your willingness to go deep on something unfamiliar and become a subject matter expert.\n\n - Experience working with AI to increase your impact or empower others.\n\n - Experience developing content standards, or integrating product content best practices and guidelines into a design system.\n\n - Ability to think strategically about content and design while also executing on the details at a tactical level.\n\n - Ability to juggle multiple competing priorities and work quickly and decisively across different contexts. You know when to sweat the details and when to move quickly.\n\n - Experience empowering others through mentorship, coaching, and sharing best practices + techniques.\n\n - Ability to work with Marketing, Brand, Legal and Compliance teams to deliver unified and consistent messaging across all touch points.\n\n - A great collaborator and listener who loves to work together to understand and solve client problems.\n\n\n\n\nWHAT TO SEND US\n\n - A portfolio with 3 or more case studies that shows how you used writing and design to improve the user experience and drive business outcomes.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"feb91bf3-6175-4bb2-a642-94e8779d0e3f","title":"Senior Lead, Partnerships (Perks & Rewards)","department":"Finance","team":"Corporate Development","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-29T20:05:42.076+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/feb91bf3-6175-4bb2-a642-94e8779d0e3f","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/feb91bf3-6175-4bb2-a642-94e8779d0e3f/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
This role owns the partnerships behind how we reward Wealthsimple clients for their everyday spend and deepen their relationship with us. You'll own our perks and rewards ecosystem end to end: credit card partnerships, Milestone Rewards, Wealthsimple Offers, and the credit card cashback marketplace. The job is to turn these programs into a reason clients bring more of their financial lives to us, measured in adoption, consolidation, and engagement. You'll source, negotiate, and launch partnerships with some of the biggest brands in the country, and you'll build a lot of it from scratch. This is a builder's seat for someone who's done perks and rewards before and wants to own the function end to end.
Own credit card partnerships end to end: source, negotiate, and land partner-funded, card-native perks with national, household-name brands.
Grow Wealthsimple Offers and the credit card cashback marketplace: build the roster across our top spend categories (travel, telecom, insurance, entertainment, grocery, transportation) and drive client adoption and redemption.
Own Milestone Rewards: shape the mechanics and partner mix, and make the calls on when to revamp, expand, or retire.
Lead commercial negotiations from first outreach to signed terms, landing economics that work for both our clients and the business.
Turn card and marketplace data into a pipeline: find where the spend, the frequency, and the client value actually are, then go win those partners.
Partner cross-functionally with Growth, PMM, Brand, Product, and data to launch, measure, and scale each program.
Own the targets: offers live, unique clients engaging, redemption rates, and perks live per quarter, all tied to adoption, consolidation, and engagement.
7-10 years of relevant experience in consulting, partnerships, and/or product-adjacent roles in banking or customer-focused industries.
Perks and rewards experience. You've built or run a perks, rewards, or loyalty program before. This is the core of the role and we're looking for someone who's lived it, not read about it.
Negotiation and commercial ownership. A master negotiator with a track record of driving commercial outcomes, hitting targets, and turning partnerships into value.
Strong analytical and commercial skills, with the ability to assess trade-offs, economics, and scalability, and real comfort in spend and redemption data.
Strategic partnership execution. Demonstrated experience developing and executing partnerships that require coordination across multiple stakeholders and functions.
A 0-to-1 operator. Experience launching, building, or scaling programs in a new market with a high degree of autonomy.
High urgency, strong ownership, and a bias for action.
Credit card, card-linked offer, interchange, or payments experience. If you've worked on card perks or a card-linked marketplace, we especially want to talk.
A loyalty pedigree: experience at a fintech, a financial institution, or a consumer brand with a serious loyalty program.
Hands-on data skills: SQL or a BI tool (Looker, Preset, Tableau, or similar) to interrogate spend and redemption yourself.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE ROLE\n\nThis role owns the partnerships behind how we reward Wealthsimple clients for their everyday spend and deepen their relationship with us. You'll own our perks and rewards ecosystem end to end: credit card partnerships, Milestone Rewards, Wealthsimple Offers, and the credit card cashback marketplace. The job is to turn these programs into a reason clients bring more of their financial lives to us, measured in adoption, consolidation, and engagement. You'll source, negotiate, and launch partnerships with some of the biggest brands in the country, and you'll build a lot of it from scratch. This is a builder's seat for someone who's done perks and rewards before and wants to own the function end to end.\n\n\n\n\nIN THIS ROLE YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Own credit card partnerships end to end: source, negotiate, and land partner-funded, card-native perks with national, household-name brands.\n\n - Grow Wealthsimple Offers and the credit card cashback marketplace: build the roster across our top spend categories (travel, telecom, insurance, entertainment, grocery, transportation) and drive client adoption and redemption.\n\n - Own Milestone Rewards: shape the mechanics and partner mix, and make the calls on when to revamp, expand, or retire.\n\n - Lead commercial negotiations from first outreach to signed terms, landing economics that work for both our clients and the business.\n\n - Turn card and marketplace data into a pipeline: find where the spend, the frequency, and the client value actually are, then go win those partners.\n\n - Partner cross-functionally with Growth, PMM, Brand, Product, and data to launch, measure, and scale each program.\n\n - Own the targets: offers live, unique clients engaging, redemption rates, and perks live per quarter, all tied to adoption, consolidation, and engagement.\n \n \n\n\nSKILLS YOU'LL BRING:\n\n - 7-10 years of relevant experience in consulting, partnerships, and/or product-adjacent roles in banking or customer-focused industries.\n\n - Perks and rewards experience. You've built or run a perks, rewards, or loyalty program before. This is the core of the role and we're looking for someone who's lived it, not read about it.\n\n - Negotiation and commercial ownership. A master negotiator with a track record of driving commercial outcomes, hitting targets, and turning partnerships into value.\n\n - Strong analytical and commercial skills, with the ability to assess trade-offs, economics, and scalability, and real comfort in spend and redemption data.\n\n - Strategic partnership execution. Demonstrated experience developing and executing partnerships that require coordination across multiple stakeholders and functions.\n\n - A 0-to-1 operator. Experience launching, building, or scaling programs in a new market with a high degree of autonomy.\n\n - High urgency, strong ownership, and a bias for action.\n \n \n\n\nNICE TO HAVES:\n\n - Credit card, card-linked offer, interchange, or payments experience. If you've worked on card perks or a card-linked marketplace, we especially want to talk.\n\n - A loyalty pedigree: experience at a fintech, a financial institution, or a consumer brand with a serious loyalty program.\n\n - Hands-on data skills: SQL or a BI tool (Looker, Preset, Tableau, or similar) to interrogate spend and redemption yourself.\n\n\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"72323ab1-7c31-4fbb-b2da-c6c6990e176b","title":"Associate, Options Clearing","department":"Brokerage & Capital Markets","team":"Brokerage","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-05T17:04:49.814+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/72323ab1-7c31-4fbb-b2da-c6c6990e176b","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/72323ab1-7c31-4fbb-b2da-c6c6990e176b/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
The Options Clearing team sits within Brokerage Operations, the group responsible for how Wealthsimple executes on behalf of clients across billions of dollars a day. We own the full options life cycle — reconciliations, settlements, exercises, assignments and expirations — and make sure every position we hold matches what it should. It's precise, deadline-driven work, and we take it seriously because clients are trusting us with their money.
Reporting to the Senior Manager, Options Clearing, you'll own the daily execution of reconciliations, settlements, and expirations across our options book. This work protects client assets directly, so accuracy isn't optional — you're the person who catches a break in the data before it becomes a client-facing problem, and who improves the processes that keep pace as the business grows.
Own daily reconciliation, settlement, and expiration processing across the options book, catching and resolving breaks before they reach clients
Act as the team's subject matter expert on OCC and CDCC clearing (including SOLA), covering exercises, assignments, and institutional options transfers
Partner with the Trade Desk, engineering, and other operations teams to resolve trade and position discrepancies and reduce risk
Use data — pivot tables, lookups, and SQL — to find the cause of inefficiencies and fix them
Build and improve the tools and workflows that let the team scale as options volume grows
Develop processes to increase the efficiency of our back-office operations.
2+ years handling back-office reconciliations, settlements, or options clearing (OCC/CDCC) at a broker-dealer or registered investment dealer
Comfortable with large data sets — you can take a few thousand rows of position data, find the breaks, and explain what caused them
Working knowledge of SQL, or ready to learn it fast — you'll be querying data daily
Available to support early and late hours on a rotating basis around market events and settlement cycles
A clear communicator who can work easily with trading, product, and operations teams
Progress toward or completion of CSC, DFOL, or similar industry courses
Familiarity with CDS or DTCC settlement
Familiarity with Claude AI or Claude Code
Naturally curious — when something looks off, you want to know why
Someone who builds trust with the people around you by being reliable and clear
Are organized and detail-oriented, with the ability to work accurately against tight, non-negotiable deadlines.
Willing to escalate early when something needs it, rather than sitting on it
Genuinely interested in how markets and technology intersect
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\n📆 APPLICATION DEADLINE: MONDAY SEPT 28TH, 11:59PM EST \n\n\n\n\nABOUT THE TEAM\n\nThe Options Clearing team sits within Brokerage Operations, the group responsible for how Wealthsimple executes on behalf of clients across billions of dollars a day. We own the full options life cycle — reconciliations, settlements, exercises, assignments and expirations — and make sure every position we hold matches what it should. It's precise, deadline-driven work, and we take it seriously because clients are trusting us with their money.\n\n\n\n\nABOUT THE ROLE\n\nReporting to the Senior Manager, Options Clearing, you'll own the daily execution of reconciliations, settlements, and expirations across our options book. This work protects client assets directly, so accuracy isn't optional — you're the person who catches a break in the data before it becomes a client-facing problem, and who improves the processes that keep pace as the business grows.\n\n\n\n\nWHAT YOU'LL DO\n\n - Own daily reconciliation, settlement, and expiration processing across the options book, catching and resolving breaks before they reach clients\n\n - Act as the team's subject matter expert on OCC and CDCC clearing (including SOLA), covering exercises, assignments, and institutional options transfers\n\n - Partner with the Trade Desk, engineering, and other operations teams to resolve trade and position discrepancies and reduce risk\n\n - Use data — pivot tables, lookups, and SQL — to find the cause of inefficiencies and fix them\n\n - Build and improve the tools and workflows that let the team scale as options volume grows\n\n - Develop processes to increase the efficiency of our back-office operations.\n \n \n\n\nSKILLS YOU BRING:\n\n - 2+ years handling back-office reconciliations, settlements, or options clearing (OCC/CDCC) at a broker-dealer or registered investment dealer\n\n - Comfortable with large data sets — you can take a few thousand rows of position data, find the breaks, and explain what caused them\n\n - Working knowledge of SQL, or ready to learn it fast — you'll be querying data daily\n\n - Available to support early and late hours on a rotating basis around market events and settlement cycles\n\n - A clear communicator who can work easily with trading, product, and operations teams\n\n\n\n\nNICE TO HAVE\n\n - Progress toward or completion of CSC, DFOL, or similar industry courses\n\n - Familiarity with CDS or DTCC settlement\n\n - Familiarity with Claude AI or Claude Code\n\n\n\n\nWHO YOU ARE\n\n - Naturally curious — when something looks off, you want to know why\n\n - Someone who builds trust with the people around you by being reliable and clear\n\n - Are organized and detail-oriented, with the ability to work accurately against tight, non-negotiable deadlines.\n\n - Willing to escalate early when something needs it, rather than sitting on it\n\n - Genuinely interested in how markets and technology intersect\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"38b4acb6-97e5-4867-812d-19b76435d28b","title":"Manager, Business Enterprise Systems","department":"Data & Engineering","team":"Security","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-22T19:36:28.880+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/38b4acb6-97e5-4867-812d-19b76435d28b","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/38b4acb6-97e5-4867-812d-19b76435d28b/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
As Manager, Business Enterprise Systems, you will lead the team that builds and operates Wealthsimple's business-critical systems of record and the integrations between them. You will manage a team of developers while remaining hands-on in the code and the architecture yourself. Your role centres on building durable relationships with leaders across Finance, Legal, CS Ops, Security, and Data, translating their operating problems into system design, and owning delivery end to end. You will report to the Senior Manager, Business Enterprise Systems and have a mandate to make the business measurably better at running itself.
Responsibilities:
Build and sustain trusted relationships with business leaders across Finance, HR, Legal, Customer Operations and Experience, Security, IT and Data, becoming the partner they can bring problems to early rather than late.
Translate business operating pain into technical scope by asking the second and third question, challenging requests that don't hold up, and proposing better options when the answer is no.
Contribute directly as a builder: write and review production code, lead the design on complex integrations, and take on the ambiguous cross-system problems yourself.
Own the technical standard for the team through design review, code review, and architectural direction.
Manage, coach, and develop a team of developers with clear expectations, early and specific feedback, and genuine investment in their growth and trajectory.
Own delivery of the team's commitments on initiatives spanning multiple functions, including scope, sequencing, dependencies, risk, and a status the business can trust.
Maintain release and change discipline across business-critical systems, including deployment cadence, environment strategy, rollback paths, and audit-ready change controls.
Provide a clear, regular view of team throughput, backlog health, and system risk so leadership never has to ask how the area is doing.
People who will succeed in this role are:
Trusted Partners: they build real relationships with non-technical leaders who have no obligation to give them trust, and they can hold a line on scope without damaging the relationship.
Hands-On Builders: they are not hesitant to jump in. They lead by example in the code and the design, and their technical judgment is current rather than remembered.
Empathetic Leaders with a High Bar: they understand what their people are carrying and factor it in, and they still give the honest feedback early, because letting someone stall out is the worse outcome.
We are looking for amazing people to join our team. If you think you are a great fit for the role but don't hit every single requirement, consider reaching out anyway.
6+ years of application development experience, including at least 2 years of managing a development team and leading them through successful delivery of custom builds.
Strong working knowledge of at least one general-purpose language such as Java, TypeScript, Ruby, or Python, with recent hands-on experience building production systems.
Experience planning and furthering the professional growth of individual team members, including 1-1s, performance reviews, ongoing feedback, goal-setting, and promotions.
A track record of providing technical and process guidance to a team throughout delivery.
Experience planning and delivering application projects such as implementations, migrations, upgrades, and configuration, organizing deadlines, resources, and cross-functional stakeholders.
Experience owning integrations and data flows across third-party software platforms.
Experience with Infrastructure as Code tools (such as Terraform) for automation in cloud environments (AWS, GCP, or similar platforms).
Experience with resource allocation and strategic roadmap development, including sequencing competing priorities across stakeholders and defending the tradeoffs.
Demonstrated ability to build relationships with stakeholders at all levels and collaborate effectively across functions to achieve shared business goals.
Demonstrated ability to lead cross-functional projects and drive process improvements.
Experience applying AI tools to accelerate development and automate business workflows.
Nice to Have
Experience working with tool APIs like Jira, Slack, Okta, Workato, Google Workspace etc. in an enterprise-level environment.
Experience managing development teams in high-growth technology environments or fintech/regulated industries.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\nAs Manager, Business Enterprise Systems, you will lead the team that builds and operates Wealthsimple's business-critical systems of record and the integrations between them. You will manage a team of developers while remaining hands-on in the code and the architecture yourself. Your role centres on building durable relationships with leaders across Finance, Legal, CS Ops, Security, and Data, translating their operating problems into system design, and owning delivery end to end. You will report to the Senior Manager, Business Enterprise Systems and have a mandate to make the business measurably better at running itself.\n\nResponsibilities:\n\n - Build and sustain trusted relationships with business leaders across Finance, HR, Legal, Customer Operations and Experience, Security, IT and Data, becoming the partner they can bring problems to early rather than late.\n\n - Translate business operating pain into technical scope by asking the second and third question, challenging requests that don't hold up, and proposing better options when the answer is no.\n\n - Contribute directly as a builder: write and review production code, lead the design on complex integrations, and take on the ambiguous cross-system problems yourself.\n\n - Own the technical standard for the team through design review, code review, and architectural direction.\n\n - Manage, coach, and develop a team of developers with clear expectations, early and specific feedback, and genuine investment in their growth and trajectory.\n\n - Own delivery of the team's commitments on initiatives spanning multiple functions, including scope, sequencing, dependencies, risk, and a status the business can trust.\n\n - Maintain release and change discipline across business-critical systems, including deployment cadence, environment strategy, rollback paths, and audit-ready change controls.\n\n - Provide a clear, regular view of team throughput, backlog health, and system risk so leadership never has to ask how the area is doing.\n\n\nWHAT YOU BRING:\n\nPeople who will succeed in this role are:\n\n - Trusted Partners: they build real relationships with non-technical leaders who have no obligation to give them trust, and they can hold a line on scope without damaging the relationship.\n\n - Hands-On Builders: they are not hesitant to jump in. They lead by example in the code and the design, and their technical judgment is current rather than remembered.\n\n - Empathetic Leaders with a High Bar: they understand what their people are carrying and factor it in, and they still give the honest feedback early, because letting someone stall out is the worse outcome.\n\n\nSKILLS AND EXPERIENCE\n\nWe are looking for amazing people to join our team. If you think you are a great fit for the role but don't hit every single requirement, consider reaching out anyway.\n\n - 6+ years of application development experience, including at least 2 years of managing a development team and leading them through successful delivery of custom builds.\n\n - Strong working knowledge of at least one general-purpose language such as Java, TypeScript, Ruby, or Python, with recent hands-on experience building production systems.\n\n - Experience planning and furthering the professional growth of individual team members, including 1-1s, performance reviews, ongoing feedback, goal-setting, and promotions.\n\n - A track record of providing technical and process guidance to a team throughout delivery.\n\n - Experience planning and delivering application projects such as implementations, migrations, upgrades, and configuration, organizing deadlines, resources, and cross-functional stakeholders.\n\n - Experience owning integrations and data flows across third-party software platforms.\n\n - Experience with Infrastructure as Code tools (such as Terraform) for automation in cloud environments (AWS, GCP, or similar platforms).\n\n - Experience with resource allocation and strategic roadmap development, including sequencing competing priorities across stakeholders and defending the tradeoffs.\n\n - Demonstrated ability to build relationships with stakeholders at all levels and collaborate effectively across functions to achieve shared business goals.\n\n - Demonstrated ability to lead cross-functional projects and drive process improvements.\n\n - Experience applying AI tools to accelerate development and automate business workflows.\n\nNice to Have\n\n - Experience working with tool APIs like Jira, Slack, Okta, Workato, Google Workspace etc. in an enterprise-level environment.\n\n - Experience managing development teams in high-growth technology environments or fintech/regulated industries.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"5aa8ef88-97a2-4c4b-a6e0-2a9709083b07","title":"Estate Planning Specialist, Wealth Management","department":"Commercial & Marketing","team":"Advisory & Planning","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-28T17:41:25.152+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/5aa8ef88-97a2-4c4b-a6e0-2a9709083b07","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/5aa8ef88-97a2-4c4b-a6e0-2a9709083b07/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
This is the first role of its kind at Wealthsimple. As our Estate Planning Specialist, you'll build the foundation of how we review and optimize estate plans for our Wealth Management clients — an area that many HNW clients fail to properly address, even when the rest of their financial plan is sound.
You'll join a growing specialist bench that already includes our Tax Planning team and our Family Enterprise Advisor. Like those functions, your job isn't to draft legal documents or sell products — it's to review clients' existing wills, trust documents, and broader estate plans, identify where they no longer align with (or never accounted for) the client's actual goals, and clearly explain in plain language what needs to change and who can help make that happen.
This is not a sales role and will not be selling insurance, or anything else. Your job is to advocate for the client's best interests — identifying gaps and misalignments, and connecting clients to the right resource to solve them, whether that's our estate lawyer referral network, our documentation-drafting partners.
As the newest Specialist to the team, you won't just be executing an established process — you'll be responsible for helping design and build the estate review and planning process itself, in partnership with the Wealth Management leadership team. Naive ambition is one of our core values, and this role is a chance to define, from scratch, what great estate planning support looks like for HNW clients in Canada.
This position is fully salaried, with no commission structure or sales targets.
Review clients' existing wills, trust documents, and broader estate plans to assess whether their current form and structure will actually accomplish the client's goals
Clearly identify and articulate, in plain language, where an estate plan is misaligned with a client's goals — and what specifically needs to change
Lay out the concrete next steps a client needs to take, and connect them to the right resource to take them — whether that's a referral to our estate lawyer network for will or trust drafting, a partner such as Willful, or another appropriate solution
Apply a deep understanding of trusts to identify planning opportunities and gaps across complex, multi-entity estates
Review existing insurance policies as one input into the overall estate plan — assessing how a policy does or doesn't support the client's estate goals
Act as the internal liaison to our Advisor team, supporting them on complex estate planning cases and client conversations where they need additional expertise
Support client-facing conversations on sophisticated estate planning questions, in partnership with the client's advisor
Help design and build Wealthsimple's estate review and planning process from the ground up, as the first person in this role — including how it integrates with our existing tax and family enterprise offerings
Bring an AI-native mindset to the role — using AI tools to review documents faster, model scenarios, and raise the bar on what the team can deliver
5+ years of experience in estate planning, trusts and estates law, or a related wealth management advisory function
A legal background, with hands-on experience reviewing or drafting wills, trusts, and related estate documents
TEP designation strongly preferred
Deep, demonstrated understanding of trusts — structures, taxation, and use cases across complex estates
A solid working understanding of insurance policies and how to read them, with the ability to assess their role in an estate plan — note that this is not an insurance sales or advisory role
Proven experience identifying gaps in existing estate plans and translating them into clear, actionable next steps for clients
Excellent communication skills, with the ability to explain complex legal and estate concepts clearly to both advisors and clients
Comfort operating without an established playbook — you'll be helping build the process, not just following one
A client-first mentality in everything you do
An AI-native mindset and enthusiasm for using AI tools to move faster and work smarter
Bilingual (English/French) capability is a significant asset
The rare opportunity to build a brand-new function from the ground up, not just fill an existing seat
A purpose-driven role focused on client outcomes, not sales targets — you'll never be asked to sell a product
The chance to challenge industry norms and put clients first, for real
A fast-moving, ambitious team that isn't satisfied with the status quo
Access to cutting-edge fintech tools and an AI-forward way of working
Career growth in a rapidly expanding company, with the chance to shape a team as it scales
Competitive salary and benefits package
Be part of revolutionizing how estate planning is delivered as part of wealth management in Canada
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nTHE ROLE\n\nThis is the first role of its kind at Wealthsimple. As our Estate Planning Specialist, you'll build the foundation of how we review and optimize estate plans for our Wealth Management clients — an area that many HNW clients fail to properly address, even when the rest of their financial plan is sound.\n\n\n\nYou'll join a growing specialist bench that already includes our Tax Planning team and our Family Enterprise Advisor. Like those functions, your job isn't to draft legal documents or sell products — it's to review clients' existing wills, trust documents, and broader estate plans, identify where they no longer align with (or never accounted for) the client's actual goals, and clearly explain in plain language what needs to change and who can help make that happen.\n\n\n\nThis is not a sales role and will not be selling insurance, or anything else. Your job is to advocate for the client's best interests — identifying gaps and misalignments, and connecting clients to the right resource to solve them, whether that's our estate lawyer referral network, our documentation-drafting partners.\n\n\n\nAs the newest Specialist to the team, you won't just be executing an established process — you'll be responsible for helping design and build the estate review and planning process itself, in partnership with the Wealth Management leadership team. Naive ambition is one of our core values, and this role is a chance to define, from scratch, what great estate planning support looks like for HNW clients in Canada.\n\nThis position is fully salaried, with no commission structure or sales targets.\n\n\n\n\nWHAT YOU'LL DO\n\n - Review clients' existing wills, trust documents, and broader estate plans to assess whether their current form and structure will actually accomplish the client's goals\n\n - Clearly identify and articulate, in plain language, where an estate plan is misaligned with a client's goals — and what specifically needs to change\n\n - Lay out the concrete next steps a client needs to take, and connect them to the right resource to take them — whether that's a referral to our estate lawyer network for will or trust drafting, a partner such as Willful, or another appropriate solution\n\n - Apply a deep understanding of trusts to identify planning opportunities and gaps across complex, multi-entity estates\n\n - Review existing insurance policies as one input into the overall estate plan — assessing how a policy does or doesn't support the client's estate goals\n\n - Act as the internal liaison to our Advisor team, supporting them on complex estate planning cases and client conversations where they need additional expertise\n\n - Support client-facing conversations on sophisticated estate planning questions, in partnership with the client's advisor\n\n - Help design and build Wealthsimple's estate review and planning process from the ground up, as the first person in this role — including how it integrates with our existing tax and family enterprise offerings\n\n - Bring an AI-native mindset to the role — using AI tools to review documents faster, model scenarios, and raise the bar on what the team can deliver\n\n\n\n\nWHAT YOU BRING\n\n - 5+ years of experience in estate planning, trusts and estates law, or a related wealth management advisory function\n\n - A legal background, with hands-on experience reviewing or drafting wills, trusts, and related estate documents\n\n - TEP designation strongly preferred\n\n - Deep, demonstrated understanding of trusts — structures, taxation, and use cases across complex estates\n\n - A solid working understanding of insurance policies and how to read them, with the ability to assess their role in an estate plan — note that this is not an insurance sales or advisory role\n\n - Proven experience identifying gaps in existing estate plans and translating them into clear, actionable next steps for clients\n\n - Excellent communication skills, with the ability to explain complex legal and estate concepts clearly to both advisors and clients\n\n - Comfort operating without an established playbook — you'll be helping build the process, not just following one\n\n - A client-first mentality in everything you do\n\n - An AI-native mindset and enthusiasm for using AI tools to move faster and work smarter\n\n - Bilingual (English/French) capability is a significant asset\n\n\n\n\nWHY YOU'LL LOVE WORKING HERE\n\n - The rare opportunity to build a brand-new function from the ground up, not just fill an existing seat\n\n - A purpose-driven role focused on client outcomes, not sales targets — you'll never be asked to sell a product\n\n - The chance to challenge industry norms and put clients first, for real\n\n - A fast-moving, ambitious team that isn't satisfied with the status quo\n\n - Access to cutting-edge fintech tools and an AI-forward way of working\n\n - Career growth in a rapidly expanding company, with the chance to shape a team as it scales\n\n - Competitive salary and benefits package\n\n - Be part of revolutionizing how estate planning is delivered as part of wealth management in Canada\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"c6dfa59f-cf09-4a11-9e35-a0cf4ab23cd0","title":"Senior Software Developer, Build Platform","department":"Data & Engineering","team":"Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-09-29T21:23:42.320+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/c6dfa59f-cf09-4a11-9e35-a0cf4ab23cd0","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/c6dfa59f-cf09-4a11-9e35-a0cf4ab23cd0/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
At Wealthsimple, the Build Platform team is on a mission to make developing great software fast, intuitive, and enjoyable. We believe engineers should focus on building incredible features for our clients, not fighting their environment. Our job is to clear the path. We do this by treating our platform as a product. Our internal developers are our customers, and their success is our primary measure of impact.
As a Developer on our team, you won't just be building tools; you'll be shaping the entire developer journey at Wealthsimple. From their first day onboarding to their thousandth code submission, you'll be making the experience seamless. You will support a diverse engineering organization that uses Ruby, Python, Kotlin, and TypeScript to build the future of finance. Your work will directly empower hundreds of developers to ship high-quality, secure code to millions of users with confidence and speed.
The most interesting problem on our plate right now is AI. When agents write a large share of the code, the bottleneck stops being how fast you can produce a change and starts being how fast you can trust one. That makes verification the constraint on the whole company: reproducible environments, test signal you can believe, and feedback loops tight enough that an agent catches its own mistakes before a human ever sees them. Building that layer is the team's biggest bet, and this role sits at the centre of it.
Build the substrate for agentic development. You'll roll out containerized development environments across hundreds of services so that engineers and coding agents alike get reproducible, isolated, fast environments to work in. This eliminates \"works on my machine\" and it is the foundation everything AI-native depends on.
Build the verification layer for AI-native development. As agents generate more of our code, proving a change is safe becomes the constraint on how fast the whole company ships. You'll build the systems that give agents and developers a trustworthy answer in seconds rather than hours.
Make test signal fast, deterministic, and actionable. Flakiness a human can shrug off is fatal to an agent iterating unattended. You'll attack flake detection, test selection, and failure output that is legible enough to act on without a person interpreting it.
Modernize the core libraries and CLI that underpin our microservices architecture, automating developer machine setup and replacing legacy tools with safer, auditable alternatives. Well-shaped tooling is what makes humans and agents both effective.
Solve the hard testing problems underneath all of it. You'll build robust backend mocking solutions, and enable isolated testing of asynchronous, event-driven workflows in ephemeral environments.
Define and measure operational excellence at scale. You'll help build automated scorecards that give every team clear, actionable insight into the health of their services, covering everything from dependency management to monitoring and scalability.
7+ years of experience in software development as part of a team, preferably a platform-oriented team.
7+ years experience with any of the following: Ruby, Python, Typescript, Kotlin.
Experience designing, building, and maintaining internal libraries, frameworks, or tooling used by other engineering teams.
Hands-on experience with AI-assisted development. You've used coding agents on real production work, you know where they break down, and you have opinions about what makes them effective.
A builder's instinct for AI tooling. You've built with LLMs rather than only used them, and you've thought hard about how to evaluate whether what they produce is actually correct.
Curiosity and a deep interest in a fast, reliable, streamlined developer experience. You're driven to understand your users, eliminate complexity, and build elegant solutions to their pain points, and you keep a close eye on where the industry is heading.
A collaborative spirit and a passion for mentorship. You believe in making your colleagues successful and enjoy coaching other developers.
A data-informed approach to decision-making. You are comfortable using metrics to identify opportunities and measure the impact of your work.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE BUILD PLATFORM TEAM\n\nAt Wealthsimple, the Build Platform team is on a mission to make developing great software fast, intuitive, and enjoyable. We believe engineers should focus on building incredible features for our clients, not fighting their environment. Our job is to clear the path. We do this by treating our platform as a product. Our internal developers are our customers, and their success is our primary measure of impact.\n\n\nAs a Developer on our team, you won't just be building tools; you'll be shaping the entire developer journey at Wealthsimple. From their first day onboarding to their thousandth code submission, you'll be making the experience seamless. You will support a diverse engineering organization that uses Ruby, Python, Kotlin, and TypeScript to build the future of finance. Your work will directly empower hundreds of developers to ship high-quality, secure code to millions of users with confidence and speed.\n\n\n\nThe most interesting problem on our plate right now is AI. When agents write a large share of the code, the bottleneck stops being how fast you can produce a change and starts being how fast you can trust one. That makes verification the constraint on the whole company: reproducible environments, test signal you can believe, and feedback loops tight enough that an agent catches its own mistakes before a human ever sees them. Building that layer is the team's biggest bet, and this role sits at the centre of it.\n\n\n\n\nIN THIS ROLE YOU’LL HAVE THE OPPORTUNITY TO:\n\n - Build the substrate for agentic development. You'll roll out containerized development environments across hundreds of services so that engineers and coding agents alike get reproducible, isolated, fast environments to work in. This eliminates \"works on my machine\" and it is the foundation everything AI-native depends on.\n\n - Build the verification layer for AI-native development. As agents generate more of our code, proving a change is safe becomes the constraint on how fast the whole company ships. You'll build the systems that give agents and developers a trustworthy answer in seconds rather than hours.\n\n - Make test signal fast, deterministic, and actionable. Flakiness a human can shrug off is fatal to an agent iterating unattended. You'll attack flake detection, test selection, and failure output that is legible enough to act on without a person interpreting it.\n\n - Modernize the core libraries and CLI that underpin our microservices architecture, automating developer machine setup and replacing legacy tools with safer, auditable alternatives. Well-shaped tooling is what makes humans and agents both effective.\n\n - Solve the hard testing problems underneath all of it. You'll build robust backend mocking solutions, and enable isolated testing of asynchronous, event-driven workflows in ephemeral environments.\n\n - Define and measure operational excellence at scale. You'll help build automated scorecards that give every team clear, actionable insight into the health of their services, covering everything from dependency management to monitoring and scalability.\n\n\n\n\nWHAT YOU’LL BRING:\n\n - 7+ years of experience in software development as part of a team, preferably a platform-oriented team.\n\n - 7+ years experience with any of the following: Ruby, Python, Typescript, Kotlin.\n\n - Experience designing, building, and maintaining internal libraries, frameworks, or tooling used by other engineering teams.\n\n - Hands-on experience with AI-assisted development. You've used coding agents on real production work, you know where they break down, and you have opinions about what makes them effective.\n\n - A builder's instinct for AI tooling. You've built with LLMs rather than only used them, and you've thought hard about how to evaluate whether what they produce is actually correct.\n\n - Curiosity and a deep interest in a fast, reliable, streamlined developer experience. You're driven to understand your users, eliminate complexity, and build elegant solutions to their pain points, and you keep a close eye on where the industry is heading.\n\n - A collaborative spirit and a passion for mentorship. You believe in making your colleagues successful and enjoy coaching other developers.\n\n - A data-informed approach to decision-making. You are comfortable using metrics to identify opportunities and measure the impact of your work.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"d546064f-6000-4190-b7ff-725846f8e6c3","title":"Growth Engagement Specialist ","department":"Commercial & Marketing","team":"Marketing","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-08T15:21:06.778+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/d546064f-6000-4190-b7ff-725846f8e6c3","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/d546064f-6000-4190-b7ff-725846f8e6c3/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
We're hiring a Growth Engagement Specialist to play a critical role in Wealthsimple's proactive client communication initiatives. This role is both technical and creative, where you'll work on the planning and execution of end-to-end growth marketing campaigns across Wealthsimple's brand and product ecosystem, using AI-assisted tooling to do it faster and better than ever before.
The ideal candidate is one who can think \"client-first,\" who can balance multiple projects simultaneously without sacrificing on quality, and who understands the interconnected technical and creative elements of consumer performance marketing programs — including where AI can meaningfully accelerate or improve that work. You'll be joining our multidisciplinary Growth organization where you'll work with stakeholders from Product, Engineering, Design, Data Science, and other growth and lifecycle marketers like yourself.
Own day-to-day execution of multi-channel marketing campaigns (esp. in-app content, email and mobile push), including segmenting target audiences, orchestrating multi-channel journeys, building templates, QA & deploying campaigns, and reporting on performance
Use AI tools (e.g. Claude, Braze's AI features, or similar) to improve QA, content generation, campaign briefs, and reporting, and help build repeatable AI-powered workflows for the broader lifecycle & growth teams
Ideate & experiment on growth engagement strategies/tactics, including personalization and content variation, to drive client acquisition, activation, retention and engagement
Split your time roughly 50/50 between partnerships (integrating and marketing new partner offers, growing perk usage/redemptions, and supporting sponsorship activations) and referral growth (running monthly campaigns and experiments to increase acquisition through referrals)
Analyze campaign and program performance; proactively report on campaign impact, client behaviours, and experimental results/learnings, using AI tools to accelerate analysis and synthesis where useful
2-5 years hands-on experience using marketing automation platforms (Braze or Iterable preferred); demonstrated ability to rapidly adapt to new tools and processes
1+ year experience coding for email, or equivalent HTML/CSS skill required; SQL experience a plus
Genuine enthusiasm for using AI tools (e.g. Claude or similar) in day-to-day marketing execution, comfort experimenting with prompts, workflows, and AI-assisted QA, not just traditional tooling
Strong understanding of audience segmentation across channels, campaigns, and more required
Understanding of marketing technology best practices, including responsive design, inboxing/deliverability, and audience segmentation
Campaign performance analysis & reporting, A/B testing experience required; demonstrated experimental design ability a strong plus
Familiarity with key elements of lifecycle marketing acquisition, activation, engagement, and retention strategies & tactics (esp. automated customer journeys, triggered comms, and multi-channel campaigns)
Experience with mobile marketing (e.g. push notifications, in-app messaging) is a plus
Proven success in working with cross-functional teams (e.g. Marketing, Product, Creative, Engineering, Data, etc.) to set and execute against data-informed growth targets/OKRs
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE ROLE\n\nWe're hiring a Growth Engagement Specialist to play a critical role in Wealthsimple's proactive client communication initiatives. This role is both technical and creative, where you'll work on the planning and execution of end-to-end growth marketing campaigns across Wealthsimple's brand and product ecosystem, using AI-assisted tooling to do it faster and better than ever before.\n\nThe ideal candidate is one who can think \"client-first,\" who can balance multiple projects simultaneously without sacrificing on quality, and who understands the interconnected technical and creative elements of consumer performance marketing programs — including where AI can meaningfully accelerate or improve that work. You'll be joining our multidisciplinary Growth organization where you'll work with stakeholders from Product, Engineering, Design, Data Science, and other growth and lifecycle marketers like yourself.\n\n\n\n\nWHAT YOU'LL DO:\n\n - Own day-to-day execution of multi-channel marketing campaigns (esp. in-app content, email and mobile push), including segmenting target audiences, orchestrating multi-channel journeys, building templates, QA & deploying campaigns, and reporting on performance\n\n - Use AI tools (e.g. Claude, Braze's AI features, or similar) to improve QA, content generation, campaign briefs, and reporting, and help build repeatable AI-powered workflows for the broader lifecycle & growth teams\n\n - Ideate & experiment on growth engagement strategies/tactics, including personalization and content variation, to drive client acquisition, activation, retention and engagement\n\n - Split your time roughly 50/50 between partnerships (integrating and marketing new partner offers, growing perk usage/redemptions, and supporting sponsorship activations) and referral growth (running monthly campaigns and experiments to increase acquisition through referrals)\n\n - Analyze campaign and program performance; proactively report on campaign impact, client behaviours, and experimental results/learnings, using AI tools to accelerate analysis and synthesis where useful\n\n\n\n\nWHAT YOU BRING\n\n - 2-5 years hands-on experience using marketing automation platforms (Braze or Iterable preferred); demonstrated ability to rapidly adapt to new tools and processes\n\n - 1+ year experience coding for email, or equivalent HTML/CSS skill required; SQL experience a plus\n\n - Genuine enthusiasm for using AI tools (e.g. Claude or similar) in day-to-day marketing execution, comfort experimenting with prompts, workflows, and AI-assisted QA, not just traditional tooling\n\n - Strong understanding of audience segmentation across channels, campaigns, and more required\n\n - Understanding of marketing technology best practices, including responsive design, inboxing/deliverability, and audience segmentation\n\n - Campaign performance analysis & reporting, A/B testing experience required; demonstrated experimental design ability a strong plus\n\n - Familiarity with key elements of lifecycle marketing acquisition, activation, engagement, and retention strategies & tactics (esp. automated customer journeys, triggered comms, and multi-channel campaigns)\n\n - Experience with mobile marketing (e.g. push notifications, in-app messaging) is a plus\n\n - Proven success in working with cross-functional teams (e.g. Marketing, Product, Creative, Engineering, Data, etc.) to set and execute against data-informed growth targets/OKRs\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"b3e03688-c9f4-45f8-a401-8f39598e7ace","title":"Senior Software Developer, ML Platform & Infrastructure","department":"Data & Engineering","team":"Engineering","employmentType":"FullTime","location":"Toronto Headquarters","secondaryLocations":[],"publishedAt":"2026-10-02T15:34:37.214+00:00","isListed":true,"isRemote":null,"workplaceType":null,"address":{"postalAddress":{"addressRegion":"Ontario","addressCountry":"Canada","addressLocality":"Toronto"}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/b3e03688-c9f4-45f8-a401-8f39598e7ace","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/b3e03688-c9f4-45f8-a401-8f39598e7ace/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
The Machine Learning Infrastructure & Platform team builds the foundational architecture powering AI and GenAI initiatives across Wealthsimple. We sit at the intersection of production MLOps and cutting-edge GenAI enablement.
As our AI footprint expands rapidly, our priority is evolving our robust MLOps foundations into a scalable, high-performance LLM serving and routing platform. We build self-serve systems that allow Data Scientists and Engineers to host open-source LLMs reliably, optimize inference latencies, manage GPU infrastructure, and benchmark model performance safely in production.
We are looking for an experienced MLOps or ML Platform Engineer who is excited to pivot their deep background in model orchestration, serving, and platform tooling toward solving the unique challenges of LLM inference and infrastructure.
In this role, you will bridge the gap between traditional MLOps (model lifecycles, pipeline orchestration, serving infrastructure) and modern GenAI stack requirements (vLLM, GPU cluster management, intelligent model routing, and automated Evals). You will take end-to-end ownership of setting the technical direction for operating enterprise-grade LLM systems company-wide.
Turn MLOps expertise to GenAI: Transition traditional ML lifecycle and serving patterns into state-of-the-art LLM inference engines and GPU orchestration systems.
Build model-routing architecture: Design low-latency routing frameworks (e.g., LiteLLM integration) to dynamically direct requests across managed cloud providers (AWS Bedrock) and self-hosted open-source models.
Provision & scale GPU infrastructure: Architect and manage high-performance GPU serving environments on Kubernetes using engines like vLLM, Ray, and Triton.
Develop evaluation & benchmarking tooling: Build automated Evals and observability frameworks to empower engineers and data scientists to validate model quality, latency, and drift against production requirements.
Empower self-serve ML across Wealthsimple: Partner with product engineering and data science teams to build framework-agnostic platform tooling that abstracts infrastructure complexity.
Drive cost & performance optimization: Improve price-performance across self-hosted and managed inference by optimizing capacity, utilization, batching, routing, and model selection while meeting quality and reliability objectives
7+ years of software engineering experience in ML Infrastructure, MLOps, ML Tooling, or Data Platform engineering.
Deep experience in MLOps/ML Platform practices: Proven track record building and operating self-serve ML platforms, model registry workflows, experiment tracking, or production serving infrastructure (Kubeflow, MLflow, Ray, Triton, SageMaker).
Strong platform fundamentals: Advanced proficiency in Python, container orchestration via Kubernetes, infrastructure-as-code (Terraform), and cloud provider ecosystem (AWS).
Strong appetite to specialize in LLM serving: A genuine desire to leverage your existing MLOps skillset to tackle LLM-specific challenges (vLLM, model routing, prompt engineering tooling, vector databases, GPU memory optimization, or LLM evaluation frameworks).
Backend performance & observability focus: Experience designing highly available, observable microservices (e.g., FastAPI) handling real-time, low-latency requests.
End-to-end technical ownership: Proven capability to lead architectural roadmaps, guide multi-functional projects with high autonomy, and maintain complex platform systems for the long run.
Direct experience serving open-source Large Language Models in production (vLLM, SGLang, TensorRT-LLM, Dynamo).
Hands-on work with CUDA, GPU partitioning, or distributed inference frameworks (Ray Serve).
Familiarity with vector search and retrieval engines (Elasticsearch, Qdrant, Pinecone).
Container & Infrastructure: Kubernetes, Terraform, AWS GPU Infrastructure
ML Serving & LLM Tooling: vLLM, Ray, Triton, LiteLLM, AWS Bedrock, MLflow, SageMaker
Languages & Frameworks: Python, FastAPI, PyTorch
Data & Streaming: Kafka, Postgres, Redshift, Snowflake
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nML PLATFORM & INFRASTRUCTURE TEAM\n\nThe Machine Learning Infrastructure & Platform team builds the foundational architecture powering AI and GenAI initiatives across Wealthsimple. We sit at the intersection of production MLOps and cutting-edge GenAI enablement.\n\nAs our AI footprint expands rapidly, our priority is evolving our robust MLOps foundations into a scalable, high-performance LLM serving and routing platform. We build self-serve systems that allow Data Scientists and Engineers to host open-source LLMs reliably, optimize inference latencies, manage GPU infrastructure, and benchmark model performance safely in production.\n\n\n\n\nTHE ROLE\n\nWe are looking for an experienced MLOps or ML Platform Engineer who is excited to pivot their deep background in model orchestration, serving, and platform tooling toward solving the unique challenges of LLM inference and infrastructure.\n\nIn this role, you will bridge the gap between traditional MLOps (model lifecycles, pipeline orchestration, serving infrastructure) and modern GenAI stack requirements (vLLM, GPU cluster management, intelligent model routing, and automated Evals). You will take end-to-end ownership of setting the technical direction for operating enterprise-grade LLM systems company-wide.\n\n\n\n\n\nIN THIS ROLE, YOU WILL HAVE THE OPPORTUNITY TO:\n\n - Turn MLOps expertise to GenAI: Transition traditional ML lifecycle and serving patterns into state-of-the-art LLM inference engines and GPU orchestration systems.\n\n - Build model-routing architecture: Design low-latency routing frameworks (e.g., LiteLLM integration) to dynamically direct requests across managed cloud providers (AWS Bedrock) and self-hosted open-source models.\n\n - Provision & scale GPU infrastructure: Architect and manage high-performance GPU serving environments on Kubernetes using engines like vLLM, Ray, and Triton.\n\n - Develop evaluation & benchmarking tooling: Build automated Evals and observability frameworks to empower engineers and data scientists to validate model quality, latency, and drift against production requirements.\n\n - Empower self-serve ML across Wealthsimple: Partner with product engineering and data science teams to build framework-agnostic platform tooling that abstracts infrastructure complexity.\n\n - Drive cost & performance optimization: Improve price-performance across self-hosted and managed inference by optimizing capacity, utilization, batching, routing, and model selection while meeting quality and reliability objectives\n\n\n\n\nWE ARE LOOKING FOR PEOPLE WHO HAVE:\n\n - 7+ years of software engineering experience in ML Infrastructure, MLOps, ML Tooling, or Data Platform engineering.\n\n - Deep experience in MLOps/ML Platform practices: Proven track record building and operating self-serve ML platforms, model registry workflows, experiment tracking, or production serving infrastructure (Kubeflow, MLflow, Ray, Triton, SageMaker).\n\n - Strong platform fundamentals: Advanced proficiency in Python, container orchestration via Kubernetes, infrastructure-as-code (Terraform), and cloud provider ecosystem (AWS).\n\n - Strong appetite to specialize in LLM serving: A genuine desire to leverage your existing MLOps skillset to tackle LLM-specific challenges (vLLM, model routing, prompt engineering tooling, vector databases, GPU memory optimization, or LLM evaluation frameworks).\n\n - Backend performance & observability focus: Experience designing highly available, observable microservices (e.g., FastAPI) handling real-time, low-latency requests.\n\n - End-to-end technical ownership: Proven capability to lead architectural roadmaps, guide multi-functional projects with high autonomy, and maintain complex platform systems for the long run.\n\n\n\n\nNICE-TO-HAVES (OR AREAS YOU WILL LEARN ON THE JOB):\n\n - Direct experience serving open-source Large Language Models in production (vLLM, SGLang, TensorRT-LLM, Dynamo).\n\n - Hands-on work with CUDA, GPU partitioning, or distributed inference frameworks (Ray Serve).\n\n - Familiarity with vector search and retrieval engines (Elasticsearch, Qdrant, Pinecone).\n\n\n\n\nOUR STACK INCLUDES:\n\n - Container & Infrastructure: Kubernetes, Terraform, AWS GPU Infrastructure\n\n - ML Serving & LLM Tooling: vLLM, Ray, Triton, LiteLLM, AWS Bedrock, MLflow, SageMaker\n\n - Languages & Frameworks: Python, FastAPI, PyTorch\n\n - Data & Streaming: Kafka, Postgres, Redshift, Snowflake\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"ffa5e79d-f585-428a-a916-930450533fb5","title":"Marketing Automation Developer (18-month contract)","department":"Commercial & Marketing","team":"Marketing","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-08T15:04:20.599+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/ffa5e79d-f585-428a-a916-930450533fb5","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/ffa5e79d-f585-428a-a916-930450533fb5/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
We're looking for a Marketing Developer to join our Growth & Lifecycle Marketing team. This is a 18-month fixed term contract position. This is a highly technical role that sits at the intersection of marketing, development, and data. You'll be the technical anchor for our multi-channel lifecycle marketing programs, building sophisticated automation systems, creating interactive email, in-app and web experiences, and ensuring our marketing technology stack runs smoothly.
As our Marketing Developer, you'll work closely with marketers, designers, and engineers to translate business needs into technical solutions. You'll be the subject matter expert on our marketing automation platform (Braze) and push the boundaries of what's possible in lifecycle marketing.
Create and maintain our email templates and email design system
Build interactive email experiences, including dropdowns, carousels, and AMP for email
Code advanced techniques like background images, device targeting, and dark mode support
Provide development guidance and support to the Lifecycle Marketing team for email and in-app message builds
Stay current on industry changes and email client support updates
Act as SME on email and in-app message feasibility, scope creative designs, and explain channel nuances
Troubleshoot and resolve complex email, in-app and web template issues
Design and build complex, multi-channel automation journeys in Braze
Manage platform administration, including roles, users, and account settings
Create and maintain custom HTML templates for in-app messaging
Write Liquid for complex personalization and dynamic content
Develop custom scripts (webhooks, advanced Liquid logic) to extend platform capabilities
Integrate external tools and platforms using APIs beyond native supported integrations
Test and support platform-side requirements for integrations (API requirements, custom attributes)
Provide solution design and support for non-Lifecycle teams utilizing our marketing tools
Implement advanced personalization logic, including for loops, connected content, and catalogs
Write SQL queries for complex use cases and data extraction
Create advanced segmentation strategies
Build custom reports and data visualizations
Design technical solutions based on our relational database structures
Evaluate, implement, and optimize AI tools that improve marketing efficiency and campaign performance, including personalization, audience segmentation, predictive analytics, A/B testing, and forecasting
Build automated workflows and integrations between AI tools and our marketing tech stack to cut manual work and automate data flows and reporting
Create scoping tools, templates, and self-service solutions that let marketers estimate timelines and resources and run campaigns independently
Train the team on new automation tools and document best practices for AI-powered workflows
Manage the Lifecycle Marketing JIRA board and assign requests from cross-team partners
Translate business needs into technical solutions
Maintain deep links code snippets for use in templates
Serve as the technical SME for email and lifecycle marketing platforms
3–5 years of email development experience: coding and maintaining email templates or design systems
Expert-level email development: Proficient in HTML/CSS for email with deep knowledge of responsive design, email client quirks, and advanced techniques
Interactive email techniques: Experience building dropdowns, carousels, AMP for email, and other interactive elements
Marketing automation expertise: Proven experience building complex, multi-channel automation flows in platforms like Braze, Iterable or Salesforce Marketing Cloud
Experience with Taxi for Email or other EDS platform
Advanced scripting: Strong skills in Liquid, webhooks, and other marketing automation scripting languages
SQL proficiency: Ability to write complex SQL queries for segmentation and reporting
API integration: Experience integrating external platforms using APIs beyond standard supported integrations
Problem-solving: Exceptional troubleshooting skills for niche email and platform issues
Technical architecture: Ability to translate business requirements into technical solutions
Automation mindset: Strong instinct for identifying manual processes that can be automated and implementing scalable solutions
Background in data visualization and custom reporting
Understanding of relational databases and data architecture
Experience managing technical projects and cross-functional stakeholder requests
Passion for staying current on marketing technology innovations and best practices
Familiarity with AI tools for marketing (generative AI, predictive models, content optimization)
Experience building internal tools or documentation systems for marketing teams
Knowledge of no-code/low-code automation platforms (Zapier, Make, etc.)
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nTHE ROLE\n\nWe're looking for a Marketing Developer to join our Growth & Lifecycle Marketing team. This is a 18-month fixed term contract position. This is a highly technical role that sits at the intersection of marketing, development, and data. You'll be the technical anchor for our multi-channel lifecycle marketing programs, building sophisticated automation systems, creating interactive email, in-app and web experiences, and ensuring our marketing technology stack runs smoothly.\n\nAs our Marketing Developer, you'll work closely with marketers, designers, and engineers to translate business needs into technical solutions. You'll be the subject matter expert on our marketing automation platform (Braze) and push the boundaries of what's possible in lifecycle marketing.\n\n\n\n\nWHAT YOU'LL DO\n\n\n\n\nDEVELOPMENT & DESIGN\n\n - Create and maintain our email templates and email design system\n\n - Build interactive email experiences, including dropdowns, carousels, and AMP for email\n\n - Code advanced techniques like background images, device targeting, and dark mode support\n\n - Provide development guidance and support to the Lifecycle Marketing team for email and in-app message builds\n\n - Stay current on industry changes and email client support updates\n\n - Act as SME on email and in-app message feasibility, scope creative designs, and explain channel nuances\n\n - Troubleshoot and resolve complex email, in-app and web template issues\n\n\nMARKETING AUTOMATION & PLATFORM OPERATIONS\n\n - Design and build complex, multi-channel automation journeys in Braze\n\n - Manage platform administration, including roles, users, and account settings\n\n - Create and maintain custom HTML templates for in-app messaging\n\n - Write Liquid for complex personalization and dynamic content\n\n - Develop custom scripts (webhooks, advanced Liquid logic) to extend platform capabilities\n\n - Integrate external tools and platforms using APIs beyond native supported integrations\n\n - Test and support platform-side requirements for integrations (API requirements, custom attributes)\n\n - Provide solution design and support for non-Lifecycle teams utilizing our marketing tools\n\n\nDATA & PERSONALIZATION\n\n - Implement advanced personalization logic, including for loops, connected content, and catalogs\n\n - Write SQL queries for complex use cases and data extraction\n\n - Create advanced segmentation strategies\n\n - Build custom reports and data visualizations\n\n - Design technical solutions based on our relational database structures\n\n\nAI & WORKFLOW AUTOMATION\n\n - Evaluate, implement, and optimize AI tools that improve marketing efficiency and campaign performance, including personalization, audience segmentation, predictive analytics, A/B testing, and forecasting\n\n - Build automated workflows and integrations between AI tools and our marketing tech stack to cut manual work and automate data flows and reporting\n\n - Create scoping tools, templates, and self-service solutions that let marketers estimate timelines and resources and run campaigns independently\n\n - Train the team on new automation tools and document best practices for AI-powered workflows\n\n\nOPERATIONS\n\n - Manage the Lifecycle Marketing JIRA board and assign requests from cross-team partners\n\n - Translate business needs into technical solutions\n\n - Maintain deep links code snippets for use in templates\n\n - Serve as the technical SME for email and lifecycle marketing platforms\n\n\n\n\nWHAT YOU BRING\n\n\n\n\nREQUIRED SKILLS\n\n - 3–5 years of email development experience: coding and maintaining email templates or design systems\n\n - Expert-level email development: Proficient in HTML/CSS for email with deep knowledge of responsive design, email client quirks, and advanced techniques\n\n - Interactive email techniques: Experience building dropdowns, carousels, AMP for email, and other interactive elements\n\n - Marketing automation expertise: Proven experience building complex, multi-channel automation flows in platforms like Braze, Iterable or Salesforce Marketing Cloud\n\n - Experience with Taxi for Email or other EDS platform \n\n - Advanced scripting: Strong skills in Liquid, webhooks, and other marketing automation scripting languages\n\n - SQL proficiency: Ability to write complex SQL queries for segmentation and reporting\n\n - API integration: Experience integrating external platforms using APIs beyond standard supported integrations\n\n - Problem-solving: Exceptional troubleshooting skills for niche email and platform issues\n\n - Technical architecture: Ability to translate business requirements into technical solutions\n\n - Automation mindset: Strong instinct for identifying manual processes that can be automated and implementing scalable solutions\n\n\nNICE TO HAVE\n\n - Background in data visualization and custom reporting\n\n - Understanding of relational databases and data architecture\n\n - Experience managing technical projects and cross-functional stakeholder requests\n\n - Passion for staying current on marketing technology innovations and best practices\n\n - Familiarity with AI tools for marketing (generative AI, predictive models, content optimization)\n\n - Experience building internal tools or documentation systems for marketing teams\n\n - Knowledge of no-code/low-code automation platforms (Zapier, Make, etc.)\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"95418af9-43b9-42a2-b3f8-6ae2ad83715d","title":"Senior Software Developer (Front End), Trading","department":"Data & Engineering","team":"Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-03T00:58:02.066+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/95418af9-43b9-42a2-b3f8-6ae2ad83715d","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/95418af9-43b9-42a2-b3f8-6ae2ad83715d/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 a Senior Front End Engineer on our trading and investing teams, you'll own meaningful slices of the experiences at the heart of Canada's first zero-commission brokerage - the surfaces over 4 million Canadians rely on, and invest with. This is a pipeline role across several frontend-focused teams, including Order Execution and Options Trading, and we'll match you to the team where your experience and interests fit best.
These are high-visibility, high-stakes surfaces: the order flow across equities, options, and crypto, and the trading experiences active clients use every day. A slow screen or a mishandled order is felt immediately by our clients, so the bar for reliability, performance, and craft is high. You'll bring strong technical judgment, a bias toward action, and a deep sense of ownership, working closely with product managers, designers, and engineers to turn complex, high-stakes problems into simple, reliable trading experiences.
What you'll do
Own complex, end-to-end frontend projects across the trading experience - from technical design through implementation, launch, and iteration
Build and improve the client-facing surfaces that power our order flow and trading products, with a focus on reliability, performance, and correctness
Work on high-stakes client journeys: order entry and execution, options trading, real-time market data, and portfolio experiences across equities, options, and crypto
Make thoughtful architectural decisions and help the team balance speed, quality, and scale — influence what we build, how we build it, and where we go next
Partner closely with Product and Design to clarify goals, surface trade-offs, and deliver outcomes, not just features
Build with the reliability and observability standards that trading journeys demand — clients notice the moment something is slow or wrong
Leverage AI-centric workflows to ship faster and safer — we invest heavily in AI tooling and expect senior engineers to push the frontier of how we use these tools
Raise the technical bar through design reviews, code reviews, documentation, pairing, and mentorship
What you bring
5+ years of professional software engineering experience, with a track record of shipping production-grade systems that real users depend on
Strong frontend fundamentals with React and TypeScript, and ideally React Native — you build performant, reliable client experiences and understand how they behave under real-world conditions.
Native mobile experience (Swift/iOS or Kotlin/Android) is a strong plus, whether you've built native apps directly or directed and reviewed native work
An AI-first development workflow that doesn't compromise on rigour — you've moved beyond AI as autocomplete into genuinely agentic workflows, and bring the judgment to know when the model is wrong, where the risks are, and what verification a change needs before it touches production
Product judgment and a maker-owner mindset — you care about the client problem, simplify complexity, and want to own and grow a domain over time, not just ship the next ticket
Technical leadership and strong communication — you raise the bar through your code, reviews, and design docs, navigate ambiguity, and bring others along with a collaborative, low-ego approach
Nice to have experience
Experience building trading, brokerage, or other real-time, high-reliability financial surfaces
GraphQL and performance optimization experience
Ruby on Rails, Kotlin, or Java experience — helpful for working across the stack, but not a requirement; depth and willingness to ramp matter more
Experience in a fast-moving environment where engineers have broad ownership and meaningful influence over product decisions
Passionate about trading and investing, perhaps even an active investor or trader yourself, and you use that perspective to build experiences that feel intuitive to people managing their own money.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\nAbout the role\n\nAs a Senior Front End Engineer on our trading and investing teams, you'll own meaningful slices of the experiences at the heart of Canada's first zero-commission brokerage - the surfaces over 4 million Canadians rely on, and invest with. This is a pipeline role across several frontend-focused teams, including Order Execution and Options Trading, and we'll match you to the team where your experience and interests fit best.\n\n\n\nThese are high-visibility, high-stakes surfaces: the order flow across equities, options, and crypto, and the trading experiences active clients use every day. A slow screen or a mishandled order is felt immediately by our clients, so the bar for reliability, performance, and craft is high. You'll bring strong technical judgment, a bias toward action, and a deep sense of ownership, working closely with product managers, designers, and engineers to turn complex, high-stakes problems into simple, reliable trading experiences.\n\n\n\nWhat you'll do\n\n - Own complex, end-to-end frontend projects across the trading experience - from technical design through implementation, launch, and iteration\n\n - Build and improve the client-facing surfaces that power our order flow and trading products, with a focus on reliability, performance, and correctness\n\n - Work on high-stakes client journeys: order entry and execution, options trading, real-time market data, and portfolio experiences across equities, options, and crypto\n\n - Make thoughtful architectural decisions and help the team balance speed, quality, and scale — influence what we build, how we build it, and where we go next\n\n - Partner closely with Product and Design to clarify goals, surface trade-offs, and deliver outcomes, not just features\n\n - Build with the reliability and observability standards that trading journeys demand — clients notice the moment something is slow or wrong\n\n - Leverage AI-centric workflows to ship faster and safer — we invest heavily in AI tooling and expect senior engineers to push the frontier of how we use these tools\n\n - Raise the technical bar through design reviews, code reviews, documentation, pairing, and mentorship\n\n\n\nWhat you bring\n\n - 5+ years of professional software engineering experience, with a track record of shipping production-grade systems that real users depend on\n\n - Strong frontend fundamentals with React and TypeScript, and ideally React Native — you build performant, reliable client experiences and understand how they behave under real-world conditions.\n\n - Native mobile experience (Swift/iOS or Kotlin/Android) is a strong plus, whether you've built native apps directly or directed and reviewed native work\n\n - An AI-first development workflow that doesn't compromise on rigour — you've moved beyond AI as autocomplete into genuinely agentic workflows, and bring the judgment to know when the model is wrong, where the risks are, and what verification a change needs before it touches production\n\n - Product judgment and a maker-owner mindset — you care about the client problem, simplify complexity, and want to own and grow a domain over time, not just ship the next ticket\n\n - Technical leadership and strong communication — you raise the bar through your code, reviews, and design docs, navigate ambiguity, and bring others along with a collaborative, low-ego approach\n\n\n\nNice to have experience\n\n - Experience building trading, brokerage, or other real-time, high-reliability financial surfaces\n\n - GraphQL and performance optimization experience\n\n - Ruby on Rails, Kotlin, or Java experience — helpful for working across the stack, but not a requirement; depth and willingness to ramp matter more\n\n - Experience in a fast-moving environment where engineers have broad ownership and meaningful influence over product decisions\n\n - Passionate about trading and investing, perhaps even an active investor or trader yourself, and you use that perspective to build experiences that feel intuitive to people managing their own money.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"60cebe90-7713-4c80-9f4a-bc3d8fd927ac","title":"Manager, Internal Controls","department":"Finance","team":"Controllers","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-05T16:43:03.555+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/60cebe90-7713-4c80-9f4a-bc3d8fd927ac","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/60cebe90-7713-4c80-9f4a-bc3d8fd927ac/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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 Internal Controls team plays a critical role in adhering to controls frameworks and creating space for risk mitigation and oversight. We want to ensure that Wealthsimple maintains a secure operational environment by implementing, monitoring and testing controls designed to safeguard assets, keep our reporting accurate, and make our processes more efficient.
About the role
We are looking to expand our team with a Manager, Internal Controls to help build and run our internal controls over financial reporting (ICFR) program. This role will be instrumental in ensuring Wealthsimple meets its regulatory obligations while building a scalable compliance function.
Reporting to the Senior Manager, Internal Controls, the successful candidate will build and shape internal controls around the processes we already have and build the control framework for new products as we launch them. This is a hands-on, high-ownership role — you'll own the control framework and documentation, direct testing, and work with the control owners across Finance, Operations and Engineering who run the controls, so that they are designed, implemented and operating effectively.
What you’ll do
Be a strong voice within the Finance team and across Wealthsimple by proactively shaping effective and efficient controls around existing processes as well as designing an effective control framework for new products;
Work alongside our external advisors to build out the ICFR program, then own the process narratives, RCMs, flowcharts and test procedures and keep them current;
Plan and direct walkthroughs and testing against the annual ICFR plan, whether testing is done in house or by a co-source firm, and support control owners as they remediate deficiencies;
Serve as the primary point of contact for external auditors, coordinating evidence requests, walkthroughs, and finding remediation. Coordinate testing activities to ensure deadlines are met with high quality outputs for:
Financial reporting audits for all entities;
SOC 1 audits;
Other audits requiring control work as they arise;
Proactively work with internal stakeholders to determine the impact of business decisions on the financial processes, operations and engineering; and
Work with technology to develop best-in-class controls documentation and solutions including AI-enabled tooling.
Skills you bring
5+ years in internal controls or audit, with hands-on ICFR experience under SOX or CSOX, working knowledge of COSO 2013, and a CPA designation or equivalent;
Experience working in SOX or CSOX control environment in a public company
Hands-on experience using technology — including AI tools — to document, test, or automate controls
Nice to have
Experience building an ICFR program, or substantially expanding one
Experience in financial services, ideally brokerage, banking or payments
Experience supporting SOC 1 Type 2 audit
Experience working with Optro (formerly AuditBoard)
Exposure to a high-growth fintech or technology company
Who you are
You bring people along — you can explain why a strong control environment matters and build/promote awareness across the organization
You’re passionate about technology, specifically fintech
You’re naturally curious: if something seems off, you want to figure out what’s going on
You communicate clearly and are able to articulate complex ideas succinctly and convincingly
You're detail-oriented and rigorous, you pay close attention to details and able to thoroughly review your own work and others
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\nAbout the team\n\nThe Internal Controls team plays a critical role in adhering to controls frameworks and creating space for risk mitigation and oversight. We want to ensure that Wealthsimple maintains a secure operational environment by implementing, monitoring and testing controls designed to safeguard assets, keep our reporting accurate, and make our processes more efficient.\n\n\n\nAbout the role\n\nWe are looking to expand our team with a Manager, Internal Controls to help build and run our internal controls over financial reporting (ICFR) program. This role will be instrumental in ensuring Wealthsimple meets its regulatory obligations while building a scalable compliance function.\n\nReporting to the Senior Manager, Internal Controls, the successful candidate will build and shape internal controls around the processes we already have and build the control framework for new products as we launch them. This is a hands-on, high-ownership role — you'll own the control framework and documentation, direct testing, and work with the control owners across Finance, Operations and Engineering who run the controls, so that they are designed, implemented and operating effectively.\n\n \n\nWhat you’ll do\n\n - Be a strong voice within the Finance team and across Wealthsimple by proactively shaping effective and efficient controls around existing processes as well as designing an effective control framework for new products;\n\n - Work alongside our external advisors to build out the ICFR program, then own the process narratives, RCMs, flowcharts and test procedures and keep them current;\n\n - Plan and direct walkthroughs and testing against the annual ICFR plan, whether testing is done in house or by a co-source firm, and support control owners as they remediate deficiencies;\n\n - Serve as the primary point of contact for external auditors, coordinating evidence requests, walkthroughs, and finding remediation. Coordinate testing activities to ensure deadlines are met with high quality outputs for:\n \n - Financial reporting audits for all entities;\n \n - SOC 1 audits;\n \n - Other audits requiring control work as they arise;\n\n - Proactively work with internal stakeholders to determine the impact of business decisions on the financial processes, operations and engineering; and\n\n - Work with technology to develop best-in-class controls documentation and solutions including AI-enabled tooling.\n \n \n\nSkills you bring\n\n - 5+ years in internal controls or audit, with hands-on ICFR experience under SOX or CSOX, working knowledge of COSO 2013, and a CPA designation or equivalent;\n\n - Experience working in SOX or CSOX control environment in a public company\n\n - Hands-on experience using technology — including AI tools — to document, test, or automate controls\n \n \n\nNice to have\n\n - Experience building an ICFR program, or substantially expanding one\n\n - Experience in financial services, ideally brokerage, banking or payments\n\n - Experience supporting SOC 1 Type 2 audit\n\n - Experience working with Optro (formerly AuditBoard)\n\n - Exposure to a high-growth fintech or technology company\n\n\n\nWho you are \n\n - You bring people along — you can explain why a strong control environment matters and build/promote awareness across the organization\n\n - You’re passionate about technology, specifically fintech\n\n - You’re naturally curious: if something seems off, you want to figure out what’s going on\n\n - You communicate clearly and are able to articulate complex ideas succinctly and convincingly\n\n - You're detail-oriented and rigorous, you pay close attention to details and able to thoroughly review your own work and others\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"5fd80e67-350e-42ae-a329-4af4b77d2c72","title":"Senior Data Scientist, Growth Data ","department":"Data & Engineering","team":"Data Science","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-05T14:50:46.813+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/5fd80e67-350e-42ae-a329-4af4b77d2c72","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/5fd80e67-350e-42ae-a329-4af4b77d2c72/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
The Data Science & Engineering (DSE) team consists of analytics engineers, data scientists, and software engineers and is responsible for enabling data-driven decision making and building data products at Wealthsimple.
The Growth Data focuses on driving new user acquisition and net deposit targets through marketing efforts including paid, organic, and branding initiatives. Our team is structured around key domain areas including promotions, referral and social sharing, paid marketing, and organic/upper funnel marketing measurement. We work closely with cross-functional partners in Growth, Product, and Engineering to optimize our marketing investments and scale Wealthsimple's customer base.
The Growth Data team plays a critical role in enabling data-driven decision making across all marketing channels. We're looking for a Senior Data Scientist who will serve as a domain expert for one of our key marketing pillars, driving optimization through sophisticated algorithms, measurement systems, and strategic insights that influence millions of dollars in marketing spend.
In this role, you'll be the DRI (Directly Responsible Individual) for your domain area, building data products and analytics solutions that directly impact business outcomes. You'll work on challenging problems ranging from marketing optimization algorithms to attribution modeling, experimentation, and strategic measurement. You'll collaborate closely with marketing stakeholders to understand business needs and translate them into technical solutions, while also partnering with data engineers and other data scientists on shared infrastructure.
This is a full-stack data science role where you'll wear many hats: algorithm developer, measurement strategist, analyst, experimenter, and business partner. We're looking for someone who can hit the ground running with strong marketing analytics expertise and contribute to strategic direction from day one.
Build data products and algorithms that optimize marketing performance—including budget allocation, targeting strategies, and campaign optimization across multiple channels
Design and implement measurement strategies for marketing initiatives, including attribution modeling, incrementality analysis, and multi-touch attribution
Drive marketing strategy through data insights, A/B testing, and causal inference methodologies to maximize ROI on marketing spend
Develop and maintain analytics pipelines and data infrastructure, working collaboratively with data engineers and other data scientists
Conduct exploratory analysis to identify growth opportunities, understand customer behaviour, and optimize marketing tactics
Provide business-as-usual analytics support including reporting, dashboards, and ad-hoc analysis for marketing stakeholders
Leverage AI tooling to handle operational tasks efficiently and focus your expertise on high-impact strategic problems
Partner with ad platforms (Google, Meta, etc.) and internal engineering teams to ensure robust tracking, data integration, and measurement capabilities
Take ownership and ship it—continuously look for the simplest, most effective way to approach challenges; Occam's razor is your friend
Work where you are (while our Canadian offices are located in Toronto, we are a remote-first workforce and you can join from anywhere in Canada!)
Understanding of digital marketing mechanics including attribution, ad platforms, tracking, and conversion optimization
Experience working with lifecycle data, understands various of ways of reaching out to new/existing customers and how they fit together holistically
Strong technical skills in Python and SQL with experience building production-quality code
Proven track record in algorithm development, optimization problems, or building data-driven decision systems
Strong foundation in causal inference, A/B testing, and experimental design
Excellent communication skills and ability to translate complex technical concepts for non-technical stakeholders
Demonstrated ownership as the data DRI on complex projects end to end, with proactive understanding of business context and how cross-functional teams build systems together
Can use AI effectively to increase efficiency and depth of the work, while still providing the strategic guidance and critical thinking
Has full-stack data science experience, comfortable with everything from dashboards and reporting to sophisticated algorithm development
Can contribute to strategic direction in marketing analytics from day one with minimal ramp-up time
Thrives in a collaborative, multi-faceted environment with ongoing alignment across stakeholders and data team members
Is passionate about measurement and understanding what drives business outcomes, navigating the complexities of attribution and incrementality
Ideally has worked at larger-scale tech companies that develop internal analytics and optimization systems
Adjusts quickly to changing priorities and effectively manages complexity in a fast-paced growth environment
Values simplicity and pragmatism, knows when to build sophisticated solutions and when a simpler approach will suffice
Is eager to teach and learn. We value making each other successful!
Is a lifelong learner who's constantly seeking feedback to continue improving their craft
High visibility, high impact: Your work directly affects Wealthsimple's growth bottom line and influences strategic marketing decisions
Diverse technical challenges: Develop expertise across measurement, A/B testing, causal inference, machine learning, and algorithm development
In-demand skill set: Build valuable skills in marketing analytics and optimization that are highly sought after in the tech market
Strategic domain ownership: Own a key pillar of Wealthsimple's growth strategy and build deep expertise in a lasting problem space
AI-enabled efficiency: Leverage cutting-edge AI tooling to amplify your impact and focus on the most strategic challenges
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\nThe Data Science & Engineering (DSE) team consists of analytics engineers, data scientists, and software engineers and is responsible for enabling data-driven decision making and building data products at Wealthsimple.\n\n\n\nThe Growth Data focuses on driving new user acquisition and net deposit targets through marketing efforts including paid, organic, and branding initiatives. Our team is structured around key domain areas including promotions, referral and social sharing, paid marketing, and organic/upper funnel marketing measurement. We work closely with cross-functional partners in Growth, Product, and Engineering to optimize our marketing investments and scale Wealthsimple's customer base.\n\n\n\n\nThe Growth Data team plays a critical role in enabling data-driven decision making across all marketing channels. We're looking for a Senior Data Scientist who will serve as a domain expert for one of our key marketing pillars, driving optimization through sophisticated algorithms, measurement systems, and strategic insights that influence millions of dollars in marketing spend.\n\n\n\nIn this role, you'll be the DRI (Directly Responsible Individual) for your domain area, building data products and analytics solutions that directly impact business outcomes. You'll work on challenging problems ranging from marketing optimization algorithms to attribution modeling, experimentation, and strategic measurement. You'll collaborate closely with marketing stakeholders to understand business needs and translate them into technical solutions, while also partnering with data engineers and other data scientists on shared infrastructure.\n\n\n\nThis is a full-stack data science role where you'll wear many hats: algorithm developer, measurement strategist, analyst, experimenter, and business partner. We're looking for someone who can hit the ground running with strong marketing analytics expertise and contribute to strategic direction from day one.\n\n\n\n\nIN THIS ROLE, YOU WILL HAVE THE OPPORTUNITY TO:\n\n - Build data products and algorithms that optimize marketing performance—including budget allocation, targeting strategies, and campaign optimization across multiple channels\n\n - Design and implement measurement strategies for marketing initiatives, including attribution modeling, incrementality analysis, and multi-touch attribution\n\n - Drive marketing strategy through data insights, A/B testing, and causal inference methodologies to maximize ROI on marketing spend\n\n - Develop and maintain analytics pipelines and data infrastructure, working collaboratively with data engineers and other data scientists\n\n - Conduct exploratory analysis to identify growth opportunities, understand customer behaviour, and optimize marketing tactics\n\n - Provide business-as-usual analytics support including reporting, dashboards, and ad-hoc analysis for marketing stakeholders\n\n - Leverage AI tooling to handle operational tasks efficiently and focus your expertise on high-impact strategic problems\n\n - Partner with ad platforms (Google, Meta, etc.) and internal engineering teams to ensure robust tracking, data integration, and measurement capabilities\n\n - Take ownership and ship it—continuously look for the simplest, most effective way to approach challenges; Occam's razor is your friend\n\n - Work where you are (while our Canadian offices are located in Toronto, we are a remote-first workforce and you can join from anywhere in Canada!)\n\n\n\n\nSKILLS WE ARE LOOKING FOR:\n\n - Understanding of digital marketing mechanics including attribution, ad platforms, tracking, and conversion optimization\n\n - Experience working with lifecycle data, understands various of ways of reaching out to new/existing customers and how they fit together holistically\n\n - Strong technical skills in Python and SQL with experience building production-quality code\n\n - Proven track record in algorithm development, optimization problems, or building data-driven decision systems\n\n - Strong foundation in causal inference, A/B testing, and experimental design\n\n - Excellent communication skills and ability to translate complex technical concepts for non-technical stakeholders\n\n - Demonstrated ownership as the data DRI on complex projects end to end, with proactive understanding of business context and how cross-functional teams build systems together\n\n\n\n\nWE ARE LOOKING FOR SOMEONE WHO:\n\n - Can use AI effectively to increase efficiency and depth of the work, while still providing the strategic guidance and critical thinking\n\n - Has full-stack data science experience, comfortable with everything from dashboards and reporting to sophisticated algorithm development\n\n - Can contribute to strategic direction in marketing analytics from day one with minimal ramp-up time\n\n - Thrives in a collaborative, multi-faceted environment with ongoing alignment across stakeholders and data team members\n\n - Is passionate about measurement and understanding what drives business outcomes, navigating the complexities of attribution and incrementality\n\n - Ideally has worked at larger-scale tech companies that develop internal analytics and optimization systems\n\n - Adjusts quickly to changing priorities and effectively manages complexity in a fast-paced growth environment\n\n - Values simplicity and pragmatism, knows when to build sophisticated solutions and when a simpler approach will suffice\n\n - Is eager to teach and learn. We value making each other successful!\n\n - Is a lifelong learner who's constantly seeking feedback to continue improving their craft\n\n\n\n\nWHY YOU'LL LOVE THIS ROLE:\n\n - High visibility, high impact: Your work directly affects Wealthsimple's growth bottom line and influences strategic marketing decisions\n\n - Diverse technical challenges: Develop expertise across measurement, A/B testing, causal inference, machine learning, and algorithm development\n\n - In-demand skill set: Build valuable skills in marketing analytics and optimization that are highly sought after in the tech market\n\n - Strategic domain ownership: Own a key pillar of Wealthsimple's growth strategy and build deep expertise in a lasting problem space\n\n - AI-enabled efficiency: Leverage cutting-edge AI tooling to amplify your impact and focus on the most strategic challenges\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"3921e82f-a19c-4b40-b540-4710100b0355","title":"Associate Creative Director, Art Director","department":"Commercial & Marketing","team":"Marketing","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-07T11:37:37.738+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/3921e82f-a19c-4b40-b540-4710100b0355","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/3921e82f-a19c-4b40-b540-4710100b0355/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
At Wealthsimple, we're interested in humans and money — and the complicated ways humans feel about money. Our goal in the creative department is to be a part of that conversation in meaningful ways that are completely innovative and new. We have a deep aversion to making things that already exist and to ads that feel like ads.
We are looking for an experienced Associate Creative Director, Art Director to help us create innovative, human and ridiculously entertaining work. In this role you will often work as a team with a copywriter partner, but you’ll also collaborate with designers, writers, marketers and engineers across the org. You will be responsible for all aspects of creative development and production on integrated brand campaigns and projects large and small, and you will be leading creative voice in some of our biggest brand moments.
In this role, you’ll have the opportunity to:
Be a highly conceptual thinker with strong storytelling and design skills.
Develop big ideas and bring them to life through every stage of production.
Own large and small brand projects and campaigns from kickoff to completion, often balancing multiple projects at once.
Be a maker-owner, but also a director-delegator, and find the right balance between those two roles for each project.
Provide art direction on visual design for integrated brand campaigns and projects of various scales and types – from film, social, digital, to interactive experiences.
Be a creative and strategic thinker who can see how creativity can solve business problems.
Use AI in a variety of ways. Whether it’s moving ideas into functional prototypes, drafts, mockups or animatics that can be evaluated more quickly, or developing and refining AI workflows for internally created assets.
Present work in a clear, passionate and dynamic way, championing the creative and vision to internal stakeholders.
Manage relationships with outside production partners when necessary.
Skills You Bring
6-10+ years of experience as an Art Director (agency experience preferred, but not necessary).
Ability to concept and art direct, developing storyboards, comps or animatics without assistance from the Design team
Extensive experience with integrated campaigns, from strategic development through creative development and delivery
Production experience across all platforms - film, digital, social, and print
Well-versed in Adobe Creative Suite and able to be a hands-on creative delivering comps, layouts, and assets across all media types as well as give direction to studio designers where applicable
Familiarity with AI image and video generation tools.
A truly collaborative creative approach.
Give and receive constructive feedback in a respectful manner
Travel for production when necessary.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\nAt Wealthsimple, we're interested in humans and money — and the complicated ways humans feel about money. Our goal in the creative department is to be a part of that conversation in meaningful ways that are completely innovative and new. We have a deep aversion to making things that already exist and to ads that feel like ads.\n\n\n\nWe are looking for an experienced Associate Creative Director, Art Director to help us create innovative, human and ridiculously entertaining work. In this role you will often work as a team with a copywriter partner, but you’ll also collaborate with designers, writers, marketers and engineers across the org. You will be responsible for all aspects of creative development and production on integrated brand campaigns and projects large and small, and you will be leading creative voice in some of our biggest brand moments.\n\n\n\nIn this role, you’ll have the opportunity to:\n\n - Be a highly conceptual thinker with strong storytelling and design skills.\n\n - Develop big ideas and bring them to life through every stage of production.\n\n - Own large and small brand projects and campaigns from kickoff to completion, often balancing multiple projects at once.\n\n - Be a maker-owner, but also a director-delegator, and find the right balance between those two roles for each project.\n\n - Provide art direction on visual design for integrated brand campaigns and projects of various scales and types – from film, social, digital, to interactive experiences.\n\n - Be a creative and strategic thinker who can see how creativity can solve business problems.\n\n - Use AI in a variety of ways. Whether it’s moving ideas into functional prototypes, drafts, mockups or animatics that can be evaluated more quickly, or developing and refining AI workflows for internally created assets.\n\n - Present work in a clear, passionate and dynamic way, championing the creative and vision to internal stakeholders.\n\n - Manage relationships with outside production partners when necessary.\n\n\n\nSkills You Bring \n\n - 6-10+ years of experience as an Art Director (agency experience preferred, but not necessary).\n\n - Ability to concept and art direct, developing storyboards, comps or animatics without assistance from the Design team\n\n - Extensive experience with integrated campaigns, from strategic development through creative development and delivery\n\n - Production experience across all platforms - film, digital, social, and print\n\n - Well-versed in Adobe Creative Suite and able to be a hands-on creative delivering comps, layouts, and assets across all media types as well as give direction to studio designers where applicable\n\n - Familiarity with AI image and video generation tools.\n\n - A truly collaborative creative approach.\n\n - Give and receive constructive feedback in a respectful manner\n\n - Travel for production when necessary.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"c5a1cbd3-f339-41bf-ba6e-3cc3362d5ae9","title":"Senior Analyst, Investment Research","department":"Product","team":"Investment Research","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-09T13:29:08.507+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/c5a1cbd3-f339-41bf-ba6e-3cc3362d5ae9","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/c5a1cbd3-f339-41bf-ba6e-3cc3362d5ae9/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
The Investment Research Team is at the core of every investment product designed at Wealthsimple. Our team combines deep market expertise with strategic vision, developing best-in-class investment strategies that serve our growing client base. We analyze financial products and securities with a data-driven approach, ensuring our offerings meet client needs while aligning with our mission to empower people with financial freedom.
Conduct thorough daily order reviews for algorithm-generated trades across managed portfolios to verify accuracy and ensure abnormal order resolution prior to submission to the trade desk.
Perform systematic, regular reviews of managed accounts to proactively identify and resolve operational bottlenecks, workflow friction, and systemic trading issues.
Apply a disciplined, process-oriented, and operational mindset to execute daily portfolio management and trading support tasks reliably and efficiently.
Collaborate closely with internal trading desks, investment operations, and product teams to streamline trade execution workflows and enhance portfolio tracking capabilities.
1-2 years of professional experience in portfolio operations, trade execution, or financial analysis within a modern financial institution or fintech setting.
Strong analytical thinking and quantitative problem-solving skills, with a high degree of attention to detail and an eagerness to continually learn and adapt.
Demonstrated ability to communicate operational risks clearly and collaborate effectively across cross-functional investment and engineering teams.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE TEAM\n\nThe Investment Research Team is at the core of every investment product designed at Wealthsimple. Our team combines deep market expertise with strategic vision, developing best-in-class investment strategies that serve our growing client base. We analyze financial products and securities with a data-driven approach, ensuring our offerings meet client needs while aligning with our mission to empower people with financial freedom.\n\n\n\n\nWHAT YOU'LL DO\n\n - Conduct thorough daily order reviews for algorithm-generated trades across managed portfolios to verify accuracy and ensure abnormal order resolution prior to submission to the trade desk.\n\n - Perform systematic, regular reviews of managed accounts to proactively identify and resolve operational bottlenecks, workflow friction, and systemic trading issues.\n\n - Apply a disciplined, process-oriented, and operational mindset to execute daily portfolio management and trading support tasks reliably and efficiently.\n\n - Collaborate closely with internal trading desks, investment operations, and product teams to streamline trade execution workflows and enhance portfolio tracking capabilities.\n\n\n\n\nSKILLS YOU BRING\n\n - 1-2 years of professional experience in portfolio operations, trade execution, or financial analysis within a modern financial institution or fintech setting.\n\n - Strong analytical thinking and quantitative problem-solving skills, with a high degree of attention to detail and an eagerness to continually learn and adapt.\n\n - Demonstrated ability to communicate operational risks clearly and collaborate effectively across cross-functional investment and engineering teams.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"258a0df4-6644-4f47-9337-ee99acc37e0d","title":"Senior Associate, Treasury Cash & Settlements","department":"Finance","team":"Treasury","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-09T19:11:08.152+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/258a0df4-6644-4f47-9337-ee99acc37e0d","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/258a0df4-6644-4f47-9337-ee99acc37e0d/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
As a Senior Associate on Wealthsimple's Treasury Cash Management team, you'll play a critical role in ensuring optimal cash flow management and operational efficiency. You'll manage daily payment processing operations, monitor balances across accounts, and develop immediate and short-term cash flow forecasts that drive liquidity and revenue optimization decisions.
Process and validate daily payment transactions across multiple channels
Manage journal entries with precision and timeliness
Monitor and maintain target balance thresholds across banking relationships
Develop and maintain short term cash flow forecasts
Optimize liquidity positions to maximize financial returns
Communicate cash position updates to relevant stakeholders
Identify process improvement opportunities and implement solutions
Analyze patterns in cash movements and highlight anomalies
Support treasury operations during high-volume periods
Extreme attention to detail with strong data verification instincts
Understanding of brokerage operations and settlement processes
Demonstrated ability to thrive in fast-paced, dynamic environments
Adaptability to quickly pivot between tasks and processes as priorities shift
Exceptional organizational skills and structured approach to work
Working knowledge of AI tools for data analysis and process optimization
Proficiency in identifying data anomalies and outliers in large datasets
Strong analytical capabilities to understand numerical relationships
Independent problem-solving skills with solution-oriented mindset
Excellent communication skills, both written and verbal
Experience with treasury management systems and banking platforms
Bachelor's degree in Finance, Accounting, Economics or related field
2-3 years minimum in cash management or payment processing experience
Experience in fintech or digital banking environments
Knowledge of regulatory requirements for financial transactions
Familiarity with SQL or other data query languages
Experience with process automation tools
Understanding of settlement risk and liquidity management principles
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE TEAM\n\nAs a Senior Associate on Wealthsimple's Treasury Cash Management team, you'll play a critical role in ensuring optimal cash flow management and operational efficiency. You'll manage daily payment processing operations, monitor balances across accounts, and develop immediate and short-term cash flow forecasts that drive liquidity and revenue optimization decisions.\n\n\n\n\nIN THIS ROLE YOU’LL HAVE THE OPPORTUNITY TO\n\n - Process and validate daily payment transactions across multiple channels\n\n - Manage journal entries with precision and timeliness\n\n - Monitor and maintain target balance thresholds across banking relationships\n\n - Develop and maintain short term cash flow forecasts\n\n - Optimize liquidity positions to maximize financial returns\n\n - Communicate cash position updates to relevant stakeholders\n\n - Identify process improvement opportunities and implement solutions\n\n - Analyze patterns in cash movements and highlight anomalies\n\n - Support treasury operations during high-volume periods\n \n \n\n\nSKILLS YOU’LL BRING\n\n - Extreme attention to detail with strong data verification instincts\n\n - Understanding of brokerage operations and settlement processes\n\n - Demonstrated ability to thrive in fast-paced, dynamic environments\n\n - Adaptability to quickly pivot between tasks and processes as priorities shift\n\n - Exceptional organizational skills and structured approach to work\n\n - Working knowledge of AI tools for data analysis and process optimization\n\n - Proficiency in identifying data anomalies and outliers in large datasets\n\n - Strong analytical capabilities to understand numerical relationships\n\n - Independent problem-solving skills with solution-oriented mindset\n\n - Excellent communication skills, both written and verbal\n\n - Experience with treasury management systems and banking platforms\n\n - Bachelor's degree in Finance, Accounting, Economics or related field\n \n \n\n\nPREFERRED QUALIFICATIONS\n\n - 2-3 years minimum in cash management or payment processing experience\n\n - Experience in fintech or digital banking environments\n\n - Knowledge of regulatory requirements for financial transactions\n\n - Familiarity with SQL or other data query languages\n\n - Experience with process automation tools\n\n - Understanding of settlement risk and liquidity management principles\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"7b8be733-8b6d-4135-b694-1574d02c4dc1","title":"Data Scientist, Sales","department":"Data & Engineering","team":"Data & Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[{"location":"Toronto, Canada ","address":null}],"publishedAt":"2026-06-08T13:18:21.368+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/7b8be733-8b6d-4135-b694-1574d02c4dc1","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/7b8be733-8b6d-4135-b694-1574d02c4dc1/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
The Sales Data team is responsible for supporting the entire Commercial team through data modeling, pipelining, dashboarding, experimentation, analyses, and machine learning models. Our stakeholder teams are diverse, including Financial Planners & Advisors, Business Development Representatives, our AI Voice Agent team, Revenue Operations and Commercial Systems.
We are looking for a Senior Data Scientist who has strong foundations in data modeling and machine learning to lead high priority initiatives, take ownership as a decision science expert, and help shape the direction of our Commercial team and our AI Voice Agent program.
Some of your projects may include: modeling sales data, creating and improving reporting for business stakeholders, exploratory data analysis to improve our sales processes, and developing and maintaining ML models. Our models are used to solve real business problems and directly impact Wealthsimple’s north star metric. Therefore, experience with supporting sales is a bonus.
In this role, you will have the opportunity to:
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
What you bring:
5+ years of experience in a data science/decision science (or equivalent), including time as the primary DS for a domain
Excellent SQL & Python skills - hands-on experience with data pipeline tools such as dbt and Airflow are an advantage
Strong stakeholder management skills - an excellent communicator who is able to present results and analyses to senior leadership
Good understanding of business practices, sales, and client behavior
Experience with applied statistics or experimentation (i.e. A/B testing) in an industry setting
Understanding of fundamental machine-learning algorithms and experience putting them into production in a real-world context
Experience in managing/mentoring team members in a formal or informal capacity
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\nThe Sales Data team is responsible for supporting the entire Commercial team through data modeling, pipelining, dashboarding, experimentation, analyses, and machine learning models. Our stakeholder teams are diverse, including Financial Planners & Advisors, Business Development Representatives, our AI Voice Agent team, Revenue Operations and Commercial Systems.\n\n \n\nWe are looking for a Senior Data Scientist who has strong foundations in data modeling and machine learning to lead high priority initiatives, take ownership as a decision science expert, and help shape the direction of our Commercial team and our AI Voice Agent program.\n\n \n\nSome of your projects may include: modeling sales data, creating and improving reporting for business stakeholders, exploratory data analysis to improve our sales processes, and developing and maintaining ML models. Our models are used to solve real business problems and directly impact Wealthsimple’s north star metric. Therefore, experience with supporting sales is a bonus.\n\n \n\nIn this role, you will have the opportunity to:\n\n \n\n - Build and maintain new data models that are accurate and reliable\n\n - Work closely with a wide range of stakeholders from Data Science, Commercial Leadership, Sales Operations, Product, Design, and Engineering\n\n - Define, prototype, implement and improve ML models\n\n - Design experiments to test hypotheses (e.g. which customers should we focus on in our outbound calls)\n\n - Build/maintain reports, dashboards, and metrics to support our north star metrics\n\n - Teach and learn from their teammates. We value making others successful\n\n \n\nWhat you bring:\n\n \n\n - 5+ years of experience in a data science/decision science (or equivalent), including time as the primary DS for a domain\n\n - Excellent SQL & Python skills - hands-on experience with data pipeline tools such as dbt and Airflow are an advantage\n\n - Strong stakeholder management skills - an excellent communicator who is able to present results and analyses to senior leadership\n\n - Good understanding of business practices, sales, and client behavior\n\n - Experience with applied statistics or experimentation (i.e. A/B testing) in an industry setting\n\n - Understanding of fundamental machine-learning algorithms and experience putting them into production in a real-world context\n\n - Experience in managing/mentoring team members in a formal or informal capacity\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"33406c15-26ec-4b71-9af6-648ca0bd6fe6","title":"Marketing Operations & Campaign Manager - Active Traders","department":"Commercial & Marketing","team":"Marketing","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-13T16:36:17.804+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/33406c15-26ec-4b71-9af6-648ca0bd6fe6","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/33406c15-26ec-4b71-9af6-648ca0bd6fe6/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
Help build the engine behind what traders love
We are hiring a Marketing Operations & Campaign Manager to power our Active Trader business. This is the person who turns strategy into shipped work—the operational backbone who keeps creative projects, compliance reviews, and campaign briefs moving on time and at quality. You don't need to be a trader yourself, but financial literacy and genuine curiosity about markets will help you move fast and speak the same language as the rest of the pod.
You'll be the connective tissue of the Active Trader marketing team. Where our Product Marketing Managers set direction and shape narrative, you make it real: building briefs, running the creative pipeline, managing legal and compliance review, and keeping every campaign coordinated across a busy set of stakeholders. You'll own the systems and rituals that let a small team ship a lot, without dropping details or missing a regulatory requirement.
You'll thrive here if you're energized by getting things organized, love making messy processes simple, and take pride in being the person everyone trusts to have the details covered.
Own the campaign operating rhythm: Run the end-to-end workflow for Active Trader campaigns, from brief to creative to launch to results analysis so work ships on time, on message, and on budget. Build and maintain the trackers, timelines, and intake process that keep the pod aligned.
Write and manage briefs: Turn strategic direction into clear, complete creative and campaign briefs that give designers, copywriters, and partners everything they need. Chase down the open questions before they become delays.
Drive creative project management: Coordinate designers, writers, agencies, and cross-functional partners across concurrent projects. Manage scope, feedback loops, versions, and approvals so creative lands polished and on schedule.
Own compliance and legal review: Be the point person for getting marketing materials through legal, compliance, and regulatory review (e.g., CIRO requirements). Understand what's required, prep submissions cleanly, track approvals, and build the guardrails that keep us both fast and compliant.
Keep stakeholders coordinated: Partner daily with Product Marketing, Growth, Brand, Design, Legal/Compliance, and external vendors—making sure the right people have the right information at the right time.
Track and report results: Stand up the reporting and post-mortem process so we know what shipped, what worked, and what to do differently. Keep budgets and timelines honest.
Leverage AI to streamline operations: Use AI tools to speed up briefing, drafting, reporting, and project coordination, and to remove friction from repetitive work.
5+ years of experience: in marketing operations, campaign management, creative/project management, or agency account/traffic management—ideally in fast-paced, high-growth environments.
Proven project management chops: You've run multiple concurrent campaigns or creative projects end-to-end and kept them on time, on scope, and on quality.
Experience managing compliance or regulatory review: Financial services, healthcare, or other regulated industry experience is a strong plus; you know how to move fast and stay within the lines.
Excellent briefing and written communication: You write clear briefs and crisp updates, and you make complex processes feel simple.
Financial literacy and curiosity about markets: You don't need to be an active trader, but you're comfortable with financial concepts and eager to learn the trader audience.
Sharp attention to detail: You catch the typo, the missing approval, and the date that doesn't line up.
Comfort with tools and light data: Familiarity with project management and marketing tools; basic comfort reading a dashboard or a simple dataset (SQL is a nice-to-have).
Fluency with AI tools: Experience using AI tools that boost productivity and reduce busywork.
Bias toward action and comfort with ambiguity: You make things happen without waiting to be told.
Growth mindset and a service orientation: You take pride in making the whole team better and shipping quality work.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE ROLE\n\nHelp build the engine behind what traders love\n\n\n\nWe are hiring a Marketing Operations & Campaign Manager to power our Active Trader business. This is the person who turns strategy into shipped work—the operational backbone who keeps creative projects, compliance reviews, and campaign briefs moving on time and at quality. You don't need to be a trader yourself, but financial literacy and genuine curiosity about markets will help you move fast and speak the same language as the rest of the pod.\n\n\n\nYou'll be the connective tissue of the Active Trader marketing team. Where our Product Marketing Managers set direction and shape narrative, you make it real: building briefs, running the creative pipeline, managing legal and compliance review, and keeping every campaign coordinated across a busy set of stakeholders. You'll own the systems and rituals that let a small team ship a lot, without dropping details or missing a regulatory requirement.\n\n\n\nYou'll thrive here if you're energized by getting things organized, love making messy processes simple, and take pride in being the person everyone trusts to have the details covered.\n\n\n\n\nIN THIS ROLE YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Own the campaign operating rhythm: Run the end-to-end workflow for Active Trader campaigns, from brief to creative to launch to results analysis so work ships on time, on message, and on budget. Build and maintain the trackers, timelines, and intake process that keep the pod aligned.\n\n - Write and manage briefs: Turn strategic direction into clear, complete creative and campaign briefs that give designers, copywriters, and partners everything they need. Chase down the open questions before they become delays.\n\n - Drive creative project management: Coordinate designers, writers, agencies, and cross-functional partners across concurrent projects. Manage scope, feedback loops, versions, and approvals so creative lands polished and on schedule.\n\n - Own compliance and legal review: Be the point person for getting marketing materials through legal, compliance, and regulatory review (e.g., CIRO requirements). Understand what's required, prep submissions cleanly, track approvals, and build the guardrails that keep us both fast and compliant.\n\n - Keep stakeholders coordinated: Partner daily with Product Marketing, Growth, Brand, Design, Legal/Compliance, and external vendors—making sure the right people have the right information at the right time.\n\n - Track and report results: Stand up the reporting and post-mortem process so we know what shipped, what worked, and what to do differently. Keep budgets and timelines honest.\n\n - Leverage AI to streamline operations: Use AI tools to speed up briefing, drafting, reporting, and project coordination, and to remove friction from repetitive work.\n \n \n\n\nWHAT YOU'LL BRING:\n\n - 5+ years of experience: in marketing operations, campaign management, creative/project management, or agency account/traffic management—ideally in fast-paced, high-growth environments.\n\n - Proven project management chops: You've run multiple concurrent campaigns or creative projects end-to-end and kept them on time, on scope, and on quality.\n\n - Experience managing compliance or regulatory review: Financial services, healthcare, or other regulated industry experience is a strong plus; you know how to move fast and stay within the lines.\n\n - Excellent briefing and written communication: You write clear briefs and crisp updates, and you make complex processes feel simple.\n\n - Financial literacy and curiosity about markets: You don't need to be an active trader, but you're comfortable with financial concepts and eager to learn the trader audience.\n\n - Sharp attention to detail: You catch the typo, the missing approval, and the date that doesn't line up.\n\n - Comfort with tools and light data: Familiarity with project management and marketing tools; basic comfort reading a dashboard or a simple dataset (SQL is a nice-to-have).\n\n - Fluency with AI tools: Experience using AI tools that boost productivity and reduce busywork.\n\n - Bias toward action and comfort with ambiguity: You make things happen without waiting to be told.\n\n - Growth mindset and a service orientation: You take pride in making the whole team better and shipping quality work.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"47b3b5d9-95f6-406f-8ba7-3edb0fbb5420","title":"Senior Lead, Partnerships (Acquisition)","department":"Finance","team":"Corporate Development","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-14T17:57:48.539+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/47b3b5d9-95f6-406f-8ba7-3edb0fbb5420","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/47b3b5d9-95f6-406f-8ba7-3edb0fbb5420/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
This role owns the partnerships that bring new clients to Wealthsimple. Every motion you own ladders up to one goal, customer acquisition, across both digital and real-world channels: partner-driven acquisition campaigns, referral partnerships that feed our business banking line, and brand and experiential sponsorships that let us acquire customers in person. The job is to turn partners and campaigns into net-new clients and deposits, and to convert our brand presence into people walking in the door, wherever they already are. You'll source, negotiate, and activate these partnerships end to end, and you'll build a lot of it from scratch. This is a builder's seat for a growth-minded commercial operator who thinks about acquisition wherever it happens, online or IRL.
Drive acquisition campaigns with partners, including monthly millionaire: secure partner funding and co-marketing, and source smaller campaign partners to power specific moments.
Own referral partnerships for the business banking line end to end: source, sign, and drive the channel partners that send us new business clients and deposits.
Lead commercial negotiations from first outreach to signed terms, landing terms that work for both our clients and the business.
Own the acquisition targets: net-new funded clients and deposits from referral partners, campaign performance, and sponsorship reach and ROI.
Partner cross-functionally with Growth, Brand, PMM, and Business Banking Product to activate every partnership well and measure its impact.
7-10 years of relevant experience in partnerships, business development, or growth roles in banking or customer-focused industries.
Negotiation and commercial ownership. A master negotiator with a track record of driving commercial and acquisition outcomes and turning partnerships into measurable growth.
A growth and acquisition orientation. You've turned partnerships or campaigns into measurable client acquisition, online and in person, and you think in funnels, not just relationships.
Channel or referral partnership experience. You've built or run a referral or channel pipeline that produced real, attributable results.
Strong analytical and commercial skills, with real comfort in CAC, LTV, and attribution.
A strong network in Canada (and ideally the US) across relevant commercial, tech, and community ecosystems.
A 0-to-1 operator with high urgency, strong ownership, and a bias for action.
Brand experiential marketing experience, especially activations built to drive real-world customer acquisition, including agency and rights-holder relationships.
Business banking or SMB acquisition experience.
Product partnerships experience as it pertains to integrated referrals.
A results-oriented mindset with a focus on impact and outcomes.
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nABOUT THE ROLE\n\nThis role owns the partnerships that bring new clients to Wealthsimple. Every motion you own ladders up to one goal, customer acquisition, across both digital and real-world channels: partner-driven acquisition campaigns, referral partnerships that feed our business banking line, and brand and experiential sponsorships that let us acquire customers in person. The job is to turn partners and campaigns into net-new clients and deposits, and to convert our brand presence into people walking in the door, wherever they already are. You'll source, negotiate, and activate these partnerships end to end, and you'll build a lot of it from scratch. This is a builder's seat for a growth-minded commercial operator who thinks about acquisition wherever it happens, online or IRL.\n\n\n\n\nIN THIS ROLE YOU'LL HAVE THE OPPORTUNITY TO:\n\n - Drive acquisition campaigns with partners, including monthly millionaire: secure partner funding and co-marketing, and source smaller campaign partners to power specific moments.\n\n - Own referral partnerships for the business banking line end to end: source, sign, and drive the channel partners that send us new business clients and deposits.\n\n - Lead commercial negotiations from first outreach to signed terms, landing terms that work for both our clients and the business.\n\n - Own the acquisition targets: net-new funded clients and deposits from referral partners, campaign performance, and sponsorship reach and ROI.\n\n - Partner cross-functionally with Growth, Brand, PMM, and Business Banking Product to activate every partnership well and measure its impact.\n\n\n\n\nSKILLS YOU'LL BRING:\n\n - 7-10 years of relevant experience in partnerships, business development, or growth roles in banking or customer-focused industries.\n\n - Negotiation and commercial ownership. A master negotiator with a track record of driving commercial and acquisition outcomes and turning partnerships into measurable growth.\n\n - A growth and acquisition orientation. You've turned partnerships or campaigns into measurable client acquisition, online and in person, and you think in funnels, not just relationships.\n\n - Channel or referral partnership experience. You've built or run a referral or channel pipeline that produced real, attributable results.\n\n - Strong analytical and commercial skills, with real comfort in CAC, LTV, and attribution.\n\n - A strong network in Canada (and ideally the US) across relevant commercial, tech, and community ecosystems.\n\n - A 0-to-1 operator with high urgency, strong ownership, and a bias for action.\n\n\n\n\nNICE TO HAVE:\n\n - Brand experiential marketing experience, especially activations built to drive real-world customer acquisition, including agency and rights-holder relationships.\n\n - Business banking or SMB acquisition experience.\n\n - Product partnerships experience as it pertains to integrated referrals.\n\n - A results-oriented mindset with a focus on impact and outcomes.\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"},{"id":"581eee5b-329b-4de3-a9ac-72bf9ce0c654","title":"Intern, Client Experience Strategy & Operations","department":"Operations","team":"Client Experience Operations","employmentType":"Intern","location":"Remote (Canada)","secondaryLocations":[{"location":"Toronto, Ontario","address":{"postalAddress":{"addressRegion":"Ontario","addressCountry":"Canada","addressLocality":"Toronto"}}}],"publishedAt":"2026-10-13T20:02:39.278+00:00","isListed":true,"isRemote":true,"workplaceType":"Hybrid","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/581eee5b-329b-4de3-a9ac-72bf9ce0c654","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/581eee5b-329b-4de3-a9ac-72bf9ce0c654/application","descriptionHtml":"Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
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.
Location: Toronto, ON (Hybrid)
Term: 8 months, beginning January 11, 2027.
This is an 8 month internship designed for co-op students, non-co-op students, and recent graduates who are ready to ship impactful work.
During your internship, you will have the opportunity to contribute to projects that are changing the landscape of financial services for Canadians. You will be on a team that supports your growth, provides mentorship, and connects you to the broader Wealthsimple community!
Our internship program operates on a hybrid model, where you’ll be working from our Toronto headquarters on Wednesdays and Thursdays. This structure offers the flexibility of remote work, while also providing the collaboration, connection, and mentorship that come from being together in person.
This posting covers two tracks: Workflow Optimization and Enablement. Please apply to the one that best fits your interests.
Please note: the role you apply for is the role you will be assessed on throughout the interview process. We are unable to accommodate requests to switch between Workflow Optimization and Enablement tracks after submission.
The CX Operations team is responsible for enabling exceptional client and agent experiences across Wealthsimple through optimized systems, content, AI solutions, and strategic initiatives. We manage the technology, knowledge, and processes that power our customer experience organization, driving continuous improvement in efficiency and effectiveness.
Workflow Optimization (WFO) streamlines the workflows, systems, and automations that span our entire ecosystem of tools. We partner with teams across the organization to identify and simplify toilsome workflows through process mapping, automation, and AI tool implementations.
As a WFO Intern, you'll partner with WFO managers and internal SMEs to: design and build AI tools for analysis; audit and improve automations; map and redesign workflows; and deliver measurable improvements in containment, resolution time, and operational risk.
You'll develop core skills in project planning, process design, AI tool deployment, and AI‑enhanced automation while contributing directly to CX efficiency and client experience.
Partner with the AI Experiences team to launch net-new features to our clients and support agents.
Map current-state workflows with SMEs, identify optimization opportunities, and implement AI-enhanced changes across macros, automations, and documentation.
Build comprehensive automation inventories across multiple systems, to propose consolidations and net-new automations and AI optimizations.
Structured problem solving and process thinking, with the ability to translate ambiguous workflows into clear maps and requirements
Basic familiarity with AI concepts (LLM, RAG, context windows, hallucination, etc.)
Basic familiarity with customer operations tools or ticketing systems (Zendesk, JIRA)
Basic familiarity with data and testing concepts – to be applied in the context of testing the accuracy of AI models (A/B testing, sample sizes, statistical significance, etc.)
Strong documentation and communication skills to collaborate with SMEs and present proposals
Bias to action and ownership to drive projects from discovery to implementation
Our enablement group is responsible for how our support workforce learns, performs, and grows. We build the systems, programs, and culture that keep our support teams performing at a high bar. Quality, learning, change readiness, and performance measurement all sit within this group. Underneath all of it is a simple belief: every client interaction should be fast, high-quality, and trustworthy. Our job is to turn that belief into measurable reality.
As an Enablement Intern, you'll support the group's analytical work. You'll partner with the managers who own quality and performance measurement to test the data, run original analyses, spot trends early, and turn your findings into recommendations leaders can act on. This goes beyond reporting, the question is never only \"what does the number say?\" It's also \"is this measuring the right thing, and what should we do about it?\"
You'll build skills in analysis, metric design, and structured problem solving, and see up close how an AI-first quality and performance program runs in a regulated industry. The best person for this role doesn't only meet a high bar; they hold their own work to one.
Design and run trending analyses across scorecard metrics to inform target reviews, and build a repeatable way of doing them so each review doesn't start from scratch
Look for relationships between metrics, such as how quality, satisfaction and efficiency move together, and turn what you find into clear charts and recommendations
Help define and document metrics: what each one measures, where its data comes from, and where two metrics overlap or one is only raw input to another
Build checks and first-pass reviews that help the team catch errors in scorecards and reports before they’re finalized
Support analysis of quality data, such as sampling and summarizing results, as projects call for it
Strong quantitative and spreadsheet skills, and comfort cleaning, joining and pivoting messy data (SQL is a plus)
An understanding of how relational data fits together (tables, keys, joins). SQL is a plus but not required
Experience building trend analyses and visualizations, and the judgment to tell a real pattern from noise
Basic familiarity with statistical concepts like correlation, sample sizes and significance
Basic familiarity with ticketing tools and support systems, and where support data comes from
Structured problem solving: you can turn a vague question into a hypothesis, an analysis and a clear \"so what\"
Clear writing, including explaining a finding to the person who has to act on it
Ownership and a bias to action, taking work from question to recommendation
✔ Currently enrolled as a student at a Canadian post-secondary institution or technical bootcamp
✔ New graduates - Within 6 months of your graduation date
✔ Available to work full-time hours
✔ Residing in Canada
✔ Able to commute to our Toronto HQ on Wednesdays and Thursdays
🤑 Base salary range: For this role, candidates can expect the following base salary range:
• Term 1 students: CAD $42,000 - $44,000
• Term 2 students: CAD $44,000 - $46,000
• Term 3 students: CAD $46,000 - $48,000
• Term 4 students: CAD $48,000 - $50,000
• Term 5 students: CAD $49,000 - $52,000
Your current year of study and number of past internship terms will determine your salary band. Actual compensation within each band is based on skills, experience, and academic performance. Exceptional candidates may be considered above the top of their year's range. 🚀
🌸 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.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
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.
","descriptionPlain":"BUILD SOMETHING PEOPLE LOVE\n\nWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.\n\n\n\nWe're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.\n\n\n\n\nINTERN, CLIENT EXPERIENCE STRATEGY & OPERATIONS (WINTER 2027)\n\nLocation: Toronto, ON (Hybrid)\n\nTerm: 8 months, beginning January 11, 2027. \n\n\n\nThis is an 8 month internship designed for co-op students, non-co-op students, and recent graduates who are ready to ship impactful work.\n\nDuring your internship, you will have the opportunity to contribute to projects that are changing the landscape of financial services for Canadians. You will be on a team that supports your growth, provides mentorship, and connects you to the broader Wealthsimple community!\n\nOur internship program operates on a hybrid model, where you’ll be working from our Toronto headquarters on Wednesdays and Thursdays. This structure offers the flexibility of remote work, while also providing the collaboration, connection, and mentorship that come from being together in person.\n\n\n\nThis posting covers two tracks: Workflow Optimization and Enablement. Please apply to the one that best fits your interests.\n\nPlease note: the role you apply for is the role you will be assessed on throughout the interview process. We are unable to accommodate requests to switch between Workflow Optimization and Enablement tracks after submission.\n\n\n\n \n\n\nABOUT THE CX OPERATIONS TEAM\n\nThe CX Operations team is responsible for enabling exceptional client and agent experiences across Wealthsimple through optimized systems, content, AI solutions, and strategic initiatives. We manage the technology, knowledge, and processes that power our customer experience organization, driving continuous improvement in efficiency and effectiveness.\n\n \n\n\nCHOOSE YOUR TRACK:\n\n \n\n\nWORKFLOW OPTIMIZATION, INTERN\n\nWorkflow Optimization (WFO) streamlines the workflows, systems, and automations that span our entire ecosystem of tools. We partner with teams across the organization to identify and simplify toilsome workflows through process mapping, automation, and AI tool implementations.\n\nAs a WFO Intern, you'll partner with WFO managers and internal SMEs to: design and build AI tools for analysis; audit and improve automations; map and redesign workflows; and deliver measurable improvements in containment, resolution time, and operational risk.\n\nYou'll develop core skills in project planning, process design, AI tool deployment, and AI‑enhanced automation while contributing directly to CX efficiency and client experience.\n\n \n\n\nIN THIS ROLE, YOU’LL HAVE THE OPPORTUNITY TO\n\n - Partner with the AI Experiences team to launch net-new features to our clients and support agents.\n\n - Map current-state workflows with SMEs, identify optimization opportunities, and implement AI-enhanced changes across macros, automations, and documentation.\n\n - Build comprehensive automation inventories across multiple systems, to propose consolidations and net-new automations and AI optimizations.\n\n\nWHAT YOU’LL BRING\n\n - Structured problem solving and process thinking, with the ability to translate ambiguous workflows into clear maps and requirements\n\n - Basic familiarity with AI concepts (LLM, RAG, context windows, hallucination, etc.)\n\n - Basic familiarity with customer operations tools or ticketing systems (Zendesk, JIRA)\n\n - Basic familiarity with data and testing concepts – to be applied in the context of testing the accuracy of AI models (A/B testing, sample sizes, statistical significance, etc.)\n\n - Strong documentation and communication skills to collaborate with SMEs and present proposals\n\n - Bias to action and ownership to drive projects from discovery to implementation\n\n\n\n\n\n\n\nENABLEMENT, INTERN\n\nOur enablement group is responsible for how our support workforce learns, performs, and grows. We build the systems, programs, and culture that keep our support teams performing at a high bar. Quality, learning, change readiness, and performance measurement all sit within this group. Underneath all of it is a simple belief: every client interaction should be fast, high-quality, and trustworthy. Our job is to turn that belief into measurable reality.\n\nAs an Enablement Intern, you'll support the group's analytical work. You'll partner with the managers who own quality and performance measurement to test the data, run original analyses, spot trends early, and turn your findings into recommendations leaders can act on. This goes beyond reporting, the question is never only \"what does the number say?\" It's also \"is this measuring the right thing, and what should we do about it?\"\n\nYou'll build skills in analysis, metric design, and structured problem solving, and see up close how an AI-first quality and performance program runs in a regulated industry. The best person for this role doesn't only meet a high bar; they hold their own work to one.\n\n \n\n\nIN THIS ROLE, YOU’LL HAVE THE OPPORTUNITY TO\n\n - Design and run trending analyses across scorecard metrics to inform target reviews, and build a repeatable way of doing them so each review doesn't start from scratch\n\n - Look for relationships between metrics, such as how quality, satisfaction and efficiency move together, and turn what you find into clear charts and recommendations\n\n - Help define and document metrics: what each one measures, where its data comes from, and where two metrics overlap or one is only raw input to another\n\n - Build checks and first-pass reviews that help the team catch errors in scorecards and reports before they’re finalized\n\n - Support analysis of quality data, such as sampling and summarizing results, as projects call for it\n\n\nWHAT YOU’LL BRING\n\n - Strong quantitative and spreadsheet skills, and comfort cleaning, joining and pivoting messy data (SQL is a plus)\n\n - An understanding of how relational data fits together (tables, keys, joins). SQL is a plus but not required\n\n - Experience building trend analyses and visualizations, and the judgment to tell a real pattern from noise\n\n - Basic familiarity with statistical concepts like correlation, sample sizes and significance\n\n - Basic familiarity with ticketing tools and support systems, and where support data comes from\n\n - Structured problem solving: you can turn a vague question into a hypothesis, an analysis and a clear \"so what\"\n\n - Clear writing, including explaining a finding to the person who has to act on it\n\n - Ownership and a bias to action, taking work from question to recommendation\n\n\n\n\nELIGIBILITY\n\n✔ Currently enrolled as a student at a Canadian post-secondary institution or technical bootcamp\n\n✔ New graduates - Within 6 months of your graduation date\n\n✔ Available to work full-time hours\n\n✔ Residing in Canada\n\n✔ Able to commute to our Toronto HQ on Wednesdays and Thursdays\n\n \n\n\nCOMPENSATION & EQUITY\n\n🤑 Base salary range: For this role, candidates can expect the following base salary range:\n\n• Term 1 students: CAD $42,000 - $44,000\n\n• Term 2 students: CAD $44,000 - $46,000\n\n• Term 3 students: CAD $46,000 - $48,000\n\n• Term 4 students: CAD $48,000 - $50,000\n\n• Term 5 students: CAD $49,000 - $52,000\n\n \n\nYour current year of study and number of past internship terms will determine your salary band. Actual compensation within each band is based on skills, experience, and academic performance. Exceptional candidates may be considered above the top of their year's range. 🚀\n\n\n\n\nWHY WEALTHSIMPLE?\n\n🌸 Top-tier health benefits and life insurance\n\n📈 Long-term group savings with employer match, through Wealthsimple for Business\n\n🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*\n\n✈️ 90 days away: work outside Canada for up to 90 days per year*\n\n👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS\n\n🌎 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.\n\n*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. \n\n\n\n\nICYMI\n\nTechnology & 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.\n\n\n\nInclusion 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.\n\n\n\nAccessibility 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.\n\n\n\nAI 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.\n\n"}],"apiVersion":"1"}