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":"Principal/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.
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 - 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":"4aab1824-583c-4e39-b210-eb766bd49929","title":"Associate, Fraud Investigations Cards and Disputes (Fixed Term Contract)","department":"Operations","team":"Client Experience Operations","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-19T16:27:59.638+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/4aab1824-583c-4e39-b210-eb766bd49929","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/4aab1824-583c-4e39-b210-eb766bd49929/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 Card Fraud and Disputes. You will be the detective protecting our clients' everyday spending, navigating complex card network rules, and ensuring our platform remains a safe place to build and spend wealth.
This is a 9-month initial engagement with the possibility of extensions and conversions based on performance and business needs.
What you will do:
Investigate & Resolve: Dive into the weeds of card disputes and unauthorized transaction claims. You will evaluate transaction data, authentication methods (like 3DS, Apple Pay, or Chip & PIN), and digital footprints to confidently distinguish true fraud from friendly fraud or commercial disputes.
Execute Chargebacks: Take decisive action to recover funds by navigating Visa/Mastercard dispute rules, filing accurate chargebacks, and understanding exactly when and how liability shifts apply.
Guide the Client: Communicate directly with clients who are stressed about missing money. You will guide them through the dispute lifecycle, manage expectations regarding strict card network timelines, and provide updates with absolute empathy and clarity.
Manage the Queue: Act as a master multi-tasker, managing multiple ongoing card disputes at once while strictly adhering to internal and regulatory case-closure Service Level Agreements (SLAs).
Connect the Dots: Participate in weekly calibration sessions with your peers to share findings, spot new card testing (BIN) attacks or merchant scams, and help the team stay one step ahead of the fraudsters.
Who you are:
The Transaction Detective: You have incredibly high attention to detail. You love looking at authorization data, spotting anomalies, and solving the puzzle of how and where a card was compromised.
Objective & Analytical: You balance deep empathy with strict risk protocols. You rely on hard data (IP addresses, device IDs, entry modes) to make fair, evidence-based decisions rather than just taking claims at face value.
An Empathetic Communicator: You know that behind every dispute ticket is a real person. You excel at taking complex payment network rules (like why a chargeback was won or lost) and explaining them clearly and calmly to our clients.
The Requirements:
Experience: Minimum 1 year of direct fraud or disputes experience (experience specifically touching card chargebacks, Visa/Mastercard network rules, or transaction monitoring is a massive asset!).
Industry Knowledge: Demonstrated understanding of fraud management frameworks, controls, and prevention systems within the financial services and payments 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 Card Fraud and Disputes. You will be the detective protecting our clients' everyday spending, navigating complex card network rules, and ensuring our platform remains a safe place to build and spend wealth.\n\nThis is a 9-month initial engagement with the possibility of extensions and conversions based on performance and business needs.\n\nWhat you will do:\n\n - Investigate & Resolve: Dive into the weeds of card disputes and unauthorized transaction claims. You will evaluate transaction data, authentication methods (like 3DS, Apple Pay, or Chip & PIN), and digital footprints to confidently distinguish true fraud from friendly fraud or commercial disputes.\n\n - Execute Chargebacks: Take decisive action to recover funds by navigating Visa/Mastercard dispute rules, filing accurate chargebacks, and understanding exactly when and how liability shifts apply.\n\n - Guide the Client: Communicate directly with clients who are stressed about missing money. You will guide them through the dispute lifecycle, manage expectations regarding strict card network timelines, and provide updates with absolute empathy and clarity.\n\n - Manage the Queue: Act as a master multi-tasker, managing multiple ongoing card disputes at once while strictly adhering to internal and regulatory case-closure Service Level Agreements (SLAs).\n\n - Connect the Dots: Participate in weekly calibration sessions with your peers to share findings, spot new card testing (BIN) attacks or merchant scams, and help the team stay one step ahead of the fraudsters.\n\n\n\nWho you are:\n\n - The Transaction Detective: You have incredibly high attention to detail. You love looking at authorization data, spotting anomalies, and solving the puzzle of how and where a card was compromised.\n\n - Objective & Analytical: You balance deep empathy with strict risk protocols. You rely on hard data (IP addresses, device IDs, entry modes) to make fair, evidence-based decisions rather than just taking claims at face value.\n\n - An Empathetic Communicator: You know that behind every dispute ticket is a real person. You excel at taking complex payment network rules (like why a chargeback was won or lost) and explaining them clearly and calmly to our clients.\n\n\nThe Requirements:\n\n - Experience: Minimum 1 year of direct fraud or disputes experience (experience specifically touching card chargebacks, Visa/Mastercard network rules, or transaction monitoring is a massive asset!).\n\n - Industry Knowledge: Demonstrated understanding of fraud management frameworks, controls, and prevention systems within the financial services and payments 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":"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":"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":"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":"8da0f3ad-887f-4517-b150-9e92adb0f30c","title":"Quantitative Trader","department":"Brokerage & Capital Markets","team":"Capital Markets","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[{"location":"Remote (US)","address":{"postalAddress":{"addressRegion":"New York","addressCountry":"United States","addressLocality":"New York City"}}}],"publishedAt":"2026-10-21T18:49:25.471+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/8da0f3ad-887f-4517-b150-9e92adb0f30c","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/8da0f3ad-887f-4517-b150-9e92adb0f30c/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.
Capital Markets is responsible for the company’s financial markets facing businesses including daily trading operations, opportunity identification and growing those business lines. As Wealthsimple’s interface to the markets we are ultimately responsible for the execution of all the firm’s orders both on behalf of our clients and the company’s own trading activities. In order to accomplish this we work closely with and partner with functions across the company.
As a Quantitative Trader at Wealthsimple, you’ll be conducting research and building models that describe how the markets behave, turn that research into algorithms and business insights to produce an edge for our clients and the company. You will also manage the daily trading operations of those systems. In this role you will have the opportunity to apply the theoretical, coming up with ideas, simulating to prove a thesis, validating with real world results and dynamically responding to changing conditions. We’re looking for self-starters who are excited about the prospect of building a new function, defining new tools and pipelines and ultimately owning the outcomes.
Build quantitative models that describe and predict how markets move; this will involve conducting research and understanding liquidity profiles, price movement and market microstructure.
Model the characteristics of order flow, including flow toxicity, classification of activity, to inform and optimize routing, execution and risk decisions.
Develop trading algorithms to programmatically decide how orders are generated and routed, and work alongside engineers to deploy those systems into production.
Manage the daily trading operations of our algorithmic trading systems.
Respond to changing market conditions to ensure algorithms are placing orders optimally.
Design and maintain simulation frameworks to validate algorithm performance against historical data.
Partner cross-functionally with engineering, data science, operations and product teams.
3+ years of experience in quantitative trading, quantitative research, algorithmic trading development, or a closely related capital markets role
STEM degree from a leading institution
Excellent Python scripting
Solid foundation in statistics, probability, stochastic processes, and quantitative methods
Understanding of Canadian equity market structure
Familiarity with low-latency trading technologies and methodologies
CIRO-registered as a trader is an asset
You take ownership, and want to directly drive outcomes. You will come up with the ideas, prove those ideas out, get them implemented and be responsible for how they run day in and day out. Holding yourself accountable for the results.
You are data driven and methodical. You are comfortable working with statistics and will follow the numbers, not force them to conform to a thesis.
You like to understand the full system, if something does not align with your mental model you will ask questions and dig in.
You have a passion for financial markets, including news-moving items, financial engineering, various assets, market microstructure and the technology that enables markets.
You can communicate complex concepts clearly, and are adept at adjusting based on your audience.
🌸 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 CAPITAL MARKETS TEAM\n\nCapital Markets is responsible for the company’s financial markets facing businesses including daily trading operations, opportunity identification and growing those business lines. As Wealthsimple’s interface to the markets we are ultimately responsible for the execution of all the firm’s orders both on behalf of our clients and the company’s own trading activities. In order to accomplish this we work closely with and partner with functions across the company.\n\n\n\n\n\nABOUT THE ROLE\n\nAs a Quantitative Trader at Wealthsimple, you’ll be conducting research and building models that describe how the markets behave, turn that research into algorithms and business insights to produce an edge for our clients and the company. You will also manage the daily trading operations of those systems. In this role you will have the opportunity to apply the theoretical, coming up with ideas, simulating to prove a thesis, validating with real world results and dynamically responding to changing conditions. We’re looking for self-starters who are excited about the prospect of building a new function, defining new tools and pipelines and ultimately owning the outcomes.\n\n\n\n\nWHAT YOU'LL DO\n\n - Build quantitative models that describe and predict how markets move; this will involve conducting research and understanding liquidity profiles, price movement and market microstructure.\n\n - Model the characteristics of order flow, including flow toxicity, classification of activity, to inform and optimize routing, execution and risk decisions.\n\n - Develop trading algorithms to programmatically decide how orders are generated and routed, and work alongside engineers to deploy those systems into production.\n\n - Manage the daily trading operations of our algorithmic trading systems.\n\n - Respond to changing market conditions to ensure algorithms are placing orders optimally.\n\n - Design and maintain simulation frameworks to validate algorithm performance against historical data.\n\n - Partner cross-functionally with engineering, data science, operations and product teams.\n\n\n\nSKILLS YOU BRING\n\n - 3+ years of experience in quantitative trading, quantitative research, algorithmic trading development, or a closely related capital markets role\n\n - STEM degree from a leading institution\n\n - Excellent Python scripting\n\n - Solid foundation in statistics, probability, stochastic processes, and quantitative methods\n\n - Understanding of Canadian equity market structure\n\n - Familiarity with low-latency trading technologies and methodologies\n\n - CIRO-registered as a trader is an asset\n\n\n\nWHO YOU ARE\n\n - You take ownership, and want to directly drive outcomes. You will come up with the ideas, prove those ideas out, get them implemented and be responsible for how they run day in and day out. Holding yourself accountable for the results.\n\n - You are data driven and methodical. You are comfortable working with statistics and will follow the numbers, not force them to conform to a thesis.\n\n - You like to understand the full system, if something does not align with your mental model you will ask questions and dig in.\n\n - You have a passion for financial markets, including news-moving items, financial engineering, various assets, market microstructure and the technology that enables markets.\n\n - You can communicate complex concepts clearly, and are adept at adjusting based on your audience.\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":"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, Wealthsimple Premium","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":"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":"e089a81a-9409-4a19-87c8-36f3c0182aa8","title":"Team Lead, Disputes","department":"Operations","team":"Client Experience Operations","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-19T16:27:45.634+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/e089a81a-9409-4a19-87c8-36f3c0182aa8","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/e089a81a-9409-4a19-87c8-36f3c0182aa8/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, decisive, and detail-obsessed Team Lead to oversee a pod of Fraud Investigators.
You won't be tied to just one type of fraud. As a Team Lead, you will be the player-coach guiding the detectives who protect our platform from everything from complex account takeovers to sophisticated money mule networks. You will act as the ultimate escalation point, drive team performance, and ensure our defenses stay one step ahead of the bad actors.
What You Will Do:
Manage the day-to-day operations of a pod of Fraud Investigators. Conduct 1:1s, run side-by-sides, and actively coach your team to elevate their investigative techniques and decision-making.
Oversee complex fraud queues, ensuring the team strictly maintains case-closure Service Level Agreements (SLAs) without sacrificing investigative quality.
Step in on the most complex, ambiguous, or high-dollar investigations. You are the final set of eyes when an investigator needs help navigating a tricky bank indemnity, a complex crypto trace, or a sophisticated identity ring.
Lead weekly calibration sessions with your pod. Spot emerging fraud typologies across the platform, document trends, and partner directly with Risk, Compliance, and Product to build better automated defenses.
Ensure your team’s case documentation is flawless, empowering client-facing teams with exactly what they need to manage the client relationship during high-stress situations.
Serve as the chief quality-control officer for your pod, establishing investigative playbooks and ensuring all decisions align with Wealthsimple’s risk appetite and regulatory requirements.
What you bring:
3+ years of direct, hands-on experience in backend fraud investigations (e.g., banking/fiat fraud, account takeovers, payments, or digital assets).
Proven track record of mentoring, coaching, or leading peers. You know how to build a culture of psychological safety, calm, and focus in a high-stress environment.
Deep understanding of fraud typologies and financial ledgers. You can look at complex data (IPs, device IDs, transaction metadata) and instantly spot the behavioral anomalies.
Strong bias for action. You make sound, high-stakes decisions with incomplete information, and you know exactly when to escalate and when to hold.
Exceptional written and verbal communication skills. You can translate complex fraud investigations into clear business impact for leadership and partner 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\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, decisive, and detail-obsessed Team Lead to oversee a pod of Fraud Investigators.\n\nYou won't be tied to just one type of fraud. As a Team Lead, you will be the player-coach guiding the detectives who protect our platform from everything from complex account takeovers to sophisticated money mule networks. You will act as the ultimate escalation point, drive team performance, and ensure our defenses stay one step ahead of the bad actors.\n\nWhat You Will Do:\n\n - Manage the day-to-day operations of a pod of Fraud Investigators. Conduct 1:1s, run side-by-sides, and actively coach your team to elevate their investigative techniques and decision-making.\n\n - Oversee complex fraud queues, ensuring the team strictly maintains case-closure Service Level Agreements (SLAs) without sacrificing investigative quality.\n\n - Step in on the most complex, ambiguous, or high-dollar investigations. You are the final set of eyes when an investigator needs help navigating a tricky bank indemnity, a complex crypto trace, or a sophisticated identity ring.\n\n - Lead weekly calibration sessions with your pod. Spot emerging fraud typologies across the platform, document trends, and partner directly with Risk, Compliance, and Product to build better automated defenses.\n\n - Ensure your team’s case documentation is flawless, empowering client-facing teams with exactly what they need to manage the client relationship during high-stress situations.\n\n - Serve as the chief quality-control officer for your pod, establishing investigative playbooks and ensuring all decisions align with Wealthsimple’s risk appetite and regulatory requirements.\n \n \n\nWhat you bring:\n\n - 3+ years of direct, hands-on experience in backend fraud investigations (e.g., banking/fiat fraud, account takeovers, payments, or digital assets).\n\n - Proven track record of mentoring, coaching, or leading peers. You know how to build a culture of psychological safety, calm, and focus in a high-stress environment.\n\n - Deep understanding of fraud typologies and financial ledgers. You can look at complex data (IPs, device IDs, transaction metadata) and instantly spot the behavioral anomalies.\n\n - Strong bias for action. You make sound, high-stakes decisions with incomplete information, and you know exactly when to escalate and when to hold.\n\n - Exceptional written and verbal communication skills. You can translate complex fraud investigations into clear business impact for leadership and partner 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":"6f8ab2cd-3426-4e9e-bc53-2b5534a29601","title":"Sr Data Scientist, Finance, Brokerage & Market Risk","department":"Data & Engineering","team":"Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-08-14T19:54:03.506+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/6f8ab2cd-3426-4e9e-bc53-2b5534a29601","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/6f8ab2cd-3426-4e9e-bc53-2b5534a29601/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, Brokerage and Market Risk Data Science team is a dynamic group of data scientists and analytics developers who deliver high-quality financial metrics and advanced analytics that drive key decisions at Wealthsimple. We support financial planning, treasury operations, liquidity management, and brokerage risk assessment for products like margin trading and options.
Our team has created a solid foundation for data-driven financial decision-making. Now we're ready to scale these initiatives, optimizing financial resources and enhancing risk management as our product offerings grow increasingly sophisticated.
In this role, you'll make a significant impact through advanced analytics that support both strategic financial planning and sophisticated market risk management across our expanding brokerage services.
Own the development and maintenance of the finance and market risk data marts, optimizing for performance, data quality, reliability, and efficiency
Design, build, and document robust data pipelines that generate critical financial reports and metrics for stakeholders across the organization
Build, automate, and maintain brokerage reporting & monitoring systems, ensuring data integrity and accuracy across financial processes
Partner closely with business stakeholders in brokerage and market risk to launch and support new financial products and model development initiatives
Create insightful dashboards and visualizations to monitor brokerage KPIs, profitability metrics, and regulatory reporting requirements
Provide business intelligence support for trade and collateral monitoring, financial reporting, product performance analysis, and forecasting initiatives
Translate complex business requirements into scalable analytics solutions that address key financial and risk management needs
Participate in code reviews and contribute to best practices for data engineering and analytics development
Mentor junior team members and share knowledge to elevate the team's technical capabilities
5+ years of experience in data engineering or analytics development, with demonstrated expertise in data mart architecture, design, and management
Strong proficiency in SQL with the ability to write complex queries, optimize performance, and work with large-scale datasets
Experience working at brokerage operations or financial services, with knowledge of accounting principles and market risk concepts (preferred)
Familiarity with regulatory reporting requirements and financial product structures (a plus)
Hands-on experience building and orchestrating data pipelines using modern tools such as dbt, Airflow, or similar workflow management platforms
Working knowledge of cloud infrastructure, particularly AWS services (S3, Redshift, Snowflake or equivalent)
Proficiency in Python for data manipulation, automation, and scripting
Experience with version control systems, particularly Git and GitHub, including branching strategies, pull requests, and code reviews
Proven ability to translate complex business requirements into scalable, data-driven solutions
Strong data visualization skills with experience using tools such as Tableau, Looker, Power BI, or similar platforms
Understanding of analytics engineering principles and best practices for building maintainable, well-documented data models
Excellent communication and interpersonal skills, with the ability to explain technical concepts to non-technical stakeholders
Demonstrated ability to collaborate effectively with cross-functional teams, including finance, risk, and product 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\nThe Finance, Brokerage and Market Risk Data Science team is a dynamic group of data scientists and analytics developers who deliver high-quality financial metrics and advanced analytics that drive key decisions at Wealthsimple. We support financial planning, treasury operations, liquidity management, and brokerage risk assessment for products like margin trading and options.\n\nOur team has created a solid foundation for data-driven financial decision-making. Now we're ready to scale these initiatives, optimizing financial resources and enhancing risk management as our product offerings grow increasingly sophisticated.\n\nIn this role, you'll make a significant impact through advanced analytics that support both strategic financial planning and sophisticated market risk management across our expanding brokerage services.\n\n\n\nIN THIS ROLE, YOU WILL HAVE THE OPPORTUNITY TO:\n\n - Own the development and maintenance of the finance and market risk data marts, optimizing for performance, data quality, reliability, and efficiency\n\n - Design, build, and document robust data pipelines that generate critical financial reports and metrics for stakeholders across the organization\n\n - Build, automate, and maintain brokerage reporting & monitoring systems, ensuring data integrity and accuracy across financial processes\n\n - Partner closely with business stakeholders in brokerage and market risk to launch and support new financial products and model development initiatives\n\n - Create insightful dashboards and visualizations to monitor brokerage KPIs, profitability metrics, and regulatory reporting requirements\n\n - Provide business intelligence support for trade and collateral monitoring, financial reporting, product performance analysis, and forecasting initiatives\n\n - Translate complex business requirements into scalable analytics solutions that address key financial and risk management needs\n\n - Participate in code reviews and contribute to best practices for data engineering and analytics development\n\n - Mentor junior team members and share knowledge to elevate the team's technical capabilities\n\n\n\n\nWHAT YOU BRING:\n\n - 5+ years of experience in data engineering or analytics development, with demonstrated expertise in data mart architecture, design, and management\n\n - Strong proficiency in SQL with the ability to write complex queries, optimize performance, and work with large-scale datasets\n\n - Experience working at brokerage operations or financial services, with knowledge of accounting principles and market risk concepts (preferred)\n\n - Familiarity with regulatory reporting requirements and financial product structures (a plus)\n\n - Hands-on experience building and orchestrating data pipelines using modern tools such as dbt, Airflow, or similar workflow management platforms\n\n - Working knowledge of cloud infrastructure, particularly AWS services (S3, Redshift, Snowflake or equivalent)\n\n - Proficiency in Python for data manipulation, automation, and scripting\n\n - Experience with version control systems, particularly Git and GitHub, including branching strategies, pull requests, and code reviews\n\n - Proven ability to translate complex business requirements into scalable, data-driven solutions\n\n - Strong data visualization skills with experience using tools such as Tableau, Looker, Power BI, or similar platforms\n\n - Understanding of analytics engineering principles and best practices for building maintainable, well-documented data models\n\n - Excellent communication and interpersonal skills, with the ability to explain technical concepts to non-technical stakeholders\n\n - Demonstrated ability to collaborate effectively with cross-functional teams, including finance, risk, and product 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":"108e4513-0e74-4e4c-af3c-8e66e4222db8","title":"Senior Specialist, Incident Response","department":"Operations","team":"Client Experience Operations","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-16T19:08:48.525+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/108e4513-0e74-4e4c-af3c-8e66e4222db8","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/108e4513-0e74-4e4c-af3c-8e66e4222db8/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.
When high-stakes incidents strike, you are the calm in the storm. Senior Specialist, Incident Response, you will play the main part in incidents during major, complex, or reputation sensitive events. You take command of ambiguous situations, translate technical chaos into clear client and executive communication with the support of a high-performing team of Incident Response Specialists to raise the overall bar for crisis execution across the business.
WHAT YOU’LL DO
Deliver proactive, cadence-based briefs to senior leaders while authoring clear, transparent external communications (status pages, app/web banners, client emails) in the Wealthsimple voice.
Bridge the gap between engineering and the business and translating system logs, error codes, and technical root causes into plain-language client and business impact.
Identify when Legal or Compliance review is required during a crisis and seamlessly weave regulatory checks into the response flow.
Serve as a chief editor for team communications, establishing playbooks and writing standards that ensure accuracy, speed, and empathy under real-time pressure.
Build a culture of psychological safety, calm, and focus: shielding responders from external noise during active incidents while keeping stakeholders aligned.
Rapidly identify who needs to be involved across Engineering, Product, CX, Legal, and Risk, anticipating downstream friction before it happens.
Navigate high-severity situations with confidence, managing executive expectations without distracting active responders.
Partner with Data Science to quantify incident impact and lead post-incident reviews to drive root-cause remediation and long-term CX improvements.
WHAT YOU BRING
5+ years in major incident response, crisis communications, or technical service operations within fintech, high-growth SaaS, or fast-paced digital product environments. You have a proven track record leading live-fire, SEV-1/P0 operational crises from inception to resolution.
Rapid, decisive judgment under pressure: You have a strong bias for action and excel at making quick, high-stakes decisions with incomplete information, knowing intuitively when to push forward, when to escalate, and when to hold.
Exceptional crisis communications & translation skills: You can digest raw system telemetry, logs, and engineer chatter, translating technical chaos into clear, empathetic client messaging and concise executive updates in real time.
Tech-native and async-first operational fluency: You are deeply accustomed to modern tech workflows (Slack, Notion, linear incident bots) and thrive in fast, distributed environments where clear, documented async alignment is essential.
Cross-functional network thinker: You intuitively map organizational ripple effects, rapidly engaging the right stakeholders across Engineering, Product, CX, Legal, Compliance, and Leadership before downstream friction occurs.
Comfort with ambiguity and chaos: You stay composed when there is no playbook, bringing immediate structure, clarity, and psychological safety to high-stakes, reputationally sensitive events.
NICE TO HAVE
Educational background or formal training in Communications, Public Relations, Journalism, Legal Studies, or a related discipline (or equivalent practical crisis communications experience).
Incident tooling fluency: Comfortable navigating incident management platforms (PagerDuty, Rootly), monitoring tools (Datadog), and data tools (Preset, SQL) to understand system behavior and measure client impact.
Risk intuition: Strong intuition for compliance, legal, and reputational risk within a regulated financial institution.
Bilingualism: Fluency in both English and French.
🌸 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\nWhen high-stakes incidents strike, you are the calm in the storm. Senior Specialist, Incident Response, you will play the main part in incidents during major, complex, or reputation sensitive events. You take command of ambiguous situations, translate technical chaos into clear client and executive communication with the support of a high-performing team of Incident Response Specialists to raise the overall bar for crisis execution across the business.\n\nWHAT YOU’LL DO\n\n - Deliver proactive, cadence-based briefs to senior leaders while authoring clear, transparent external communications (status pages, app/web banners, client emails) in the Wealthsimple voice.\n\n - Bridge the gap between engineering and the business and translating system logs, error codes, and technical root causes into plain-language client and business impact.\n\n - Identify when Legal or Compliance review is required during a crisis and seamlessly weave regulatory checks into the response flow.\n\n - Serve as a chief editor for team communications, establishing playbooks and writing standards that ensure accuracy, speed, and empathy under real-time pressure.\n\n - Build a culture of psychological safety, calm, and focus: shielding responders from external noise during active incidents while keeping stakeholders aligned.\n\n - Rapidly identify who needs to be involved across Engineering, Product, CX, Legal, and Risk, anticipating downstream friction before it happens.\n\n - Navigate high-severity situations with confidence, managing executive expectations without distracting active responders.\n\n - Partner with Data Science to quantify incident impact and lead post-incident reviews to drive root-cause remediation and long-term CX improvements.\n\n\n\nWHAT YOU BRING\n\n - 5+ years in major incident response, crisis communications, or technical service operations within fintech, high-growth SaaS, or fast-paced digital product environments. You have a proven track record leading live-fire, SEV-1/P0 operational crises from inception to resolution.\n\n - Rapid, decisive judgment under pressure: You have a strong bias for action and excel at making quick, high-stakes decisions with incomplete information, knowing intuitively when to push forward, when to escalate, and when to hold.\n\n - Exceptional crisis communications & translation skills: You can digest raw system telemetry, logs, and engineer chatter, translating technical chaos into clear, empathetic client messaging and concise executive updates in real time.\n\n - Tech-native and async-first operational fluency: You are deeply accustomed to modern tech workflows (Slack, Notion, linear incident bots) and thrive in fast, distributed environments where clear, documented async alignment is essential.\n\n - Cross-functional network thinker: You intuitively map organizational ripple effects, rapidly engaging the right stakeholders across Engineering, Product, CX, Legal, Compliance, and Leadership before downstream friction occurs.\n\n - Comfort with ambiguity and chaos: You stay composed when there is no playbook, bringing immediate structure, clarity, and psychological safety to high-stakes, reputationally sensitive events.\n\n\n\nNICE TO HAVE\n\n - Educational background or formal training in Communications, Public Relations, Journalism, Legal Studies, or a related discipline (or equivalent practical crisis communications experience).\n\n - Incident tooling fluency: Comfortable navigating incident management platforms (PagerDuty, Rootly), monitoring tools (Datadog), and data tools (Preset, SQL) to understand system behavior and measure client impact.\n\n - Risk intuition: Strong intuition for compliance, legal, and reputational risk within a regulated financial institution.\n\n - Bilingualism: Fluency in both English and French.\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":"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":"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":"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"},{"id":"95d17671-6a4a-4543-848d-2bfe1f3e16e0","title":"Associate Treasury Reporting & Analytics","department":"Finance","team":"Treasury","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-21T18:19:52.136+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/95d17671-6a4a-4543-848d-2bfe1f3e16e0","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/95d17671-6a4a-4543-848d-2bfe1f3e16e0/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
Our ideal hire has a builder mindset, is detail oriented, action oriented and proactive. They own their role and continuously help identify ways to improve operations processes and controls. It is essential that this person manages time well, keeps on top of deliverables, and has the potential to grow with us. Experience in credit products, prepaid cards or other spend operations functions is a strong plus.
We manage billions of dollars, so the stakes are high. We want to deliver extraordinary experiences that meet our client's on-demand expectations, while being a compliance leader. At Wealthsimple, we are maker-owners, we believe that simplicity is better, and we do what's right for each client.
We are seeking an analytical, detail-oriented professional with strong SQL skills, advanced Excel expertise, and a passion for process improvement to join our Treasury team. The ideal candidate will excel in problem-solving, dashboard creation, and effective communication across all levels of the organization.
In this role, you’ll have the opportunity to:
Develop comprehensive financial analytics and reports to support regulatory compliance and strategic decision-making.
Leverage Internal Systems and Kyriba Treasury Management System to extract, analyze, and report on treasury data, ensuring accuracy and timeliness of deliverables.
Collaborate with cross-functional teams (including Product, Engineering, Data Science, and Finance) and use in house AI tools to optimize workflows and drive project success.
Design, build, and refine intuitive, data-driven dashboards that provide actionable insights for various stakeholders.
Maintain or develop multiple reporting deliverables with varying frequencies, managing stakeholder expectations and ensuring consistent quality standards.
Support the team on complex projects within Treasury Cash and Collateral Management, facilitating communication and problem-solving across teams.
Conduct in-depth analysis using SQL and other tools to inform critical business decisions related to Treasury operations and strategy.
Identify and implement process improvements that enhance efficiency and accuracy in financial reporting and analysis.
Translate business requirements into technical reporting solutions, working closely with IT and data teams to optimize report performance.
What You'll Bring:
Relevant experience: Demonstrated success in Treasury and financial operations, banking and payments, or other operations roles in related fields.
Report Management: Proven experience overseeing end-to-end report lifecycle management, from requirements gathering to delivery. Ability to manage multiple reporting deliverables with varying frequencies and stakeholder groups, ensuring accuracy and timeliness.
Treasury Systems Expertise: 2+ years of hands-on experience with Kyriba Treasury Management System, including report configuration, data extraction, and workflow optimization.
Organization & planning: Plans, organizes, and schedules in a productive manner, allowing for a focus on key priorities and regular updates
Collaboration: Excellent interpersonal skills and willingness to work in collaboration with various team members
Strong written and verbal communication: Speaks plainly and truthfully. Communicates complex ideas in a simple & easy-to-understand way for any audience (e.g. engineering, 3rd party vendors, growth/operational teams, executive team)
Problem solving: If something seems off, you want to figure out what's going on; you enjoy navigating uncertainty, bringing clarity to ambiguity and don't wait for a playbook to be written
Proactive & Action Oriented: Acts without being told what to do; taking full ownership of work, and proactively seeks help and input when needed to provide well supported solutions
Efficiency: Ability to produce significant output with minimum wasted effort; finds the path of least resistance to the problem definition, solution and execution
Honesty/integrity: Doesn't cut corners; does what is right, not what is politically expedient
Data & analytics: Has a strong proficiency in SQL, and a history of using data to answer complex problems. Ability to translate business requirements into technical reporting solutions.
Stakeholder Management: Experience with complex reporting processes and stakeholder requirements, with proven ability to deliver financial reports to senior leadership and various business units.
Financial modeling, coding/automation, ability to contribute to a data model, and experience with business intelligence tools (Power BI, Superset) is preferred
Required Qualifications
Bachelor's degree in Finance, Economics, or related field
3+ years of experience in financial analysis or similar role
2+ years of hands-on experience with Kyriba Treasury Management System
Advanced proficiency in SQL and Excel
Strong analytical and problem-solving skills
Excellent verbal and written communication abilities
Ability to manage multiple projects and priorities effectively
🌸 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\nOur ideal hire has a builder mindset, is detail oriented, action oriented and proactive. They own their role and continuously help identify ways to improve operations processes and controls. It is essential that this person manages time well, keeps on top of deliverables, and has the potential to grow with us. Experience in credit products, prepaid cards or other spend operations functions is a strong plus. \n\n \n\nWe manage billions of dollars, so the stakes are high. We want to deliver extraordinary experiences that meet our client's on-demand expectations, while being a compliance leader. At Wealthsimple, we are maker-owners, we believe that simplicity is better, and we do what's right for each client.\n\n \n\nWe are seeking an analytical, detail-oriented professional with strong SQL skills, advanced Excel expertise, and a passion for process improvement to join our Treasury team. The ideal candidate will excel in problem-solving, dashboard creation, and effective communication across all levels of the organization.\n\n \n\nIn this role, you’ll have the opportunity to:\n\n - Develop comprehensive financial analytics and reports to support regulatory compliance and strategic decision-making.\n\n - Leverage Internal Systems and Kyriba Treasury Management System to extract, analyze, and report on treasury data, ensuring accuracy and timeliness of deliverables.\n\n - Collaborate with cross-functional teams (including Product, Engineering, Data Science, and Finance) and use in house AI tools to optimize workflows and drive project success.\n\n - Design, build, and refine intuitive, data-driven dashboards that provide actionable insights for various stakeholders.\n\n - Maintain or develop multiple reporting deliverables with varying frequencies, managing stakeholder expectations and ensuring consistent quality standards.\n\n - Support the team on complex projects within Treasury Cash and Collateral Management, facilitating communication and problem-solving across teams.\n\n - Conduct in-depth analysis using SQL and other tools to inform critical business decisions related to Treasury operations and strategy.\n\n - Identify and implement process improvements that enhance efficiency and accuracy in financial reporting and analysis.\n\n - Translate business requirements into technical reporting solutions, working closely with IT and data teams to optimize report performance.\n\n \n\nWhat You'll Bring: \n\n - Relevant experience: Demonstrated success in Treasury and financial operations, banking and payments, or other operations roles in related fields.\n\n - Report Management: Proven experience overseeing end-to-end report lifecycle management, from requirements gathering to delivery. Ability to manage multiple reporting deliverables with varying frequencies and stakeholder groups, ensuring accuracy and timeliness.\n\n - Treasury Systems Expertise: 2+ years of hands-on experience with Kyriba Treasury Management System, including report configuration, data extraction, and workflow optimization.\n\n - Organization & planning: Plans, organizes, and schedules in a productive manner, allowing for a focus on key priorities and regular updates\n\n - Collaboration: Excellent interpersonal skills and willingness to work in collaboration with various team members\n\n - Strong written and verbal communication: Speaks plainly and truthfully. Communicates complex ideas in a simple & easy-to-understand way for any audience (e.g. engineering, 3rd party vendors, growth/operational teams, executive team)\n\n - Problem solving: If something seems off, you want to figure out what's going on; you enjoy navigating uncertainty, bringing clarity to ambiguity and don't wait for a playbook to be written\n\n - Proactive & Action Oriented: Acts without being told what to do; taking full ownership of work, and proactively seeks help and input when needed to provide well supported solutions\n\n - Efficiency: Ability to produce significant output with minimum wasted effort; finds the path of least resistance to the problem definition, solution and execution\n\n - Honesty/integrity: Doesn't cut corners; does what is right, not what is politically expedient\n\n - Data & analytics: Has a strong proficiency in SQL, and a history of using data to answer complex problems. Ability to translate business requirements into technical reporting solutions.\n\n - Stakeholder Management: Experience with complex reporting processes and stakeholder requirements, with proven ability to deliver financial reports to senior leadership and various business units.\n\n - Financial modeling, coding/automation, ability to contribute to a data model, and experience with business intelligence tools (Power BI, Superset) is preferred\n\n \n\nRequired Qualifications\n\n - Bachelor's degree in Finance, Economics, or related field\n\n - 3+ years of experience in financial analysis or similar role\n\n - 2+ years of hands-on experience with Kyriba Treasury Management System\n\n - Advanced proficiency in SQL and Excel\n\n - Strong analytical and problem-solving skills\n\n - Excellent verbal and written communication abilities\n\n - Ability to manage multiple projects and priorities effectively\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":"6057fc18-df28-4ed0-93e6-82675783bcce","title":"Senior Technical Recruiter","department":"People Operations & Communications","team":"People Operations","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-16T21:52:48.825+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/6057fc18-df28-4ed0-93e6-82675783bcce","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/6057fc18-df28-4ed0-93e6-82675783bcce/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 a Senior Technical Recruiter role built for someone who can move fluidly across our R&D disciplines (Engineering, Data Science, Security, and Platform Engineering), whatever's most critical that week. You won't be boxed into one team or one specialty. One day you're closing a Staff Software Developer, the next you're deep in a Security loop, the next you're building pipeline for a Data Science search that hasn't opened yet. If you thrive on variety and can context-switch without losing quality, this is your seat.
You build pipelines before roles even open, partner with hiring managers as a trusted advisor, and run hiring processes that are fast, sharp, and never compromise on talent. You set the tone. You keep momentum. You get it done.
Full-cycle recruiting across all of R&D - any team, any level, any complexity.
Proactive pipeline building in niche, hard-to-fill technical spaces before a req exists, not after.
Hiring strategy that actually moves the needle by partnering closely with Hiring Managers, HRBPs, and Finance on headcount, prioritization, and market reality.
AI-forward sourcing and workflow using modern tooling to move faster, without losing the human touch candidates remember.
Data-driven funnel management - tracking KPIs, catching risk early, and using signal (not gut feel) to sharpen strategy.
Interview loops, debriefs, and closes run with clarity and care because every step counts.
Coaching and raising the bar for junior recruiters and the broader team's hiring craft.
Process and tooling improvements that scale, you don't just work in the system, you come up with ideas that make it better.
5+ years of full-cycle technical recruiting experience, with a track record of closing complex, senior, or niche searches independently.
Hands-on Ashby experience is required, you’re comfortable using the platform and it's not just \"an ATS”.
Genuine versatility - proven ability to pivot across multiple technical domains (not just one specialty) without dropping quality or pace.
Fluency with modern sourcing platforms and AI tooling, and a test-and-learn mindset to keep improving how you use them.
The judgment to navigate ambiguity, calibrate hiring bars, and the confidence to push back when something doesn't add up.
A talent for relationship-building; candidates and hiring managers trust you because you earn it, not because of a title.
Hungry, proactive, and resourceful, you embody our values, not just recite them.
Naturally curious about markets, talent pools, and what's changing in tech hiring.
Adaptable, able to pivot quickly, change is fuel for you, not friction.
Organized enough to run multiple complex searches at once without anything falling through the cracks.
🌸 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 is a Senior Technical Recruiter role built for someone who can move fluidly across our R&D disciplines (Engineering, Data Science, Security, and Platform Engineering), whatever's most critical that week. You won't be boxed into one team or one specialty. One day you're closing a Staff Software Developer, the next you're deep in a Security loop, the next you're building pipeline for a Data Science search that hasn't opened yet. If you thrive on variety and can context-switch without losing quality, this is your seat.\n\nYou build pipelines before roles even open, partner with hiring managers as a trusted advisor, and run hiring processes that are fast, sharp, and never compromise on talent. You set the tone. You keep momentum. You get it done.\n\n\n\nWHAT YOU'LL OWN\n\n - Full-cycle recruiting across all of R&D - any team, any level, any complexity.\n\n - Proactive pipeline building in niche, hard-to-fill technical spaces before a req exists, not after.\n\n - Hiring strategy that actually moves the needle by partnering closely with Hiring Managers, HRBPs, and Finance on headcount, prioritization, and market reality.\n\n - AI-forward sourcing and workflow using modern tooling to move faster, without losing the human touch candidates remember.\n\n - Data-driven funnel management - tracking KPIs, catching risk early, and using signal (not gut feel) to sharpen strategy.\n\n - Interview loops, debriefs, and closes run with clarity and care because every step counts.\n\n - Coaching and raising the bar for junior recruiters and the broader team's hiring craft.\n\n - Process and tooling improvements that scale, you don't just work in the system, you come up with ideas that make it better.\n\n\nWHAT YOU BRING\n\n - 5+ years of full-cycle technical recruiting experience, with a track record of closing complex, senior, or niche searches independently.\n\n - Hands-on Ashby experience is required, you’re comfortable using the platform and it's not just \"an ATS”.\n\n - Genuine versatility - proven ability to pivot across multiple technical domains (not just one specialty) without dropping quality or pace.\n\n - Fluency with modern sourcing platforms and AI tooling, and a test-and-learn mindset to keep improving how you use them.\n\n - The judgment to navigate ambiguity, calibrate hiring bars, and the confidence to push back when something doesn't add up.\n\n - A talent for relationship-building; candidates and hiring managers trust you because you earn it, not because of a title.\n\n\nWHO YOU ARE\n\n - Hungry, proactive, and resourceful, you embody our values, not just recite them.\n\n - Naturally curious about markets, talent pools, and what's changing in tech hiring.\n\n - Adaptable, able to pivot quickly, change is fuel for you, not friction.\n\n - Organized enough to run multiple complex searches at once without anything falling through the cracks.\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":"6bfc1ef3-b1c7-4266-9594-1bbb8e4dffd7","title":"Associate, Physical Security","department":"Regulatory","team":"Compliance","employmentType":"FullTime","location":"Toronto Headquarters","secondaryLocations":[],"publishedAt":"2026-10-22T13:46:28.781+00:00","isListed":true,"isRemote":false,"workplaceType":"OnSite","address":{"postalAddress":{"addressRegion":"Ontario","addressCountry":"Canada","addressLocality":"Toronto"}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/6bfc1ef3-b1c7-4266-9594-1bbb8e4dffd7","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/6bfc1ef3-b1c7-4266-9594-1bbb8e4dffd7/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 Physical Security and Protective Services team sits within Wealthsimple's Regulatory division. We keep our people, offices, and visitors safe — from access control and our on-site guard program to emergency preparedness, investigations, and executive protection. We're a small team that works closely with Workplace Operations, building management, and partners across the company, and we're focused on building a security program that gets ahead of problems instead of just reacting to them. If you take safety seriously and want to help shape a strong security culture at a fast-moving fintech, you'll fit right in.
Reporting to the Senior Manager, Corporate Physical Security & Protective Services, you'll be the face of security in our Toronto office — the first person employees, visitors, and guards turn to when something comes up. This role exists to give our team more room to build: you'll own how we respond day to day in the office, and lead the security awareness program that helps everyone at Wealthsimple understand their part in keeping each other safe.
Please note, this role is based in our Toronto office 5 days/week and is not eligible for remote work.
Serve as the first point of contact for security in the office, handling visitor management, temporary badging, and in-person concerns from employees and visitors
Lead content creation and day-to-day delivery of our security awareness program, including training on badging, visitor management, and emergency procedures
Respond to security incidents and see each one through to resolution, documenting everything
Investigate routine workplace incidents — like access violations, thefts, and disturbances — and escalate sensitive or high-risk matters
Coordinate daily with on-site guards on coverage, post order compliance, and shift handovers, and report issues so they get addressed with our vendor
Process access requests, badge issuance, and deactivations in our access control and video management systems, flagging anomalies and gaps as you find them
Support our emergency preparedness program — floor warden coordination, drills, and tabletop exercises — and help draft security policies, procedures, and event risk assessments
Assist with executive protection and travel security when needed, from logistics to travel monitoring
2+ years of experience in physical security, risk assessment, emergency response, customer-facing communications, or a related role
Post-secondary education in security management, risk management, criminal justice, communications, or a related field, or equivalent professional experience
Experience de-escalating tense situations with clients, visitors, or employees, with composure and discretion
Clear, concise writing — you can produce incident reports, procedures, and advisories that people actually read
Good judgment about what you can handle and what to escalate, and the ability to manage several priorities at once
Experience in fintech or financial services
Hands-on experience with security and ticketing platforms like Genetec and Jira
A valid First Aid and CPR certificate
A PSP or CPP designation from ASIS, or progress toward one
Interest in growing into executive protection or intelligence analysis work
Calm under pressure — you stay composed when things get tense, and people feel safer because you're there
Approachable and clear — you can walk a new hire through our badging process or settle a frustrated visitor with the same ease
Thorough and consistent — you follow procedures, document your work accurately, and notice when a process isn't working
Clear on your scope — you handle routine matters on your own and escalate early when something needs a second set of eyes
Someone who takes ownership — you follow your work through, raise issues before anyone asks, and want to grow into bigger responsibilities
Curious about how to make security part of the culture, not just a set of rules
🌸 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\n\n\nThe Corporate Physical Security and Protective Services team sits within Wealthsimple's Regulatory division. We keep our people, offices, and visitors safe — from access control and our on-site guard program to emergency preparedness, investigations, and executive protection. We're a small team that works closely with Workplace Operations, building management, and partners across the company, and we're focused on building a security program that gets ahead of problems instead of just reacting to them. If you take safety seriously and want to help shape a strong security culture at a fast-moving fintech, you'll fit right in.\n\n\n\n\nABOUT THE ROLE\n\nReporting to the Senior Manager, Corporate Physical Security & Protective Services, you'll be the face of security in our Toronto office — the first person employees, visitors, and guards turn to when something comes up. This role exists to give our team more room to build: you'll own how we respond day to day in the office, and lead the security awareness program that helps everyone at Wealthsimple understand their part in keeping each other safe.\n\n\n\nPlease note, this role is based in our Toronto office 5 days/week and is not eligible for remote work.\n\n\n\n\nWHAT YOU'LL DO\n\n - Serve as the first point of contact for security in the office, handling visitor management, temporary badging, and in-person concerns from employees and visitors\n\n - Lead content creation and day-to-day delivery of our security awareness program, including training on badging, visitor management, and emergency procedures\n\n - Respond to security incidents and see each one through to resolution, documenting everything\n\n - Investigate routine workplace incidents — like access violations, thefts, and disturbances — and escalate sensitive or high-risk matters\n\n - Coordinate daily with on-site guards on coverage, post order compliance, and shift handovers, and report issues so they get addressed with our vendor\n\n - Process access requests, badge issuance, and deactivations in our access control and video management systems, flagging anomalies and gaps as you find them\n\n - Support our emergency preparedness program — floor warden coordination, drills, and tabletop exercises — and help draft security policies, procedures, and event risk assessments\n\n - Assist with executive protection and travel security when needed, from logistics to travel monitoring\n \n \n\n\nSKILLS YOU BRING\n\n - 2+ years of experience in physical security, risk assessment, emergency response, customer-facing communications, or a related role\n\n - Post-secondary education in security management, risk management, criminal justice, communications, or a related field, or equivalent professional experience\n\n - Experience de-escalating tense situations with clients, visitors, or employees, with composure and discretion\n\n - Clear, concise writing — you can produce incident reports, procedures, and advisories that people actually read\n\n - Good judgment about what you can handle and what to escalate, and the ability to manage several priorities at once\n \n \n\n\nNICE TO HAVE\n\n - Experience in fintech or financial services\n\n - Hands-on experience with security and ticketing platforms like Genetec and Jira\n\n - A valid First Aid and CPR certificate\n\n - A PSP or CPP designation from ASIS, or progress toward one\n\n - Interest in growing into executive protection or intelligence analysis work\n \n \n\n\nWHO YOU ARE\n\n - Calm under pressure — you stay composed when things get tense, and people feel safer because you're there\n\n - Approachable and clear — you can walk a new hire through our badging process or settle a frustrated visitor with the same ease\n\n - Thorough and consistent — you follow procedures, document your work accurately, and notice when a process isn't working\n\n - Clear on your scope — you handle routine matters on your own and escalate early when something needs a second set of eyes\n\n - Someone who takes ownership — you follow your work through, raise issues before anyone asks, and want to grow into bigger responsibilities\n\n - Curious about how to make security part of the culture, not just a set of rules\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":"67d3aca1-fe22-491c-847f-31021b10c6e1","title":"Senior Specialist, Growth Marketing - Wealthsimple Business","department":"Commercial & Marketing","team":"Marketing","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-22T21:39:03.781+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/67d3aca1-fe22-491c-847f-31021b10c6e1","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/67d3aca1-fe22-491c-847f-31021b10c6e1/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
Over 30,000 Canadian businesses already trust Wealthsimple Business to spend, invest, and help their employees save, all in one place. But most Canadian SMBs still don't know we offer business banking at all. Our team owns the growth engine that closes that gap: getting Wealthsimple Business in front of the millions of small businesses in Canada who haven't heard of it yet, and building the pipeline that lets us compete directly for a market that isn't ours yet. We work closely with the broader Marketing org but stay focused on this segment specifically. This isn't general brand awareness — it's demand for a product category most SMBs haven't considered us for.
You'll own net-new customer acquisition for the SMB segment: running the paid and experimental channels that create demand where none currently exists. This is a build-from-scratch role in a real sense. The acquisition engine for this segment doesn't exist yet, so you'll be defining it, testing what moves the needle, and scaling what works, rather than optimizing something already in motion.
Own SMB-specific acquisition: explore and test across channel types, paid media, partnerships, content, community, and anything else that could move the needle. No one's handing you a channel mix. Figuring that out is the job
Run the team's growth experimentation cadence: CAC/LTV analysis and funnel experiments that turn into repeatable, scalable campaigns, not one-off tests, measured through to pipeline handed to Sales
Test positioning and messaging that gets this segment to notice us for the first time
Own growth-motivated webinars and other programs aimed at reaching new audiences, not nurturing ones we already have
Partner with the Demand Gen Specialist so acquisition experiments feed nurture, and nurture insights inform where acquisition effort goes next
Embed AI into your day-to-day, creative and copy iteration, audience research, campaign experimentation, to move faster and test more
4–6+ years in growth or performance marketing, with a track record of generating demand and measuring it through to downstream pipeline value
Experience building and running growth experiments: channel tests, funnel optimization, CAC/LTV analysis. You don't just execute a media plan someone else designed
Comfort operating in a segment or product with limited brand awareness. You understand how messaging, channel mix, and creative have to work differently when you're introducing a category to someone who doesn't know it exists yet, not comparing features for someone who already does
Experience running net-new-audience programs (webinars, partnerships, co-marketing) aimed at reaching new audiences, not nurturing existing ones
An analytical mindset: you use data to diagnose funnel problems, prioritize opportunities, and recommend what to do next, not just report on results
Clear written communication: able to translate test results and positioning ideas into something a cross-functional team can act on
A demonstrated habit of using AI to accelerate your work: building lead enrichment workflows, generating and testing creative at scale, or surfacing insights from data faster. You treat AI as a core part of how you work
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.
Experience marketing specifically to small and medium-sized businesses, understanding how SMB buyers discover, evaluate, and choose financial products
You're motivated by ambiguity and building from scratch, not maintaining an existing channel
You think like an owner. You don't wait to be told which experiment to run next
You're comfortable being judged on outcomes you can't fully control yet, because the category itself is new
You partner well. You know acquisition and nurture only work if the handoff between them is good
You're competitive in a healthy way. \"Let's go win this\" is a mindset, not just a talking point
You're as comfortable in the numbers as you are in the creative. This role needs both
🌸 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\nOver 30,000 Canadian businesses already trust Wealthsimple Business to spend, invest, and help their employees save, all in one place. But most Canadian SMBs still don't know we offer business banking at all. Our team owns the growth engine that closes that gap: getting Wealthsimple Business in front of the millions of small businesses in Canada who haven't heard of it yet, and building the pipeline that lets us compete directly for a market that isn't ours yet. We work closely with the broader Marketing org but stay focused on this segment specifically. This isn't general brand awareness — it's demand for a product category most SMBs haven't considered us for.\n\n \n \n\n\nABOUT THE ROLE\n\nYou'll own net-new customer acquisition for the SMB segment: running the paid and experimental channels that create demand where none currently exists. This is a build-from-scratch role in a real sense. The acquisition engine for this segment doesn't exist yet, so you'll be defining it, testing what moves the needle, and scaling what works, rather than optimizing something already in motion.\n\n \n \n\n\nWHAT YOU'LL DO\n\n - Own SMB-specific acquisition: explore and test across channel types, paid media, partnerships, content, community, and anything else that could move the needle. No one's handing you a channel mix. Figuring that out is the job\n\n - Run the team's growth experimentation cadence: CAC/LTV analysis and funnel experiments that turn into repeatable, scalable campaigns, not one-off tests, measured through to pipeline handed to Sales\n\n - Test positioning and messaging that gets this segment to notice us for the first time\n\n - Own growth-motivated webinars and other programs aimed at reaching new audiences, not nurturing ones we already have\n\n - Partner with the Demand Gen Specialist so acquisition experiments feed nurture, and nurture insights inform where acquisition effort goes next\n\n - Embed AI into your day-to-day, creative and copy iteration, audience research, campaign experimentation, to move faster and test more\n\n \n \n\n\nWHAT YOU BRING\n\n - 4–6+ years in growth or performance marketing, with a track record of generating demand and measuring it through to downstream pipeline value\n\n - Experience building and running growth experiments: channel tests, funnel optimization, CAC/LTV analysis. You don't just execute a media plan someone else designed\n\n - Comfort operating in a segment or product with limited brand awareness. You understand how messaging, channel mix, and creative have to work differently when you're introducing a category to someone who doesn't know it exists yet, not comparing features for someone who already does\n\n - Experience running net-new-audience programs (webinars, partnerships, co-marketing) aimed at reaching new audiences, not nurturing existing ones\n\n - An analytical mindset: you use data to diagnose funnel problems, prioritize opportunities, and recommend what to do next, not just report on results\n\n - Clear written communication: able to translate test results and positioning ideas into something a cross-functional team can act on\n\n - A demonstrated habit of using AI to accelerate your work: building lead enrichment workflows, generating and testing creative at scale, or surfacing insights from data faster. You treat AI as a core part of how you work\n\n \n \n\n\nNICE TO HAVE\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 - Experience marketing specifically to small and medium-sized businesses, understanding how SMB buyers discover, evaluate, and choose financial products\n\n \n \n\n\nWHO YOU ARE\n\n - You're motivated by ambiguity and building from scratch, not maintaining an existing channel\n\n - You think like an owner. You don't wait to be told which experiment to run next\n\n - You're comfortable being judged on outcomes you can't fully control yet, because the category itself is new\n\n - You partner well. You know acquisition and nurture only work if the handoff between them is good\n\n - You're competitive in a healthy way. \"Let's go win this\" is a mindset, not just a talking point\n\n - You're as comfortable in the numbers as you are in the creative. This role needs both\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":"9e46b33a-fb0a-4b41-9669-7bf83d2c759c","title":"Senior Associate, Business Lending","department":"Data & Engineering","team":"Engineering","employmentType":"FullTime","location":"Remote (Canada)","secondaryLocations":[],"publishedAt":"2026-10-22T21:16:57.671+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"Canada","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/wealthsimple/9e46b33a-fb0a-4b41-9669-7bf83d2c759c","applyUrl":"https://jobs.ashbyhq.com/wealthsimple/9e46b33a-fb0a-4b41-9669-7bf83d2c759c/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:
At Wealthsimple, we aren't just managing portfolios; we're rewriting the rules of how Canadians interact with credit. The Credit Analytics team own’s Wealthsimple's lending ecosystem, operating at the intersection of high-growth tech and data-driven underwriting.
We believe that being “credit-worthy” should mean more than just a traditional score. Our mission is to challenge the status quo, building inclusive products that empower millions of Canadians and the businesses they run to lead better financial lives. We’re growing fast, moving from small data to massive scale through iteration and experimentation.
We are extending our consumer credit expertise into business lending built for Canadian small and medium-sized businesses (SMBs). This is a true green-field build — new adjudication policy, new underwriting signals, and new risk infrastructure, informed by everything we've learned scaling our consumer card portfolio.
About the role:
We are looking for a Senior Associate to own credit policy for our business lending products, starting with a business credit card — from adjudication through the full account lifecycle. You will design and implement the underwriting framework that determines who qualifies and at what limit, build the line management strategies that govern how those limits evolve, and partner closely with collections to manage risk once accounts are on book.
Small business cards can be underwritten on the owner, or on the business as it grows. You’ll be working with cash flow, seasonality, industry, and business bureau data, which is usually thinner and messier than consumer bureau data. We need someone who has worked across that range and can turn it into automated policy instead of file-by-file decisions.
You will collaborate cross-functionally with Engineering, Product, Data Science, Fraud, and Client Experience to translate policy into shippable adjudication and monitoring systems, and you will have significant ownership over how this portfolio’s risk appetite is defined from day one.
In this role, you will have the opportunity to:
Build a new lending program from the ground up with the breadth to see every part of it, from policy to funding, and the runway to grow into leading a lending line of business.
Design and own the adjudication policy for a new business credit card, including entity-level underwriting criteria, principal/guarantor assessment, joint-liability, initial limit-setting, and approval decisioning.
Own line management strategy for business credit products: credit limit increases and decreases, pricing, authorization rules, and active exposure management driven by cash-flow and balance monitoring.
Partner with the collections team to design risk-managed treatment strategies specific to business accounts, and to build lifecycle monitoring that catches emerging risk early.
Evaluate the performance of the business lending portfolio and your policies, using vintage analysis, cohort tracking, and champion/challenger testing to validate and refine underwriting decisions.
Propose policy enhancements that improve marginal profitability while keeping risk within appetite, informed by rigorous root-cause analysis rather than surface-level metrics.
Help define the data and underwriting infrastructure needed for SMB lending — including how to source, validate, and weigh business financial data alongside traditional bureau signals.
Influence roadmaps across partner teams (Engineering, Product, Data Science, Fraud, and Client Experience) and implement policy that drives measurable impact.
We're looking for someone who:
Has direct experience underwriting or setting credit policy for small and medium-sized businesses, this is a must-have for this role. Card experience isn't required; we'd love to hear from you if your background is in instalment loans or lines of credit.
Writes SQL hands-on to self-serve data and build monitoring and analytics.
Brings credit discipline to a ship-and-iterate environment, and is comfortable shaping policy while the product itself is still being defined.
Can turn analysis into a clear recommendation for technical and non-technical audiences, weigh incomplete or noisy information and still reach well-grounded decisions.
Is intellectually curious, passionate about their work, and wants ownership over their projects.
Preferred qualifications:
5+ years of experience in small business lending
Knowledge of Canadian consumer credit bureau data (Equifax, TransUnion)
Working knowledge of how business credit risk differs from consumer credit risk: entity vs. personal guarantor assessment, business bureau data (e.g., business credit bureaus), cash-flow-based underwriting, industry/sector risk, and revenue seasonality.
Experience across the credit lifecycle: adjudication policy, line management, pricing, and collections strategy.
Experience with statistical/quantitative analysis: experimental design, champion/challenger (or A/B) testing, model accuracy validation, constrained optimization, decision trees, discounted cash flows, financial modeling.
Experience with Python, and GitHub. Airflow, AWS Redshift, and dbt are a plus.
🌸 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\nAt Wealthsimple, we aren't just managing portfolios; we're rewriting the rules of how Canadians interact with credit. The Credit Analytics team own’s Wealthsimple's lending ecosystem, operating at the intersection of high-growth tech and data-driven underwriting.\n\n\n\nWe believe that being “credit-worthy” should mean more than just a traditional score. Our mission is to challenge the status quo, building inclusive products that empower millions of Canadians and the businesses they run to lead better financial lives. We’re growing fast, moving from small data to massive scale through iteration and experimentation.\n\n\n\nWe are extending our consumer credit expertise into business lending built for Canadian small and medium-sized businesses (SMBs). This is a true green-field build — new adjudication policy, new underwriting signals, and new risk infrastructure, informed by everything we've learned scaling our consumer card portfolio.\n\n\n\nAbout the role:\n\nWe are looking for a Senior Associate to own credit policy for our business lending products, starting with a business credit card — from adjudication through the full account lifecycle. You will design and implement the underwriting framework that determines who qualifies and at what limit, build the line management strategies that govern how those limits evolve, and partner closely with collections to manage risk once accounts are on book.\n\n\n\nSmall business cards can be underwritten on the owner, or on the business as it grows. You’ll be working with cash flow, seasonality, industry, and business bureau data, which is usually thinner and messier than consumer bureau data. We need someone who has worked across that range and can turn it into automated policy instead of file-by-file decisions.\n\n\n\nYou will collaborate cross-functionally with Engineering, Product, Data Science, Fraud, and Client Experience to translate policy into shippable adjudication and monitoring systems, and you will have significant ownership over how this portfolio’s risk appetite is defined from day one.\n\n\n\nIn this role, you will have the opportunity to:\n\n - Build a new lending program from the ground up with the breadth to see every part of it, from policy to funding, and the runway to grow into leading a lending line of business.\n\n - Design and own the adjudication policy for a new business credit card, including entity-level underwriting criteria, principal/guarantor assessment, joint-liability, initial limit-setting, and approval decisioning.\n\n - Own line management strategy for business credit products: credit limit increases and decreases, pricing, authorization rules, and active exposure management driven by cash-flow and balance monitoring.\n\n - Partner with the collections team to design risk-managed treatment strategies specific to business accounts, and to build lifecycle monitoring that catches emerging risk early.\n\n - Evaluate the performance of the business lending portfolio and your policies, using vintage analysis, cohort tracking, and champion/challenger testing to validate and refine underwriting decisions.\n\n - Propose policy enhancements that improve marginal profitability while keeping risk within appetite, informed by rigorous root-cause analysis rather than surface-level metrics.\n\n - Help define the data and underwriting infrastructure needed for SMB lending — including how to source, validate, and weigh business financial data alongside traditional bureau signals.\n\n - Influence roadmaps across partner teams (Engineering, Product, Data Science, Fraud, and Client Experience) and implement policy that drives measurable impact.\n\nWe're looking for someone who:\n\n - Has direct experience underwriting or setting credit policy for small and medium-sized businesses, this is a must-have for this role. Card experience isn't required; we'd love to hear from you if your background is in instalment loans or lines of credit.\n\n - Writes SQL hands-on to self-serve data and build monitoring and analytics.\n\n - Brings credit discipline to a ship-and-iterate environment, and is comfortable shaping policy while the product itself is still being defined.\n\n - Can turn analysis into a clear recommendation for technical and non-technical audiences, weigh incomplete or noisy information and still reach well-grounded decisions.\n\n - Is intellectually curious, passionate about their work, and wants ownership over their projects.\n\nPreferred qualifications:\n\n - 5+ years of experience in small business lending\n\n - Knowledge of Canadian consumer credit bureau data (Equifax, TransUnion)\n\n - Working knowledge of how business credit risk differs from consumer credit risk: entity vs. personal guarantor assessment, business bureau data (e.g., business credit bureaus), cash-flow-based underwriting, industry/sector risk, and revenue seasonality.\n\n - Experience across the credit lifecycle: adjudication policy, line management, pricing, and collections strategy.\n\n - Experience with statistical/quantitative analysis: experimental design, champion/challenger (or A/B) testing, model accuracy validation, constrained optimization, decision trees, discounted cash flows, financial modeling.\n\n - Experience with Python, and GitHub. Airflow, AWS Redshift, and dbt are a plus.\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"}