Your career is an investment that grows over time!
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and lowcost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $80 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. Were looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and highperforming teams where people can be inspired to do their best work.

About the team:Wealthsimple Operations Associates own and scale processes intelligently, with analytics, grit, and grace. We manage billions of dollars, so the stakes are high. We want to deliver extraordinary experiences that meet our clients ondemand expectations, while being a compliance leader. At Wealthsimple, we are makerowners, we believe that simple is better, and we do whats right for each client.

About the role:As an Associate in the Reconciliations team, you will be handling daily and monthly reconciliations across our depositories. You marry your clientfirst approach with an acute eye for detail, ensuring accuracy and alignment when discrepancies arise. You will seek out opportunities to identify solutions, improve processes, and evolve our team’s humanfirst culture, while gaining exposure across our entire Brokerage Operations department. Your impact will enable you to be a key part of our Reconciliations team and be hugely important to our clients, empowering Canadians moving closer toward financial freedom!

In this role, you’ll have the opportunity to:Core Reconciliation & Risk Management: Own a variety of critical trade and position reconciliations, proactively escalating to various upstream teams such as settlements, corporate actions, trade desk, securities lending to resolve discrepancies and mitigate risk
CrossFunctional Collaboration: Collaborate with a crossfunctional Operational team, ensuring accuracy of our books of record
Settlement & Clearance Expertise: Cultivate a deep knowledge on the settlement and clearance of equities through CDS and DTC
Process Evolution & Adaptability: Adapt to our evolving service and build process to support the evolution of the team
Technical Analysis & Optimization: Utilize SQL, Data and other AI tooling to identify inefficiencies and propose solutions that improve the efficiency of our back office operation teams

What you’ll bring:
Previous working experience at a brokerdealer handling back office reconciliation responsibilities for options, securities operations and securities lending programs (IIROCregulated dealer is preferred). Bonus points for working with precious metals!
Strong experience with ExcelGoogle Sheets, plus a familiarity with programming (SQL, AppscriptJavascript)
Youre passionate about the fintech and alternative investment space, always curious to dig into daytoday issues and find smart solutions.
Youre a detailoriented problemsolver who thrives under pressure, expertly managing multiple timesensitive tasks while quickly adapting to challenges in a fastpaced, ambiguous environment.
You excel at communication and collaboration, working effectively with crossfunctional teams and partners.
Have completed or are pursuing industry courses (CSC, DFOL etc)
Why Wealthsimple?🤑 Competitive salary with toptier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple for Business
🌴 20 vacation days per year and unlimited sick and mental health days
📚 Up to $1,500 per year towards wellness and professional development budgets respectively
🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
🌎 A wide variety of peer and companyled Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
💖 Companywide wellness days off scheduled throughout the year

We’re a remotefirst team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!

Read our Culture Manual and learn more about how we work.

Technology & Innovation at Wealthsimple
We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. Were looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.

DEI Statement
At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.

Associate, Reconciliations

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