The ideal candidate has a deep, technical background in hands-on incident response and a keen eye for where automation can improve and scale capabilities. Responsibilities include:

• Building relationships with Engineering teams and creating new playbooks to enhance security incident response capabilities
• Growing others in the art of Incident Response to support the program and increase consistency in outcomes
• Playing a key role in building and shaping the Security Incident Response team
• Taking the role of Incident Commander to bring incidents to resolution
• Turning recurring incident types into repeatable workflows
• Helping shape the direction of investment by informing the business of trends and relevant metrics
• Partnering with Security Engineers to monitor, refine, and expand SIEM and SOAR platforms
• Coordinating with HR, Fraud, and Privacy teams to investigate potential fraudulent and sensitive activity
• Participating in an on-call rotation for responding to security incidents
• Developing new, high-fidelity detection rules based on incident trends and threat intelligence

The role requires:

• 5+ years of experience in the Cybersecurity domain
• 3+ years of experience as an Incident Manager
• Ability to lead a team during high-stress situations
• Understanding of how to use a SIEM effectively
• Proficiency with AI coding tools
• Knowledge of cloud infrastructure
• Strong communication and collaboration skills

Wealthsimple offers top-tier health benefits, life insurance, long-term group savings, 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year.

Job Data by YubHub.

Responsibilities:

• Strengthen our incident response capabilities by building relationships with Engineering teams, writing new playbooks, and automating manual steps.
• Own investigations from start to finish: triage, evidence collection, analysis, containment, and documentation.
• Act as Incident Commander for low- and medium-severity incidents, and support senior responders on high-severity ones.
• Turn recurring incident types into repeatable workflows, from design to tooling.
• Report incident trends and metrics that inform team priorities.
• Work with Security Engineers to monitor, refine, and expand our SIEM and SOAR platforms.
• Collaborate with HR, Fraud, and Privacy teams on investigations into potentially fraudulent and sensitive activity.
• Participate in on-call rotation for responding to security incidents.
• Develop new detection rules with the detection engineering team.

Requirements:

• 3+ years of experience in cybersecurity.
• 1-2+ years of hands-on incident response experience.
• Ability to coordinate responders and stakeholders during an incident.
• Experience using a SIEM to turn noise into signal.
• Proficiency with AI coding tools.
• Workflow mindset.
• Working knowledge of cloud infrastructure.
• Discretion and sound judgment when handling sensitive information.
• Clear communication with internal and external stakeholders.
• Good judgment under pressure.
• Strong desire to learn from the team.

Benefits:

• Top-tier health benefits and life insurance
• Long-term group savings with employer match
• 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

Job Data by YubHub.

As Team Lead, CXO Risk & Security, you will be accountable for protecting client assets, de-escalating high-stakes security inquiries, and developing high-performing talent in a fast-paced environment.

Core deliverables and accountability:

• Actively manage intraday volume across risk channels to consistently hit input targets (adherence, handle time, tooling efficiency) and output benchmarks (FRT, resolution time, CSAT, QA pass rate, solves/hour).
• Monitor real-time volume patterns for threat surges (such as credential stuffing or ATO waves) and dynamically reallocate squad capacity to balance risk containment with queue health.
• Serve as the senior operational point of contact for complex fraud, social engineering, identity compromise, and AML red flags.
• Partner directly with InfoSec, Fraud Ops, and Compliance to close feedback loops, refine frontline verification workflows, and reduce platform vulnerabilities.
• Drive high performance through weekly 1:1s, monthly developmental sessions, and quarterly performance reviews.
• Conduct regular quality calibrations to enforce strict compliance with regulatory, privacy, and security protocols without compromising client empathy.

Candidate profile and requirements:

• Minimum 2+ years of formal people leadership experience (acting lead, squad captain, or escalation specialist) with a track record of driving measurable performance improvements.
• Practical understanding of retail fintech risk vectors, including account takeovers, social engineering, identity verification (KYC), AML, and core cybersecurity hygiene.
• Demonstrated mastery in de-escalating distressed or adversarial clients during critical security lockouts or active loss events.
• Bilingual fluency in French and English, or relevant industry certifications (CSC, ACAMS), is an asset.

Why Wealthsimple?

• 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

Job Data by YubHub.

Responsibilities:

• Design and launch the next generation of advice experiences
• Incubate and personally run new advice services
• Build advisor tooling to improve efficiency and effectiveness
• Stay ahead of industry trends and competitor activity
• Prove commercial impact through experimentation and measurement

Requirements:

• 5-7+ years of experience in service design, strategy, innovation, or premium client experience
• Proven track record of taking a service concept from idea to live pilot
• Demonstrated ability to use modern technology and AI tools to rapidly prototype and test
• Experience working alongside scaled operational teams and transitioning pilots into standardized processes
• Familiarity with the wealth management landscape and regulatory environments

Benefits:

• Top-tier health benefits and life insurance
• Long-term group savings with employer match
• 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 and a hybrid team environment

Job Data by YubHub.

You will build, test, and maintain automated workflows that power their AI Chat Platform, bringing a rigorous QA mindset to operational workflows.

Responsibilities:

• Build & Orchestrate Workflows: Design, configure, and maintain automated operational workflows using orchestration platforms and custom scripting.
• Own Workflow QA & Lifecycle Hygiene: Apply software QA discipline to operational systems, defining test cases, validating release readiness, and monitoring regression risks.
• Investigate & Optimize Pipeline Data: Dig into raw logs and database tables using advanced SQL and Python to identify failure patterns and execute root-cause fixes on failed transactions.
• Leverage Applied AI Pragmatically: Utilize modern LLM tools for structured data parsing, regex generation, and error-log classification.
• Bridge Ops and Architecture: Partner with senior engineering and operational stakeholders to translate complex process requirements into scalable technical implementations.

Requirements:

• 1–3+ Years of Relevant Technical Experience in Technical Operations, Systems Analysis, Data QA, Software QA, or Workflow Automation.
• Solid Data Literacy (SQL & Scripting): Demonstrated ability to write performant SQL and foundational familiarity with Python or scripting for data manipulation.
• Workflow Automation Mindset: Practical experience working with workflow engines, API integrations, or orchestration platforms.
• Engineering-Minded QA Instincts: Understanding of edge-case handling, monitoring, rollback plans, and system dependencies.
• Applied AI Fluency: Leveraging AI tools to parse unstructured error strings, structure disparate datasets, and validate logic.
• Clear Technical Communication: Ability to engage with software engineers and explain operational impacts to business partners.

Benefits:

• 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

Job Data by YubHub.

The role involves working closely with various teams to ensure every counterparty is rigorously evaluated and that exposure remains within the company's risk appetite. The ideal candidate will have 1-3+ years of experience in counterparty credit risk, credit analysis, or a relevant credit risk management role in an investment dealer or brokerage environment.

Key responsibilities include:

• Owning and improving procedures for counterparty credit risk assessment processes
• Conducting comprehensive credit assessments and providing detailed written recommendations
• Monitoring concentration limits and stress testing results
• Assisting in drafting, maintaining, and enforcing counterparty credit risk policies
• Collaborating with different teams in a fast-paced environment

The company offers top-tier health benefits, long-term group savings, 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year.

Wealthsimple is committed to an accessible hiring experience and encourages applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Job Data by YubHub.

The Options Clearing team is part of Brokerage Operations, responsible for executing client trades and managing the options life cycle. As an Associate, Options Clearing, you will play a critical role in ensuring the accuracy and efficiency of daily reconciliations, settlements, and expirations.

Responsibilities

• Own daily reconciliation, settlement, and expiration processing across the options book, identifying and resolving issues before they impact clients.
• Act as a subject matter expert on OCC and CDCC clearing, including SOLA, covering exercises, assignments, and institutional options transfers.
• Collaborate with the Trade Desk, engineering, and other operations teams to resolve trade and position discrepancies and reduce risk.
• Utilize data analysis tools, such as pivot tables, lookups, and SQL, to identify inefficiencies and implement improvements.
• Develop and enhance tools and workflows to enable the team to scale with growing options volumes.
• Create processes to increase the efficiency of back-office operations.

Requirements

• 2+ years of experience in back-office reconciliations, settlements, or options clearing at a broker-dealer or registered investment dealer.
• Comfortable working with large datasets, identifying breaks, and explaining causes.
• Working knowledge of SQL or willingness to learn quickly.
• Availability to support early and late hours on a rotating basis around market events and settlement cycles.
• Strong communication skills, with the ability to work effectively with trading, product, and operations teams.

Nice to Have

• Progress toward or completion of CSC, DFOL, or similar industry courses.
• Familiarity with CDS or DTCC settlement.
• Experience with Claude AI or Claude Code.

Who You Are

• Naturally curious, with a desire to understand and resolve issues.
• Reliable and clear in your communication, building trust with colleagues.
• Organized and detail-oriented, with the ability to work accurately under tight deadlines.
• Willing to escalate issues promptly when necessary.
• Genuinely interested in the intersection of markets and technology.

Why Wealthsimple?

• Competitive salary: CA$54.4K - CA$68K
• Top-tier health benefits and life insurance
• Long-term group savings with employer match
• 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 and a hybrid team environment

Job Data by YubHub.

Responsibilities:

• Build the loops that fuel growth. Design experiences that turn discovery into acquisition, engagement into advocacy, and happy clients into our strongest growth channel, driving new clients and net deposits.
• Help define Social at Wealthsimple. Explore and shape new ways for people to connect with their financial lives, from profiles and discovery to creators and sharing investing activity.
• Reinvent referrals. Rethink how people invite others to Wealthsimple, including seamless, real-world experiences like QR-based invites.
• Make big ideas tangible. Shape high-visibility campaigns like Monthly Millionaire and Match, creating experiences that reach millions of Canadians and give people a reason to engage.
• Experiment your way to impact. Prototype, launch, measure, learn, and iterate. Know when to double down, when to pivot, and when to move on.
• Own the experience end-to-end. Move fluidly from discovery and strategy to interaction design, polished visuals, and thoughtful micro-interactions.
• Shape what we build next. Partner closely with Product and Engineering to turn ambiguous problems into clear opportunities, influence roadmaps, and bring ambitious ideas to life.

Requirements:

• Growth design experience. You've designed consumer experiences across acquisition, activation, engagement, or retention, and can point to the impact your work made.
• An experimentation mindset. You're comfortable with A/B testing, funnels, and product metrics. You use data to sharpen your instincts, challenge assumptions, and make better decisions.
• A point of view on social. You're curious about what makes products engaging, shareable, and trustworthy, and understand how social experiences can create sustainable growth.
• Exceptional product craft. You bring strong UX and visual design skills, particularly in consumer mobile experiences, and care about the details that make a product feel intuitive and delightful.
• A bias for action. You're comfortable with ambiguity, move quickly without sacrificing quality, and would rather test a thoughtful idea than debate it endlessly.
• Strong collaboration skills. You communicate clearly, work naturally with Product, Engineering, and Marketing, and can bring others along with your thinking.
• Curiosity about money. You're interested in how people think about, interact with, and build wealth, and want to make that experience better.

Benefits:

• 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

Job Data by YubHub.

The successful candidate will be responsible for:

• Owning new employee onboarding end to end, designing, delivering and running every cohort
• Facilitating live learning and onboarding sessions for groups of ten to sixty-plus, in person and remotely
• Designing, developing and overseeing key employee events, delivered both in person and remotely
• Building and running learning programs, designing the curriculum and building it in the learning platform
• Measuring the effectiveness of programs and making data-driven decisions

The ideal candidate will have:

• 5+ years of experience designing, delivering and running onboarding, learning or employee experience programs
• Demonstrated excellence as a facilitator, leading live sessions regularly for mixed and senior audiences
• Hands-on experience planning and producing employee events from concept to delivery
• Instructional design and curriculum-building experience
• A data-driven approach to measuring program effectiveness

Wealthsimple offers a range of benefits, including top-tier health benefits and life insurance, long-term group savings with employer match, 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year.

Job Data by YubHub.

CA$152K – CA$190K • Offers Equity

Base salary range: For this role, candidates located in Canada can expect a base salary range, described in the posting. Actual compensation is determined based on skills, experience, and role level. Exceptional candidates may be considered above the top of the range, and pay can increase quickly for those who make a big impact in the role.

Total compensation: In addition to base salary, permanent employees receive equity compensation. We use clear job levels and market-based salary bands to ensure compensation is fair and consistent across the company.

Build something people love

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.

About the team

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.

About the role

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.

In this role you'll have the opportunity to:

• 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.

Skills you bring:

• 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.

Nice to have:

• 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.

Who you are:

• 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.

Why Wealthsimple?

• 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.

Job Data by YubHub.

The Associate Treasury Reporting & Analytics role involves developing comprehensive financial analytics and reports to support regulatory compliance and strategic decision-making. You will leverage internal systems and Kyriba Treasury Management System to extract, analyze, and report on treasury data, ensuring accuracy and timeliness of deliverables. You will collaborate with cross-functional teams and use in-house AI tools to optimize workflows and drive project success.

Key responsibilities include:

• Developing financial analytics and reports to support regulatory compliance and strategic decision-making
• Leveraging Internal Systems and Kyriba Treasury Management System to extract, analyze, and report on treasury data
• Collaborating with cross-functional teams and using in-house AI tools to optimize workflows and drive project success
• Designing, building, and refining intuitive, data-driven dashboards that provide actionable insights for various stakeholders
• Maintaining or developing multiple reporting deliverables with varying frequencies, managing stakeholder expectations and ensuring consistent quality standards
• Supporting the team on complex projects within Treasury Cash and Collateral Management, facilitating communication and problem-solving across teams
• Conducting in-depth analysis using SQL and other tools to inform critical business decisions related to Treasury operations and strategy
• Identifying and implementing process improvements that enhance efficiency and accuracy in financial reporting and analysis
• Translating business requirements into technical reporting solutions, working closely with IT and data teams to optimize report performance

The ideal candidate will have:

• Relevant experience in Treasury and financial operations, banking and payments, or other operations roles in related fields
• Proven experience overseeing end-to-end report lifecycle management, from requirements gathering to delivery
• 2+ years of hands-on experience with Kyriba Treasury Management System, including report configuration, data extraction, and workflow optimization
• 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

We offer:

• $54.4K – $68K base salary range
• Equity compensation
• 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

Job Data by YubHub.

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.

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.

Responsibilities

• 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

Requirements

• 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

Benefits

• 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

Job Data by YubHub.

Responsibilities:

• 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.
• 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, such as 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.

Requirements:

• 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.

Benefits:

• 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.

Job Data by YubHub.

CA$112K – CA$145K • Offers Equity

Base salary range: For this role, candidates located in Canada can expect a base salary range, described in the posting. Actual compensation is determined based on skills, experience, and role level. Exceptional candidates may be considered above the top of the range, and pay can increase quickly for those who make a big impact in the role.

Total compensation: In addition to base salary, permanent employees receive equity compensation. We use clear job levels and market-based salary bands to ensure compensation is fair and consistent across the company.

About the Role

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.

In this role you'll have the opportunity to:

• 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.

What you'll bring:

• 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.

Why Wealthsimple?

• 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.

Job Data by YubHub.

Responsibilities:

• 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 the 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, such as 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 to address with the vendor
• Process access requests, badge issuance, and deactivations in the access control and video management systems, flagging anomalies and gaps as found
• Support the emergency preparedness program, including 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

Requirements:

• 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 skills, with the ability to produce incident reports, procedures, and advisories that people actually read
• Good judgment about what can be handled and what to escalate, and the ability to manage several priorities at once

Nice to Have:

• 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

Who You Are:

• Calm under pressure, staying composed when things get tense, and making people feel safer
• Approachable and clear, able to walk a new hire through the badging process or settle a frustrated visitor with ease
• Thorough and consistent, following procedures, documenting work accurately, and noticing when a process isn't working
• Clear on scope, handling routine matters independently and escalating early when something needs a second set of eyes
• Takes ownership, following work through, raising issues before anyone asks, and wanting to grow into bigger responsibilities
• Curious about making security part of the culture, not just a set of rules

Benefits:

• 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

Job Data by YubHub.

Responsibilities

• 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;
• Proactively work with internal stakeholders to determine the impact of business decisions on the financial processes, operations, and engineering;
• Work with technology to develop best-in-class controls documentation and solutions, including AI-enabled tooling.

Requirements

• 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 are able to thoroughly review your own work and others.

Benefits

• 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.

Job Data by YubHub.

Key Responsibilities:

• Own the development and maintenance of 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 and 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.

Requirements:

• 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.

What We Offer:

• Competitive salary: CA$151K - CA$189K per year.
• Equity compensation.
• 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.
• Opportunity to work remotely.

Job Data by YubHub.

• CA$69.6K – CA$87K • Offers Equity

Base salary range: For this role, candidates located in Canada can expect a base salary range, described in the posting. Actual compensation is determined based on skills, experience, and role level. Exceptional candidates may be considered above the top of the range, and pay can increase quickly for those who make a big impact in the role.

Total compensation: In addition to base salary, permanent employees receive equity compensation. We use clear job levels and market-based salary bands to ensure compensation is fair and consistent across the company.

Build something people love

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.

About the role

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.

What you'll do:

• 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

What you bring

• 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

Why Wealthsimple?

• 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.

Job Data by YubHub.

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.

Responsibilities:

• Partner with leaders across the company to identify strategic opportunities that can accelerate product roadmap and business strategy
• Be a subject matter expert on the competitive landscape and industry trends; leverage market insights to develop business cases for growth opportunities
• 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
• Collaborate and build relationships with internal stakeholders and external parties

Requirements:

• 7+ years of relevant work experience in corporate development, investment banking, venture capital, or private equity
• Proactive ownership mindset and ability to thrive in a dynamic environment
• Passion for high-growth tech, FinTech, and traditional FinServices
• Ability to think strategically and leverage critical thinking, intellectual curiosity, business judgment, and product intuition
• Demonstrated problem-solving skills and exceptional ability to create structured quantitative and qualitative analyses
• Superior financial modeling and valuation skills
• High EQ and interpersonal skills to cultivate relationships internally and externally
• Ability to balance multiple high-priority projects and collaborate across large cross-functional teams
• Strong communication skills

Benefits:

• Top-tier health benefits and life insurance
• Long-term group savings with employer match
• 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

Compensation: CA$152K - CA$190K, plus equity

Job Data by YubHub.

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.

About the Observability Platform Team

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.

In this role you'll have the opportunity to:

• 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.
• 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.

What you'll bring:

• 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.
• Direct experience building an observability, telemetry, or production-data platform before, so you are not learning the problem space on the job.
• A track record of building SDKs and shared platforms in a platform, data, or foundations team.
• 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.

Nice to have:

• 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.

Why Wealthsimple?

• 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.

Job Data by YubHub.

The role:

• Own fraud strategy and execution across application, transaction and account takeover fraud for Wealthsimple's card products.
• Manage the card fraud loss budget and guard against fraud attacks.
• Design, backtest, ship and tune detection rules, and set decision thresholds on ML risk scores.
• Weigh fraud losses prevented against operational cost and client experience.
• Partner with Product and Engineering to build controls that stop fraud without blocking legitimate clients.
• Guide data scientists and analytics developers in your pod, and mentor junior teammates.

Requirements:

• 6+ years of experience in fraud prevention, including 3+ years working directly on card fraud.
• Hands-on ownership of card fraud strategy.
• Advanced SQL skills.
• Experience building, backtesting, shipping and tuning fraud rules.
• Ability to quantify fraud savings against operational and client experience costs.
• Experience using AI tools.
• Strong communication skills.

Nice to have: Knowledge of Visa and Mastercard network rules, dispute processes and chargeback rails.

Benefits:

• Top-tier health benefits and life insurance
• Long-term group savings with employer match
• 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

Job Data by YubHub.

• CA$116K – CA$145K

Base salary range: For this role, you can expect a base salary range of CA$116K – CA$145K. Actual compensation is determined based on skills, experience, and role level. Exceptional candidates may be considered above the top of the range, and pay can increase quickly for those who make a big impact in the role.

Total compensation: In addition to base salary, permanent employees receive equity compensation. We use clear job levels and market-based salary bands to ensure compensation is fair and consistent across the company.

The Role

We're looking for a Marketing Developer to join our Growth & Lifecycle Marketing team. This is an 18-month fixed term contract position. As our Marketing Developer, you'll work closely with marketers, designers, and engineers to translate business needs into technical solutions. 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.

What You'll Do

Development & Design

• Create and maintain email templates and email design systems
• 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

Marketing Automation & Platform Operations

• 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

Data & Personalization

• 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

AI & Workflow Automation

• 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

Operations

• 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

What You Bring

Required Skills

• 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

Nice to Have

• 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.)

Why Wealthsimple?

• 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
• Hybrid team with over 1,500 employees across North America

Job Data by YubHub.

Responsibilities:

• Deliver proactive, cadence-based briefs to senior leaders while authoring clear, transparent external communications.
• Bridge the gap between engineering and the business, 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.

Requirements:

• 5+ years in major incident response, crisis communications, or technical service operations within fintech, high-growth SaaS, or fast-paced digital product environments.
• Rapid, decisive judgment under pressure, with a strong bias for action and excellent decision-making skills.
• Exceptional crisis communications and translation skills, able to 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, with deep familiarity with modern tech workflows.
• Cross-functional network thinker, able to intuitively map organizational ripple effects and rapidly engage the right stakeholders.
• Comfort with ambiguity and chaos, staying composed when there is no playbook.

Nice to Have:

• Educational background or formal training in Communications, Public Relations, Journalism, Legal Studies, or a related discipline.
• Incident tooling fluency, comfortable navigating incident management platforms, monitoring tools, and data tools.
• Risk intuition, with strong intuition for compliance, legal, and reputational risk within a regulated financial institution.
• Bilingualism, fluency in both English and French.

What Wealthsimple Offers:

• 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.

Job Data by YubHub.

• CA$152K – CA$190K • Offers Equity

Base salary range: For this role, candidates located in Canada can expect a base salary range, described in the posting. Actual compensation is determined based on skills, experience, and role level. Exceptional candidates may be considered above the top of the range, and pay can increase quickly for those who make a big impact in the role.

Total compensation: In addition to base salary, permanent employees receive equity compensation. We use clear job levels and market-based salary bands to ensure compensation is fair and consistent across the company.

Build something people love

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.

About the role

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.

In this role you'll have the opportunity to:

• 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.

Skills you'll bring:

• 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.

Nice to have:

• 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.

Why Wealthsimple?

• 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.

Job Data by YubHub.

CA$124K – CA$155K • Offers Equity

Base salary range: For this role, candidates located in Canada can expect a base salary range, described in the posting. Actual compensation is determined based on skills, experience, and role level. Exceptional candidates may be considered above the top of the range, and pay can increase quickly for those who make a big impact in the role.

Total compensation: In addition to base salary, permanent employees receive equity compensation. We use clear job levels and market-based salary bands to ensure compensation is fair and consistent across the company.

The Role

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.

What You'll Do

• 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

What You Bring

• 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

Why You'll Love Working Here

• 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

Why Wealthsimple?

• 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.

Job Data by YubHub.

The successful candidate 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.

Key responsibilities include:

• Building 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.
• Designing and owning 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.
• Owning 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.
• Partnering with the collections team to design risk-managed treatment strategies specific to business accounts, and to build lifecycle monitoring that catches emerging risk early.
• Evaluating the performance of the business lending portfolio and policies, using vintage analysis, cohort tracking, and champion/challenger testing to validate and refine underwriting decisions.
• Proposing policy enhancements that improve marginal profitability while keeping risk within appetite, informed by rigorous root-cause analysis rather than surface-level metrics.
• Helping define the data and underwriting infrastructure needed for SMB lending , including how to source, validate, and weigh business financial data alongside traditional bureau signals.
• Influencing roadmaps across partner teams (Engineering, Product, Data Science, Fraud, and Client Experience) and implementing policy that drives measurable impact.

Requirements:

• Direct experience underwriting or setting credit policy for small and medium-sized businesses.
• Ability to write SQL hands-on to self-serve data and build monitoring and analytics.
• Comfortable shaping policy while the product itself is still being defined.
• Ability to turn analysis into a clear recommendation for technical and non-technical audiences.

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.
• Experience across the credit lifecycle: adjudication policy, line management, pricing, and collections strategy.
• Experience with statistical/quantitative analysis.
• Experience with Python, GitHub, Airflow, AWS Redshift, and dbt.

Compensation:

• CA$151K – CA$189K
• Offers Equity

Benefits:

• 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

Job Data by YubHub.

As a Quantitative Trader at Wealthsimple, you'll conduct research and build models that describe how markets behave, turning that research into algorithms and business insights to produce an edge for clients and the company.

Responsibilities:

• Build quantitative models to describe and predict market movements
• Model order flow characteristics to inform and optimize routing, execution, and risk decisions
• Develop trading algorithms and work with engineers to deploy them into production
• Manage daily trading operations of algorithmic trading systems
• Respond to changing market conditions to ensure optimal order placement
• Design and maintain simulation frameworks to validate algorithm performance
• Partner cross-functionally with engineering, data science, operations, and product teams

Requirements:

• 3+ years of experience in quantitative trading, research, or a related role
• STEM degree from a leading institution
• Excellent Python scripting skills
• Solid foundation in statistics, probability, and quantitative methods
• Understanding of Canadian equity market structure
• Familiarity with low-latency trading technologies
• CIRO registration as a trader is an asset

Who you are:

• You take ownership and drive outcomes
• You are data-driven and methodical
• You have a passion for financial markets and technology
• You can communicate complex concepts clearly

Why Wealthsimple?

• Top-tier health benefits and life insurance
• Long-term group savings with employer match
• 20 vacation days, 4 wellness days, and unlimited sick and mental health days
• 90 days away: work outside Canada for up to 90 days per year
• Employee resource groups and a hybrid team with over 1,500 employees across North America

Job Data by YubHub.

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.

About the role

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.

What you'll do

• Write complex content such as options, margin trading, predictions, perpetuals, and futures in a clear way for both first-time investors and seasoned traders.
• Work AI-first, using AI to increase your impact in every part of the product lifecycle, from shipping your own code changes to prototyping and research.
• Collaborate with product and design on key initiatives, working early and often to shape product direction for big projects.
• Make the team faster and better by finding ways to automate processes, scaling content while ensuring quality, and creating templates, patterns, and content standards.

Skills you bring

• 7+ years in content design or UX writing at a senior or staff level.
• A learner’s mindset with experience demonstrating your willingness to go deep on unfamiliar topics 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 into a design system.
• Strategic thinking about content and design with the ability to execute on details.
• Ability to juggle multiple priorities and work quickly across different contexts.
• Experience empowering others through mentorship, coaching, and sharing best practices.
• Ability to work with Marketing, Brand, Legal, and Compliance teams to deliver unified messaging.

What to send us

• A portfolio with 3 or more case studies showing how you used writing and design to improve the user experience and drive business outcomes.

Why Wealthsimple?

• 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
• Hybrid team with over 1,500 employees across North America

Job Data by YubHub.

Job Details:

• This is a 9-month initial engagement with the possibility of extensions and conversions based on performance and business needs.
• The role involves investigating and resolving card disputes and unauthorized transaction claims, executing chargebacks, guiding clients through the dispute lifecycle, managing multiple ongoing disputes, and participating in weekly calibration sessions.

Responsibilities:

• Investigate & Resolve: Evaluate transaction data, authentication methods, and digital footprints to distinguish true fraud from friendly fraud or commercial disputes.
• Execute Chargebacks: Navigate Visa/Mastercard dispute rules, file accurate chargebacks, and understand liability shifts.
• Guide the Client: Communicate directly with clients, manage expectations, and provide updates with empathy and clarity.
• Manage the Queue: Act as a master multi-tasker, managing multiple ongoing card disputes while adhering to internal and regulatory case-closure SLAs.
• Connect the Dots: Participate in weekly calibration sessions to share findings, spot new card testing attacks or merchant scams, and help the team stay ahead of fraudsters.

Requirements:

• Minimum 1 year of direct fraud or disputes experience, specifically touching card chargebacks, Visa/Mastercard network rules, or transaction monitoring.
• Demonstrated understanding of fraud management frameworks, controls, and prevention systems within the financial services and payments space.
• Analytical chops to collect, organize, and analyze datasets with precision and accuracy.
• Exceptional written and verbal communication skills.

Benefits:

• 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

Job Data by YubHub.

The base salary range for this role is CA$166.4K – CA$208K, with equity compensation offered.

Build something people love

Wealthsimple is Canada’s leading financial innovator, offering a full suite of simple, sophisticated financial products. The company was founded in 2014 and is headquartered in Toronto, Canada.

About Institutional Transfers

We're the team that makes it effortless for clients to move their investments to and from Wealthsimple. Our job is to make that process simple, reliable, efficient, and transparent.

About the Role

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.

In this role you'll have the opportunity to:

• 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 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.

What you'll bring:

• 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.

Nice to haves:

• 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.

What success looks like

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.

Why Wealthsimple?

We offer top-tier health benefits and life insurance, long-term group savings with employer match, 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year. You can also work outside Canada for up to 90 days per year.

Job Data by YubHub.

Responsibilities:

• 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 behavior, 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 on high-impact strategic problems
• Partner with ad platforms and internal engineering teams to ensure robust tracking, data integration, and measurement capabilities

Requirements:

• Understanding of digital marketing mechanics, including attribution, ad platforms, tracking, and conversion optimization
• Experience working with lifecycle data and understanding various ways of reaching out to new/existing customers
• 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

Benefits:

• 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

Job Data by YubHub.

You will 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 will 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 will build and run the channel yourself.

We are looking for someone analytical, highly hands-on, relentless about results, and willing to find or invent new ways to grow.

Responsibilities

• Own the growth plan: Build and maintain the model for how we will 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 are behind, and what needs to change to close the gap.

Requirements

• 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 will 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

Benefits

• 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

Job Data by YubHub.

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.

About the role

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.

What you’ll own

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.

Skills you bring

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.

Nice to haves

• 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

What great looks like

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.

Why Wealthsimple?

• 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.

Job Data by YubHub.

• CA$25.00 – CA$26.50 per hour

Build something people love

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.

Your daily impact:

• The voice of Wealthsimple: You are not just a support agent; you are an advocate for our clients' financial interests. You will explain investment, trading, and personal finance concepts in a simple and accessible way for everyone.

• Strategic problem resolution: You handle the client's journey, whether it's facilitating a complex institutional transfer or navigating back-office operations. You ensure that our clients achieve their goals, such as meeting a promotion deadline.

• Creator-Owner mentality: You will work closely with all departments, from Product to Operations, learning the intricacies of creating our financial tools and improving them through direct client engagement.

• Large-scale expertise: You will establish yourself as an expert in the fintech sector, mastering multiple applications and platforms simultaneously to offer unique solutions.

Your profile:

• Confirmed customer service experience: You have 1 to 2 years of experience in a fast-paced, high-volume service environment (retail, hospitality, banking, or technical support).

• Financial curiosity: You have a genuine interest in the stock market and personal finance. If you already understand the difference between a RRSP and a TFSA, you have a head start.

• Technological agility: You are comfortable navigating multiple browser tabs simultaneously, using Slack for internal communications, and utilizing keyboard shortcuts to maximize efficiency.

• Resilience and adaptability: You adopt a growth mindset and are comfortable with a rotating shift schedule.

Requirements:

• Full bilingualism: Perfect mastery of French and English, both orally and in writing, is mandatory.

• Availability: Be available for full-time shifts of 8 hours/day (including weekends and holidays) between 8:00 and 20:30.

• Job type: This is a full-time, temporary contract position.

Benefits at Wealthsimple:

• Health Expense Account (HSA): $3,000/year A flexible, tax-free account funded by Wealthsimple to cover your health, dental, optical, and other expenses.

• Group Savings Plan Wealthsimple contributes an automatic 3% and matches your own contributions up to 1.5% (for a total company contribution of up to 4.5%).

• Paid Time Off (PTO) Up to 20 days of vacation per year (depending on contract length) + 1 paid sick day per month.

• Remote Work (WFA) You receive an automatic pro-rata allowance of $75/month to cover your home office expenses.

• Computer equipment We provide you with the latest MacBook on the market. Plus, you receive a monitor, keyboard, mouse, adapter, and headphones as gifts to work with all the comfort you need.

Why Wealthsimple?

• 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.

Job Data by YubHub.

• CA$25.00 – CA$26.50 per hour

At Wealthsimple, you're not just an agent; you're a champion of our clients' financial interests. You'll explain complex investment, trading, and personal finance concepts in simple terms.

Your Daily Impact:

• The Voice of Wealthsimple: As a bilingual Client Success Associate, you'll be the face of Wealthsimple, advocating for our clients' financial well-being.
• Strategic Problem-Solving: You'll navigate clients through their journeys, whether it's facilitating complex institutional transfers or back-office operations.
• Creator-Owner Mentality: Collaborating closely with various departments, you'll learn the intricacies of our financial tools and enhance them through direct client engagement.
• Large-Scale Expertise: You'll become a fintech expert, mastering multiple applications and platforms to provide innovative solutions.

Your Profile:

• Proven Customer Service Experience: 1-2 years in a fast-paced, high-volume service environment (retail, hospitality, banking, or technical support).
• Financial Curiosity: A genuine interest in the stock market and personal finance. Understanding the difference between a RRSP and a TFSA is a plus.
• Technological Agility: Comfortable navigating multiple browser tabs, using Slack for internal communications, and utilizing keyboard shortcuts.
• Resilience and Adaptability: You're adaptable, with a growth mindset, and comfortable with rotating shifts.

Requirements:

• Bilingualism: Fluency in both French and English, spoken and written, is mandatory.
• Residency: Must reside in Toronto/GTA and have legal authorization to work in Canada.
• Availability: Availability for full-time shifts (8 hours/day), including weekends and holidays, between 8:00 AM and 8:30 PM.
• Job Type: This is a fixed-term, full-time contract position.

Benefits at Wealthsimple:

• Health Spending Account (HSA): $3,000/year, a flexible, tax-free account for health, dental, optical, and other expenses.
• Group Savings Plan: Wealthsimple contributes 3% automatically and matches your contributions up to 1.5% (total company contribution up to 4.5%).
• Paid Time Off (PTO): Up to 20 vacation days per year (pro-rated) + 1 paid sick day per month.
• Work-From-Home Allowance: A pro-rated $75/month stipend for home office expenses.
• Computer Equipment: Provided with the latest MacBook, monitor, keyboard, mouse, adapter, and headphones for comfort.

Why Wealthsimple?

• Top-tier health benefits and life insurance
• Long-term group savings with employer match
• 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
• A hybrid team with over 1,500 employees across North America

Job Data by YubHub.