Better than your bank. wsim.co/legal
Remote · Canada
Develop and manage accurate treasury reports, financial analytics, and dashboards using SQL, Excel, internal systems, and Kyriba to support compliance and business decisions. Collaborate across teams on treasury cash and collateral projects, translate business needs into reporting solutions, and improve reporting workflows and processes.
Remote · Canada
The Senior Associate will manage daily payment processing, monitor account balances, and develop short-term cash flow forecasts to optimize liquidity. They will also analyze cash movement patterns and implement process improvements to ensure operational efficiency.
Remote · Canada
Conduct daily order reviews for algorithm-generated trades to ensure accuracy and resolve operational bottlenecks. Collaborate with trading desks and product teams to streamline execution workflows and enhance portfolio tracking.
Remote
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. We're proud of what we've built — and we're just getting started. Read our Culture Man…
Remote · Canada
The Senior Advisor will optimize financial plans for high-net-worth clients by identifying and applying advanced tax strategies. They will act as an internal liaison to the advisor team and utilize AI tools to enhance the efficiency and quality of financial modeling.
Remote · Canada
Provide comprehensive financial planning and investment management support to high net worth clients. Maintain regular communication and deliver exceptional onboarding experiences while contributing to service improvements.
Remote · Canada
The Content Writer will produce flagship investment insights, due diligence materials, and financial planning content for the advice hub. They will also synthesize complex market developments into clear, engaging, and client-ready communications.
Remote · Toronto, Ontario, Canada
Provide comprehensive financial planning and onboarding support for high net worth clients with assets over $1MM. Develop custom investment proposals and proactively manage client accounts to ensure a world-class experience without sales targets.