Jobs at Wealthsimple

Own daily options clearing operations, including reconciliations, settlements, expirations, exercises, assignments, and transfers. Investigate and resolve trade and position discrepancies, using SQL and spreadsheet analysis to identify breaks and improve workflows. Partner with trading, engineering, product, and operations teams to reduce risk and scale back-office processes. Support rotating early and late hours around market events and settlement cycles.

Build Wealthsimple’s shared AI platform for engineering teams, including LLM-powered developer tooling, automated code review, deployment checks, governance controls, and policy guardrails. Drive adoption across Ruby, Python, TypeScript, and Java/Kotlin teams; measure platform impact; establish AI engineering standards; collaborate cross-functionally; and mentor developers.

Staff Content Designer responsible for shaping investing product experiences, simplifying complex concepts such as options, margin trading, futures, and perpetuals. Partners early with product, design, engineering, marketing, brand, legal, and compliance teams. Develops content standards, workflows, templates, and AI-powered processes to scale quality. Requires strategic thinking, hands-on UX writing, mentorship, and the ability to become a subject matter expert. Applicants must submit a portfolio with at least three case studies demonstrating improved user experience and business outcomes.

Own the product vision, strategy, and roadmap for Wealthsimple’s high-net-worth client consolidation experience. Lead evolution of the Tiers program, personalized onboarding and funding journeys, and experiences encouraging clients to consolidate their finances. Partner with engineering, design, data science, marketing, operations, legal, compliance, and other teams to launch and iterate products. Help strengthen product management practices and foster an inclusive team culture.

Own Credit Card client acquisition and growth targets by developing growth models, roadmaps, acquisition channels, offer programs, and experimentation. Analyze the application funnel, optimize conversion, and partner with Product and channel teams to deliver measurable growth. The role requires hands-on execution across paid, search, affiliates, referrals, lifecycle, partnerships, and emerging channels, with accountability for forecasting, performance tracking, and new-client results.

Own performance and lifecycle marketing for Wealthsimple’s active trader and crypto businesses. Manage paid media, vendor relationships, budgets, testing, and acquisition across trader-focused channels. Lead activation, funding, first-trade, and re-engagement journeys with Product and Lifecycle teams. Drive go-to-market launches, funnel reporting, incrementality analysis, and experimentation while optimizing for funded accounts, sustained trading activity, and revenue.

Optimize tax efficiency within financial plans for high-net-worth clients. Identify and model advanced strategies involving corporations, trusts, and estates; advise internal Wealth Advisors; support sophisticated client conversations; and contribute to the CPA Designed planning offering. The role requires strong Canadian tax expertise, financial planning fluency, CPA and CFP designations, AI-enabled workflows, and experience serving affluent clients.

Engages inbound and outbound leads through phone, email, and SMS; conducts consultative discovery to understand clients’ financial needs and identify cross-sell, consolidation, and wallet-share opportunities. Builds and manages a personal pipeline, nurtures prospects through the sales cycle, promotes Wealthsimple products, and achieves deposit quotas and activity KPIs. Uses sales technology and AI tools to improve productivity and lead generation.

Design and deliver backend software automating post-trade processing, including clearing, settlement, reconciliation, and depository integrations. Contribute to technical architecture, mentor developers through pairing and code reviews, and collaborate with Securities Operations, Product Management, and engineering teams. Build accurate, auditable systems for high-stakes financial workflows while expanding pipelines for new products.

Provide comprehensive wealth management support to high-net-worth clients, including onboarding, financial planning, investment proposals, account servicing, and complex planning involving corporations, trusts, and estates. The role emphasizes exceptional client experiences without commissions or sales targets, regular client communication, and improving digital wealth management services.

Own securities lending desk operations, including trade returns, booking, settlement, inventory balancing, recalls, corporate actions, and break resolution. Collaborate with Trading, Treasury, Middle Office, Engineering, and counterparties. Build automation tools using SQL, Google Apps Script, and Sheets to improve reconciliations, reporting, revenue flows, and desk profitability. Troubleshoot operational issues in a fast-paced market environment while developing expertise in securities finance and fintech.

Leads Accounts Engineering, managing approximately eight full-stack developers. Responsibilities include hiring, coaching, performance management, technical direction, architectural alignment, roadmap prioritization, project planning, operational reliability, on-call health, and delivery quality. The role partners with Product and Data Science, drives high-velocity product launches, manages platform and product engineering priorities, and promotes AI-assisted engineering practices.

Own Wealthsimple’s Connectivity Platform strategy across brokerage and bank linking and the Public API. Lead product vision, roadmap, client experiences, reliability, connector routing, vendor relationships, authentication, consent, permissions, partner integrations, and external financial data access. Balance conversion, fraud, risk, compliance, and operational needs while developing scalable platform capabilities and advancing open banking.

Build and evolve Wealthsimple’s vulnerability management platform, including scanner integrations, automated triage, ticket routing, ownership resolution, SLA tracking, remediation workflows, dashboards, and reporting. Integrate AWS, CI/CD, Kubernetes, container, and security tooling while improving attack-surface risk assessment. Help develop AI-assisted workflows that validate findings, generate fixes, and create pull requests. Partner with developers, support compliance controls, and connect vulnerability management with threat intelligence and responsible disclosure programs.

Create monthly investor insights, investment materials, financial planning content, and timely market notes for Wealthsimple clients. Research market developments, synthesize complex investment concepts into clear and engaging writing, exercise editorial judgment, and use AI tools to refine standard content. The role partners with investment and editorial teams while requiring strong financial literacy, investment judgment, curiosity, independence, and familiarity with Canadian wealth management or retail investment products.

Guide clients through holistic investment, tax, and retirement planning. Build trust through discovery, personalized advice, and clear communication while encouraging informed financial action and asset consolidation at Wealthsimple. Manage client follow-up through phone and video, leverage technology to improve the planning experience, and own activity and consolidation performance metrics in a fast-paced sales environment.

Own consumer demand generation across paid media, organic, lifecycle, and referral channels. Build segment-specific campaigns, define and improve lead quality, manage routing and scoring, and measure performance through funded and retained accounts. Develop funnel reporting, run tests across creative, audiences, offers, and landing pages, and use AI to accelerate campaign workflows. Partner with Sales, Growth, Product Marketing, and Commercial Operations while owning delivery of the quarterly demand plan.

Leads Wealthsimple’s client tax function across brokerage products and regulated entities. Owns tax slips, registered-account reporting, client statements, withholding, regulatory filings, controls, governance, quality assurance, and regulator communications. Advises Product, Engineering, Operations, Compliance, Legal, Finance, and CXO leaders on tax reporting requirements and issue resolution. Builds scalable systems, automation, and operating practices while hiring, coaching, and developing the Client Tax team.

Lead corporate development initiatives spanning strategic growth analysis, mergers and acquisitions, investments, and partnerships. Evaluate build, buy, and partner opportunities through market research, financial forecasting, valuation modeling, and strategic analysis. Manage deal processes from sourcing and due diligence through negotiation, closing, and post-deal integration while coordinating cross-functional stakeholders and external partners.

Leads motion and product marketing design across Wealthsimple’s product launches, live events, app store presence, social content, and marketing surfaces. Translates product UI into polished animations, videos, prototypes, and static assets; maintains reusable UI and demo libraries; and supports marketing, brand, creative, growth, and web teams. Requires strong production skills, daily motion and video expertise, Figma fluency, independent execution, stakeholder management, and scalable AI-powered workflows.