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 $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
About the Role
Our ideal hire has a builder mindset, is detail oriented, action oriented and proactive. They own their role and continuously help identify ways to improve operations processes and controls. It is essential that this person manages time well, keeps on top of deliverables, and has the potential to grow with us. Experience in credit products, prepaid cards or other spend operations functions is a strong plus.
We manage billions of dollars, so the stakes are high. We want to deliver extraordinary experiences that meet our client's on-demand expectations, while being a compliance leader. At Wealthsimple, we are maker-owners, we believe that simplicity is better, and we do what's right for each client.
We are seeking an analytical, detail-oriented professional with strong SQL skills, advanced Excel expertise, and a passion for process improvement to join our Treasury team. The ideal candidate will excel in problem-solving, dashboard creation, and effective communication across all levels of the organization.
In this role, you’ll have the opportunity to:
Develop comprehensive financial analytics and reports to support regulatory compliance and strategic decision-making.
Leverage system to extract, analyze, and report on treasury data, ensuring accuracy and timeliness of deliverables.
Collaborate with cross-functional teams (including Product, Engineering, Data Science, and Finance) and use in house AI tools to optimize workflows and drive project success.
Design, build, and refine intuitive, data-driven dashboards that provide actionable insights for various stakeholders.
Maintain or develop multiple reporting deliverables with varying frequencies, managing stakeholder expectations and ensuring consistent quality standards.
Support the team on complex projects within Treasury Cash and Collateral Management, facilitating communication and problem-solving across teams.
Conduct in-depth analysis using SQL and other tools to inform critical business decisions related to Treasury operations and strategy.
Identify and implement process improvements that enhance efficiency and accuracy in financial reporting and analysis.
Translate business requirements into technical reporting solutions, working closely with IT and data teams to optimize report performance.
What You'll Bring:
Relevant experience: Demonstrated success in Treasury and financial operations, banking and payments, or other operations roles in related fields.
Report Management: Proven experience overseeing end-to-end report lifecycle management, from requirements gathering to delivery. Ability to manage multiple reporting deliverables with varying frequencies and stakeholder groups, ensuring accuracy and timeliness.
Treasury Systems Expertise: Work with Treasury Management Systems, including report configuration, data extraction, and workflow optimization.
Organization & planning: Plans, organizes, and schedules in a productive manner, allowing for a focus on key priorities and regular updates
Collaboration: Excellent interpersonal skills and willingness to work in collaboration with various team members
Strong written and verbal communication: Speaks plainly and truthfully. Communicates complex ideas in a simple & easy-to-understand way for any audience (e.g. engineering, 3rd party vendors, growth/operational teams, executive team)
Problem solving: If something seems off, you want to figure out what's going on; you enjoy navigating uncertainty, bringing clarity to ambiguity and don't wait for a playbook to be written
Proactive & Action Oriented: Acts without being told what to do; taking full ownership of work, and proactively seeks help and input when needed to provide well supported solutions
Efficiency: Ability to produce significant output with minimum wasted effort; finds the path of least resistance to the problem definition, solution and execution
Honesty/integrity: Doesn't cut corners; does what is right, not what is politically expedient
Data & analytics: Has a strong proficiency in SQL, and a history of using data to answer complex problems. Ability to translate business requirements into technical reporting solutions.
Stakeholder Management: Experience with complex reporting processes and stakeholder requirements, with proven ability to deliver financial reports to senior leadership and various business units.
Financial modeling, coding/automation, ability to contribute to a data model, and experience with business intelligence tools (Power BI, Superset) is preferred
Required Qualifications
Bachelor's degree in Finance, Economics, or related field
3+ years of experience in financial analysis or similar role
2+ years of hands-on experience with Kyriba Treasury Management System
Advanced proficiency in SQL and Excel
Strong analytical and problem-solving skills
Excellent verbal and written communication abilities
Ability to manage multiple projects and priorities effectively
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*
✈️ 90 days away: work outside Canada for up to 90 days per year*
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
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