Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
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About the RoleReporting to the Senior Manager, Registered & Complex Accounts, you’ll lead the day-to-day operations for entity onboarding, non-personal account opening and maintenance, and help build a centre of excellence for business clients. You will own the end-to-end operational execution for Wealthsimple’s non-personal accounts - from onboarding and KYB/KYC to escalations, audits, and process improvement. You’ll lead a team of specialists, partner closely with Product, Engineering, Compliance, AML, and Client Experience, and play a critical role in our broader initiatives to enhance and scale our offerings for non-personal entities.
In this role, you’ll:Lead and develop a high-performing Non-Personal Account Operations team responsible for onboarding, verification, and maintenance of corporate, trust and other non-personal account types.
Own the non-personal account opening lifecycle, including KYB checks, documentation review, and system updates across a suite of proprietary and vendor-provided operational tools.
Design and maintain clear SOPs, runbooks, and controls for entity onboarding, role-based access, director/owner changes, and entity bank linking, ensuring processes are auditable and aligned with CIRO and internal risk standards.
Monitor and improve key performance metrics (e.g., turnaround time, error/defect rates, escalations, audit findings) and use data to prioritize automation, tooling, and process improvements in partnership with Product, Engineering, and Data teams, bringing an operational perspective to requirements, UX tradeoffs, and rollout plans so new features and business lines are robust from day one.
Manage complex escalations and edge cases, working closely with Compliance and AML to ensure safe outcomes for clients and the firm.
Support audits and regulatory reviews related to non-personal accounts by ensuring documentation, controls, and data are complete, accurate, and easy to evidence.
Build strong cross-functional relationships with CXO, Funding/Internal Transfers, Tax, and other brokerage operations teams to ensure non-person clients experience consistent, high-quality service across all touchpoints.
5+ years of experience in brokerage or financial services operations, with significant exposure to non-personal accounts’ end-to-end administration and operations, and KYB/KYC-heavy workflows.
2+ years of people leadership experience, including managing operations specialists or analysts in a high-volume, high-accountability environment.
Deep understanding of FINTRAC regulations for establishing relationships with non-personal entities and documentation requirements.
Strong process and control mindset - you’re comfortable mapping complex workflows, identifying failure modes, and designing controls that satisfy regulatory and audit needs without overcomplicating the client experience.
Comfort working with data and tooling (e.g., Google Sheets, SQL, Kanban, workflow automation) to monitor health, identify opportunities, drive insights from analytical data, and measure impact.
A builder mentality - you enjoy turning manual, spreadsheet-driven workflows into simple, reliable, and well-instrumented processes, and you’re biased toward shipping incremental improvements over waiting for “perfect”.
Excellent communication and stakeholder management skills, with the ability to translate between operational details and strategic outcomes for partners in Product, Engineering, CX, Compliance, and leadership.
Experience working at a CIRO-regulated dealer or similar environment with non-personal entity onboarding and account operations with stringent audit expectations.
Experience supporting large-scale platform improvements or operational initiatives for non-personal clients.
🌸 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.
ICYMITechnology & 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.
