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About the Role

Wealthsimple Operations Associates own and scale processes intelligently, with analytics, grit, and grace. We manage billions of dollars, so the stakes are high. We want to deliver extraordinary experiences that meet our clients' on-demand expectations, while being a compliance leader. At Wealthsimple, we are maker-owners — we believe that simple is better, and we do what's right for each client.

Responsibilities

• Execute on daily securities lending processes, working with the Senior Manager and Team Lead, Securities Lending Operations, Trading Desk, and other Operations Associates.
• Process returns from counterparties and support the loan recall process to maintain positioning.
• Ensure timely loan and return settlement and resolve related issues.
• Collaborate with traders, product managers, engineering, and other operations teams to ensure effective and timely trade flow and settlement.
• Communicate with counterparties via email or on calls to execute on loans and recalls, and resolve discrepancies.
• Identify and resolve discrepancies in transactions.
• Perform daily and monthly reconciliation of records and assist with audit requests.
• Support front-office operations related to corporate actions and daily market movement.
• Support billing and month-end processes.
• Represent Wealthsimple in interactions with external counterparties and cultivate industry relationships.
• Support the development of operational procedures for the Options business.
• Support the treasury team with cash movements, including billing.
• Support the onboarding of new counterparties.

Requirements

• 3+ years of experience working at a broker-dealer, bank, capital markets firm, or pension fund.
• A background in finance, accounting, business, or a related technical field.
• Strong business judgment and the ability to operate within tight deadlines.
• Teams in this role typically start their day around 7:30am ET.

Skills

• Strong technical skills in Excel and Google Sheets, including formulas and pivot tables.

Location

• Toronto, Canada

Work Type

• Hybrid

Experience Level

• 3+ years

Education Level

• Finance
• Accounting
• Business
• Related technical field

Benefits

• Top-tier health benefits and life insurance
• Long-term group savings with employer match
• 20 vacation days
• 4 wellness days
• Unlimited sick and mental health days
• 90 days away: work outside Canada for up to 90 days per year
• Employee resource groups

About the Company

• 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 Manual and learn more about how we work.
• We move quickly and build thoughtfully.
• We are 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.

Equal Opportunity

• 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.
• 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.
• 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.