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About the Role
Wealthsimple is seeking Finance interns for the Winter 2027 cohort, offering six distinct tracks within the Finance team. This internship provides an opportunity to gain deep knowledge in one area of Finance while understanding its connection to the broader company operations. Interns will be expected to contribute to real work, identify areas for process improvement, and explore the integration of AI in financial operations. The role emphasizes learning how a fintech operates, analyzing financial and operational data, and understanding the direct impact of their work on clients.
Responsibilities
- Prepare accrual and other entries needed that make a period complete.
- Reconcile corporate bank accounts and reconcile balances between legal entities.
- Work on projects to help continuously level up close processes with AI.
- Prepare balance sheet reconciliations in FloQast and write summaries explaining financial movements.
- Record revenue from trading and crypto commissions, management fees, currency exchange, and interest.
- Reconcile client cash, securities, and crypto positions against bank and custodian records.
- Chase down discrepancies in client positions by the next business day.
- Prepare data for regulatory filings, including monthly and annual reports on brokerage capital.
- Test internal controls and gather evidence.
- Walk through processes with the people who run them.
- Draw flowcharts and write narratives that explain how a process works.
- Support the quarterly cycle where process owners confirm their controls execution.
- Help prepare the internal controls update for the Audit Committee and support external audits.
- Help people bring a purchase through Zip, our intake software.
- Onboard new vendors and move requests through Legal, Security, Privacy, or vendor-risk review.
- Match invoices against purchase orders, code them to the right team and account, and route them for approval in Zip.
- Help more spend run through an approved purchase order before the invoice arrives.
- Report on where requests slow down.
- Support credit facilities and other borrowing, tracking limits, conditions, renewals, and lender reporting.
- Help model and forecast various scenarios and their potential impact on funding.
- Research current and potential banking partners.
- Prepare analysis for negotiations with banking partners.
- Sit in on negotiations with banking partners.
- Help track how each partnership is performing.
- Help build tools and processes to monitor financial risks, including foreign exchange and interest-rate exposures.
- Own real work from your first weeks.
- Bring AI into how the work gets done.
- Improve processes.
- Learn how a fintech operates.
- Read financial and operational data in a business that moves quickly.
- See the line from your work to the client.
Requirements
- Working toward a degree in accounting, business, finance, or a related field, or recently finished one.
- A working understanding of accounting principles and concepts.
- Strong attention to detail.
- Communication and collaboration skills to work across teams.
- Comfort in a fast-moving environment with real deadlines.
- Curiosity about technology, fintech, and how AI is changing the way a Finance team works.
- Energy and intellectual curiosity.
- Demonstrated interest in finance and analytics.
- Ability to ask questions and form a view.
- Willingness to evolve alongside the products being built.
Skills
- Accounting principles
- Financial reporting
- Reconciliation
- Process improvement
- AI integration
- Fintech operations
- Financial data analysis
- Operational data analysis
- Debt capital markets
- Financial modeling
- Financial forecasting
- Banking partnerships
- Risk management
- Foreign exchange exposure
- Interest-rate exposure
- Attention to detail
- Communication
- Collaboration
- Problem-solving
Location
- Toronto, Canada
Work Type
- Hybrid
- Internship
- 8 months
Experience Level
- Intern
Education Level
- Degree in accounting, business, finance, or a related 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.
- 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.
- We move quickly and build thoughtfully.
- We're building products for a diverse world, and we need a diverse team to do it well.
Equal Opportunity
- 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.