Job Description
Overview
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 3million 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.
Responsibilities
- Research how the organization operates, identify workflows where manual effort, reconciliation breaks, and tooling gaps increase operational and regulatory risk, and ship solutions to eliminate those problems.
- Lead end‑to‑end automation of high‑volume manual workflows, including regulatory reporting (AML STR/LVCTR/EFTR, Form1/CIRO, DTC asset segregation), journal entries, reconciliations, collateral monitoring, brokerage liquidations, and complex registered‑plan administration.
- Embed with enablement teams—Brokerage Operations, AML/Compliance Supervision, Trade Desk, Treasury, Account Ope...
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