wealthsimple - Associate, Corporate Account Operations
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Requirements
• Operations experience in financial services: 1-3 years of experience in operations, client support, or back-office functions within financial services (e.g., brokerage, banking, wealth management, fintech) with exposure to onboarding or account administration. • Interest in corporate & entity onboarding: A strong interest in learning how corporate and non-personal accounts are opened and maintained in a regulated environment, including why we collect certain documentation and how beneficial ownership and signing authority work. • Solution orientation & problem solving: You’re curious to improve day-to-day issues, identify issues and offer solutions (not just problems), and use a structured, hypothesis-driven approach to your work - even when tasks are repetitive. • Attention to detail and analytical rigour: You perform error-free, on-time tasks with support, are meticulous with details, and are comfortable working with spreadsheets and operational data. • Prioritization and ownership: You’re starting to use an 80/20 mindset to focus on the right things, take responsibility for completing your assigned work well and on time, and ask for help at the right moments to avoid yield loss. • Clear, structured communication: You communicate in a simple and structured way, focusing on the “so what” rather than just the process, and you prepare for meetings or check-ins with clear objectives and questions. • Team mindset and professionalism: You’re positive and motivated even in difficult situations, act respectfully and professionally, and contribute to a collaborative, inclusive team culture. • Experience working with corporate, trust, or other non-personal entity accounts in a CIRO-regulated dealer or similar environment. • Familiarity with Canadian regulatory frameworks and documentation requirements related to onboarding non-personal entities (e.g., FINTRAC, CIRO, CRA guidance for account opening and recordkeeping). • Completion of the Canadian Securities Course (CSC) or other relevant industry certifications a plus.
Benefits
• 🌸 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. • 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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