Investment Research Team Member
Remote regions
CanadaBenefits
4w PTO
Similar Jobs
See allTeam Lead, Investment Representative
Wealthsimple
North America
Excel
SQL
Analytical
Partner Integration Portfolio Data Analyst
Mercer Advisors
US
Excel
CRM
Project Management
Senior Associate
Juniper Square
US
Communication
Project Management
Process Improvement
Manager, Demand Generation (B2C Lead Generation)
Wealthsimple
North America
Paid Media
B2B
Fintech
Portfolio Analyst
Modera Wealth Management
US
Trading
Financial Planning
Wealth Management
About The Opportunity:
- Build and manage best-in-class private asset offerings for Wealthsimple clients.
- Collaborate across teams—including Product, Marketing, Sales, and Engineering—to support high-priority initiatives.
- Translate investor needs into clear requirements.
What You'll Bring:
- Leverage data to drive insights and strategy.
- Articulate ideas clearly and collaborate seamlessly with stakeholders.
- Thrive in a fast-paced, ever-evolving environment.
Why Wealthsimple?:
- Top-tier health benefits and life insurance
- 20 vacation days + 4 wellness days per year
- 90 days away program
Wealthsimple
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. They are the largest fintech company in Canada, with 3+ million users who trust them with more than $100 billion in assets.