Job Description

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 client's on-demand expectations, while being a compliance leader. As an Associate in the Reconciliations team, you will be handling daily and monthly reconciliations across our depositories. You marry your client-first approach with an acute eye for detail, ensuring accuracy and alignment when discrepancies arise. You will seek out opportunities to identify solutions, improve processes, and evolve our team’s human-first culture, while gaining exposure across our entire Brokerage Operations department. Your impact will enable you to be a key part of our Reconciliations team and be hugely important to our clients, empowering Canadians moving closer toward financial freedom! Core Reconciliation & Risk Management : Own a variety of critical trade and position reconciliations, proactively escalating to various upstream teams such as settlements, corporate actions, trade desk, securities lending to resolve discrepancies and mitigate risk. Cross-Functional Collaboration: Collaborate with a cross-functional Operational team, ensuring accuracy of our books of record Settlement & Clearance Expertise: Cultivate a deep knowledge on the settlement and clearance of equities through CDS and DTC Process Evolution & Adaptability: Adapt to our evolving service and build process to support the evolution of the team Technical Analysis & Optimization: Utilize SQL, Data and other AI tooling to identify inefficiencies and propose solutions that improve the efficiency of our back office operation teams

About Wealthsimple

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money.

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