Associate, Investing Operations
Wealthsimple
Operations
Remote
Posted on Aug 16, 2025
Your career is an investment that grows over time!
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 3+ million users who trust us with more than $100 billion in assets.
Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.
About the team:
Our Investing Operations team is the backbone that makes every trade possible for Wealthsimple clients. When clients buy and sell stocks and ETFs through our app, we handle all the behind-the-scenes magic — managing share and cash movements, ensuring smooth settlement with our executing brokers, and resolving any trade disputes that arise. We support both self-directed and managed investment accounts, making sure every transaction is processed seamlessly. We’re expanding beyond traditional equity and derivative products to include precious metals. If you love the operational precision that powers great client experiences in investing, this is your team!
About the role:
As an Associate in the Investing Operations team, you’ll play a key role in shaping the processes and execution behind Precious Metals. The client is at the core of who you are as you partner with our brokers, successfully driving the processing of our precious metal settlements. You’ll also help shape the cultural footprint of our team to our partners and across the business as our service scales and enables Canadian’s reach their financial freedom goals!
What We’re Looking For on an Application:
We’re looking for someone who genuinely cares about making processes better — safer, smoother, and more efficient. You’ve worked in trade operations (maybe in equities, precious metals, or mutual funds) and have the data or examples to show how your improvements made a real difference. We love seeing people who think deeply, communicate clearly, and use curiosity to make complex things simple. Show us how you’ve helped systems run smarter — and how that kind of care shows up in your work.
At Wealthsimple, the best applications show how you think and communicate — how you take complex workflows and make them simple, how you use data to back your improvements, how you approach your work with care and how you hit your key metrics. If you’re someone who’s analytical, proactive, and passionate about making operations smarter and smoother, we’d love to hear from you.
In this role, you will have the opportunity to:
- Own precious metals operations: Take end-to-end ownership of precious metals settlements and other critical brokerage back-office processes such as reconciliation.
- Drive process improvements: Help us build and refine innovative processes as we scale this growing team and expand our product offerings.
- Master settlement processes: Get up to speed on equity and mutual fund settlement workflows to support our full range of investment products.
- Identify and mitigate risks: Proactively contribute to spotting and addressing operational risks across the team's processes and systems.
- Support team initiatives: Jump in on ad-hoc projects and tasks to help the broader operations team succeed.
What you’ll bring:
- Experience in equity, precious metals or mutual funds trade clearing and settlements.
- Have improved processes by making them less risky or more efficient.
- Is analytical and can investigate and resolve reconciliation breaks effectively.
- Has handled multiple priorities at once, is agile and open to learning new things.
- Interest in leveraging tools and technologies including SQL and AI
- Nice to have: Post Graduate education in Finance. Proficiency in SQL, General Ledgers, and Reconciliations.
Why Wealthsimple?
🤑 Competitive salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple for Business
🌴 20 vacation days per year and unlimited sick and mental health days
📚 Up to $1,500 per year towards wellness and professional development budgets respectively
🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
💖 Company-wide wellness days off scheduled throughout the year
We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!
Technology & Innovation at Wealthsimple
We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.
DEI Statement
At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.
