Associate, Reconciliations

@ Wealthsimple

Overview

Your career is an investment that grows over time! Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining money management through smart technology. As the largest fintech company in Canada, serving over 4 million users and managing more than $80 billion in assets, we are seeking talented individuals to join our remote-first team.

About the Team

The Operations Associates at Wealthsimple are maker-owners who scale processes intelligently with analytics, grit, and grace. They handle billions of dollars and are dedicated to delivering extraordinary client experiences while leading in compliance.

About the Role

As an Associate in the Reconciliations team, you will perform daily and monthly reconciliations across depositories. You will use your client-first approach and acute attention to detail to ensure accuracy, address discrepancies, and mitigate risk. This role offers exposure across the entire Brokerage Operations department and the opportunity to suggest process improvements.

Key Responsibilities

• Own critical trade and position reconciliations.
• Collaborate with cross-functional teams including settlements and trade desk.
• Develop expertise in settlement and clearance of equities through CDS and DTC.
• Utilize SQL, data tools, and AI tooling for process improvement.
• Identify and escalate discrepancies to mitigate risk.

What You’ll Bring

• Experience at a broker-dealer handling back office reconciliations.
• Strong Excel/Google Sheets skills and familiarity with SQL and JavaScript.
• Passion for fintech and alternative investments.
• Detail-oriented problem-solving and effective multitasking under pressure.
• Excellent communication and collaboration skills.
• Industry coursework such as CSC or DFOL is a plus.

Why Wealthsimple?

• Competitive salary with top-tier health benefits and life insurance.
• Retirement savings matching plan through Wealthsimple for Business.
• 20 vacation days per year plus unlimited sick and mental health days.
• Up to $1,500 per year for wellness and professional development.
• Opportunity to work internationally for up to 90 days annually.
• Diverse Employee Resource Groups and company wellness days.

Technology & Innovation

At Wealthsimple, innovation is key. Team members are encouraged to leverage AI and other advanced technologies to solve problems and add value.

Diversity, Equity & Inclusion

We build products for a diverse world. Applications from everyone are strongly encouraged regardless of background or identity.

Accessibility

We are committed to providing an accessible candidate experience. Please let us know if you require accommodations during the interview process.

Key skills/competency

• Reconciliations
• Risk Management
• Broker-Dealer
• Data Analysis
• SQL
• Excel
• Process Improvement
• Compliance
• Cross-Functional Collaboration
• AI Tooling