Senior Specialist, Financial Operations

Toronto or Remote (Canada)

Full Time Senior-level / Expert
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Wealthsimple

Wealthsimple is the simple way to grow your money like the world's most sophisticated investors. No-maintenance portfolios, expert investment advisers and low fees.

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Wealthsimple is on a mission to help everyone achieve financial freedom, no matter who they are or how much they have. Using smart technology, Wealthsimple takes financial services that are often confusing, opaque and expensive and makes them simple, transparent, and low-cost. We're the company behind some of Canada's leading digital financial products, and are growing faster than ever.
Our team is reimagining what it means to manage your money. Smart, high-performing team members will challenge you to learn and grow every day. We value great work and great ideas — not ego. We're looking for talented people who love a fast-paced environment, and want to ship often and make an impact with groundbreaking ideas.
We’re a remote-first team and output is more important than face time, so where you choose to work is up to you — as long as you have internet access, you can work from anywhere in Canada. Be a part of our Canadian success story and help shape the financial future of millions — join us! Read our Culture Manual and learn more about how we work.
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. Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know.

In this role, you will have the opportunity to:

  • Lead daily, monthly, quarterly, and annual financial operations reporting such as third-party custodian, client statements, and CRM2 reporting
  • Assist with daily security pricing validations
  • Maintain detailed documentation for existing and new processes and workflows
  • Work with our Book of Record Engineering team members to provide guidance in regulatory reporting standards such as IIROC and OSC and collaborate in best practices
  • Implement and monitor metrics for critical operational processes such as report delivery SLAs
  • Communicate regularly with stakeholders such as Engineering, Finance, and Trading to understand new processes and workflows
  • Support ad hoc reconciliation projections and book of record operations

Skills we're looking for:

  • Experience in accounting/financial operations and/or financial reporting
  • Deep knowledge of Ontario Securities Commission (OSC) & Investment Industry Regulatory Organization of Canada (IIROC) regulatory requirements
  • Detail-Orientation: Has a keen eye for detail and gets excited about figuring out intricate processes and workflows
  • Action Oriented: Acts with urgency with a move-fast mentality; we believe in doing our efficient research upfront and implementing in an iterative way that allows us to learn and correct as we go
  • Collaboration: Excellent interpersonal skills and an ability to work cross-functionally with a wide range of stakeholders
  • Communication: able to convey complex ideas succinctly and with great precision in thought and documentation
  • Prioritization & problem-solving: Knows how to break down complex problems and identify root causes. Knows how to balance what needs to be done with what’s possible to do. Understands the scope of an issue and its priority
  • Resourcefulness: Knows where to start when presented with a complex problem and able to self-drive the analysis required
  • Analytics: Practical SQL and Oracle knowledge is an asset
Please note: the majority of our teams will be working at a reduced capacity as we wrap up 2021. We look forward to providing you with an update the week of January 10th, 2022.
Job perks/benefits: Startup environment
Job region(s): North America
Job stats:  1  0  0
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