Senior Manager, Client Tax

Build something people love Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work . 📆 Application Deadline: Monday Sept 28th, 11:59pm EST About the team The Options Clearing team sits within Brokerage Operations, the group responsible for how Wealthsimple executes on behalf of clients across billions of dollars a day. We own the full options life cycle — reconciliations, settlements, exercises, assignments and expirations — and make sure every position we hold matches what it should. It's precise, deadline-driven work, and we take it seriously because clients are trusting us with their money. About the role Reporting to the Senior Manager, Options Clearing, you'll own the daily execution of reconciliations, settlements, and expirations across our options book. This work protects client assets directly, so accuracy isn't optional — you're the person who catches a break in the data before it becomes a client-facing problem, and who improves the processes that keep pace as the business grows. What you'll do Own daily reconciliation, settlement, and expiration processing across the options book, catching and resolving breaks before they reach clients Act as the team's subject matter expert on OCC and CDCC clearing (including SOLA), covering exercises, assignments, and institutional options transfers Partner with the Trade Desk, engineering, and other operations teams to resolve trade and position discrepancies and reduce risk U

Build something people love Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work . About the team The Investment Research Team is at the core of every investment product designed at Wealthsimple. Our team combines deep market expertise with strategic vision, developing best-in-class investment strategies that serve our growing client base. We analyze financial products and securities with a data-driven approach, ensuring our offerings meet client needs while aligning with our mission to empower people with financial freedom. What you'll do Conduct thorough daily order reviews for algorithm-generated trades across managed portfolios to verify accuracy and ensure abnormal order resolution prior to submission to the trade desk. Perform systematic, regular reviews of managed accounts to proactively identify and resolve operational bottlenecks, workflow friction, and systemic trading issues. Apply a disciplined, process-oriented, and operational mindset to execute daily portfolio management and trading support tasks reliably and efficiently. Collaborate closely with internal trading desks, investment operations, and product teams to streamline trade execution workflows and enhance portfolio tracking capabilities. Skills you bring 1-2 years of professional experience in portfolio operations, trade execution, or financial analysis within a modern financial institution or fintech setting. Strong analytical thinking and quantitative

Build something people love Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work . When high-stakes incidents strike, you are the calm in the storm. Senior Specialist, Incident Response, you will play the main part in incidents during major, complex, or reputation sensitive events. You take command of ambiguous situations, translate technical chaos into clear client and executive communication with the support of a high-performing team of Incident Response Specialists to raise the overall bar for crisis execution across the business. WHAT YOU’LL DO Deliver proactive, cadence-based briefs to senior leaders while authoring clear, transparent external communications (status pages, app/web banners, client emails) in the Wealthsimple voice. Bridge the gap between engineering and the business and translating system logs, error codes, and technical root causes into plain-language client and business impact. Identify when Legal or Compliance review is required during a crisis and seamlessly weave regulatory checks into the response flow. Serve as a chief editor for team communications, establishing playbooks and writing standards that ensure accuracy, speed, and empathy under real-time pressure. Build a culture of psychological safety, calm, and focus: shielding responders from external noise during active incidents while keeping stakeholders aligned. Rapidly identify who needs to be involved across Engineering, Product, CX, Legal,

Build something people love Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work . About the role This role owns the partnerships behind how we reward Wealthsimple clients for their everyday spend and deepen their relationship with us. You'll own our perks and rewards ecosystem end to end: credit card partnerships, Milestone Rewards, Wealthsimple Offers, and the credit card cashback marketplace. The job is to turn these programs into a reason clients bring more of their financial lives to us, measured in adoption, consolidation, and engagement. You'll source, negotiate, and launch partnerships with some of the biggest brands in the country, and you'll build a lot of it from scratch. This is a builder's seat for someone who's done perks and rewards before and wants to own the function end to end. In this role you'll have the opportunity to: Own credit card partnerships end to end: source, negotiate, and land partner-funded, card-native perks with national, household-name brands. Grow Wealthsimple Offers and the credit card cashback marketplace: build the roster across our top spend categories (travel, telecom, insurance, entertainment, grocery, transportation) and drive client adoption and redemption. Own Milestone Rewards: shape the mechanics and partner mix, and make the calls on when to revamp, expand, or retire. Lead commercial negotiations from first outreach to signed terms, landing economics that work for both our cli

Build something people love Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work . About the role We’re looking for a Senior Lead, Credit Card Growth to own how we acquire new Credit Card clients and deliver against ambitious growth targets. You’ll own the growth model, projections, roadmap, and execution across every acquisition lever at our disposal. A major focus of the role will be building and scaling our offer engine — testing and optimizing sign-up offers, welcome bonuses, referral incentives, and other promotions to drive incremental growth. You’ll partner closely with Product on product-led growth opportunities and with channel leads across paid, search, affiliates, referrals, lifecycle, and other acquisition channels. Where there isn’t an owner, you’ll build and run the channel yourself. We’re looking for someone analytical, highly hands-on, relentless about results, and willing to find or invent new ways to grow. What you’ll do Own the growth plan: Build and maintain the model for how we’ll hit Credit Card new-client targets, and translate it into a clear, prioritized growth roadmap. Build the acquisition engine: Own the plan for delivering new clients across paid, search, affiliates, referrals, lifecycle, partnerships, and new channels — partnering with channel owners where they exist and directly owning execution where they don’t. Own the offer engine: Develop and optimize sign-up offers, welcome bonuses, refer

Build something people love Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work . The Role This posting covers a single opening on our Wealth Management team that will be leveled as either Senior Advisor or Lead Advisor, based on the candidate's years of experience and professional designations. Both levels share the same core mandate and must-have requirements below. As a Senior or Lead Advisor on our Wealth Management team, you'll provide comprehensive support to our high net worth clients throughout their journey with us. This position is fully salaried with no commission structure or sales targets. Your performance will be evaluated on a balanced scorecard focused entirely on delivering world-class client experiences. Client segment by level: Senior Advisors typically support clients with $1MM+ in assets; Lead Advisors typically support clients with $3MM+ in assets. Final leveling and book assignment is based on experience and designations held. What you'll do: Provide exceptional onboarding experiences for new clients, ensuring a smooth transition to Wealthsimple Develop comprehensive financial plans tailored to each client's unique situation and goals Create custom investment proposals that align with clients' financial objectives and risk tolerance Proactively service client accounts, anticipating needs before they arise Maintain regular communication with clients through phone, video, and in-person meetings Apply y