Senior Tax Planner, Wealth Management

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 Sales Data team is responsible for supporting the entire Commercial team through data modeling, pipelining, dashboarding, experimentation, analyses, and machine learning models. Our stakeholder teams are diverse, including Financial Planners & Advisors, Business Development Representatives, our AI Voice Agent team, Revenue Operations and Commercial Systems. We are looking for a Senior Data Scientist who has strong foundations in data modeling and machine learning to lead high priority initiatives, take ownership as a decision science expert, and help shape the direction of our Commercial team and our AI Voice Agent program. Some of your projects may include: modeling sales data, creating and improving reporting for business stakeholders, exploratory data analysis to improve our sales processes, and developing and maintaining ML models. Our models are used to solve real business problems and directly impact Wealthsimple’s north star metric. Therefore, experience with supporting sales is a bonus. In this role, you will have the opportunity to: Build and maintain new data models that are accurate and reliable Work closely with a wide range of stakeholders from Data Science, Commercial Leadership, Sales Operations, Product, Design, and Engineering Define, prototype, implement and improve ML models Design experiments to test hypotheses (e.

At Lyft, our purpose is to serve and connect. We aim to achieve this by cultivating a work environment where all team members belong and have the opportunity to thrive. Lyft is hiring a Senior Financial Data Analyst to lead the Reporting sub-team within Finance Data & Insights. This sub-team is core to ensuring all key Run the Business (RTB) financial reports are complete, accurate, and operationally reliable on a day-to-day basis. The mandate is two-fold: build repeatable systems, playbooks, and documented workflows that reduce reactive work, and own the primary stakeholder relationships for RTB work across teams. This is a high-visibility role that combines hands-on ownership of critical reporting with team leadership and process-building. Responsibilities: Own all RTB and Compliance reporting (tax, airports, audit requests, etc.), ensuring accuracy, completeness, and operational reliability Build and maintain process documentation, checklists, and operational playbooks that make reporting workflows repeatable and resilient Receive and operationalize reports stabilized by Finance Data Products, integrating them into day-to-day RTB reporting operations Reduce fire-drill, ad-hoc response patterns by replacing them with documented, recurring workflows and automation Identify and drive automation opportunities across RTB reporting processes to improve efficiency, reduce manual effort, and further reduce ad-hoc work Own primary stakeholder relationships for RTB work, serving as the go-to point of contact across teams Lead large-scale, cross-functional initiatives with significant autonomy — from problem definition through execution — proactively communicating progress and risks to stakeholders and management Proactively identify risks, gaps, and opportunities for improvement within RTB reporting and drive initiatives to address them Experience: BA/BS with 5+ years of experience in finance, accounting, business, consulting, or analytics Advanced proficiency in

At Lyft, our purpose is to serve and connect. We aim to achieve this by cultivating a work environment where all team members belong and have the opportunity to thrive. Lyft is hiring a Senior Financial Data Analyst to lead the Reporting sub-team within Finance Data & Insights, including people management of a small team of analysts. This sub-team is core to ensuring all key Run the Business (RTB) financial reports are complete, accurate, and operationally reliable on a day-to-day basis. The mandate is two-fold: build repeatable systems, playbooks, and documented workflows that reduce reactive work, and own the primary stakeholder relationships for RTB work across teams. This is a high-visibility role that combines hands-on ownership of critical reporting with team direct people leadership and process-building. Responsibilities: Own all RTB and Compliance reporting (tax, airports, audit requests, etc.), ensuring accuracy, completeness, and operational reliability Directly manage a team of entry-level and mid-level analysts , including hiring, performance reviews, and career development Build and maintain process documentation, checklists, and operational playbooks that make reporting workflows repeatable and resilient Receive and operationalize reports stabilized by Finance Data Products, integrating them into day-to-day RTB reporting operations Reduce fire-drill, ad-hoc response patterns by replacing them with documented, recurring workflows and automation Identify and drive automation opportunities across RTB reporting processes to improve efficiency, reduce manual effort, and further reduce ad-hoc work Own primary stakeholder relationships for RTB work, serving as the go-to point of contact across teams Lead large-scale, cross-functional initiatives with significant autonomy — from problem definition through execution — proactively communicating progress and risks to stakeholders and management Proactively identify risks, gaps, and opportunities for improveme

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 Data Science & Engineering (DSE) team consists of analytics engineers, data scientists, and software engineers and is responsible for enabling data-driven decision making and building data products at Wealthsimple. The Growth Data focuses on driving new user acquisition and net deposit targets through marketing efforts including paid, organic, and branding initiatives. Our team is structured around key domain areas including promotions, referral and social sharing, paid marketing, and organic/upper funnel marketing measurement. We work closely with cross-functional partners in Growth, Product, and Engineering to optimize our marketing investments and scale Wealthsimple's customer base. The Growth Data team plays a critical role in enabling data-driven decision making across all marketing channels. We're looking for a Senior Data Scientist who will serve as a domain expert for one of our key marketing pillars, driving optimization through sophisticated algorithms, measurement systems, and strategic insights that influence millions of dollars in marketing spend. In this role, you'll be the DRI (Directly Responsible Individual) for your domain area, building data products and analytics solutions that directly impact business outcomes. You'll work on challenging problems ranging from marketing optimization algorithms to attribution modeli

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