About the team: Wealthsimple Operations Associates own and scale processes intelligently, with analytics, grit, and grace. We manage billions of dollars, so the stakes are high. We want to deliver extraordinary experiences that meet our client's on-demand expectations, while being a compliance leader. At Wealthsimple, we are maker-owners, we believe that simple is better, and we do what's right for each client.About the role: As an Associate in the Brokerage Operations Reconciliations team, you will be handling daily and monthly reconciliations across our depositories. You marry your client-first approach with an acute eye for detail, ensuring accuracy and alignment when discrepancies arise. You will seek out opportunities to identify solutions, improve processes, and evolve our team’s human-first culture, while gaining exposure across our entire Brokerage Operations department. Your impact will enable you to be a key part of our Reconciliations team and be hugely important to our clients, empowering Canadians moving closer toward financial freedom!What We’re Looking For on an Application: We’re looking for someone who loves making complex systems work better. This isn’t an accounting role — it’s about reconciling trades, equities, and settlements that keep our brokerage running smoothly. You have a background in business or finance (CSC, CPH, or DFOL are a plus), 1–2 years in brokerage operations or trade support, and you know your way around SQL and Google App Script. You’re curious, analytical, and proactive about improving processes — using data, clear thinking, and care to make things simpler and smarter.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’ll have the opportunity to:Core Reconciliation & Risk Management: Own a variety of critical trade and position reconciliations, proactively escalating to various upstream teams such as settlements, corporate actions, trade desk, securities lending to resolve discrepancies and mitigate riskCross-Functional Collaboration: Collaborate with a cross-functional Operational team, ensuring accuracy of our books of recordSettlement & Clearance Expertise: Cultivate a deep knowledge on the settlement and clearance of equities through CDS and DTCProcess Evolution & Adaptability: Adapt to our evolving service and build process to support the evolution of the teamTechnical Analysis & Optimization: Utilize SQL, Data and other AI tooling to identify inefficiencies and propose solutions that improve the efficiency of our back office operation teamsWhat you’ll bring:Previous working experience at a broker-dealer handling back office reconciliation responsibilities for options, securities operations and securities lending programs (IIROC-regulated dealer is preferred). Bonus points for working with precious metals!Strong experience with Excel/Google Sheets, plus experience with programming such as SQL, Appscript/Javascript to identify opportunities for process improvementsYou're passionate about the fintech and alternative investment space.Natural curiosity that unearths inefficiencies in processes before they arise, and can clearly articulate the story behind that.You're a detail-oriented problem-solver who thrives under pressure, expertly managing multiple time-sensitive tasks while quickly adapting to challenges in a fast-paced, ambiguous environment.You excel at communication and collaboration, working effectively with cross-functional teams and partners.Have completed or are pursuing industry courses (CSC, DFOL etc)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 yearWe’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! Read our Culture Manual and learn more about how we work.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.AI Disclaimer We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. 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