About this role
Build something people love
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with 3+ million users who trust us with more than $100 billion in assets. And we’re just getting started.
We’re looking for someone who thinks big, sweats the small stuff and keeps things simple. You’ll join a high-bar, fast-paced team where people are trusted to own their work, communicate openly, and ship things that improve our clients’ lives. Collaboration, humility, and an obsession over quality are how we get stuff done.
Be a part of our Canadian success story and help shape the financial future of millions. Read our Culture Manual and learn more about how we work.
Build something people love
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with 3+ million users who trust us with more than $100 billion in assets. And we’re just getting started.
We’re looking for a someone who thinks big, sweats the small stuff and keeps things simple. You’ll join a high-bar, fast-paced team where people are trusted to own their work, communicate openly, and ship things that improve our clients’ lives. Collaboration, humility, and an obsession over quality are how we get stuff done.
The Workflow Optimization team evaluates and optimizes end-to-end workflows across our CXO (Customer Experience and Operations) function. This team is instrumental in driving transformative change, enhancing operational efficiency, elevating customer satisfaction, and delivering measurable business outcomes.
This opportunity is for a 2 month secondment to pilot a new working model for the Workflow Optimization team. As the Automations and Systems Associate, you will be part of a cross functional pod whose focus is to proactively improve the workflows, knowledge bases, processes, systems, and automations of a particular Domain.
As the Automations and Systems Lead, you will:
Be the SME on all the Workato Recipes that run on your domain’s Zendesk and JIRA tickets, including making updates to existing recipes, and building net ones.
Be the SME on all Zendesk Macros, Views, and Triggers relevant to your domain, and be responsible for updating and improving them.
Participate in the technical design of new processes, including brainstorming, experimenting with potential solutions, and scoping requirements.
This 2 month secondment is part of a pilot, wherein the WFO and CXO leadership teams will be defining and assessing a new cross-functional working model. Success for the pilot period as a whole means establishing productive operating cadences. Success for the Automations and Systems Associate role within that pilot means delivering on the responsibilities above, as well as providing feedback and suggestions for those operating cadences. At the end of the secondment period, the expectation is for the associate to return to their prior role.
What you'll bring:
Technical Acumen: Experience building net-new recipes in Workato, IFTT, Zapier, or similar tools. Experience on the administrative side of Zendesk and/or JIRA (e.g. configuring automations/triggers, building views).
Experience in tools such as ClaudeCode and GitHub is a plus (Note that your interviewers use these tools daily, and expectation for a successful secondment is to hit the ground running in the areas you are proficient in. It’s not necessary to have familiarity in all of the above tools, so please be transparent!)
Troubleshooting Ability: A demonstrated ability to look at a broken automation or failing SQL query, and systematically narrow down and resolve any issues.
Collaborative Mentality: A desire to work as part of a close-knit working group, supporting your colleagues in their deliverables, and a “teamwork makes the dreamwork” mentality.
Problem Solving: Structured problem solving and process thinking, with the ability to translate ambiguous workflows into clear maps and requirements
Core Requirements
6-9 months of experience in JIRA and ZenDesk at a configuration/administrative capacity.
6-9 months of experience with automation platforms.
Hybrid position: 1x/week in our Toronto office.
This role closes for application on February 20th at 10am EST.
Compensation
🤑 Hourly pay range: For this role, candidates located in Canada can expect a based hourly pay range of CAD $25.00 - $31.25. Actual compensation is determined based on skills, experience, and role level. Exceptional candidates may be considered above the top of the range, and pay can increase quickly for those who make a big impact in the role.
Why Wealthsimple?
📈 Retirement savings matching plan using Wealthsimple for Business
🌴 Generous PTO offerings
👥 A wide variety of peer and company-led Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)
🌎 We’re a remote first team with over 1,500 employees across North America - and one of the best things about working here is the people. You’ll be collaborating with incredibly talented, curious, and driven teammates who care deeply about doing great work.
Be a part of our Canadian success story and help shape the financial future of millions.
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.
At Wealthsimple, we want interviews to feel like genuine conversations. To support this, we use AI transcription during recruiter interviews. This allows recruiters to be fully engaged, ask thoughtful follow-up questions, and ensure your experiences are captured accurately. You’ll always have the choice to opt in or out before we begin.
Why Wealthsimple?
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match using our Wealthsimple for Business platform
🌴 20 vacation days + 4 wellness days per year, and unlimited sick and mental health days
✈️ 90 days away program: Employees can work outside of Canada for up to 90 days per calendar year
👥 A wide variety of peer and company-led Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)
🌎 We’re a remote first team with over 1,500 employees across North America - and one of the best things about working here is the people. You’ll be collaborating with incredibly talented, curious, and driven teammates who care deeply about doing great 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.
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. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.