About this role
Your career is an investment that grows over time!
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, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 3+ million users who trust us with more than $100 billion in assets.
Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.
About the Team
The Brokerage Operations team is at the heart of our investment products, ensuring the accuracy, compliance, and efficiency of our trading and account services. We are a group of maker-owners who manage billions of dollars, so the stakes are high.This role will join a specialized function within Brokerage Operations, working closely with leaders across Product, Engineering, Compliance, and Client Experience to support our market data infrastructure and client account processes.
About the Role
We are looking for a detail-oriented and analytical Senior Associate to join our Market Data team within Brokerage Account Operations. This role is responsible for the timely and accurate reporting of market data usage to our exchange partners and vendors. In addition, you will support our Account Operations team by managing the "Professional" client identification and onboarding process, a critical compliance function that impacts both market data and regulatory reporting.This is a unique opportunity to gain expertise in multiple facets of brokerage operations, from data analysis and compliance to process improvement and vendor relations.
In this role you’ll have the opportunity to:
Manage the end-to-end monthly market data reporting process for Canadian and US exchanges (e.g., TMX, CSE, OPRA), ensuring data accuracy and timely submission.
Utilize internal dashboards and reporting tools to gather, analyze, and consolidate quote usage data for non-professional and professional subscribers.
Support the client onboarding process by identifying and classifying clients as "Professional" or "Non-Professional" based on regulatory requirements, which is crucial for both market data billing and CIRO compliance.
Collaborate with the Account Operations team to handle client inquiries related to their professional status and maintain accurate client records.
Assist in reconciling vendor invoices against reported usage to ensure billing accuracy and contribute to cost analysis.
Identify and escalate data discrepancies or reporting issues, and work with Data Science and Engineering teams to troubleshoot and resolve them.
Contribute to the documentation of market data reporting procedures and look for opportunities to streamline and automate workflows.
What you’ll bring:
1-3 years of experience in a financial services, brokerage operations, or data analyst role.
High attention to detail and a passion for working with large datasets to ensure accuracy.
Strong analytical and problem-solving skills, with the ability to investigate discrepancies and identify root causes.
Proficiency with spreadsheet tools like Excel or Google Sheets for data analysis and reporting.
Excellent communication and collaboration skills, with the ability to work effectively with cross-functional teams including Compliance, Product, and Client Experience.
A proactive mindset with an interest in process improvement and making workflows more efficient.
(Nice to have) Familiarity with market data reporting requirements for exchanges like OPRA, TMX, or Nasdaq.
(Nice to have) Experience with SQL or data visualization tools.
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)
💖 Allocated number of Wellness Days that can be scheduled over the course of the year!
We’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.