Associate, Corporate Account Operations

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Wealthsimple

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2014

💼 Consulting

🛡️ Insurance

💳 Fintech

🔥 Funding within the last year

💰 $393M Series E - Wealthsimple on 2025-10

Consulting • Insurance • Fintech

Wealthsimple is a Canadian financial technology company that provides consumer banking, investing, and wealth management services. It offers chequing accounts, savings, credit cards, self-directed trading (stocks, ETFs, options), cryptocurrency trading, managed portfolios, tax services, and advisory wealth management for high-net-worth clients. Wealthsimple combines digital-first banking and low-fee investing products aimed at retail customers, along with tools and educational content to support personal finance.

📋 Description

• Process day-to-day onboarding requests for corporate and other non-personal entities, including reviewing KYB/KYC information, beneficial ownership details, and corporate documentation • Complete corporate account opening, updates, and maintenance tasks across systems • Follow SOPs, checklists, and runbooks, escalating edge cases and ambiguous situations • Support complex changes involving directors, owners, signing authorities, or corporate structures • Perform accurate, timely, compliant tasks and basic quality control • Track work, monitor SLAs, and update the Manager on volume, backlogs, and blockers • Maintain awareness of CIRO and FINTRAC expectations and escalate potential risks • Suggest and develop workflow improvements, including checklists, templates, and controls • Maintain and refine SOPs and internal documentation • Participate in projects and experiments to streamline operations and provide operational feedback on tools and features • Collaborate with Registered & Complex Accounts, CXO, BDR, Funding/Internal Transfers, AML, and Compliance teams to resolve account issues • Provide clear, hypothesis-driven updates and recommendations • Support onboarding and development of newer team members • Pursue professional development through manager discussions, feedback, and coaching

🎯 Requirements

• 1–3 years of experience in operations or back-office functions within financial services, with exposure to onboarding or account administration • Minimum 1 year of experience working with corporate, trust, or other non-personal entity accounts in a CIRO-regulated dealer or similar environment • Familiarity with Canadian regulatory frameworks and documentation requirements, including FINTRAC, CIRO, and CRA guidance • Experience reviewing KYC/KYB information • Solution-oriented and structured, hypothesis-driven problem solving • Strong attention to detail and analytical rigour • Comfortable working with spreadsheets and operational data • Ability to prioritize, take ownership, and complete assigned work accurately and on time • Clear, structured communication skills • Positive, respectful, professional, collaborative team mindset

🏖️ Benefits

• Top-tier health benefits and life insurance • Long-term group savings with employer match, through Wealthsimple for Business • 20 vacation days • 4 wellness days • Unlimited sick and mental health days per year • 90 days away: work outside Canada for up to 90 days per year • Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS • Permanent employees receive equity compensation