
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.
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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.
• Partner with leaders across the company to identify strategic opportunities that can accelerate the product roadmap and business strategy • Serve as a subject matter expert on the competitive landscape and industry trends • Leverage market insights to develop business cases for growth opportunities through product expansion or partnership distribution strategies • Lead qualitative and quantitative analyses, including build/buy/partner considerations, financial forecasting, and valuation modeling • Manage all stages of deal processes, including inbound/outbound sourcing, deal assessment, valuation, negotiations, due diligence, structuring, closing, and post-deal integration • Coordinate across large cross-functional teams • Build relationships with internal stakeholders across functions and seniority levels and external parties such as VCs, founders, and investment banks
• 7+ years of relevant work experience in corporate development, investment banking, venture capital, or private equity • Proactive ownership mindset and ability to thrive in a dynamic, fast paced environment • Passion for high growth tech, FinTech, and traditional FinServices • Ability to think strategically and leverage critical thinking, intellectual curiosity, business judgment, and product intuition • Demonstrated problem-solving skills and exceptional ability to create structured quantitative and qualitative analyses • Superior financial modeling and valuation skills, including DCF and comps analysis • High EQ and interpersonal skills to cultivate relationships internally and externally • Ability to balance multiple high-priority projects and collaborate/coordinate across large cross-functional teams • Strong verbal and written communication skills • Legally eligible to work in Canada
• 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 • Work outside Canada for up to 90 days per year • Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS • Equity compensation for permanent employees
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