
1001 - 5000 employees
Founded 2014
đź Consulting
đĄď¸ Insurance
đł Fintech
đĽ Funding within the last year
đ° $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.
đ September 3
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1001 - 5000 employees
Founded 2014
đź Consulting
đĄď¸ Insurance
đł Fintech
đĽ Funding within the last year
đ° $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.
⢠Set the long-term vision and strategy for Wealthsimple's Connectivity Platform ⢠Define build-versus-buy and partnership strategy for connectivity capabilities ⢠Develop a roadmap balancing immediate product needs with reusable platform investments ⢠Own end-to-end automated and manual bank and brokerage account-linking experiences ⢠Improve connection success, reliability and institutional coverage ⢠Own connector routing strategy across Plaid, Flinks and WST ⢠Own client experiences for institution selection, authentication, errors, recovery and connection management ⢠Drive reliability and AI-powered self-healing for failed connections ⢠Balance conversion, fraud exposure and operational load with risk and operations partners ⢠Develop platform capabilities for consistent consumption of external financial data ⢠Own vendor relationships and product integrations with Plaid and Flinks ⢠Own strategy and roadmap for Wealthsimple's Public API and external data connectivity ⢠Define authentication, consent, permissions, data access and partner-integration capabilities ⢠Prioritize partners and use cases for Wealthsimple clients ⢠Advance Wealthsimple and the industry toward open banking ⢠Collaborate across Engineering, Design, Security, Legal, Compliance, Operations and external partners ⢠Build the metrics, roadmap and investment case for the platform's future
⢠Experience owning a platform, API, developer product or integrations platform, with metric-attached outcomes such as conversion, success rate or reliability ⢠Technical depth working with engineers on APIs, authentication, data models, routing and platform architecture ⢠Experience delivering through external vendors or partners, including build-versus-buy decisions and vendor accountability ⢠Comfort treating reliability as product work, including error taxonomies, failure recovery, observability and operational load ⢠Experience weighing growth against fraud, risk and compliance ⢠Ability to develop clear product strategy and long-term vision for technical capabilities ⢠Strong analytical skills using data to understand reliability, conversion, coverage and product performance ⢠Cross-functional leadership across Engineering, Design, Security, Legal, Compliance, Operations and external partners ⢠Ability to simplify complicated systems ⢠Nice to have: experience with open banking, Canada's consumer-driven banking framework or data-sharing standards ⢠Nice to have: background in financial data aggregation ⢠Nice to have: experience shipping a public API or developer platform as a commercial product ⢠Must permanently reside in Canada or the United States and be legally eligible to work in Canada or the United States
⢠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 ⢠Ability to work outside Canada for up to 90 days per year ⢠Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS ⢠Hybrid team collaboration across North America
Apply Nowđ September 3
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