Manager, Finance – Brokerage

Build something people love

Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.

We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.

About the role:

As Manager, Finance - Brokerage, you'll be a key member of the Brokerage Finance team - owning the accuracy, integrity, and regulatory compliance of Wealthsimple's brokerage financial reporting. You'll partner closely with Operations, Product, Engineering, Risk, and Compliance, and lead a small team.

This is a role for someone who is equally comfortable diving into a technical accounting problem and coaching a team member through a complex reconciliation. You'll bring both the depth to own our most critical financial processes and the leadership instincts to build a high-performing team around you.

In this role, you will have the opportunity to:

• Financial Reporting & Month-End Close: Own the month-end and quarter-end close for Wealthsimple's brokerage entity (WSII), including journal entries, reconciliations, variance analyses, and management reporting. Ensure results are accurate, timely, and aligned to IFRS.

• Regulatory Reporting: Prepare and review brokerage regulatory filings for CIRO and applicable securities regulators (including Form 1/MFR support). Work closely with Compliance and Engineering to embed regulatory requirements into our accounting processes and systems.

• Revenue: Oversee core crypto and invest revenue streams (trade commissions, management fees and other streams). Ensure end-to-end controls, reconciliations, and accurate recognition in Oracle/NetSuite.

• Internal Controls & Audit Act: as control owner for key brokerage controls - revenue, interest, cash and positions reconciliations - and ensure documentation and testing meet ICFR and SOC 1 standards. Lead brokerage-related audit walkthroughs and manage PBC responses.

• Product & Systems Partnership: Partner with Product, Engineering, and Operations to translate new product launches (e.g., crypto, invest, alternative investments) into compliant accounting flows and GL design. Help shape data pipelines that support scalable, automated reporting.

• Cash & Reconciliations: Oversee daily and monthly reconciliations of client cash and securities to custodians and banks. Partner with Treasury and Brokerage Operations on funding flows and liquidity as needed.

• Team Leadership: Manage and mentor a small team, providing clear direction, timely feedback, and meaningful growth opportunities. Foster a culture of ownership and continuous improvement.

Skills you'll bring:

• 7+ years of progressive accounting or finance experience, with a CPA designation (or equivalent)

• Background in brokerage, capital markets, or financial services; familiarity with CIRO rules and Canadian securities regulation is a strong asset

• A mix of public accounting and industry experience is preferred

• Strong IFRS technical accounting skills, particularly around financial instruments, revenue, and interest income

• Hands-on experience with brokerage systems and ERP platforms (Oracle/NetSuite or similar); SQL, BI, and AI tools are a plus

• Demonstrated experience with internal controls, ICFR/SOC 1, and external audits

• Proven ability to manage and develop team members, with strong communication skills across finance and non-finance stakeholders

• Curious, detail-oriented, and energized by a fast-moving, evolving environment

• Passionate about fintech and automation - excited to modernize how brokerage finance operates

Why Wealthsimple?

🌸 Top-tier health benefits and life insurance

📈 Long-term group savings with employer match, through Wealthsimple for Business

🌴 20 vacation days, 4 wellness days, and 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

🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.

ICYMI

Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.

Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.

AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.