Build something people love
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 and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with 3+ million users who trust us with more than $100 billion in assets. And we’re just getting started.
We’re looking for someone who thinks big, sweats the small stuff and keeps things simple. You’ll join a high-bar, fast-paced team where people are trusted to own their work, communicate openly, and ship things that improve our clients’ lives. Collaboration, humility, and an obsession over quality are how we get stuff done.
As a Senior Associate on Wealthsimple's Treasury Cash Management team, you'll play a critical role in ensuring optimal cash flow management and operational efficiency. You'll manage daily payment processing operations, monitor balances across accounts, and develop immediate and short-term cash flow forecasts that drive liquidity and revenue optimization decisions.
In this role you'll have the opportunity to:
Process and validate daily payment transactions across multiple channels.
Manage journal entries with precision and timeliness.
Monitor and maintain target balance thresholds across banking relationships.
Develop and maintain short term cash flow forecasts.
Optimize liquidity positions to maximize financial returns.
Communicate cash position updates to relevant stakeholders.
Identify process improvement opportunities and implement solutions.
Analyze patterns in cash movements and highlight anomalies.
Support treasury operations during high-volume periods.
Skills you'll bring:
Extreme attention to detail with strong data verification instincts.
Understanding of brokerage operations and settlement processes.
Demonstrated ability to thrive in fast-paced, dynamic environments.
Adaptability to quickly pivot between tasks and processes as priorities shift.
Exceptional organizational skills and structured approach to work.
Working knowledge of AI tools for data analysis and process optimization.
Proficiency in identifying data anomalies and outliers in large datasets.
Strong analytical capabilities to understand numerical relationships.
Independent problem-solving skills with solution-oriented mindset.
Excellent communication skills, both written and verbal.
Experience with treasury management systems and banking platforms.
Bachelor's degree in Finance, Accounting, Economics or related field.
Preferred qualifications:
2-3 years minimum in cash management or payment processing experience.
Experience in fintech or digital banking environments.
Knowledge of regulatory requirements for financial transactions.
Familiarity with SQL or other data query languages.
Experience with process automation tools.
Understanding of settlement risk and liquidity management principles.
Compensation & Equity
🤑 Base salary range: For this role, candidates located in Canada can expect a base salary range of CAD $69,600 - $87,000. Actual compensation is determined based on skills, experience, and role level. Exceptional candidates may be considered above the top of the range, and pay can increase quickly for those who make a big impact in the role.
🚀 Total compensation: In addition to base salary, this role includes equity compensation. We use clear job levels and market-based salary bands to ensure compensation is fair and consistent across the company.
Why Wealthsimple?
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match using our Wealthsimple for Business platform
🌴 20 vacation days + 4 wellness days per year, and unlimited sick and mental health days
✈️ 90 days away program: Employees can work outside of Canada for up to 90 days per calendar year
👥 A wide variety of peer and company-led Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)
🌎 We’re a remote first team with over 1,500 employees across North America - and one of the best things about working here is the people. You’ll be collaborating with incredibly talented, curious, and driven teammates who care deeply about doing great work.
Be a part of our Canadian success story and help shape the financial future of millions.
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.
