Overview

Build something people love

Wealthsimple is on a mission to make financial services simple and accessible for all Canadians. We believe that Canadians have a better life when they have control over their financial future, and that everyone should have access to great financial products and advice, regardless of their income.

We’re proud of what we’ve built – and we’re just getting started. Wealthsimple is one of the fastest growing financial platforms in Canada, offering a range of products that help people build wealth – from managed investing, to do-it-yourself trading, cryptocurrency, tax filing, spending, and saving. Wealthsimple serves more than 4 million Canadians and administers over $169 billion in assets.

About the team

The Treasury team is responsible for managing Wealthsimple’s cash, investments, and other financial risks. It is a small, high-performing team that works closely with product, finance, and operations teams. In this high-visibility role, you will play a major role in safeguarding Wealthsimple’s financial position.

About the role

As a Manager in the Treasury team, you will own the daily business-critical movement of money across Wealthsimple’s entities and currencies. You will be a key member of the team responsible for managing short-term liquidity and ensuring accurate and timely settlement of all financial obligations. You will partner with colleagues across the company to build and maintain secure, scalable and efficient Treasury processes.

This role has no direct reports today.

What you’ll do

  • Own and optimize cash management processes, ensuring the accurate and timely settlement of all funds, including: monitoring, reporting, and managing cash balances across all operating accounts, trading accounts, and liquidity facilities; moving money between accounts and currencies to fund operations, client activities, and more; and finding and fixing discrepancies, preventing errors, and continuously improving processes, controls, and automation.
  • Support Wealthsimple’s product teams and collaborate with partners (such as banks, payment processors, and custodians) to launch new products and improve existing ones.
  • Support treasury-related projects, such as the rollout of new banking partners, settlement systems, and cash management capabilities.
  • Manage short-term liquidity, monitor liquidity positions, and proactively manage cash reserves to ensure the company can meet its obligations.
  • Forecast cash needs across entities and currencies, and anticipate potential shortfalls.
  • Support strategic decision-making and operational efficiency by building and maintaining key Treasury reporting and providing valuable insight.

Skills you bring

  • 5+ years of experience in treasury or corporate banking.
  • Experience with liquidity management, cash forecasting, and payments.
  • Knowledge of payment rails and settlement processes.
  • Successful execution of technology implementation projects or systems integrations.
  • Strong understanding of financial risks and regulatory requirements.
  • Exceptional accuracy, with strong analytical and problem-solving skills.
  • Advanced Excel and SQL.

Nice to have

  • Experience in a fintech environment.
  • Experience building or using tools to automate treasury processes.
  • Experience with data visualization tools (e.g. Tableau, PowerBI).
  • Interest in treasury, corporate finance, or risk management.

For this role, candidates located in Canada can expect a base salary range, and compensation, including base salary, variable compensation, and equity. The salary range in the listing reflects the base salary only.

Why Wealthsimple?

  • Top-tier health benefits and life insurance.
  • Long-term group savings with employer matching.
  • 20 vacation days, 4 wellness days, and 1 additional day for celebrating your birthday.
  • Up to 90 days of annual leave to work outside Canada.
  • Free Wealthsimple Premium account and other product discounts.
  • Employee resource groups (ERGs) to support growth and connection.
  • A hybrid team environment, with a mix of in-office collaboration and remote work.

Inclusion statement

We’re a remote-first team and offer onboarding and flexible hours that allow us to own our time. We take pride in our people being our biggest asset, and we are committed to creating a welcoming environment for everyone to do their best work.

Wealthsimple is an equal opportunity employer that values the expertise and creativity of individuals of all backgrounds. We are committed to providing an inclusive and accessible recruitment process for all candidates. If you need accommodation throughout the recruitment process, we encourage you to communicate your needs, so we can identify and provide the appropriate accommodations. If you know someone who might be a great candidate for this role, share this posting.

AI in hiring

We’re committed to using AI in our hiring process to improve the candidate experience and ensure fairness. Any personal information will be handled securely and in compliance with our privacy policy.