Wealthsimple

Associate, Business Operations

Remote

Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Financial ServicesIndustries

About Wealthsimple

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, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $70 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.

Employment Type: Permanent Full Time

About the Business Operations Team

Business Operations (“BizOps”) plays a critical role in supporting and accelerating Wealthsimple’s strategic priorities. The team tackles Wealthsimple’s most important and ambiguous challenges through rigorous problem solving and execution. We partner deeply with stakeholders across the company in order to: accelerate the delivery of priority projects, incubate and enhance products and business functions, facilitate collaboration, and lead the strategic planning process.

Our job is to simplify complexity, define structure, and help implement the most efficient use of scarce company resources (people, capital and time). If you love problem-solving, strategy, and execution, this is the team for you.

What You'll Do

  • Collaborate with BizOps leaders on high-priority projects across growth, customer experience, and product strategy.
  • Conduct primary and secondary research to develop informed perspectives and recommendations.
  • Leverage data to generate insights and drive meaningful business decisions.
  • Take ownership of discrete BizOps projects and engage with leadership to solve complex business problems.
  • Work cross-functionally with product, engineering, operations, and executive teams to drive strategic initiatives.
  • Adapt to challenges with a no-ego attitude, rolling up your sleeves to get things done.
  • Provide clear, well-supported recommendations based on rigorous problem-solving and analysis.
  • Contribute to building and shaping the BizOps function at Wealthsimple.

What You'll Bring

  • Experience: 2-4 years of experience in investment banking, management consulting, startups, or strategic operations roles.
  • Problem-Solving: Expertise—ability to break down complex problems and develop pragmatic solutions.
  • Data & Analytics: Strong skills—comfortable managing and analyzing large datasets with a keen eye for detail. SQL proficiency is an asset.
  • Collaboration: Mindset—excellent interpersonal skills and ability to work cross-functionally.
  • Bias for Action: Ability to work independently, take initiative, and deliver results.
  • Communication: Clear—able to simplify complex concepts for diverse audiences, including executives and technical teams.
  • Organization & Planning: Strong skills—proactive about structuring work, meeting deadlines, and keeping stakeholders informed.
  • Integrity & Transparency: Committed to doing what’s right, not just what’s easy.

Why Wealthsimple?

  • 🤑 Competitive salary with top-tier health benefits and life insurance
  • 📈 Retirement savings matching plan using Wealthsimple for Business
  • 🌴 20 vacation days per year and unlimited sick and mental health days
  • 📚 Up to $1,500 per year towards wellness and professional development budgets respectively
  • 🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
  • 🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
  • 💖 Company-wide wellness days off scheduled throughout the year

We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!

Skills

Problem-solving
Strategy
Execution
Data Analysis
Research
Collaboration
Project Management

Wealthsimple

Digital platform for investing and financial management

About Wealthsimple

Wealthsimple provides a range of financial tools that help individuals manage their money effectively. Their services include automated investing, where users can set up investment accounts that automatically adjust based on market conditions, and commission-free stock trading, allowing users to buy and sell stocks without paying fees. They also offer cryptocurrency investments for those interested in digital currencies and a straightforward tax filing service that is designed to be quick and user-friendly. Wealthsimple stands out from its competitors by focusing on young professionals and tech-savvy individuals, providing a digital platform that is easy to navigate and understand. The company's goal is to simplify financial management, making it accessible to everyone by using technology to create a more personal and approachable experience in finance.

Toronto, CanadaHeadquarters
2014Year Founded
$826.6MTotal Funding
LATE_VCCompany Stage
Fintech, Financial ServicesIndustries
1,001-5,000Employees

Benefits

Health Insurance
Life Insurance
401(k) Company Match
401(k) Retirement Plan
Paid Vacation
Unlimited Paid Time Off
Professional Development Budget
Wellness Program
Remote Work Options
Paid Holidays

Risks

Increased competition from zero-commission brokers could erode Wealthsimple's market share.
Invite-only rollout of Wealthsimple Cash may limit user adoption and growth.
Rapid cryptocurrency adoption pressures Wealthsimple to innovate its offerings continuously.

Differentiation

Wealthsimple offers a human-centric approach to finance with user-friendly digital tools.
The company provides a seamless platform for investing, trading, saving, and tax filing.
Wealthsimple targets young, tech-savvy professionals seeking accessible financial management solutions.

Upsides

Wealthsimple's AUA reached $50 billion, indicating strong market presence and growth potential.
The rise of AI-driven advisory services can enhance Wealthsimple's personalized investment offerings.
Fractional shares' popularity aligns with Wealthsimple's target demographic, boosting user acquisition.

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