Associate, Options Clearing

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 https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.

ABOUT THE ROLE

Wealthsimple Operations Associates own and scale processes intelligently, with analytics, grit, and grace. We manage billions of dollars, so the stakes are high. We want to deliver extraordinary experiences that meet our client's on-demand expectations, while being a compliance leader. At Wealthsimple, we are maker-owners, we believe that simple is better, and we do what's right for each client.

WHAT YOU'LL DO

• Be a key member of the Options clearing team, the team is responsible for Options life cycle management.

• Be responsible for daily execution of all operational critical activities related to options reconciliations, settlements and expiration.

• Work directly with motivated Operations Associates to ensure the accuracy of the records we hold for clients.

• Take ownership of critical trade and position reconciliations escalating to the trade desk, counterparties and other teams as necessary to reduce risk.

• Handle Options Exercise & Assignments reconciliations and postings.

• Troubleshoot, manage and proactively resolve reconciliation differences.

• Use data to identify inefficiencies and propose solutions.

• Develop processes to increase the efficiency of our back-office operations.

SKILLS YOU BRING

• Have 2+ years of experience working at a broker-dealer, managing back-office reconciliations and settlement responsibilities for Equities, Options or Futures at a registered investment dealer.

• Are passionate about technology, specifically fintech.

• Are organized with a strong attention to detail and be comfortable working with a large set of data, with the ability to meet tight deadlines.

• Possess strong Excel skills.

• Are naturally curious: if something seems off, you want to figure out what’s going on.

• Have excellent communication and collaboration skills, and thrive in a cross-functional environment.

• Have completed or are pursuing relevant industry courses (CSC, DFOL, derivatives licensing, etc.) are preferred.

• Available to support early and late hours on rotating shifts as required by market events and settlement cycles.

• Have experience or familiarity with programming a plus (especially SQL).

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.