Associate of Business Operations, Wealthsimple
CA$89.6-134.4k
Offers equity
Professional investing services made simple
Be an early applicant
Professional investing services made simple
1001+ employees
Be an early applicant
CA$89.6-134.4k
Offers equity
1001+ employees
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- Relevant work 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
- Strong data & analytics skills: Comfortable managing and analyzing large datasets with a keen eye for detail. SQL proficiency is an asset
- AI curiosity & fluency: You use AI tools regularly in your work and have a baseline understanding of where they add value. More importantly, you're genuinely curious — eager to experiment with new tools, share what you learn, and grow alongside a team that's actively shaping how AI gets used across the org
- Collaboration mindset: Excellent interpersonal skills and ability to work cross-functionally
- Bias for action: Ability to work independently, take initiative, and deliver results
- Clear communication: Able to simplify complex concepts for diverse audiences, including executives and technical teams
- Strong organization & planning skills: Proactive about structuring work, meeting deadlines, and keeping stakeholders informed
- Integrity & transparency: Committed to doing what's right, not just what's easy
What the job involves
- Business Operations ("BizOps") plays a critical role in supporting and accelerating Wealthsimple’s strategic priorities
- We partner with teams across the company to accelerate priority projects, incubate new products, processes, and business functions, lead the strategic planning process, and help shape AI transformation across Wealthsimple
- We're often the throughline across functions, helping teams move in the same direction on complex work that touches all of them
- We work where the problem is hard, the path isn't obvious, and someone needs to bring structure and momentum to 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
- 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
Our take
Wealthsimple is one of a crop of robo-advisors trying to democratise investment management. These companies are disrupting the industry by automating many of the processes involved in investment, removing the need for human advisors.
But while other so-called robo-advisors are focused on courting the high end of the market, Wealthsimple is trying to provide the same types of tools and advice to all users, regardless of the amount they have to invest.
Wealthsimple does have higher fees than some other robo-advisors such as Betterment and Charles Schwab. However, the company believes that it provides a more user-friendly platform, tailored to millennials who will be attracted to Wealthsimple due to its ease of use and social impact offerings.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-10% employee growth in 12 months
Company
Funding (last 2 of 9 rounds)
Oct 2025
$399.5m
LATE VC
May 2021
$544.8m
LATE VC
Total funding: $1.2bn
Company benefits
- Retirement savings matching plan through Wealthsimple Work
- Company equity for full-time employees
- Access to Premium Client perks, including personal finance learning & advice and a boosted interest rate on deposits
- Paid parental leave (6 months topped up to 100% of salary)
- 20 vacation days per year
- 90 Days Away program
- Top-tier health benefits
- Life & disability insurance
- Generous sick and mental health days
- Employee resource plan including services like RMT, psychology, and physiotherapy
- Up to $5,000 per year for mental health supports
- Gender Affirmation benefits
- Up to $1,500 per year for professional development
- Up to $1,500 per year for wellness and home office expenses
- Employee resource groups
- Social impact hours
Company HQ
Fashion District, Toronto, ON
Leadership
Michael Katchen
(Co-Founder & CEO)Previously worked as a Business Analyst at McKinsey and then at Ancestry.com as Country Director for Canada.
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