Senior Manager of Financial Reporting, Wealthsimple
CA$152-190k
+ Equity compensation
Professional investing services made simple
Job no longer available
Professional investing services made simple
1001+ employees
Job no longer available
CA$152-190k
+ Equity compensation
1001+ employees
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- We’re looking for someone who thinks big, sweats the small stuff and keeps things simple
- Financial accounting experience including CPA designation
- Strong technical understanding of IFRS required, US GAAP nice to have
- Ambitious and a self-starter who thrives in a fast paced, growing and dynamic environment
- Natural curiosity: if something seems off, you want to figure out what’s going on
- Passion for the continuous improvement of processes; actively looks for efficiencies
- Excellent verbal and written communicator and able to convey complex ideas succinctly
- Loves numbers, organized, and strong Excel skills
- Attention to detail and ability to work with autonomy
- Knowledge of fintech, tech and/or financial services industries is nice to have
What the job involves
- 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
- Manage a team of two direct reports
- Support the annual, quarterly and monthly financial reporting processes - reviewing and assisting with the preparation of financial statements and associated note disclosures under IFRS
- Responsibility for the review and accuracy of financial reporting packages for the Company’s internal and external stakeholders
- Oversee the accounting and administration of the stock-based compensation plans
- Responsible for the year end audit process and deliverables
- Ensure the accuracy of financial entries, documents and reports
- Work on some cool projects including process improvement, controls documentation, implementing new technologies to help us improve our efficiencies
- Own your career growth path. Tell us what else you would like to accomplish and we will work together to make it happen
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
$404.9m
LATE VC
May 2021
$552.1m
LATE VC
Total funding: $1.3bn
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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