Brokerage Finance Intern, Wealthsimple
Summer 2026
CA$42-52k
More information about location
2 days a week in office
Professional investing services made simple
Be an early applicant
Professional investing services made simple
1001+ employees
Be an early applicant
CA$42-52k
More information about location
2 days a week in office
1001+ employees
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- ✔ Currently enrolled as a student at a Canadian post-secondary institution or technical bootcamp
- ✔ New graduates - Within 6 months of your graduation date
- ✔ Available to work full-time hours
- ✔ Residing in Canada
- ✔ Able to commute to our Toronto HQ on Wednesdays and Thursdays
- Currently pursuing a degree in Accounting, Business, Finance or related field
- Has a basic understanding of accounting principles and concepts
- Has the ability to work in a fast-paced environment and meet deadlines
- Is passionate about technology, specifically fintech and AI
- Combines energy, enthusiasm, and intellectual curiosity, with a demonstrated interest in accounting, finance, and analytics
- Excellent attention to detail, combined with strong communication and collaboration skills
What the job involves
- At Wealthsimple, we offer 4 to 8-month internships that are open to co-op and non-co-op students, and recent grads
- During your internship, you will have the opportunity to contribute to projects that are changing the landscape of financial services for Canadians
- You will be on a team that supports your growth, provides mentorship, and connects you to the broader Wealthsimple community!
- Reporting to the Manager, Brokerage Finance, the successful candidate will build and shape Wealthsimple’s Treasury initiatives and support the broader product launches. This is a 4-month term that will run from May 11 - August 28
- Support month-end close activities for our brokerage entities by preparing journal entries and balance sheet reconciliations
- Assist with daily and monthly reconciliations across brokerage cash, securities, and crypto inventory, investigating and resolving breaks in partnership with Operations and other Finance teams
- Ad hoc reconciliation of other accounts such as cash and collateral
- Assist with variance analysis and management reporting by extracting data, performing reconciliations, and summarizing key drivers of changes in brokerage revenue, expenses, and capital + liquidity metrics (e.g., RAC / excess working capital)
- Assist with capital & liquidity forecast updates and provide commentary + analysis on cash movements, changes in liquidity position, etc
- Participate in documenting and updating process notes, controls, and standard operating procedures, with a focus on making workflows clearer and more efficient
- Support ad hoc projects and process improvement initiatives (for example, automation, new product launches, and reporting enhancements) that help the team scale while maintaining strong controls
- Learn about the fintech and brokerage industry and how to analyze and interpret financial and operational data in a fast-evolving, technology-driven environment
- Use AI to improve business workflows, and reporting while finding new ways to adopt AI elsewhere
Application process
- Deadline to Apply: 13 March 2026 at 03:59 GMT
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
$403.4m
LATE VC
May 2021
$550m
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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