Senior Accountant, Wealthsimple
Product Accounting
CA$89.6-112k
+ Offers Equity
Professional investing services made simple
Posted today
Professional investing services made simple
1001+ employees
Posted today
CA$89.6-112k
+ Offers Equity
1001+ employees
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- CPA designation (or working towards completion of CPA designation)
- Experience with IFRS and strong familiarity with product accounting principles including revenue recognition
- Is an excellent communicator who can break down complex ideas into simple, easy-to-understand language that builds trust and rapport
- Is naturally curious: if something seems off, you want to figure out what’s going on
- Pays close attention to details and thoroughly reviews their own work
- Adaptable and able to thrive in fast-paced, constantly changing environments
- Experience with Netsuite is an asset
What the job involves
- You will be joining a high-impact, collaborative team full of curious problem-solvers who thrive in fast-paced, constantly changing environments
- Our team is responsible for ensuring the financial integrity of our products while actively building and implementing the accounting infrastructure required for new product launches
- We value seamless communication and work closely with cross-functional partners to turn complex data into clear financial insights
- We are looking for a detail-oriented Senior Accountant with 3+ years of experience and a CPA designation (or one in progress) to take ownership of our credit card-related financial operations
- This role is perfect for someone who is naturally curious and loves problem-solving
- You will be someone who doesn't just see a discrepancy but feels driven to investigate and solve the root cause to ensure the integrity of our financial data
- Manage and account for SimpleTax, Wealthsimple Mortgages, and Wealthsimple Cash products
- Prepare and analyze monthly financial reports, including product analysis and month-over-month variance analysis
- Play a key role in building and implementing new accounting processes for new product launches
- Prepare monthly accruals and account reconciliations to ensure accurate and complete financial statements
- Support the month-end close process
- Assist in developing and documenting new accounting policies and procedures
- Build and maintain relationships with Operations and Data teams to ensure seamless communication and accurate reporting
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
$396.6m
LATE VC
May 2021
$540.9m
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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