Senior Executive Assistant, Wealthsimple
Finance, Contract
Professional investing services made simple
Be an early applicant
Professional investing services made simple
1001+ employees
Be an early applicant
1001+ employees
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- Proven experience supporting executives at a senior level
- A collaborative and open approach to communication: you are experienced in delivering clear, concise and solution-focused messages, that are easily understood by a cross-discipline team
- Discretion when handling sensitive and confidential financial information
- Experience supporting operations across multiple office locations
- Exceptional organizational and project management capabilities with the ability to manage complex meeting cadences and calendars
- Proficiency with collaborative tools including Google Workspace, calendar management systems, and expense tools
What the job involves
- Reporting to the Chief Financial Officer you will serve as a Senior Executive Assistant providing comprehensive support to both the CFO and the broader Finance leadership team.
- You will also provide supplemental support to C-suite, as needed. This role requires exceptional organizational skills, attention to detail, and the ability to manage multiple concurrent priorities.
- You'll be responsible for ensuring smooth operations of key Finance meetings, managing executive calendars and supporting critical Finance initiatives.
- This is a 12 month contract with the possibility for extension
- Coordinate, organize and help lead weekly and monthly Finance meetings, such as Coffee Chats, All-Hands and Leadership team meetings
- Manage comprehensive calendar support for the CFO, including scheduling weekly syncs with Finance directs, M-Team members, and other key stakeholders
- Process expenses, ensuring timely submission and approval
- Support the planning and execution of events such as the Finance Fall Takeover
Application process
- Please submit your application before 5PM EST on July 15, 2025
Our take
Wealthsimple is one of a crop of robo-advisors trying to democratize 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 8 rounds)
May 2021
$548.4m
LATE VC
Oct 2020
$87m
LATE VC
Total funding: $849.7m
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
(CEO)Previously worked as a Business Analyst at McKinsey and then at Ancestry.com as Country Director for Canada.
Salary benchmarks
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