Senior Investment Research Analyst, Wealthsimple
Professional investing services made simple
Open for applications
Professional investing services made simple
1001+ employees
Open for applications
1001+ employees
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- 2-4 years of experience in financial markets and investment research, possessing strong analytical and quantitative skills
- Analytically strong—you leverage data to drive insights and strategy
- A creative, independent problem solver—you find solutions where others see roadblocks
- An effective communicator—you articulate ideas clearly and collaborate seamlessly with stakeholders
- Adaptable and resilient—you thrive in a fast-paced, ever-evolving environment
- Committed to continuous learning—you welcome feedback and actively seek growth opportunities
- A team player—you’re passionate about helping those around you succeed
What the job involves
- The Investment Research Team is at the core of every investment product designed at Wealthsimple
- Our team combines deep market expertise with strategic vision, developing best-in-class investment strategies that serve our growing client base
- We analyze financial products and securities with a data-driven approach, ensuring our offerings meet client needs while aligning with our mission to empower people with financial freedom
- Refine and enhance our asset allocation process using a data-driven analytical approach
- Collaborate across teams—including Product, Marketing, Sales, and Engineering—to support high-priority initiatives
- Translate investor needs into data models and analyses that inform key business decisions
- Stay ahead of market trends, ensuring our investment products remain competitive and innovative in the retail wealth management space
- Take ownership and deliver results—we believe in shipping fast and learning along the way
- Work remotely, from anywhere in Canada (our offices are in Toronto, but we are a remote-first workforce)
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 9 rounds)
Oct 2025
$399.2m
LATE VC
May 2021
$544.4m
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
(CEO)Previously worked as a Business Analyst at McKinsey and then at Ancestry.com as Country Director for Canada.
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