Director of Accounting Policy, Wealthsimple
CA$197.6-247k
+ Equity
Professional investing services made simple
Be an early applicant
Professional investing services made simple
1001+ employees
Be an early applicant
CA$197.6-247k
+ Equity
1001+ employees
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- 10+ years of progressive experience in accounting policy, technical accounting, or financial reporting, with meaningful time spent in a dedicated accounting policy or advisory role
- Deep and current knowledge of IFRS, with demonstrated expertise in complex areas such as IFRS 9, 15 etc. CPA designation required
- Experience in financial services — particularly across multiple product lines (banking, brokerage, lending, payments) — is a significant asset
- Proven ability to build new functions, processes, or teams from scratch in a fast-paced environment. Prior experience operating in or preparing for a public company environment (SOX/ICFR) is strongly preferred
- Experience managing external audit relationships and a track record of navigating complex technical discussions with auditors and regulators
- Exceptional written and verbal communication skills, with the ability to translate complex technical accounting concepts into clear, practical guidance for non-finance stakeholders and executive leadership
- A passion for Wealthsimple, fintechs, technology, and AI
- An ability to thrive in fast-paced and highly ambiguous settings, building products and processes from the ground up with limited guidance
- Demonstrated experience in leading cross-functional projects and fostering collaborative partnerships among diverse teams
What the job involves
- Reporting to the Senior Director, Financial Reporting, the Director, Accounting Policy will be the founding leader of Wealthsimple's Accounting Policy function
- This is a rare opportunity to build a critical discipline from the ground up at one of Canada's most ambitious fintech companies — and to shape the accounting infrastructure that will carry Wealthsimple through its next chapter
- You will be responsible for establishing the company's accounting policy framework, building and curating a comprehensive policy library, and ensuring that every business line — from brokerage and banking to credit card, WealthsimpleTax, and mortgage — has the technical accounting guidance it needs to launch, scale, and report with confidence
- You will also serve as a key point of contact for our external auditors and play a central role in defining Wealthsimple's long-term accounting policy strategy
- This role is ideal for someone who thrives in ambiguity, gets energy from building things that don't yet exist, and wants to leave a lasting mark on the financial foundation of a rapidly growing company
- Stand up Wealthsimple's first dedicated accounting policy team. Define the mandate, operating model, and roadmap for the function
- Establish the processes, templates, and governance frameworks that will scale with the organization as it grows in complexity and regulatory scrutiny
- Design, build, and maintain a comprehensive accounting policy library aligned with IFRS and Wealthsimple's long-term corporate strategy using Claude and existing accounting memos to build the library at scale and at pace
- Author and maintain technical accounting policy positions, memos, and white papers covering all areas, especially key ones such as IFRS 9, IFRS 15, equity-based compensation and emerging standards
- Ensure policies are practical, clearly written, and accessible to both finance professionals and non-finance stakeholders across the business
- Act as the go-to accounting policy advisor for all of Wealthsimple's business lines, including brokerage, banking, credit card, SimpleTax, mortgage, and any new products on the horizon
- Partner with product, legal, and business teams early in the product development lifecycle to assess accounting implications of new products, features, and commercial arrangements before they launch
- Provide proactive guidance on complex or non-routine transactions, ensuring proper IFRS treatment is identified and documented in advance
- Serve as a primary point of contact for external auditors on all accounting policy matters, including new policy positions, changes in estimates, and technical interpretations
- Coordinate the preparation and delivery of accounting policy documentation to auditors, ensuring positions are well-supported and audit-ready
- Proactively manage the audit timeline for policy-related deliverables and resolve technical accounting queries efficiently
- Define and own the multi-year accounting policy roadmap, anticipating the evolving needs of Wealthsimple as it scales by ensuring that all accounting policies are documented, defensible, and aligned with best practices
- Monitor the IFRS standard-setting pipeline and proactively assess the impact of new or amended standards on Wealthsimple's business and financial reporting
- Partner with the Senior Director, Financial Reporting and the broader finance leadership team to ensure accounting policies support robust internal controls and meet the expectations of external stakeholders
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
$402.6m
LATE VC
May 2021
$548.9m
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.
Salary benchmarks
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