Executive Assistant, Wealthsimple
Chief Legal Officer, 14 Month Contract
Professional investing services made simple
Job no longer available
Professional investing services made simple
1001+ employees
Job no longer available
1001+ employees
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- Significant experience working in a high performance executive environment, with high attention to detail, organization and process at a fast paced and growing company
- Project management skills; the ability to drive projects from start to finish with little guidance
- Excellent judgment, demonstrated through the ability to prioritize, multitask, and offer suggestions and improvements to process
- Strong collaboration and relationship management skills: you have the ability to build a personal network throughout the company and with external partners as needed
- Strong oral and written communication: you have the ability to communicate clearly and effectively with senior leaders and external partners
- Experience with tools such as: Slack, G-suite, Zoom, Google Calendar, and/or Notion
- The flexibility to respond to changing priorities and needs with strong follow through
- The ability to handle confidential material, including sensitive legal material, with the utmost discretion
What the job involves
- Optimize calendars and scheduling for our Chief Legal Officer, including the coordination of internal and external meetings and events
- Be a partner to our legal and compliance senior leadership team, supporting high impact projects across our varied business lines - payments, capital markets and crypto
- Maintain a strong understanding of priorities across the organization, and apply those priorities in managing the time of the CLO and their senior leadership team
- Work collaboratively with a cross functional team of EAs to help move the business forward
- Troubleshoot and handle daily needs that allow the CLO to focus their efforts on scaling the business
- Prepare documentation and supporting material that may be needed in conjunction with meetings
- Book travel arrangements, taking into account travel visas, costs, and preferred schedules
- Be a trusted representative and delegate of the CLO, writing correspondence and communicating on their behalf to internal and external stakeholders
- Execute on special initiatives and projects that drive Regulatory team engagement and cohesion
- Plan, manage and run virtual and in-person events
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
$395.2m
LATE VC
May 2021
$538.9m
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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