Senior Accountant - Wealthsimple Investments Inc

Your career is an investment that grows over time!

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $80 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.

We're looking for a highly motivated and detail-oriented Senior Accountant to join our team. This role is crucial in ensuring the accuracy and timeliness of our month-end close process. The ideal candidate is a strong communicator and collaborator who thrives in a fast-paced environment and possesses excellent analytical skills.

In this role you'll have the opportunity to:

• Own the monthly close process and support financial & regulatory reporting
• Act as subject matter expert on complex accounting issues and provide solutions as appropriate
• Serve as the go-to person for financial reporting and monthly close presentations, including preparing variance analyses and commentary on financial results
• Perform complex analysis and articulate the financial & regulatory implications
• Identify and implement process improvements and automation within the accounting function to enhance efficiency and accuracy
• Support new initiatives and new product launches
• Manage relationships with various internal and external stakeholders and be the first touchpoint for issues and resolutions
• Participate in year-end audits and other audits, preparing supporting workpapers and promptly addressing questions
• Assist with ad hoc projects and other duties as assigned
  
  
  

What you'll bring:

• 3-5 years of full cycle accounting experience coupled with a Bachelor's degree in Accounting, Finance, or a related field
• CPA designation or equivalent experience
• Advanced knowledge of accounting principles
• Experience with applications and ERP systems, including Oracle, NetSuite, Excel, Word, Preset, and Google Suite
• Sound judgment with ability to manage conflicting priorities and provide advisory support
• Natural curiosity and investigative mindset to identify and resolve discrepancies
• Embraces innovation, automation, and continuous improvement initiatives
• Strong problem-solving skills with exceptional attention to detail
• Excellent communication skills with ability to connect across all organizational levels
• Ability to learn quickly, work under pressure, and meet strict deadlines in a fast-paced environment
• Work experience in a CIRO (Canadian Investment Regulatory Organization) member firm (asset)
• Canadian Securities Course completion (asset)
  
  
  

Why Wealthsimple?

Competitive salary with top-tier health benefits and life insurance

Retirement savings matching plan using Wealthsimple for Business

20 vacation days per year and unlimited sick and mental health days

Up to $1,500 per year towards wellness and professional development budgets respectively

90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year

A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)

Company-wide wellness days off scheduled throughout the year

We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!

Read our Culture Manual and learn more about how we work.

Technology & Innovation at Wealthsimple

We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.

DEI Statement

At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement

Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.