Support month-end close activities for our brokerage entities by preparing journal entries and balance sheet reconciliations
Assist with daily and monthly reconciliations across brokerage cash, securities, and crypto inventory, investigating and resolving breaks in partnership with Operations and other Finance teams
Ad hoc reconciliation of other accounts such as cash and collateral.
Assist with variance analysis and management reporting by extracting data, performing reconciliations, and summarizing key drivers of changes in brokerage revenue, expenses, and capital + liquidity metrics (e.g., RAC / excess working capital).
Assist with capital & liquidity forecast updates and provide commentary + analysis on cash movements, changes in liquidity position, etc.
Participate in documenting and updating process notes, controls, and standard operating procedures, with a focus on making workflows clearer and more efficient.
Support ad hoc projects and process improvement initiatives (for example, automation, new product launches, and reporting enhancements) that help the team scale while maintaining strong controls
Learn about the fintech and brokerage industry and how to analyze and interpret financial and operational data in a fast-evolving, technology-driven environment
Use AI to improve business workflows, and reporting while finding new ways to adopt AI elsewhere.

Currently enrolled as a student at a Canadian post-secondary institution or technical bootcamp
New graduates
Within 6 months of your graduation date
Available to work full-time hours
Residing in Canada
Able to commute to our Toronto HQ on Wednesdays and Thursdays
Currently pursuing a degree in Accounting, Business, Finance or related field,
Has a basic understanding of accounting principles and concepts,
Has the ability to work in a fast-paced environment and meet deadlines,
Is passionate about technology, specifically fintech and AI,
Combines energy, enthusiasm, and intellectual curiosity, with a demonstrated interest in accounting, finance, and analytics,
Excellent attention to detail, combined with strong communication and collaboration skills.

Top-tier health benefits and life insurance
Long-term group savings with employer match using our Wealthsimple for Business platform
20 vacation days + 4 wellness days per year, and unlimited sick and mental health days
90 days away program: Employees can work outside of Canada for up to 90 days per calendar year
A wide variety of peer and company-led Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)

Intern, Brokerage Finance

Key skills