Own the month-end and quarter-end close for Wealthsimple's brokerage entity (WSII), including journal entries, reconciliations, variance analyses, and management reporting
Prepare and review brokerage regulatory filings for CIRO and applicable securities regulators (including Form 1/MFR support)
Oversee core crypto and invest revenue streams (trade commissions, management fees, and other streams)
Act as control owner for key brokerage controls
revenue, interest, cash and positions reconciliations
Partner with Product, Engineering, and Operations to translate new product launches into compliant accounting flows and GL design
Oversee daily and monthly reconciliations of client cash and securities to custodians and banks
Manage and mentor a small team, providing clear direction, timely feedback, and meaningful growth opportunities

7+ years of progressive accounting or finance experience, with a CPA designation (or equivalent)
Background in brokerage, capital markets, or financial services; familiarity with CIRO rules and Canadian securities regulation is a strong asset
A mix of public accounting and industry experience is preferred
Strong IFRS technical accounting skills, particularly around financial instruments, revenue, and interest income
Hands-on experience with brokerage systems and ERP platforms (Oracle/NetSuite or similar); SQL, BI, and AI tools are a plus
Demonstrated experience with internal controls, ICFR/SOC 1, and external audits
Proven ability to manage and develop team members, with strong communication skills across finance and non-finance stakeholders
Curious, detail-oriented, and energized by a fast-moving, evolving environment
Passionate about fintech and automation
excited to modernize how brokerage finance operates

Top-tier health benefits and life insurance
Long-term group savings with employer match, through Wealthsimple for Business
20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
90 days away: work outside Canada for up to 90 days per year
Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS

Manager, Finance – Brokerage

Key skills