Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $125 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.

We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.

In this role you'll have the opportunity to:

Develop and maintain annual budget and quarterly re-forecasts, including streamlining the budgeting process
Work closely with the business units and Finance teams to develop monthly, quarterly and annual expense forecasts
Work with the People Ops team to develop and track payroll expenses and related metrics
Perform variance analysis on actuals to forecast and provide actionable insights to the business based on variance analysis
Assist financial reporting team during month end close for accuracy and completeness of information
Prepare external board materials and other deliverables
Provide assistance on ad-hoc projects

Skills you'll bring:

6-8 years of experience in a financial role (FP&A experience required)
Strong analytical and problem-solving skills with superior attention to detail; has very strong excel (or google sheets) and powerpoint (or google slides) skills (hands-on experience with Adaptive Insights is an asset)
Ability to establish, track, and evaluate performance metrics
Hands-on experience with pulling & analyzing complex data; strong financial modeling skills
Ability to thrive in a fast growing dynamic environment
A passion for solving challenging and impactful problems; getting into the weeds by understanding the how and why of business processes
A curious nature; if something seems off, take immediate actions to figure out what’s going on
Excellent interpersonal skills and willingness to work in collaboration with various team members; possess the confidence and tact required to express views to both senior stakeholders and peers
Strong communication skills including effective writing skills and the ability to communicate complex ideas in a simple & easy-to-understand way; the ability to accurately tell the story behind the numbers in a compelling manner
Confidence to embrace new ways of doing things, including automating functions and looks for continuous improvement
Has new ideas to bring to Wealthsimple and acts without being told what to do
Honesty/integrity - Doesn't cut corners; does what is right

Why Wealthsimple?

🌸 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

🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.

ICYMI

Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.

Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.

AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.