Associate, Brokerage Operations (Corporate Actions and Dividends) at Wealthsimple in Remote (Canada)

Job description

• Application
• Build something people love
• 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 $155 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.
• Reporting to the Team Lead of Corporate Actions, you'll own the daily processing of corporate actions and dividends across client accounts. This work protects client assets directly, so accuracy isn't optional — you're the person who catches a reconciliation break before it becomes a client-facing problem, and who improves the processes that keep pace as the business grows.
• Naturally curious — when something looks off, you want to know why
• Organized and detail-oriented, with the ability to work accurately against tight, non-negotiable deadlines
• Excellent people skills and a positive attitude — you'll be working in a highly collaborative environment
• Willing to escalate early when something needs it, rather than sitting on it
• Genuinely interested in how markets and technology intersect

Responsibilities

• Own the daily processing of corporate actions and dividends across client accounts, catching and resolving discrepancies before they reach clients
• Work directly with Operations Associates to keep our records accurate for clients
• Act as the team's subject matter expert on tax issues related to corporate actions and dividends
• Partner with the Trade Desk, securities lending, management, and other teams to escalate and resolve critical issues and reduce risk
• Analyze the impact of new product launches on corporate actions and dividend processes, and make the changes they require
• Troubleshoot, manage, and proactively resolve reconciliation differences
• Use data to find the cause of inefficiencies and fix them
• Develop processes to increase the efficiency of our back-office operations.

Requirements

• 2+ years at a broker-dealer handling back-office corporate action processing for equities and options (CIRO-regulated dealer preferred)
• Experience working with CDS, DTC, OCC, and CDCC
• Strong Excel skills
• Comfortable with large data sets — you can take thousands of rows of position or entitlement data, find the breaks, and explain what caused them
• Progress toward or completion of CSC, DFOL, or similar industry courses
• Familiarity with programming, especially SQL
• Familiarity with Claude AI or Claude Code

Skills

Required

• Strong Excel skills
• Comfortable with large data sets

Benefits

• 🌸 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.
• *Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.