Full-Time
Senior Associate
Investment Research
Posted on 7/31/2025
Wealthsimple
1,001-5,000 employees
Digital wealth platform with automated investing
No salary listed
Toronto, ON, Canada
Remote
Remote-first workforce; candidates must be based in Canada.
 Finance & Banking (2) |
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- Strong strategic investment expertise
- Minimum of 3 years of experience in strategic asset allocation or portfolio management
- Ability to communicate investment concepts and strategy to internal and external stakeholders (clients and business partners)
- Creative, independent, and driven problem solver
- Able to articulate their stance in a manner that effectively collaborates with different stakeholders
- Eager to teach and learn from your team. We value making each other successful!
- Is a lifelong learner. You’re constantly learning seeing and welcoming feedback to continue improving yourself and your craft
- Fully own, oversee, and evolve our strategic asset allocation process through a data-driven analytical approach.
- Define approaches and establish investment guidelines for tactical adjustments to broad asset allocations.
- Identify optimal security selection and trade execution logic to ensure maximally efficient asset portfolios.
- Establish proper internal and external benchmarking, and monitor performance and attribute deviates relative to defined benchmarks.
- Develop an expert-level understanding of the asset allocation principles and practices among peers, competitors, and institutional allocators. Own and socialize an understanding of the retail wealth management product space to ensure our products are competitive in the marketplace.
- Partner with our Product, Marketing, Sales, and Engineering teams to lead work across some of Wealthsimple’s highest priority efforts.
- Take ownership and ship it.
Wealthsimple is a digital financial platform that provides tools to help people manage money, invest, trade stocks, buy cryptocurrency, save, spend, and file taxes all in one place. It works by offering services such as automated investing (a robo-advisor that builds and rebalances portfolios), commission-free stock trading, cryptocurrency investments, and quick tax filing. Revenue comes from management fees on investment accounts, transaction fees, and premium service subscriptions. Wealthsimple differentiates itself through a user-friendly, tech-enabled experience that aims to be more human-centric and accessible, especially for young professionals and tech-savvy users, while offering a broad set of financial tools in one platform. Its goal is to simplify financial management and make financial services easy to use for a wide audience.
Company Size
1,001-5,000
Company Stage
Private
Total Funding
$1.4B
Headquarters
Toronto, Canada
Founded
2014
Simplify's Take
What believers are saying
- Assets hit $124.8B in Q1 2026, up 71% YoY from RRSP deposits.
- $750M raise at $10B valuation funds growth across trading and investing.
- USDC pilot with Visa Canada achieves seven-day institutional settlements.
What critics are saying
- Margin trading triggers mass liquidations during downturns within 6-12 months.
- Rising rates make client margin carry trades unprofitable, causing outflows.
- OSC scrutiny halts USDC services under 2026 stablecoin rules within 12 months.
What makes Wealthsimple unique
- Wealthsimple offers zero-commission options contracts, first in Canada.
- Direct indexing portfolio enables 0.5% annual outperformance via tax-loss harvesting.
- AI-powered dashboard from Fey acquisition analyzes stocks and market drivers.
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Benefits
Health Insurance
Life Insurance
401(k) Company Match
401(k) Retirement Plan
Paid Vacation
Unlimited Paid Time Off
Professional Development Budget
Wellness Program
Remote Work Options
Paid Holidays
Growth & Insights and Company News
6 month growth
↓ -1%1 year growth
↓ -3%2 year growth
↓ -2%Canadian fintech investment activity in 2025 was driven by three major deals: H.I.G. Capital's $898 million buyout of Converge Technology Solutions, Wealthsimple's $536 million equity raise, and Ripple's $200 million acquisition of Rail, according to KPMG Canada. KPMG partner Dubie Cunningham says investors are prioritising mature Canadian fintechs with strong customer penetration and scalable platforms. She expects this trend to continue in 2026, particularly as Canada's open banking framework launches later this year. By sector, AI fintechs received the most funding deals with 29, followed by crypto and blockchain companies with 26. KPMG's Kareem Sadek predicts Canada's new stablecoin regime will drive increased investor interest in digital assets in 2026, reducing regulatory ambiguity and enabling broader adoption of blockchain-based solutions.
Wealthsimple Investments Inc., a subsidiary of Wealthsimple Financial Corp., raised $531.62 million across six private investment funds in 2025, up from $301.97 million across two funds in 2024. The Canadian firm introduced two new funds this year: Wealthsimple Private Infrastructure Fund I, raising $3.05 million, and Wealthsimple Private Market Fund I, raising $8.39 million. Its largest fund, Wealthsimple Private Equity Fund I, raised $201.22 million, whilst Wealthsimple Private Credit Fund 1 Trust raised $178.19 million. Wealthsimple Investments is a registered Investment Fund Manager and Investment Dealer. The company also manages Wealthsimple Venture Fund I separately, whilst its ETF funds are managed by Mackenzie Financial Corporation.
Wealthsimple announced a CAD $750 million equity round at a CAD $10 billion post-money valuation to boost growth. The round includes a $550 million primary offering and a secondary offering of up to $200 million. It is co-led by Dragoneer Investment Group and GIC, with participation from CPP Investments, Power Corporation of Canada, IGM Financial Inc., ICONIQ, Greylock, and Meritech. This investment underscores strong global confidence in Wealthsimple's future in financial services.
Canadian venture builder Simple Ventures has raised $15 million to accelerate the creation of new companies at home and entice Canadian founders abroad to return. The round drew backing from TD Innovation Partners (TDIP), Sun Life, Sobeys, and high-profile founder-operators including Mike Katchen (Wealthsimple), Harley Finkelstein (Shopify), and Joanna Griffiths (Knix), alongside other prolific investors […]
Toronto FinTech firm pitches “an alternative that is better than a bank” at first Wealthsimple Presents