Full-Time

Senior Director

Financial Reporting

Wealthsimple

Wealthsimple

1,001-5,000 employees

Digital wealth platform with automated investing

No salary listed

Remote in Canada

Remote

May work outside Canada for up to 90 days per year.

Category
Accounting (2)
,
Requirements
  • CPA designation is required.
  • 15+ years of progressive experience in finance/accounting, with significant time spent in a Financial Reporting leadership role at a publicly traded company.
  • Deep and current knowledge of International Financial Reporting Standards and strong proficiency in establishing and managing internal controls (SOX/ICFR).
  • Proven ability to lead, motivate, and develop senior finance professionals.
  • Exceptional written and verbal communication skills, capable of presenting complex financial information clearly and concisely to non-finance stakeholders and executive leadership.
  • A passion for Wealthsimple, fintechs, technology, and artificial intelligence.
  • Ability to thrive in fast-paced and highly ambiguous settings, building products and processes from the ground up with limited guidance.
Responsibilities
  • Oversee the preparation and timely filing of all external financial statements, ensuring IFRS compliance.
  • Oversee the month end process and related accounting processes.
  • Drive the overall project plan and necessary infrastructure build-out to operate similar to a public company, implementing new policies, procedures and controls as required and obtaining the necessary buy-in from all stakeholders.
  • Coordinate and manage the external audit process, serving as a primary point of contact for external auditors.
  • Lead the development, interpretation, and application of complex technical accounting policies across the organization (e.g., IFRS 9, IFRS 18, revenue recognition, equity etc.).
  • Monitor the evolving regulatory landscape and company growth plans and proactively assess the impact of new accounting standards and strategy and prepare / implement the necessary changes.
  • Review detailed technical accounting memos to support the company’s accounting positions and communicate to senior stakeholders on the impact of the accounting policies to the organization.
  • Continue the build of a rigorous and effective internal control framework (e.g., SOX) to support a public company level control environment
  • Manage ongoing control testing and remediation efforts, working cross-functionally with process owners, including testing for both the SOC I as well as the interim and annual audits
  • Promote a strong culture of control and compliance across the organization and ensure that control design supports the company’s growth trajectory.
  • Mentor and lead a high-performing team focused on Accounting Policy, Financial Reporting, Accounting and Controls.
  • Foster a positive, collaborative, and growth-oriented team environment.
  • Act as a thought partner to the VP Controller and Executive team on critical accounting and financial matters.
Desired Qualifications
  • Experience in financial services is a significant asset.
  • Demonstrated experience in leading cross-functional projects and fostering collaborative partnerships among diverse teams.

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 Jobs

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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Your Connections

People at Wealthsimple who can refer or advise you

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

Headcount

6 month growth

-1%

1 year growth

-3%

2 year growth

-2%
Fintech.ca
Feb 18th, 2026
Wealthsimple's $536M raise boosts Canadian fintech as investor appetite for scale grows

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.

Private Capital Journal
Jan 22nd, 2026
Wealthsimple Investments raises $532M across 6 private funds, up 76% from 2024

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.

PR Newswire
Oct 27th, 2025
Wealthsimple raises $750M at $10B valuation

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.

Fintech.ca
Sep 22nd, 2025
Simple Ventures Raises $15M to Build Canadian Companies | Fintech.ca

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 […]

BetaKit
Jun 11th, 2025
Wealthsimple Reveals First Credit Card, Expanded Chequing Account At Inaugural Product Showcase

Toronto FinTech firm pitches “an alternative that is better than a bank” at first Wealthsimple Presents