Wealthsimple
Financial Services
Associate,CorporateAccountOperations
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Associate, Corporate Account Operations at Wealthsimple. Skills: Corporate account operations, Entity onboarding, Regulatory compliance. Process onboarding requests for corporate entities. Review KYB/KYC information”
Industry & Context.
Problem solving; Identifying issues; Offering solutions; Structured approach; Hypothesis-driven approach
What They're Looking For.
Must Have
1-3 years operations experience, 1-3 years client support experience, 1-3 years back-office functions experience, Exposure to onboarding or account administration
Nice to Have
Corporate account experience, Trust account experience, Non-personal entity account experience, CIRO-regulated dealer experience, FINTRAC regulatory framework knowledge, CIRO regulatory framework knowledge, CRA guidance knowledge, Canadian Securities Course completion, Other relevant industry certifications
What You'll Do.
Process onboarding requests for corporate entities
Review KYB/KYC information
Review beneficial ownership details
Review corporate documentation
Complete account opening tasks
Complete account update tasks
Complete account maintenance tasks
Capture data correctly
Keep records audit-ready
Support complex scenarios
Gather required information
Document scenarios clearly
Partner on next steps
Perform error-free tasks
Perform on-time tasks
Conduct quality control
Perform reality checks
Track work using operational tools
Monitor progress against SLAs
Update manager on volume
Update manager on backlogs
Update manager on blockers
Maintain awareness of regulatory expectations
Follow security protocols
Follow privacy protocols
Escalate potential risks
Suggest workflow improvements
Develop workflow improvements
Maintain internal documentation
Refine internal documentation
Flag documentation gaps
Flag documentation inconsistencies
Flag confusing documentation steps
Participate in small projects
Participate in experiments
Streamline operations
Contribute feedback on new tools
Contribute feedback on new features
Resolve account issues
Provide clear updates
Build relationships with peers
Build relationships with broader teams
Onboard new team members
Support new team members
Walk through standard processes
Take ownership of professional development
Seek feedback proactively
How You'll Work.
Team & Collaboration
Registered & Complex Accounts team; CXO; BDR; Funding/Internal Transfers; AML; Compliance; Teammates; Manager
Communication Scope
Clear communication; Structured communication; Hypothesis-driven updates
Full Job Description
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 $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 https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers. ABOUT THE TEAM The Brokerage Account Operations group is the backbone of our investment products, responsible for accurate, compliant, and scalable account processes across the platform. Within this group, the Registered & Complex Accounts team acts as the subject matter expert for registered plans and complex account structures - including corporate, trust, and other non-personal entities - ensuring they’re opened, maintained, and administered correctly in line with CIRO and FINTRAC rules. ABOUT THE ROLE Reporting to the Manager, Non-Personal Account Operations, you will be a core member of the team responsible for the operational execution of corporate and non-personal account onboarding: reviewing KYB/KYC information, verifying documentation, and updating systems so accounts are ready to use and easy to service. You’ll work closely with other team members and your Manager to complete assigned work accurately and on time, proactively suggest next steps, and surface issues or risks when something doesn’t look right. Over time, you’ll deepen your expertise in entity onboarding and become a go-to person within the team for corporate account processes. IN THIS ROLE, YOU’LL HAVE THE OPPORTUNITY TO: EXECUTE CORPORATE & ENTITY ONBOARDING AND MAINTENANCE - Process
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