Associate, Corporate Account Operations

Wealthsimple
Canada
Workplace: RemoteFull timeCAD 54,400 - 68,000 annuallyFunction: Product ManagementExperience: 1-3 yearsSkills: ["Attention to detail","Problem-solving","Clear communication","Collaboration","Ownership"]

Execute corporate and non-personal account onboarding for Wealthsimple’s Brokerage Account Operations team. Review KYB/KYC and beneficial ownership documentation, process opening, updates, and maintenance tasks with high accuracy, and ensure records remain audit-ready. Monitor progress against SLAs, perform quality checks, and support compliant operations aligned with CIRO and FINTRAC expectations. Collaborate across teams and help improve SOPs and workflows over time.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Wealthsimple
Wealthsimple
1 day ago

Associate, Corporate Account Operations

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 23 hours agoStatus: Live

Job Summary

Execute corporate and non-personal account onboarding for Wealthsimple’s Brokerage Account Operations team. Review KYB/KYC and beneficial ownership documentation, process opening, updates, and maintenance tasks with high accuracy, and ensure records remain audit-ready. Monitor progress against SLAs, perform quality checks, and support compliant operations aligned with CIRO and FINTRAC expectations. Collaborate across teams and help improve SOPs and workflows over time.
Location: Canada
Workplace: Remote
Employment Type: Full time
Job Function: Product Management
Seniority: Entry level

Key Responsibilities

  • •Process day-to-day onboarding requests for corporate and other non-personal entities by reviewing KYB/KYC, beneficial ownership, and corporate documentation with high accuracy.
  • •Complete corporate account opening, updates, and maintenance tasks across internal systems to ensure correct data capture and audit-ready records.
  • •Follow SOPs, checklists, and runbooks for corporate onboarding and maintenance, asking for clarification for edge cases.
  • •Perform accurate, on-time work with quality control and monitor progress against SLAs while keeping the Manager informed of volume, backlogs, and blockers.
  • •Support process improvement by suggesting workflow refinements, maintaining SOPs and documentation, and collaborating with teams such as AML and Compliance to resolve account issues.
Travel: Low travel

Pay and Benefits

Salary: CAD 54,400 - 68,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceLife Insurance401kPaid Leave

Key Requirements

  • •1–3 years of operations experience in financial services (e.g., brokerage, banking, wealth management, fintech), with exposure to onboarding or account administration.
  • •At least 1 year working with corporate, trust, or other non-personal entity accounts in a CIRO-regulated dealer or similar environment.
  • •Familiarity with Canadian regulatory frameworks and documentation requirements for onboarding non-personal entities (FINTRAC, CIRO, CRA guidance).
  • •Solution orientation and structured, hypothesis-driven problem solving when issues arise during repetitive work.
  • •Strong attention to detail and comfort working with spreadsheets and operational data to ensure accurate, on-time task completion.
Experience:1-3 yearsFinancial servicesBrokerageBankingWealth managementFintech
Skills:Attention to detailProblem-solvingClear communicationCollaborationOwnership

Company Brief

Wealthsimple
Wealthsimple is a Canadian fintech offering automated investing, savings, tax filing, crypto trading, and cash accounts with a focus on low-cost, user-friendly financial services for retail customers.
Industry: Wealth Management
Company Size: Enterprise (1,001+ employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Headquarters: Toronto, Canada
Founded: 2014
WebsiteLinkedIn