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Associate, Corporate Account Operations at Wealthsimple - ApplyBlast

Associate, Corporate Account Operations

Wealthsimple

4 months ago

4.2 on Glassdoor

Canada

Hybrid

Full Time

Junior

0 applicants

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About this role

An Associate in the Registered & Complex Accounts team at Wealthsimple manages the operational execution of corporate and non-personal account onboarding and maintenance. The role involves reviewing KYB/KYC information, verifying documentation, and updating systems to ensure accounts are accurate, compliant with regulations like CIRO and FINTRAC, and ready for service. Team members proactively suggest process improvements and collaborate across departments to resolve issues while deepening their expertise in entity administration.

Responsibilities

Process day-to-day onboarding requests for corporate and non-personal entities
Review KYB/KYC information and verify beneficial ownership details
Maintain accurate records and ensure accounts remain audit-ready
Partner with management to resolve complex scenarios regarding entity structures
Develop and refine standard operating procedures for operational workflows

Skills

Qualifications

CSC (Canadian Securities Course)

About Wealthsimple

wealthsimple.com

Headquarters

Toronto, Ontario, Canada

Company Size

501-1000 employees

Founded

2014

View Profile

Wealthsimple is a Toronto-based fintech and Canada's fastest-growing financial company, offering a consumer finance platform that combines chequing, savings, a cash-back credit card, commission-free trading (stocks, ETFs, options, crypto, and more), and managed investment portfolios. It also provides mortgages, a portfolio line of credit, tax tools, and access to human financial advisors, serving over 4 million Canadians. The company emphasizes simple digital experiences, low fees, and integrated financial services as an alternative to traditional banks.