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Added 36 mins ago
C&
Client Coordinator and Quality Control Associate
C & V Income Tax Services
London, ON
- Internship
…attitude are essential. Additionally, as the Quality Control Associate, you will be the final checkpoint for identifying and correcting any errors before documents are delivered to clients.…
Added 36 mins ago
RD
Client Experience Associate
RBC Dominion Securities
Collingwood, ON
- Full-time
…our leading wealth management firm as an Client Experience…
Added 2 hours ago
MW
Backend Engineer (Golang)
Mai Wealth
Engineer, BC
- Full-time
As a Financial Operations Associate, you will work on day-to-day financial operations, transaction processing, data reconciliation and cross-functional issue resolution in a fintech…
Added 3 hours ago
JH
Client Service Associate
Jackson Hewitt Tax Service Inc.
Williamsburg, ON
- Full-time
Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this…
Added 3 hours ago
A
Senior Associate - Investment Consulting
Aon
Toronto, ON
- Full-time
As a senior associate, you will help empower results for our clients by delivering innovative and effective solutions within Aon, in our Calgary, Alberta office.
Added 3 hours ago
C&
Finance Associate
C & V Income Tax Services
London, ON
- Internship
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Added 3 hours ago
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ASSISTANT PROFESSOR OF MARKETING-CHAPMAN UNIVERSITY
Scales4research.com
Montreal, QC · Urban agglomeration of Montreal, QC
- Full-time
…Entrepreneurship and Analytics (EMEA)Working TitleAssistant/Associate Professor in Marketing - 3386Vacancy TypeTenure Track FacultyMin T/E RequirementsThe successful candidate will have a…
Added 3 hours ago
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Client Experience Associate
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Collingwood, ON
- Full-time
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Added 4 hours ago
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(CAN) Bureau de la comptabilité
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Rouyn-Noranda, QC
- Full-time
Confirms appropriate amount of currency in Accounting Office upon opening, after final deposit and prior to closing the office daily and calibrates the teller mate machine weekly or as…
Added 4 hours ago
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(CAN) Préposé de soutien des bureaux
Walmart Canada
Rouyn-Noranda, QC
- Full-time
Position Summary...Working as an Office Support Associate at Walmart Canada is a great opportunity to build valuable skills in retail operations and customer service. In this role, you…
Added 4 hours ago
WC
(CAN) Bureau de la comptabilité
Walmart Canada
Rouyn-Noranda, QC
- Full-time
Confirms appropriate amount of currency in Accounting Office upon opening, after final deposit and prior to closing the office daily and calibrates the teller mate machine weekly or as…
Added 4 hours ago
WC
(CAN) Préposé de soutien des bureaux
Walmart Canada
Rouyn-Noranda, QC
- Full-time
Position Summary...Working as an Office Support Associate at Walmart Canada is a great opportunity to build valuable skills in retail operations and customer service. In this role, you…
Added 4 hours ago
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Estimating Lead
voestalpine
Richmond, BC
- Full-time
Associate’s or Bachelor’s Degree in Engineering or other suitable discipline
Added 4 hours ago
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Personal Banking Associate Trainee
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Winnipeg, MB
- Full-time
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Added 5 hours ago
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PIA Client Service Associate
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Kamloops, BC
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Added 6 hours ago
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Client Experience Associate
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Added 7 hours ago
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Added 7 hours ago
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Added 7 hours ago
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Associate Director
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Associate Director - Halifax
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Added 7 hours ago
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Associate Director - Halifax
S M Software Solutions Inc
Halifax, NS
- Full-time
We are looking for an experienced Associate Director, Data Lifecycle Automation to join the CM Technology (QTS) Data and Architecture Strategy team at RBC Capital Markets. This role offers…
Added 7 hours ago
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Associate Director - Halifax
S M Software Solutions Inc
Halifax, NS
- Full-time
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Wealthsimple Technologies

Associate, Options Clearing

Remote, Canada

Remote

$54,400 to $68,000 CAD / year · Full-time

Apply About employer

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Job details

Pay: $54,400 to $68,000 CAD / year
Job type: Full-time
Workplace: Remote
Posting language: English
Posted: Oct 5, 2026

Original 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 $155 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 and learn more about how we work.

📆 Application Deadline: Monday Sept 28th, 11:59pm EST

About the team

The Options Clearing team sits within Brokerage Operations, the group responsible for how Wealthsimple executes on behalf of clients across billions of dollars a day. We own the full options life cycle - reconciliations, settlements, exercises, assignments and expirations - and make sure every position we hold matches what it should. It's precise, deadline-driven work, and we take it seriously because clients are trusting us with their money.

About the role

Reporting to the Senior Manager, Options Clearing, you'll own the daily execution of reconciliations, settlements, and expirations across our options book. This work protects client assets directly, so accuracy isn't optional - you're the person who catches a break in the data before it becomes a client-facing problem, and who improves the processes that keep pace as the business grows.

What you'll do

Own daily reconciliation, settlement, and expiration processing across the options book, catching and resolving breaks before they reach clients
Act as the team's subject matter expert on OCC and CDCC clearing (including SOLA), covering exercises, assignments, and institutional options transfers
Partner with the Trade Desk, engineering, and other operations teams to resolve trade and position discrepancies and reduce risk
Use data - pivot tables, lookups, and SQL - to find the cause of inefficiencies and fix them
Build and improve the tools and workflows that let the team scale as options volume grows
Develop processes to increase the efficiency of our back-office operations.

Skills you bring:

2+ years handling back-office reconciliations, settlements, or options clearing (OCC/CDCC) at a broker-dealer or registered investment dealer
Comfortable with large data sets - you can take a few thousand rows of position data, find the breaks, and explain what caused them
Working knowledge of SQL, or ready to learn it fast - you'll be querying data daily
Available to support early and late hours on a rotating basis around market events and settlement cycles
A clear communicator who can work easily with trading, product, and operations teams

Nice to have

Progress toward or completion of CSC, DFOL, or similar industry courses
Familiarity with CDS or DTCC settlement
Familiarity with Claude AI or Claude Code

Who you are

Naturally curious - when something looks off, you want to know why
Someone who builds trust with the people around you by being reliable and clear
Are organized and detail-oriented, with the ability to work accurately against tight, non-negotiable deadlines.
Willing to escalate early when something needs it, rather than sitting on it
Genuinely interested in how markets and technology intersect

Why Wealthsimple?

🌸 Top-tier health benefits and life insurance

📈 Long-term group savings with employer match, through Wealthsimple for Business

🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*

✈️ 90 days away: work outside Canada for up to 90 days per year*

👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS

🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.

*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.

ICYMI

Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work - whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.

Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know - we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.

AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.

Apply About employer

More about this job

Responsibilities

You will own the daily execution of reconciliations, settlements, and expirations for the options book to ensure accuracy and protect client assets. Additionally, you will partner with internal teams to resolve discrepancies and improve operational tools and workflows.

Requirements

Candidates must have at least 2 years of experience in back-office reconciliations or options clearing at a financial institution. Proficiency in SQL and the ability to manage large data sets are essential for this role.

Skills

Back-office reconciliations
Options clearing
OCC
CDCC
SQL
Data analysis
Pivot tables
Lookups
Trade discrepancy resolution
Process improvement
Communication
Risk reduction
Settlement processing
Financial operations

Benefits

Health benefits
Life insurance
Group savings with employer match
20 vacation days
4 wellness days
Unlimited sick days
Mental health days
90 days away program
Equity compensation

Remote locations

Canada

Remote locations (standardized)

Canada

Visa sponsorship

Not detected in the job text

Keywords

Options Clearing
Brokerage Operations
Reconciliations
Settlements
Expirations
OCC
CDCC
SOLA
SQL
Data Analysis
Trade Desk
Risk Management
Financial Services
Back-office
CSC
DFOL
CDS
DTCC
Equity
Hybrid

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