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Added 15 mins ago
AM
Customs & Trade Compliance Analyst
Array Marketing
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…for HS codes, commercial invoices, audits, duty drawback, and broker management. Working closely with customs brokers, our Shipping and Logistics teams, Finance, Operations, and other…
Added 15 mins ago
BI
Insurance Broker
Billyard Insurance Group Inc.
Uxbridge, ON
- Full-time
Role Description The Insurance Broker role at Billyard Insurance Group Inc. is a full-time hybrid position based in Uxbridge, ON, with flexibility for some work from home. In this role, the…
Added 47 mins ago
MA
Mortgage Underwriter
Mortgage Associates Ontario
Vaughan, ON
- Full-time
Added 48 mins ago
HI
Commercial Account Manager
HUB International
Chilliwack, BC
- Full-time
Added 48 mins ago
HI
Service Broker
HUB International
Windsor, ON
- Full-time
As a Service Broker for home and auto insurance you will receive paid training, a competitive salary, incentives and benefits package along with opportunity for growth.
Added 1 hour ago
MM
Regional Manager-Originations-GTA West & Western Ontario
Marathon Mortgage Corp.
ON · Ontario, Canada
- Full-time
…service and a consistently strong experience for our mortgage broker partners and…
Added 1 hour ago
MM
Regional Manager-Originations-GTA East & Northern Ontario
Marathon Mortgage Corp.
ON · Ontario, Canada
- Full-time
…service and a consistently strong experience for our mortgage broker partners and…
Added 1 hour ago
MM
Internal Account Manager-Originations-Western Canada
Marathon Mortgage Corp.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…service and a consistently strong experience for our mortgage broker partners and…
Added 1 hour ago
PM
Property Claims Telephone Representative - II
Portage Mutual Insurance
AB · Edmonton, AB
- Full-time
…auto, commercial, and farm insurance products 100% through our broker network across Canada. Join a company rooted in tradition, driven by innovation, and powered by a people-first…
Added 1 hour ago
IR
Personal Lines Broker (High Net Worth, VIP)
Impact Recruitment
Calgary, AB
- Full-time
Join a dynamic team as a Personal Lines Broker specializing in High Net Worth and VIP clients. This high-impact role offers the opportunity to manage a mixed portfolio of high net worth and…
Added 1 hour ago
AB
Business Development Manager
Aldermore Bank
Field, BC
- Full-time
At the heart of the role is exceptional service. Through every interaction, you’ll strengthen broker relationships, champion good-quality mortgage applications and contribute directly to…
Added 1 hour ago
TL
Check In Clerk
Transx Ltd
New Westminster, BC
- Full-time
Take Broker call-in information and update trip ETA's
Added 1 hour ago
MM
Regional Manager-Originations-Ottawa & Atlantic Canada
Marathon Mortgage Corp.
Ottawa, ON · Greater Ottawa Metropolitan Area
- Full-time
…service and a consistently strong experience for our mortgage broker partners and…
Added 1 hour ago
MM
Regional Manager-Originations-Western Canada
Marathon Mortgage Corp.
AB · Alberta, Canada
- Full-time
…service and a consistently strong experience for our mortgage broker partners and…
Added 1 hour ago
CI
Commercial Account Assistant
Cowan Insurance Group
Cambridge, ON
- Full-time
Support and update documentation in the Broker Management System (EPIC)
Added 1 hour ago
AA
Senior Accountant
Accounting Advantage
Brantford, ON
- $70,000 to $85,000 CAD / year
- Full-time
…CARM and ACE accounts, duty-relief claims with the customs broker, duty disputes/refunds, and HTS/commercial-invoice requirements for US…
Added 1 hour ago
HI
Account Executive, Employee Benefits
HUB International
Grande Prairie, AB
- Full-time
Added 1 hour ago
GG
Distribution Services Support
Gambles Group of Companies
Toronto, ON
- $40,000 to $45,000 CAD / year
- Full-time
Modify appropriate revisions for recognition to Canadian customs broker
Added 2 hours ago
BB
Territory Manager, On-Premise - Toronto Core (United Division)
Breakthru Beverage Group
Toronto, ON · ON · Head Office Ontario CAN
- Full-time
Breakthru Beverage Canada (BBC) is the leading Sales Broker in the Canadian marketplace representing suppliers such as Diageo, Brown-Forman, Pump House and Lucas Bols. At BBC, we put a…
Added 2 hours ago
BB
Territory Manager, Dual - Greater Montreal Area (United) *Contract*
Breakthru Beverage Group
Montreal, QC
- Full-time
Breakthru Beverage Canada (BBC) is the leading Sales Broker in the Canadian marketplace representing suppliers such as Diageo, Brown-Forman, Pump House and Lucas Bols. At BBC, we put a…
Added 2 hours ago
BB
Territory Manager, Dual - Fraser Valley (Pinnacle Division)
Breakthru Beverage Group
Surrey, BC · Vancouver, BC
- Full-time
Breakthru Beverage Canada (BBC) is the leading Sales Broker in the Canadian marketplace representing suppliers such as Diageo, Brown-Forman, Pump House and Lucas Bols. At BBC, we put a…
Added 2 hours ago
BB
Territory Manager OP - GTA North (United)
Breakthru Beverage Group
Toronto, ON · ON · Head Office Ontario CAN
- Full-time
Breakthru Beverage Canada (BBC) is the leading Sales Broker in the Canadian marketplace representing suppliers such as Diageo, Brown-Forman, Pump House and Lucas Bols. At BBC, we put a…
Added 2 hours ago
BB
Territory Manager, Dual - Guelph/London (United Division)
Breakthru Beverage Group
Cambridge, ON · Kitchener, ON · ON · Head Office Ontario CAN
- Full-time
Breakthru Beverage Canada (BBC) is the leading Sales Broker in the Canadian marketplace representing suppliers such as Diageo, Brown-Forman, Pump House and Lucas Bols. At BBC, we put a…
Added 2 hours ago
BB
Territory Manager, On-Premise - Montréal (United Division)
Breakthru Beverage Group
Montreal, QC
- Full-time
Breakthru Beverage Canada (BBC) is the leading Sales Broker in the Canadian marketplace representing suppliers such as Diageo, Brown-Forman, Pump House and Lucas Bols. At BBC, we put a…
Added 2 hours ago
FN
Mortgage Underwriter, Third Party Residential Underwriting - NBBP
First National Financial LP
Montreal, QC
- Full-time
…behalf of other financial institutions to the Canadian Mortgage Broker…

Wealthsimple Technologies

Associate, Options Clearing

Remote, Canada

Remote

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

Apply About employer

Applications open in a new tab.

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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