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Personal Banking Associate (Future opportunities) - Chateauguay(part-time)
TD
Châteauguay, QC
- Part-time
…them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 2 hours ago
NB
Wealth Associate
National Bank of Canada
Ottawa, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 2 hours ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 2 hours ago
NB
Wealth Associate
National Bank of Canada
Richmond Hill, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 6 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 6 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 6 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 6 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 6 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 6 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 6 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 7 hours ago
R|
Project Manager, Capture and Optimization of Research Data (CORD) Platform
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…technical resources, and methodological tools to facilitate data operations across the full study lifecycle. Reporting to the Associate Director (scientific) and the CORE Manager…
Added 8 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 16 hours ago
SD
Front Store Supervisor, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Ottawa, ON
- Part-time
May be asked to perform clerical and banking duties
Added 17 hours ago
R
PART TIME Team Lead - FREE ACCOMMODATION
Roots
Lake Louise, AB
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Added 18 hours ago
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Shoppers Drug Mart
Toronto, ON
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May be asked to perform clerical and banking duties
Added 20 hours ago
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Front Store Supervisor, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Newmarket, ON
- Part-time
May be asked to perform clerical and banking duties
Added 1 day ago
SD
Front Store Supervisor, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
May be asked to perform clerical and banking duties
Added 1 day ago
SD
Front Store Supervisor, Hourly Part Time Day
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Vancouver, BC
- Part-time
May be asked to perform clerical and banking duties
Added 1 day ago
Financial Service Representative
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Added 1 day ago
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Associate, Sales & Trading
Clarity
Vancouver, BC
- $120,000 to $240,000 CAD / year
- Full-time
As an Associate, Sales & Trading, you will be a key member of Clarity's front-line team, working directly with individuals who are looking to buy or sell shares on our platform. In this…
Added 1 day ago
T
PIA Client Service Associate
TD
Kingston, ON
- Full-time
…so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of…
Added 1 day ago
ML
Senior Litigation Lawyer
ME Law - Business Litigation Lawyers
Toronto, ON
- Full-time
…operational demands of running a law firm will find that business operations, administration, and business development are managed independently. The practice portfolio includes complex…
Added 1 day ago
B
Personal Banking Associate
BMO
Knowlton, QC
- Full-time
Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
Added 1 day ago
FC
Manager, Information Security
FirstOntario Credit Union
Hamilton, ON
- Full-time
The Manager, Information Security, is responsible for managing the IT security operations centre, which oversees the daily security operations of FirstOntario Credit Union. This role is…

Wealthsimple Technologies

Senior Associate, Treasury Cash & Settlements

Remote, Canada

Remote

$69,000 to $87,000 USD / year · Full-time

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Job details

Pay: $69,000 to $87,000 USD / year
Job type: Full-time
Workplace: Remote
Posting language: English
Posted: Oct 9, 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.

About the Team

As a Senior Associate on Wealthsimple's Treasury Cash Management team, you'll play a critical role in ensuring optimal cash flow management and operational efficiency. You'll manage daily payment processing operations, monitor balances across accounts, and develop immediate and short-term cash flow forecasts that drive liquidity and revenue optimization decisions.

In this role you’ll have the opportunity to

Process and validate daily payment transactions across multiple channels
Manage journal entries with precision and timeliness
Monitor and maintain target balance thresholds across banking relationships
Develop and maintain short term cash flow forecasts
Optimize liquidity positions to maximize financial returns
Communicate cash position updates to relevant stakeholders
Identify process improvement opportunities and implement solutions
Analyze patterns in cash movements and highlight anomalies
Support treasury operations during high-volume periods

Skills you’ll bring

Extreme attention to detail with strong data verification instincts
Understanding of brokerage operations and settlement processes
Demonstrated ability to thrive in fast-paced, dynamic environments
Adaptability to quickly pivot between tasks and processes as priorities shift
Exceptional organizational skills and structured approach to work
Working knowledge of AI tools for data analysis and process optimization
Proficiency in identifying data anomalies and outliers in large datasets
Strong analytical capabilities to understand numerical relationships
Independent problem-solving skills with solution-oriented mindset
Excellent communication skills, both written and verbal
Experience with treasury management systems and banking platforms
Bachelor's degree in Finance, Accounting, Economics or related field

Preferred Qualifications

2-3 years minimum in cash management or payment processing experience
Experience in fintech or digital banking environments
Knowledge of regulatory requirements for financial transactions
Familiarity with SQL or other data query languages
Experience with process automation tools
Understanding of settlement risk and liquidity management principles

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.

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More about this job

Responsibilities

The Senior Associate will manage daily payment processing, monitor account balances, and develop short-term cash flow forecasts to optimize liquidity. They will also analyze cash movement patterns and implement process improvements to ensure operational efficiency.

Requirements

Candidates should have 2-3 years of experience in cash management or payment processing and hold a bachelor's degree in Finance, Accounting, or Economics. Strong analytical skills, attention to detail, and familiarity with treasury systems or SQL are highly preferred.

Skills

Cash management
Payment processing
Data verification
Brokerage operations
Settlement processes
Financial forecasting
Liquidity management
Data analysis
Process optimization
SQL
Process automation
Analytical capabilities
Problem-solving
Communication skills
Treasury management systems
Banking platforms

Benefits

Health benefits
Life insurance
Long-term group savings with employer match
20 vacation days
4 wellness days
Unlimited sick days
Unlimited 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

Treasury
Cash Management
Payment Processing
Fintech
Digital Banking
Settlement
Liquidity Management
Forecasting
SQL
Data Analysis
Process Automation
Finance
Accounting
Economics
Brokerage
Banking Platforms
Treasury Management Systems
Risk Management
Regulatory Requirements
Equity

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