Director, Corporate Finance

Your career is an investment that grows over time
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We're the largest fintech company in Canada, with over 4 million users who trust us with more than $80 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.

About The Role
As a Treasury & Capital Markets Director, you will work as a strategic partner within the Treasury team and interact directly with external stakeholders such as banking, lenders, investors and capital markets counterparties and key functional leaders within Wealthsimple to support Treasury initiatives and broader product launches. As a trusted advisor, you will provide expert advice and collaborate with leaders in product, operations, trading, finance, legal, regulatory & compliance to find creative solutions to complex problems. You are adaptable, flexible, and thrive in a collaborative, innovative environment where two days rarely look the same.

In this role, you will have the opportunity to:

• Develop, execute, and manage Wealthsimple's Corporate and Brokerage capital structure strategy, with a focus on debt structure optimization
• Lead banking, lender, investor, and capital markets counterparty negotiations to support both Treasury initiatives and new product launches via structuring capital markets products and transactions, including financing
• Foster and deepen banking partners relationships and identify new partnership opportunities
• Oversee Wealthsimple's Treasury investment portfolio to propose investment plan, execute strategy, monitor portfolio performance and perform appropriate rebalancing
• Propose hedging strategies and work with the Controllers team to ensure proper accounting treatment
• Bring innovative solutions to all aspects of the role and Treasury & Capital Markets team, to enable Wealthsimple products to be best in-class to address our client's needs
• Maintain and enhance Wealthsimple's Investment Policy and corporate investment strategy
• Build best-in-class capital markets capabilities to enable product offering that will delight Wealtsimple's clients

We're looking for someone who has:

• A passion for Wealthsimple, fintechs, technology, and AI
• An ability to thrive in a fast-paced and highly ambiguous settings, building products and processes from the ground up with limited guidance
• 10+ years of experience in Corporate Finance - Investment Banking, Leveraged Finance, Corporate Banking, Debt Capital Markets experience is a strong asset
• A deep understanding of debt structuring, capital structure optimization, and capital markets financing; and a track record of successfully structuring complex financing transactions and executing new facilities from front to back
• A demonstrated ability to manage external strategic relationships with banks, lenders, investors, and capital markets counterparties, including leading complex negotiations
• Prior experience in leading negotiations on various types of financing transactions, credit facilities, and ISDA's
• A deep understanding of Treasury investment portfolio management (capital markets and investment products) and market risk management (including, but not limited to interest rate risk management)
• Strong communication skills and ability to distill complex concepts and its impact effectively, especially to a non-Treasury audience
• Excellent interpersonal and stakeholder management skills to build strong collaborations and drive influence across internal and external stakeholders, leveraging existing network within capital markets, finance, and fintech industries
• Strong strategic thinking and problem solving skills, thinking in both long and short term
• The ability to balance superior attention to detail with delivering with speed

Why Wealthsimple?
Competitive salary with top-tier health benefits and life insurance

Retirement savings matching plan using Wealthsimple for Business

20 vacation days per year and unlimited sick and mental health days

Up to $1,500 per year towards wellness and professional development budgets respectively

90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year

A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)

Company-wide wellness days off scheduled throughout the year

We're a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us

Read our Culture Manual and learn more about how we work.

Technology & Innovation at Wealthsimple
We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.

DEI Statement
At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.