Senior Associate, Treasury Cash

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