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.
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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
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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 [https://www.wealthsimple.com/en-ca/culture/] and learn
more about how we work. [https://www.wealthsimple.com/en-ca/about/work-with-us]
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.
