Location Remote (Canada)Employment Type Full timeLocation Type RemoteDepartment Finance FP&ACompensationCA;$89K – CA$112K - Offers EquityBase salary range: For this role, candidates located in Canada can expect a base salary range, described in the posting. Actual compensation is determined based on skills, experience, and role level. Exceptional candidates may be considered above the top of the range, and pay can increase quickly for those who make a big impact in the role.Total compensation: In addition to base salary, permanent employees receive equity compensation. We use clear job levels and market-based salary bands to ensure compensation is fair and consistent across the company.About the Role Wealthsimple is building Canada's leading financial platform — spanning brokerage, banking, crypto, and wealth management — and we're entering a phase where the quality of our financial analysis needs to match the ambition of what we're building. We're looking for a Senior Analyst with an investment banking or advisory background to bring institutional-grade modeling, valuation, and analytical rigor to our FP&A; function.This role is for someone who can build a 3-statement integrated financial model from a blank workbook, tear apart a 10-K in an afternoon, and pressure-test the assumptions behind a $50M capital allocation decision — all with minimal hand-holding. You'll work across long-range planning, competitive intelligence, market sizing, and stakeholder analytics as we continue to scale.In this role you'll have the opportunity to: Long-Range Financial ModelingBuild and maintain integrated 3-statement financial models (income statement, balance sheet, cash flow) with 5-year projection horizonsOwn scenario and sensitivity analysis tied to key business drivers — client growth, AUM mix, take rate, and unit economics by product lineTranslate strategic initiatives into quantified financial impacts with clear assumptions and audit trailsComparable Companies & Valuation AnalysisMaintain a living comps universe of public fintech, brokerage, neobank, and wealth management peersAnalyze peer 10-Ks, 10-Qs, and earnings transcripts to extract operating metrics, segment economics,



and reporting practicesProduce valuation benchmarking that informs internal capital allocation and strategic positioningTotal Addressable Market & Growth AnalysisBuild bottoms-up and top-down TAM frameworks across Wealthsimple's product verticalsSize market opportunities using primary regulatory, census, and industry data — not sell-side estimatesQuantify penetration rates, wallet share, and whitespace to support strategic planning and investment casesExecutive & Stakeholder ReportingSupport the development of institutional-quality materials: KPI packages, performance narratives, and supplemental data exhibitsHelp define and stress-test key performance metrics — ensuring they’re defensible, consistent, and tell the right story over timeServe as an analytical resource for board materials and executive presentationsAd Hoc Strategic AnalysisEvaluate capital allocation decisions against our investment frameworkAnalyze unit economics at the across many metricsSupport competitive deep-dives, pricing analysis, and product economics work as the business requiresSkills You’ll Bring2–4 years in investment banking, equity research, transaction advisory, strategic finance (or equivalent intensity). You’ve lived in Excel under pressure and it shows.You can build an integrated 3-statement model from scratch — not just update templates. DCF, LBO, and comps are second nature.Deep comfort with public company filings (10-K, 10-Q, proxy, S-1). You know where to find what matters and how to contextualize it.You think in terms of capital allocation, return hurdles, and economic trade-offs — not just revenue growth.Robust command of Excel/Google Sheets. SQL or BI tool experience is a plus but not required.Self-sufficient and independent. You take ambiguous problems and come back with structured, defensible answers — not a list of clarifying questions.Clear written and verbal communication.



You can translate complex analysis into a narrative that a non-finance executive would follow.Genuine interest in fintech, capital markets, or financial services. You want to understand the business, not just model it.What Would Make You Stand OutDirect experience covering fintech, financial services, or payments in an IB or ER seatFamiliarity with Canadian financial services regulation or the competitive landscapeExperience building financial reporting infrastructure or supporting institutional stakeholder communicationsExposure to cohort-based unit economics or LTV/CAC frameworks in a high-growth contextBenefitsTop-tier health benefits and life insuranceLong-term group savings with employer match, through Wealthsimple for Business20 vacation days, 4 wellness days, and unlimited sick and mental health days per year90 days away: work outside Canada for up to 90 days per yearEmployee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WSHybrid 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.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.#J-18808-Ljbffr

📌 Senior Analyst, Strategic Finance & Fp&A - C$89,000 - C$112,000 A Year - Remote (Winnipeg)
🏢 Wealthsimple
📍 Winnipeg