21 Oct
|
Jaide Health
|
Toronto
21 Oct
Jaide Health
Toronto
Build something people love
Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of straightforward, 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.
📌 Senior Associate, Treasury Cash (Toronto)
🏢 Jaide Health
📍 Toronto