Associate, Corporate Account Operations

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 https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers. ABOUT THE TEAM The Brokerage Account Operations group is the backbone of our investment products, responsible for accurate, compliant, and scalable account processes across the platform. Within this group, the Registered & Complex Accounts team acts as the subject matter expert for registered plans and complex account structures - including corporate, trust, and other non-personal entities - ensuring they’re opened, maintained, and administered correctly in line with CIRO and FINTRAC rules. ABOUT THE ROLE Reporting to the Manager, Non-Personal Account Operations, you will be a core member of the team responsible for the operational execution of corporate and non-personal account onboarding: reviewing KYB/KYC information, verifying documentation, and updating systems so accounts are ready to use and easy to service. You’ll work closely with other team members and your Manager to complete assigned work accurately and on time, proactively suggest next steps, and surface issues or risks when something doesn’t look right. Over time, you’ll deepen your expertise in entity onboarding and become a go-to person within the team for corporate account processes. In this role, you’ll: EXECUTE CORPORATE & ENTITY ONBOARDING AND MAINTENANCE - Process day-to-day onboarding requests for corporate and other non-personal entities, including reviewing KYB/KYC information, beneficial ownership details, and corporate documentation with a high level of accuracy. - Complete assigned corporate account opening, updates, and maintenance tasks across our systems, ensuring data is captured correctly and records are kept audit-ready. - Follow established SOPs, checklists, and runbooks for corporate onboarding and maintenance, asking for clarification when edge cases or ambiguous situations arise. - Support more complex scenarios (e.g. changes to directors/owners, signing authorities, or corporate structures) by gathering the right information, documenting the scenario clearly, and partnering with Senior Associates or your Manager on next steps. DELIVER ACCURATE, RELIABLE, AND COMPLIANT OPERATIONS - Perform error-free and on-time tasks and analysis with appropriate support from the team, conducting basic quality control and reality checks on your own work. - Use operational tools to track work, monitor progress against SLAs, and keep your Manager updated on volume, backlogs, and any blockers you’re facing. - Maintain strong awareness of CIRO and FINTRAC expectations for non-personal entity onboarding, following all security and privacy protocols and escalating potential risks promptly. SUPPORT PROCESS IMPROVEMENT AND DOCUMENTATION - Work with your team members and Manager to suggest and develop scrappy, actionable improvements to day-to-day workflows (e.g., simplifying checklists, improving templates, tightening controls) that make corporate onboarding more efficient and reliable. - Help maintain and refine SOPs and internal documentation by flagging gaps, inconsistencies, or confusing steps you encounter in your daily work. - Participate in small projects and experiments to streamline operations and contribute feedback on new tools and features from an operational perspective. COLLABORATE, COMMUNICATE, AND GROW - Work closely with teammates in Regis…