About this 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
• You’ll work across long-range planning, competitive intelligence, market sizing, and stakeholder analytics as we continue to scale
• Long-Range Financial Modeling:
• Build and maintain integrated 3-statement financial models (income statement, balance sheet, cash flow) with 5-year projection horizons
• Own scenario and sensitivity analysis tied to key business drivers — client growth, AUM mix, take rate, and unit economics by product line
• Translate strategic initiatives into quantified financial impacts with clear assumptions and audit trails
• Comparable Companies & Valuation Analysis:
• Maintain a living comps universe of public fintech, brokerage, neobank, and wealth management peers
• Analyze peer 10-Ks, 10-Qs, and earnings transcripts to extract operating metrics, segment economics, and reporting practices
• Produce valuation benchmarking that informs internal capital allocation and strategic positioning
• Total Addressable Market & Growth Analysis:
• Build bottoms-up and top-down TAM frameworks across Wealthsimple’s product verticals
• Size market opportunities using primary regulatory, census, and industry data — not sell-side estimates
• Quantify penetration rates, wallet share, and whitespace to support strategic planning and investment cases
• Executive & Stakeholder Reporting:
• Support the development of institutional-quality materials: KPI packages, performance narratives, and supplemental data exhibits
• Help define and stress-test key performance metrics — ensuring they’re defensible, consistent, and tell the right story over time
• Serve as an analytical resource for board materials and executive presentations
• Ad Hoc Strategic Analysis:
• Evaluate capital allocation decisions against our investment framework
• Analyze unit economics at the across many metrics
• Support competitive deep-dives, pricing analysis, and product economics work as the business requires
Benefits
• Retirement savings matching plan through Wealthsimple Work
• Company equity for full-time employees
• Access to Premium Client perks, including personal finance learning & advice and a boosted interest rate on deposits
• Paid parental leave (6 months topped up to 100% of salary)
• 20 vacation days per year
• 90 Days Away program
• Top-tier health benefits
• Life & disability insurance
• Generous sick and mental health days
• Employee resource plan including services like RMT, psychology, and physiotherapy
• Gender Affirmation benefits
• Up to $5,000 per year for mental health supports
• Up to $1,500 per year for professional development
• Up to $1,500 per year for wellness and home office expenses
• Employee resource groups
• Social impact hours