Wealthsimple
Associate, Options Clearing
Remote role where the employee must remain based in a particular country.
Canada only
Employer listed it 5 days ago Β· Added yesterday
First listed 5 days ago and still open.
Salary
$54,400 to $68,000
Location
Canada only
Timezone
US East
Contract
Full-time
Experience
Mid
Category
Other
Published by the employer
Remote flexibility
Work from home
This is a remote role, but the employee must be based in Canada. It is work from home rather than work from anywhere.
What the employer says
- Source listing states candidate location: "Remote (Canada), Remote"
What Nomaders makes of it
- Residency required in Canada
- Payroll and tax are likely handled in that country only
The quotes above are the employer's own words; the reading is ours. Always check the original listing and employment terms before working from another country.
About the role
Build something people love
Wealthsimple is Canadaβs 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 β and we're just getting started. Read our Culture Manual and learn more about how we work .
π Application Deadline: Monday Sept 28th, 11:59pm EST
About the team
The Options Clearing team sits within Brokerage Operations, the group responsible for how Wealthsimple executes on behalf of clients across billions of dollars a day. We own the full options life cycle β reconciliations, settlements, exercises, assignments and expirations β and make sure every position we hold matches what it should. It's precise, deadline-driven work, and we take it seriously because clients are trusting us with their money.
About the role
Reporting to the Senior Manager, Options Clearing, you'll own the daily execution of reconciliations, settlements, and expirations across our options book. This work protects client assets directly, so accuracy isn't optional β you're the person who catches a break in the data before it becomes a client-facing problem, and who improves the processes that keep pace as the business grows.
What you'll do
Own daily reconciliation, settlement, and expiration processing across the options book, catching and resolving breaks before they reach clients
Act as the team's subject matter expert on OCC and CDCC clearing (including SOLA), covering exercises, assignments, and institutional options transfers
Partner with the Trade Desk, engineering, and other operations teams to resolve trade and position discrepancies and reduce risk
Use data β pivot tables, lookups, and SQL β to find the cause of inefficiencies and fix them
Build and improve the tools and workflows that let the team scale as options volume grows
Develop processes to increase the efficiency of our back-office operations.
Skills you bring:
2+ years handling back-office reconciliations, settlements, or options clearing (OCC/CDCC) at a broker-dealer or registered investment dealer
Comfortable with large data sets β you can take a few thousand rows of position data, find the breaks, and explain what caused them
Working knowledge of SQL, or ready to learn it fast β you'll be querying data daily
Available to support early and late hours on a rotating basis around market events and settlement cycles
A clear communicator who can work easily with trading, product, and operations teams
Nice to have
Progress toward or completion of CSC, DFOL, or similar industry courses
Familiarity with CDS or DTCC settlement
Requirements
- Β·2+ years handling back-office reconciliations, settlements, or options clearing (OCC/CDCC) at a broker-dealer or registered investment dealer
- Β·Comfortable with large data sets β you can take a few thousand rows of position data, find the breaks, and explain what caused them
- Β·Working knowledge of SQL, or ready to learn it fast β you'll be querying data daily
- Β·Available to support early and late hours on a rotating basis around market events and settlement cycles
- Β·A clear communicator who can work easily with trading, product, and operations teams
Benefits
- Β·π Long-term group savings with employer match, through Wealthsimple for Business
- Β·π΄ 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
- Β·βοΈ 90 days away: work outside Canada for up to 90 days per year
- Β·π₯ Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
How to apply
- 1Check the flexibility label above, work from home, matches where you plan to live and work.
- 2Tailor your CV to the role at Wealthsimple, mentioning your remote working experience and working hours (US East).
- 3Apply directly on the employer's careers page using the button below. Nomaders never handles your application.
Found 1d ago. Last checked today. Always confirm the details on the original posting, salary and location can change after publication.
Listing sourced from Company boards.
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$54,400 to $68,000 Β· You'll be taken to the employer's careers page.