Wealthsimple logo

Wealthsimple

Associate, Options Clearing

Work from home

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 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 β€” and we're just getting started. Read our Culture Manual and learn more about how we work .

πŸ“† 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·πŸ“ˆ 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
  • Β·πŸ‘₯ Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS

How to apply

  1. 1Check the flexibility label above, work from home, matches where you plan to live and work.
  2. 2Tailor your CV to the role at Wealthsimple, mentioning your remote working experience and working hours (US East).
  3. 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.

Similar roles

Other open other roles with comparable remote rules.

Browse all open roles

Free to apply, no account needed.

$54,400 to $68,000 Β· You'll be taken to the employer's careers page.