About the role
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Responsibilities, requirements, fit, evidence and preparation are organized here. The original posting stays available for final verification.
What they’re looking for
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- You are a strategic, hands-on leader who can move between technical detail and enterprise-level priorities.
- You bring sound judgment in ambiguous or evolving regulatory environments.
- You are an experienced people leader who builds high-trust teams with clear expectations, direct feedback, strong development practices, and a healthy performance culture.
- You care deeply about accuracy, client outcomes, resilience, and doing the right thing.
- You simplify complex topics and create alignment across functions.
Helpful, not always essential
- CPA designation or equivalent professional qualification.
- In-Depth Tax Program or an equivalent Canadian tax specialisation
- Experience with CIRO/CRM2/CRM3 reporting, fintech, digital brokerage, or high-growth financial-services environments.
- Experience scaling reporting through automation, modern data tooling, and operational-control frameworks.
- Experience in a Big Four or national accounting firm, or a comparable advisory environment.
How they work
- 🌸 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.
About Wealthsimple
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