Associate, Brokerage Operations (Corporate Actions and Dividends)

Wealthsimple Technologies; Toronto; Hybrid; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Health benefits and life insurance

Group savings with employer match

Vacation days and wellness days

90 days away work outside Canada

Hybrid work model

Job summary

Wealthsimple is seeking a detail-oriented Corporate Actions Specialist to own the daily processing of corporate actions and dividends across client accounts. You will catch discrepancies early and improve back-office processes to protect client assets.

Reporting to the Team Lead of Corporate Actions, you’ll collaborate with Operations, Trade Desk, and other teams to resolve issues, analyze data, and ensure records reflect entitlements and payments accurately.

Qualifications

• 2+ years back-office corporate action processing for equities and options (CIRO-regulated dealer preferred).
• Experience with CDS, DTC, OCC, and CDCC.
• Strong Excel skills.
• Comfortable with large data sets and identifying cause of breaks.

Responsibilities

• Own the daily processing of corporate actions and dividends across client accounts, catching and resolving discrepancies before they reach clients.
• Work directly with Operations Associates to keep records accurate for clients.
• Act as subject matter expert on tax issues related to corporate actions and dividends.
• Partner with Trade Desk, securities lending, management, and other teams to escalate and resolve critical issues and reduce risk.
• Analyze the impact of new product launches on corporate actions and dividend processes, and implement required changes.
• Troubleshoot, manage, and resolve reconciliation differences proactively.
• Use data to identify inefficiencies and implement fixes.
• Develop processes to increase the efficiency of back-office operations.

Skills

Back-office processing

Excel

Data analysis

CDS/DTC/OCC

Tools

SQL

Claude AI

Claude Code

Job description

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 and learn more about how we work.

About the team

The Corporate Actions team sits within Investing Operations, the group responsible for how Wealthsimple manages client positions across billions of dollars in assets. We own the full life cycle of corporate actions and dividends on client accounts — processing entitlements, elections, and payments, and reconciling every position so our records match what clients are owed. 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 Team Lead of Corporate Actions, you'll own the daily processing of corporate actions and dividends across client accounts. This work protects client assets directly, so accuracy isn't optional — you're the person who catches a reconciliation break before it becomes a client-facing problem, and who improves the processes that keep pace as the business grows.

What you'll do

• Own the daily processing of corporate actions and dividends across client accounts, catching and resolving discrepancies before they reach clients
• Work directly with Operations Associates to keep our records accurate for clients
• Act as the team's subject matter expert on tax issues related to corporate actions and dividends
• Partner with the Trade Desk, securities lending, management, and other teams to escalat and resolve critical issues and reduce risk
• Analyze the impact of new product launches on corporate actions and dividend processes, and make the changes they require
• Troubleshoot, manage, and proactively resolve reconciliation differences
• Use data to find the cause of inefficiencies and fix them
• Develop processes to increase the efficiency of our back-office operations.

Skills you bring:

• 2+ years at a broker-dealer handling back-office corporate action processing for equities and options (CIRO-regulated dealer preferred)
• Experience working with CDS, DTC, OCC, and CDCC
• Strong Excel skills
• Comfortable with large data sets — you can take thousands of rows of position or entitlement data, find the breaks, and explain what caused them

Nice to have

• Progress toward or completion of CSC, DFOL, or similar industry courses
• Familiarity with programming, especially SQL
• Familiarity with Claude AI or Claude Code

Who you are

• Naturally curious — when something looks off, you want to know why
• Organized and detail-oriented, with the ability to work accurately against tight, non-negotiable deadlines
• Excellent people skills and a positive attitude — you'll be working in a highly collaborative environment
• Willing to elevate early when something needs it, rather than sitting on it
• Genuinely interested in how markets and technology intersect

Why Wealthsimple?

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. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.

ICYMI

Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.

Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.

AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.