Finance Intern

Jobtailor; Toronto; On-site; CAD 20,000 - 27,000; Full time

Benefits offered by this job

Mentor support

Hands-on projects

Job summary

Wealthsimple is offering an 8-month Finance internship starting January 11, 2027 in Toronto. You will join one of six Finance teams—Accounting & Financial Reporting, Brokerage Finance, Internal Controls, Finance Operations, or Treasury (Debt Capital Markets, or Financial Partnerships).

You will own real work from week one with mentor support and learn how a Finance area connects to the wider business. Apply AI tools such as Claude to monthly close and processes, identify improvements, and

Qualifications

• Working toward a degree in accounting, business, finance, or a related field, or recently finished one.
• Working understanding of accounting principles and concepts
• Strong attention to detail
• Communication and collaboration skills to work across teams
• Comfort in a fast-moving environment with real deadlines
• Curiosity about technology, fintech, and how AI is changing Finance
• Demonstrated interest in finance and analytics
• Ability to reliably commute to the Toronto office two days per week, Wednesdays and Thursdays
• Legally authorized to work full-time in Canada without immigration support from Wealthsimple
• Ability to complete an 8-month internship beginning January 11, 2027

Responsibilities

• Own real work from the first weeks with manager and mentor support.
• Learn one Finance area deeply and understand its connection to the wider company.
• Apply AI tools such as Claude to monthly close and repetitive processes.
• Identify and improve processes across the assigned Finance track.
• Analyze financial and operational data in a fast-moving fintech environment.
• Accounting & Financial Reporting: prepare accruals and entries, reconcile bank accounts and intercompany balances, prepare balance sheet reconciliations in FloQast, and explain period movements.
• Brokerage Finance: record revenue, reconcile client cash, securities, and crypto positions, and support regulatory capital filings.
• Internal Controls: test controls, gather evidence, conduct process walkthroughs, create flowcharts and narratives, support quarterly control confirmations, and prepare Audit Committee updates.
• Finance Operations: support purchases through Zip, onboard vendors, coordinate reviews, match invoices to purchase orders, code invoices, route approvals, and report process delays.
• Treasury: Debt Capital Markets: track credit facilities, borrowing limits, conditions, renewals, lender reporting, and funding scenarios.
• Treasury: Financial Partnerships: research banking partners, prepare negotiation analysis, attend partnership discussions, track performance, and monitor financial risks including foreign exchange and interest-rate exposure

Skills

Attention to detail

Communication

Collaboration

Curiosity about technology

Analytical thinking

Education

Accounting/Finance degree (in progress or recently finished)

Tools

FloQast

Zip

Job description

• Complete an 8-month Finance internship beginning January 11, 2027
• Join one of six Finance teams: Accounting & Financial Reporting, Brokerage Finance, Internal Controls, Finance Operations (Procure-to-Pay), Treasury: Debt Capital Markets, or Treasury: Financial Partnerships
• Own real work from the first weeks with manager and mentor support
• Learn one Finance area deeply and understand its connection to the wider company
• Apply AI tools such as Claude to monthly close and repetitive processes
• Identify and improve processes across the assigned Finance track
• Analyze financial and operational data in a fast-moving fintech environment
• Accounting & Financial Reporting: prepare accruals and entries, reconcile bank accounts and intercompany balances, prepare balance sheet reconciliations in FloQast, and explain period movements
• Brokerage Finance: record revenue, reconcile client cash, securities, and crypto positions, and support regulatory capital filings
• Internal Controls: test controls, gather evidence, conduct process walkthroughs, create flowcharts and narratives, support quarterly control confirmations, and prepare Audit Committee updates
• Finance Operations: support purchases through Zip, onboard vendors, coordinate reviews, match invoices to purchase orders, code invoices, route approvals, and report process delays
• Treasury: Debt Capital Markets: track credit facilities, borrowing limits, conditions, renewals, lender reporting, and funding scenarios
• Treasury: Financial Partnerships: research banking partners, prepare negotiation analysis, attend partnership discussions, track performance, and monitor financial risks including foreign exchange and interest-rate exposure

Requirements

• Working toward a degree in accounting, business, finance, or a related field, or recently finished one
• Working understanding of accounting principles and concepts
• Strong attention to detail
• Communication and collaboration skills to work across teams
• Comfort in a fast-moving environment with real deadlines
• Curiosity about technology, fintech, and how AI is changing Finance
• Demonstrated interest in finance and analytics
• Ability to reliably commute to the Toronto office two days per week, Wednesdays and Thursdays
• Legally authorized to work full-time in Canada without immigration support from Wealthsimple
• Ability to complete an 8-month internship beginning January 11, 2027

Core Competencies

Demonstrates a strong understanding of accounting principles and financial analysis within a fast-paced fintech environment, while effectively collaborating across teams and utilizing AI tools to enhance financial processes.

Highest-signal resume keywords

• Accounting Principles
• Financial Analysis
• AI Tools Application
• Attention to Detail
• Communication Skills

Hard Skills

• Accrual Preparation
• Bank Reconciliation
• Balance Sheet Reconciliation
• Revenue Recording
• Process ImprovementData Analysis
• Control Testing
• Vendor Onboarding
• Invoice Coding
• Financial Risk Monitoring

Soft Skills

• Collaboration Skills
• Curiosity About Technology
• Adaptability

Industry Keywords

• Fintech
• Financial Reporting
• Internal Controls
• Treasury Management
• Regulatory Capital Filings

Tools & Technologies

• FloQast
• Zip