--- title: 'Sr Data Scientist, Finance, Brokerage & Market Risk at Wealthsimple Technologies' canonical: 'https://feeny.ai/job/sr-data-scientist-finance-brokerage-market-risk-wealthsimple-technologies-canada-6qhb1rwecwgj' type: 'job' last_seen: '2026-10-16' --- # Sr Data Scientist, Finance, Brokerage & Market Risk at Wealthsimple Technologies - **Company:** Wealthsimple Technologies - **Location:** Canada - **Compensation:** $151kโ€“$189k - **Employment:** full-time - **Work type:** remote - **Posted:** 2026-08-14 - **Last confirmed live:** 2026-10-16 - **Apply:** https://jobs.ashbyhq.com/wealthsimple/6f8ab2cd-3426-4e9e-bc53-2b5534a29601 ## Job description Build something people love Wealthsimple is Canadaโ€™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 โ€” and we're just getting started. Read our [Culture Manual](https://www.wealthsimple.com/en-ca/culture) and learn more about [how we work](https://www.wealthsimple.com/en-ca/careers). The Finance, Brokerage and Market Risk Data Science team is a dynamic group of data scientists and analytics developers who deliver high-quality financial metrics and advanced analytics that drive key decisions at Wealthsimple. We support financial planning, treasury operations, liquidity management, and brokerage risk assessment for products like margin trading and options. Our team has created a solid foundation for data-driven financial decision-making. Now we're ready to scale these initiatives, optimizing financial resources and enhancing risk management as our product offerings grow increasingly sophisticated. In this role, you'll make a significant impact through advanced analytics that support both strategic financial planning and sophisticated market risk management across our expanding brokerage services. In this role, you will have the opportunity to: - Own the development and maintenance of the finance and market risk data marts, optimizing for performance, data quality, reliability, and efficiency - Design, build, and document robust data pipelines that generate critical financial reports and metrics for stakeholders across the organization - Build, automate, and maintain brokerage reporting & monitoring systems, ensuring data integrity and accuracy across financial processes - Partner closely with business stakeholders in brokerage and market risk to launch and support new financial products and model development initiatives - Create insightful dashboards and visualizations to monitor brokerage KPIs, profitability metrics, and regulatory reporting requirements - Provide business intelligence support for trade and collateral monitoring, financial reporting, product performance analysis, and forecasting initiatives - Translate complex business requirements into scalable analytics solutions that address key financial and risk management needs - Participate in code reviews and contribute to best practices for data engineering and analytics development - Mentor junior team members and share knowledge to elevate the team's technical capabilities What you bring: - 5+ years of experience in data engineering or analytics development, with demonstrated expertise in data mart architecture, design, and management - Strong proficiency in SQL with the ability to write complex queries, optimize performance, and work with large-scale datasets - Experience working at brokerage operations or financial services, with knowledge of accounting principles and market risk concepts (preferred) - Familiarity with regulatory reporting requirements and financial product structures (a plus) - Hands-on experience building and orchestrating data pipelines using modern tools such as dbt, Airflow, or similar workflow management platforms - Working knowledge of cloud infrastructure, particularly AWS services (S3, Redshift, Snowflake or equivalent) - Proficiency in Python for data manipulation, automation, and scripting - Experience with version control systems, particularly Git and GitHub, including branching strategies, pull requests, and code reviews - Proven ability to translate complex business requirements into scalable, data-driven solutions - Strong data visualization skills with experience using tools such as Tableau, Looker, Power BI, or similar platforms - Understanding of analytics engineering principles and best practices for building maintainable, well-documented data models - Excellent communication and interpersonal skills, with the ability to explain technical concepts to non-technical stakeholders - Demonstrated ability to collaborate effectively with cross-functional teams, including finance, risk, and product teams Why Wealthsimple? ๐ŸŒธ Top-tier health benefits and life insurance ๐Ÿ“ˆ Long-term group savings with employer match, through Wealthsimple for Business ๐ŸŒด 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year* โœˆ๏ธ 90 days away: work outside Canada for up to 90 days per year* ๐Ÿ‘ฅ Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS ๐ŸŒŽ 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 โ€” 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 โ€” 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 โ€“ all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us. ## About Wealthsimple Technologies ## Company Overview - **One-liner**: Wealthsimple is a Canadian financial technology company that offers commission-free trading, automated investing, banking, and advisory services, aiming to make financial freedom accessible to everyone. - **Entity Type**: Private (later-stage, over $1.1B total funding) - **Headquarters**: Toronto, Ontario, Canada - **Founded**: 2014 (10 years ago as of 2024, per company narrative) - **Founders**: Michael Katchen (Co-founder & CEO); other co-founders include Brett Huneycutt (Co-founder & CPO) ## Core Business - **Primary industry**: Financial technology (fintech) โ€“ online brokerage, robo-advising, digital banking, and crypto trading. - **Target customers**: B2C (individual Canadians, from beginners to experienced investors) and B2B (business chequing, investing, and group plans). - **Mission**: โ€œTo help everyone achieve financial freedom by making simple, smart, and affordable financial products for everyone.โ€ [wealthsimple.com](https://www.wealthsimple.com/en-ca/about) ## Products & Services - **Trade**: Commission-free trading of stocks, ETFs, options ($0 contract fees), and cryptocurrency. [wealthsimple.com](https://www.wealthsimple.com/en-ca) - **Invest**: Expertly built automated portfolios for various risk tolerances and goals. - **Chequing**: A high-interest chequing account with rewards and no fees. - **Business**: Chequing, investing, and group retirement plans for companies. - **Advice**: Access to human financial advisors for personalized wealth management. ## Market Standing - **Valuation/Market Cap**: Not publicly disclosed. - **Key Metric**: Over $100 billion in assets under administration (as of 2026); more than 4 million clients; 1,500+ employees. [wealthsimple.com](https://www.wealthsimple.com/en-ca) - **Total Funding**: Over $1.1 billion raised across multiple rounds. [wealthsimple.com](https://www.wealthsimple.com/en-ca/careers) - **Notable Investors/Partners**: Power Corporation of Canada, Inovia Capital, Meritech Capital, TCV, Greylock Partners, Sagard Holdings, and others (board includes Paul Desmarais III, Patrick Pichette, Amy Bohutinsky, etc.). [wealthsimple.com](https://www.wealthsimple.com/en-ca/about) - **Growth Signals**: Fastest-growing Canadian online brokerage in 2025 by asset and trading volume growth (Investor Insight / ISS Canada). [wealthsimple.com](https://www.wealthsimple.com/en-ca) ## Competitive Advantages - **All-in-one platform**: Combines investing, trading, banking, crypto, and advice in a single, simple interface. - **Canadian-first focus**: Deeply understands the Canadian market (RRSP, TFSA, FHSA, etc.) and regulatory environment. - **Low-cost model**: Commission-free trades, no account minimums, competitive interest rates. - **Strong brand trust**: Over 4 million users and a reputation for transparency and customer-centric design. ## Strategic Focus - **Product expansion**: Continuously adding new features (e.g., options trading, high-interest chequing, business accounts). - **AI integration**: โ€œBuild with AIโ€ is an operating expectation; using AI to improve products and internal efficiency. [wealthsimple.com](https://www.wealthsimple.com/en-ca/culture) - **Scaling the team**: Actively hiring across engineering, product, design, and business roles to support growth. - **Deepening client relationships**: Moving from transactional to holistic financial wellness. ## Why Work Here - **Culture**: โ€œMaker-ownerโ€ philosophy โ€“ everyone is expected to ship, take ownership, and stay close to the work. Flat hierarchy, autonomy, and high impact. - **Flexible work**: Hybrid model with a central Toronto HQ and coworking hubs in Calgary, Vancouver, NYC, and San Francisco. Teams gather in person 2โ€“4 times per year for onsites; R&D teams have โ€œGo! Daysโ€ every 6 weeks. [wealthsimple.com](https://www.wealthsimple.com/en-ca/careers) - **Benefits**: 20 vacation days, 90 Days Away program (extended remote work), top-tier health benefits, $5,000/year mental health support, $1,500/year professional development, $1,500/year wellness & home office, equity for full-time employees, paid parental leave, and a 1.75% interest rate on chequing. [wealthsimple.com](https://www.wealthsimple.com/en-ca/careers) - **Engineering culture**: Emphasis on moving fast, shipping often, and using AI as a core tool. R&D teams have dedicated โ€œBuild Daysโ€ for deep work. - **Early talent program**: Internships and co-ops with mentorship from industry leaders. ## Sources 1. [wealthsimple.com](https://www.wealthsimple.com/en-ca) โ€“ Company overview, products, client count, growth stats 2. [wealthsimple.com](https://www.wealthsimple.com/en-ca/careers) โ€“ Careers page, benefits, work model, funding, employee count 3. [wealthsimple.com](https://www.wealthsimple.com/en-ca/about) โ€“ About page, leadership, board, mission, investors 4. [wealthsimple.com](https://www.wealthsimple.com/en-ca/culture) โ€“ Culture manual, values, maker-owner philosophy, AI expectations 5. [jobs.ashbyhq.com](https://jobs.ashbyhq.com/wealthsimple) โ€“ Current job openings ## Other roles at Wealthsimple Technologies - [Senior Lead, Partnerships (Acquisition)](https://feeny.ai/job/senior-lead-partnerships-acquisition-wealthsimple-technologies-canada-0cyzscccyren) โ€” Canada - [Intern, Client Experience Strategy & Operations](https://feeny.ai/job/intern-client-experience-strategy-operations-wealthsimple-technologies-canada-3ejm495h7n24) โ€” Canada - [Software Development Manager, Institutional Transfers](https://feeny.ai/job/software-development-manager-institutional-transfers-wealthsimple-technologies-ekefyay25sp8) โ€” Canada - [Marketing Operations & Campaign Manager - Active Traders](https://feeny.ai/job/marketing-operations-campaign-manager-active-traders-wealthsimple-technologies-jf0kd9wjj1af) โ€” Canada - [Senior Associate, Treasury Cash & Settlements](https://feeny.ai/job/senior-associate-treasury-cash-settlements-wealthsimple-technologies-canada-sj8btafr87ax) โ€” Canada - [Senior Analyst, Investment Research](https://feeny.ai/job/senior-analyst-investment-research-wealthsimple-technologies-canada-dttcky5x1n2m) โ€” Canada - [Growth Engagement Specialist](https://feeny.ai/job/growth-engagement-specialist-wealthsimple-technologies-canada-f3edbf3adeby) โ€” Canada - [Marketing Automation Developer (18-month contract)](https://feeny.ai/job/marketing-automation-developer-18-month-contract-wealthsimple-technologies-7c8d6vgfvke2) โ€” Canada - [Associate Creative Director, Art Director](https://feeny.ai/job/associate-creative-director-art-director-wealthsimple-technologies-canada-56f331ef34et) โ€” Canada - [Associate, Options Clearing](https://feeny.ai/job/associate-options-clearing-wealthsimple-technologies-canada-nc4y59tbng4y) โ€” Canada