Original listing text, shown exactly as published by the company.
About the Role
Wealthsimple is building Canada's leading financial platform — spanning brokerage, banking, crypto, and wealth management — and we're entering a phase where the quality of our financial analysis needs to match the ambition of what we're building. We're looking for a Senior Analyst with an investment banking or advisory background to bring institutional-grade modeling, valuation, and analytical rigor to our FP&A function.
This role is for someone who can build a 3-statement integrated financial model from a blank workbook, tear apart a 10-K in an afternoon, and pressure-test the assumptions behind a $50M capital allocation decision — all with minimal hand-holding. You'll work across long-range planning, competitive intelligence, market sizing, and stakeholder analytics as we continue to scale.
In this role you'll have the opportunity to:Long-Range Financial Modeling
- Build and maintain integrated 3-statement financial models (income statement, balance sheet, cash flow) with 5-year projection horizons
- Own scenario and sensitivity analysis tied to key business drivers — client growth, AUM mix, take rate, and unit economics by product line
- Translate strategic initiatives into quantified financial impacts with clear assumptions and audit trails
Comparable Companies & Valuation Analysis
- Maintain a living comps universe of public fintech, brokerage, neobank, and wealth management peers
- Analyze peer 10-Ks, 10-Qs, and earnings transcripts to extract operating metrics, segment economics, and reporting practices
- Produce valuation benchmarking that informs internal capital allocation and strategic positioning
Total Addressable Market & Growth Analysis
- Build bottoms-up and top-down TAM frameworks across Wealthsimple's product verticals
- Size market opportunities using primary regulatory, census, and industry data — not sell-side estimates
- Quantify penetration rates, wallet share, and whitespace to support strategic planning and investment cases
Executive & Stakeholder Reporting
- Support the development of institutional-quality materials: KPI packages, performance narratives, and supplemental data exhibits
- Help define and stress-test key performance metrics — ensuring they're defensible, consistent, and tell the right story over time
- Serve as an analytical resource for board materials and executive presentations
Ad Hoc Strategic Analysis
- Evaluate capital allocation decisions against our investment framework
- Analyze unit economics at the across many metrics
- Support competitive deep-dives, pricing analysis, and product economics work as the business requires
Skills You'll Bring
- 2–4 years in investment banking, equity research, transaction advisory, strategic finance (or equivalent intensity). You've lived in Excel under pressure and it shows.
- You can build an integrated 3-statement model from scratch — not just update templates. DCF, LBO, and comps are second nature.
- Deep comfort with public company filings (10-K, 10-Q, proxy, S-1). You know where to find what matters and how to contextualize it.
- You think in terms of capital allocation, return hurdles, and economic trade-offs — not just revenue growth.
- Strong command of Excel/Google Sheets. SQL or BI tool experience is a plus but not required.
- Self-sufficient and independent. You take ambiguous problems and come back with structured, defensible answers — not a list of clarifying questions.
- Clear written and verbal communication. You can translate complex analysis into a narrative that a non-finance executive would follow.
- Genuine interest in fintech, capital markets, or financial services. You want to understand the business, not just model it.
What Would Make You Stand Out
- Direct experience covering fintech, financial services, or payments in an IB or ER seat
- Familiarity with Canadian financial services regulation or the competitive landscape
- Experience building financial reporting infrastructure or supporting institutional stakeholder communications
- Exposure to cohort-based unit economics or LTV/CAC frameworks in a high-growth context
