About the job
Join Our Mission to Simplify Financial Freedom
At Wealthsimple, we're dedicated to empowering individuals to achieve financial independence through straightforward, transparent, and affordable financial services. As Canada's leading fintech company, we serve over 3 million clients managing assets exceeding $100 billion. We value agility, ownership, and a deep commitment to our customers. If you resonate with our mission, we encourage you to explore this opportunity.
Position Overview:
In the role of Manager, Capital & Liquidity Management, you will report to the Director and collaborate closely with the Treasury team while engaging with various Finance functions, including FP&A, Accounting, Product, and Operations. Your expertise will be pivotal in enhancing our capital and liquidity management strategies. As a trusted advisor, you will work with leaders across multiple departments to devise innovative solutions to complex challenges, thriving in a dynamic and collaborative environment.
Key Responsibilities:
- Lead strategic capital and liquidity planning to maintain optimal positions across all legal entities by collaborating with data science, FP&A, product leadership, and regulatory teams.
- Design, implement, and test the contingent funding plan to ensure robust financial resilience.
- Oversee the development and maintenance of Wealthsimple’s capital and liquidity policies and frameworks.
- Facilitate effective planning, forecasting, and resource optimization.
- Manage overall Treasury risk, including the identification, assessment, and reporting of capital and liquidity risks, along with proactive management strategies.
- Evaluate key liquidity and capital assumptions to enhance financial resource allocation while considering potential risks and vulnerabilities.
- Act as a subject matter expert in Treasury modeling, stress testing, and scenario analysis.

