Senior Manager, Corporate Development
Télétravail au CanadaWealthsimple Technologies
7+ ansWealthsimple Technologies needs candidates with 7+ years in corporate development, investment banking, venture capital or private equity. They must have strong financial modelling and valuation skills (DCF, comps), structured analytical thinking, strong written and verbal communication, and the ability to manage several priorities across cross-functional teams.
Financial forecasting, Apply strategic thinking, Critical thinking, Problem solving, Financial modelling, Interpersonal skills
Manager, Transfer Pricing & International Tax
Télétravail au CanadaWealthsimple Technologies
5+ ansCandidates need 5 to 8+ years of transfer pricing, international tax or tax advisory experience, strong knowledge of Canadian and OECD transfer pricing rules, and experience with T106 and T1134 reporting. A CPA, CA or LL.M. is an asset.
Regulatory compliance, Documentation, Reporting, Problem solving, Communication skills, Project management
(Bilingual) Senior Advisor / Lead Advisor, Wealth Management Service (Quebec Clients)
Télétravail au CanadaWealthsimple Technologies
5+ ansCandidates need a Pl. Fin. designation, a CIM or CFA designation, and fluency in French and English. Senior Advisors need 5+ years of wealth management or financial advisory experience; Lead Advisors need 10+ years, including HNW clients, plus additional designations such as FEA, TEP or CPA.
Bilingualism, Sales targets, Onboarding, Customer service, Communication skills, Financial planning