The Senior Analyst in Investment Research refines asset allocation, collaborates on initiatives, and analyzes market trends to enhance financial products.
Your career is an investment that grows over time!
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $70 billion in assets.
Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.
About the Investment Research Team
The Investment Research Team is at the core of every investment product designed at Wealthsimple. Our team combines deep market expertise with strategic vision, developing best-in-class investment strategies that serve our growing client base. We analyze financial products and securities with a data-driven approach, ensuring our offerings meet client needs while aligning with our mission to empower people with financial freedom.
In this role, you will have the opportunity to:
- Refine and enhance our asset allocation process using a data-driven analytical approach.
- Collaborate across teams—including Product, Marketing, Sales, and Engineering—to support high-priority initiatives.
- Translate investor needs into data models and analyses that inform key business decisions.
- Stay ahead of market trends, ensuring our investment products remain competitive and innovative in the retail wealth management space.
- Take ownership and deliver results—we believe in shipping fast and learning along the way.
- Work remotely, from anywhere in Canada (our offices are in Toronto, but we are a remote-first workforce).
Skills and experience we’re looking for:
- 2-4 years of experience in financial markets and investment research, possessing strong analytical and quantitative skills
- Analytically strong—you leverage data to drive insights and strategy.
- A creative, independent problem solver—you find solutions where others see roadblocks.
- An effective communicator—you articulate ideas clearly and collaborate seamlessly with stakeholders.
- Adaptable and resilient—you thrive in a fast-paced, ever-evolving environment.
- Committed to continuous learning—you welcome feedback and actively seek growth opportunities.
- A team player—you’re passionate about helping those around you succeed.
Why Wealthsimple?
🤑 Competitive salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple for Business
🌴 20 vacation days per year and unlimited sick and mental health days
📚 Up to $1,500 per year towards wellness and professional development budgets respectively
🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
💖 Company-wide wellness days off scheduled throughout the year
We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!
Read our Culture Manual and learn more about how we work.
Technology & Innovation at Wealthsimple
We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.
DEI Statement
At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.
Top Skills
AI
Data-Driven Analytical Approach
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