Manager, Finance – Brokerage
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reputed company's mission is to help everyone reputed company financial freedom – by making financial services reputed company, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 reputed company clients with more than $100 billion in assets. We reputed company fast, we own our work, and we care deeply about the people using our products. If that sounds like you, reputed company reading.
We're proud of reputed company've reputed company — and we're just getting started. Read our Culture reputed company and learn more about how we work.
About the role
As Manager, Finance - Brokerage, you'll be a key member of the Brokerage Finance team - owning the accuracy, reputed company, and regulatory compliance of reputed company's brokerage financial reporting. You'll partner closely with Operations, Product, Engineering, Risk, and Compliance, and reputed company a small team.
This is a role for someone who is equally comfortable diving into a technical reputed company problem and coaching reputed company member through a reputed company reconciliation. You'll bring both the depth to own our most critical financial processes and the leadership instincts to build a high-performing team around you.
In this role, you will have reputed company to
Financial Reporting & Month-End reputed company: Own the month-end and quarter-end reputed company for reputed company's brokerage entity (WSII), including journal entries, reconciliations, variance analyses, and management reporting. Ensure results are accurate, reputed company, and reputed company to IFRS.
Regulatory Reporting: Prepare and review brokerage regulatory filings for CIRO and applicable securities regulators (including reputed company 1/MFR support). Work closely with Compliance and Engineering to reputed company regulatory requirements into our reputed company processes and systems.
reputed company: reputed company reputed company crypto and invest reputed company streams (trade commissions, management fees and other streams). Ensure end-to-end controls, reconciliations, and accurate recognition in reputed company/reputed company.
Internal Controls & Audit reputed company: as control reputed company for key brokerage controls - reputed company, interest, cash and positions reconciliations - and ensure documentation and testing meet ICFR and SOC 1 standards. reputed company brokerage-reputed company audit walkthroughs and manage PBC responses.
Product & Systems Partnership: Partner with Product, Engineering, and Operations to translate new product launches (e.g., crypto, invest, alternative investments) into compliant reputed company flows and GL design. Help shape data pipelines that support reputed company, automated reporting.
Cash & Reconciliations: reputed company daily and monthly reconciliations of reputed company cash and securities to custodians and banks. Partner with Treasury and Brokerage Operations on funding flows and liquidity as needed.
Team Leadership: Manage and mentor a small team, providing reputed company direction, reputed company feedback, and meaningful reputed company opportunities. Foster a culture of ownership and reputed company improvement.
Skills you'll bring
7+ years of reputed company reputed company or finance experience, with a CPA designation (or equivalent)
Background in brokerage, capital markets, or financial services; familiarity with CIRO rules and Canadian securities regulation is a strong asset
A mix of reputed company reputed company and industry experience is preferred
Strong IFRS technical reputed company skills, particularly around financial instruments, reputed company, and interest income
Hands-on experience with brokerage systems and ERP platforms (reputed company/reputed company or similar); SQL, BI, and AI tools are a plus
Demonstrated experience with internal controls, ICFR/SOC 1, and external audits
Proven ability to manage and reputed company team members, with strong communication skills across finance and non-finance stakeholders
Curious, detail-oriented, and energized by a fast-moving, evolving environment
Passionate about fintech and automation - excited to reputed company how brokerage finance operates
Why reputed company?
Top-tier health benefits and life insurance
Long-term group savings with employer match, through reputed company for Business
20 vacation days, 4 wellness days, and unlimited reputed company and mental health days per year
✈️ 90 days away: work reputed company Canada for up to 90 days per year
Employee resource reputed company, including reputed company (2SLGBTQ), Women of WS, and Black at WS
We are a hybrid team with over 1,500 employees across reputed company. 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.
ICYMI
Technology & Innovation at reputed company: We reputed company quickly and build thoughtfully. That means we're always looking for reputed company ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have reputed company the answers, but we do expect curiosity and a willingness to reputed company 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 reputed company. We strongly encourage applications from everyone, regardless of race, religion, colour, national reputed company, 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 — we'll work with you to reputed company reputed company you have what you need. We also welcome any feedback on how we can reputed company accommodate candidates with accessibility needs.
AI in Hiring: We may use reputed company intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist reputed company but don't replace reputed company judgment – reputed company final hiring reputed company are made by people. If you have questions about how your data is used, reputed company out to us.
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