Who you are

• 10+ years of progressive experience in accounting policy, technical accounting, or financial reporting, with meaningful time spent in a dedicated accounting policy or advisory role
• Deep and current knowledge of IFRS, with demonstrated expertise in complex areas such as IFRS 9, 15 etc. CPA designation required
• Experience in financial services — particularly across multiple product lines (banking, brokerage, lending, payments) — is a significant asset
• Proven ability to build new functions, processes, or teams from scratch in a fast-paced environment. Prior experience operating in or preparing for a public company environment (SOX/ICFR) is strongly preferred
• Experience managing external audit relationships and a track record of navigating complex technical discussions with auditors and regulators
• Exceptional written and verbal communication skills, with the ability to translate complex technical accounting concepts into clear, practical guidance for non-finance stakeholders and executive leadership
• A passion for Wealthsimple, fintechs, technology, and AI
• An ability to thrive in fast-paced and highly ambiguous settings, building products and processes from the ground up with limited guidance
• Demonstrated experience in leading cross-functional projects and fostering collaborative partnerships among diverse teams

What the job involves

• Reporting to the Senior Director, Financial Reporting, the Director, Accounting Policy will be the founding leader of Wealthsimple's Accounting Policy function
• This is a rare opportunity to build a critical discipline from the ground up at one of Canada's most ambitious fintech companies — and to shape the accounting infrastructure that will carry Wealthsimple through its next chapter
• You will be responsible for establishing the company's accounting policy framework, building and curating a comprehensive policy library, and ensuring that every business line — from brokerage and banking to credit card, WealthsimpleTax, and mortgage — has the technical accounting guidance it needs to launch, scale, and report with confidence
• You will also serve as a key point of contact for our external auditors and play a central role in defining Wealthsimple's long-term accounting policy strategy
• This role is ideal for someone who thrives in ambiguity, gets energy from building things that don't yet exist, and wants to leave a lasting mark on the financial foundation of a rapidly growing company
• Stand up Wealthsimple's first dedicated accounting policy team. Define the mandate, operating model, and roadmap for the function
• Establish the processes, templates, and governance frameworks that will scale with the organization as it grows in complexity and regulatory scrutiny
• Design, build, and maintain a comprehensive accounting policy library aligned with IFRS and Wealthsimple's long-term corporate strategy using Claude and existing accounting memos to build the library at scale and at pace
• Author and maintain technical accounting policy positions, memos, and white papers covering all areas, especially key ones such as IFRS 9, IFRS 15, equity-based compensation and emerging standards
• Ensure policies are practical, clearly written, and accessible to both finance professionals and non-finance stakeholders across the business
• Act as the go-to accounting policy advisor for all of Wealthsimple's business lines, including brokerage, banking, credit card, SimpleTax, mortgage, and any new products on the horizon
• Partner with product, legal, and business teams early in the product development lifecycle to assess accounting implications of new products, features, and commercial arrangements before they launch
• Provide proactive guidance on complex or non-routine transactions, ensuring proper IFRS treatment is identified and documented in advance
• Serve as a primary point of contact for external auditors on all accounting policy matters, including new policy positions, changes in estimates, and technical interpretations
• Coordinate the preparation and delivery of accounting policy documentation to auditors, ensuring positions are well-supported and audit-ready
• Proactively manage the audit timeline for policy-related deliverables and resolve technical accounting queries efficiently
• Define and own the multi-year accounting policy roadmap, anticipating the evolving needs of Wealthsimple as it scales by ensuring that all accounting policies are documented, defensible, and aligned with best practices
• Monitor the IFRS standard-setting pipeline and proactively assess the impact of new or amended standards on Wealthsimple's business and financial reporting
• Partner with the Senior Director, Financial Reporting and the broader finance leadership team to ensure accounting policies support robust internal controls and meet the expectations of external stakeholders

Benefits

• Retirement savings matching plan through Wealthsimple Work
• Company equity for full-time employees
• Access to Premium Client perks, including personal finance learning & advice and a boosted interest rate on deposits
• Paid parental leave (6 months topped up to 100% of salary)
• 20 vacation days per year
• 90 Days Away program
• Top-tier health benefits
• Life & disability insurance
• Generous sick and mental health days
• Employee resource plan including services like RMT, psychology, and physiotherapy
• Up to $5,000 per year for mental health supports
• Gender Affirmation benefits
• Up to $1,500 per year for professional development
• Up to $1,500 per year for wellness and home office expenses
• Employee resource groups
• Social impact hours