Associate, Brokerage Operations – Corporate Actions, Dividends

Wealthsimple

. Own the daily processing of corporate actions and dividends across client accounts .

Posted 9/24/2026full-timeRemote • CanadaJuniorMid-Level💰 CA$54,400 - CA$68,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in corporate actions and dividends processing, with a strong focus on operational efficiency and data analysis. Proficient in managing discrepancies and collaborating with cross-functional teams to mitigate risks and enhance client service.

Highest-signal resume keywords

Corporate Actions ProcessingBack-Office OperationsData AnalysisExcel ProficiencyRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Corporate Actions ProcessingData AnalysisExcel ProficiencySQL FamiliarityReconciliation Management

Soft Skills

Detail-OrientedOrganizational SkillsProblem-SolvingPositive AttitudeCuriosity

Tools & Technologies

CDSDTCOCCCDCCClaude AI

Certifications & Qualifications

CSCDFOL

Industry Keywords

Broker-DealerEquitiesOptionsCorporate ActionsDividends

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Own the daily processing of corporate actions and dividends across client accounts
Catch and resolve discrepancies before they reach clients
Work directly with Operations Associates to maintain accurate client records
Act as the subject matter expert on tax issues related to corporate actions and dividends
Partner with the Trade Desk, securities lending, management, and other teams to escalate and resolve critical issues and reduce risk
Analyze the impact of new product launches on corporate action and dividend processes and implement required changes
Troubleshoot, manage, and proactively resolve reconciliation differences
Use data to identify inefficiencies and fix them
Develop processes to increase back-office operational efficiency
Report to the Team Lead of Corporate Actions

Requirements

What you’ll need

2+ years at a broker-dealer handling back-office corporate action processing for equities and options (CIRO-regulated dealer preferred)
Experience working with CDS, DTC, OCC, and CDCC
Strong Excel skills
Comfortable with large data sets and able to identify position or entitlement breaks and explain their causes
Progress toward or completion of CSC, DFOL, or similar industry courses (nice to have)
Familiarity with programming, especially SQL (nice to have)
Familiarity with Claude AI or Claude Code (nice to have)
Naturally curious, organized, and detail-oriented
Ability to work accurately against tight, non-negotiable deadlines
Excellent people skills and a positive attitude
Willingness to escalate issues early
Genuine interest in how markets and technology intersect
Legally eligible to work in Canada

Benefits

Comp & perks

Top-tier health benefits and life insurance
Long-term group savings with employer match, through Wealthsimple for Business
20 vacation days per year
4 wellness days per year
Unlimited sick and mental health days per year*
Work outside Canada for up to 90 days per year*
Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
Permanent employees receive equity compensation
AI Notetaker interview recording and transcription, with the option to opt out without impact on candidacy