Associate, Options Clearing

Wealthsimple

. Own daily reconciliation, settlement, and expiration processing across the options book .

Posted 9/18/2026full-timeRemote • CanadaJuniorMid-Level💰 CA$54,400 - CA$68,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in back-office reconciliations, settlements, and options clearing, with a strong focus on operational efficiency and data analysis. Proficient in SQL and capable of collaborating effectively with trading and operations teams to resolve discrepancies.

Highest-signal resume keywords

Back-Office ReconciliationOptions Clearing (OCC/CDCC)SQL ProficiencyData AnalysisClear Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

ReconciliationSettlement ProcessingOptions ClearingData AnalysisSQL

Soft Skills

Clear CommunicationCollaboration

Tools & Technologies

Pivot TablesLookups

Certifications & Qualifications

CSCDFOL

Industry Keywords

Broker-DealerRegistered Investment DealerCDSDTCCSOLA

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Own daily reconciliation, settlement, and expiration processing across the options book
Catch and resolve breaks before they reach clients
Act as the subject matter expert on OCC and CDCC clearing, including SOLA, exercises, assignments, and institutional options transfers
Partner with the Trade Desk, engineering, and other operations teams to resolve trade and position discrepancies and reduce risk
Use pivot tables, lookups, and SQL to identify causes of inefficiencies
Build and improve tools and workflows as options volume grows
Develop processes to increase back-office operational efficiency
Report to the Senior Manager, Options Clearing

Requirements

What you’ll need

2+ years handling back-office reconciliations, settlements, or options clearing (OCC/CDCC) at a broker-dealer or registered investment dealer
Comfortable with large data sets and identifying and explaining position breaks
Working knowledge of SQL, or readiness to learn it quickly
Available to support early and late hours on a rotating basis around market events and settlement cycles
Clear communication and ability to work with trading, product, and operations teams
Progress toward or completion of CSC, DFOL, or similar industry courses (nice to have)
Familiarity with CDS or DTCC settlement (nice to have)
Familiarity with Claude AI or Claude Code (nice to have)
Eligible to work in Canada without current or future need for sponsorship

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
Equity compensation for permanent employees