Teams at Wealthsimple

Lead data science initiatives supporting Wealthsimple’s Commercial team and AI Voice Agent program. Build reliable data models, develop and maintain machine-learning models, design experiments, conduct analyses, and create dashboards and metrics. Partner with Sales, Operations, Product, Design, Engineering, and leadership to improve sales processes and business outcomes. Mentor teammates and communicate insights to senior stakeholders.

Own employee benefits inquiries and escalations, ensure accurate data flow between HRIS and providers, analyze utilization and costs, manage benefits vendors, improve self-service resources, and recommend program enhancements. The role supports Canadian and US benefits programs, simplifies processes through automation and AI, and partners with Total Rewards leadership on future offerings.

Owns Wealthsimple’s end-to-end Canadian indirect tax compliance, including GST/HST, QST, PST, registrations, nexus monitoring, audits, tax accruals, reconciliations, legislative monitoring, controls, and recovery opportunities. Provides tax research and advisory support for new products and transactions while partnering with Finance and Technology on tax coding, systems, process improvements, and AI automation initiatives.