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Wealthsimple

Manager, Legal Operations

Reposted 14 Days Ago
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Hybrid
Toronto, ON, CAN
Senior level
Hybrid
Toronto, ON, CAN
Senior level
The Manager of Legal Operations will oversee the processing of legal requests, ensure regulatory compliance, foster automation, manage complex cases, and lead a specialized team while ensuring high-quality stakeholder communication.
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Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $125 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.

We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.

About the Team

As the Manager, Legal Ops, you will lead the team responsible for processing of third party payment demands and orders and other operations processes involving legal risk. Whether it’s a CRA Requirement to Pay, a court-ordered garnishment, a Maintenance Enforcement Program (MEP) notice, or contested estates or issues involving capacity, you are the person who ensures we respond accurately, on time, and in full compliance with Canadian law.

This isn't just about data entry. It’s about building a scalable "machine" that can handle complex legal requests across different provinces while keeping the client experience top-of-mind. You’ll be the bridge between our Legal team, our Back-Office Operations, and external government agencies.
*Please note: This is a hybrid position requiring presence in our Toronto office a minimum of 1 day per week.

What you’ll do:

  • Master the Flow: Oversee the end-to-end processing of third party demands, including CRA Requests for Information and Requirements to Pay, wage garnishments, family support orders (MEP), civil / family garnishments, court-ordered seizures and estate administration (probate, letters of administration, executor/administrator instructions), and power of attorney and trading authority registrations.

  • Regulatory Compliance: Ensure all responses strictly adhere to federal and provincial legislation (like the Income Tax Act or provincial Enforcement of Maintenance Orders Acts). You’ll stay ahead of changing regulations to keep our processes current.

  • Process Engineering: We’re a tech company first. You’ll identify opportunities to automate manual workflows, reduce "toil," and use technology to track deadlines and payments more efficiently.

  • Complex Case Management: Act as the escalation point for complex orders—multiple garnishments on one account, priority of claims, or ambiguous court orders, contested estates, accounts with conflicting POA registrations, or clients who have lost capacity. You'll work closely with Legal to find the right path forward.

  • Stakeholder Liaison: Communicate directly with the CRA, provincial sheriffs, third parties and Canadian courts. You’ll also partner with our Client Experience (CX) team to ensure that when a client is affected, they receive clear and empathetic communication.

  • Audit & Reporting: Maintain an impeccable paper trail. You’ll lead regular quality checks and provide reporting on volume, aging, and accuracy to senior leadership.

  • Team Leadership: Manage and coach a specialized team, fostering a culture of high precision, curiosity, and continuous improvement.

What you’ll bring:

  • Domain Expertise: 5+ years of experience in legal orders, garnishments, or third party demands within a Canadian bank, credit union, or major payroll provider. Experience building or scaling a third party demand program is an asset.

  • Knowledge of the "System": You have a deep understanding of the Canadian legal landscape related to provincial garnishment and civil / family enforcement processes.

  • A Detail Obsession: You find the one missing digit in a 20-page document. You understand that in this role, "close enough" isn't good enough.

  • Tech-Forward Mindset: You aren't afraid of a spreadsheet, but you’d rather build a better system. Experience with workflow automation, SQL and/ or modern back-office tools is a huge asset.

  • Empathy: You recognize that behind every garnishment or order is a human being. You handle sensitive financial information with the utmost discretion and care.

  • Problem-Solving Grit: You enjoy solving complex problems, building processes to scale, and developing innovative solutions.

  • Team Leadership: Exceptional relationship-building and management skills. You are a passionate people leader who has experience managing and leading a team.

Nice to Have:
  • LL.B. or J.D. and member of a Canadian provincial bar association, is considered an asset.

  • Bilingualism (English and French).

  • Located in Toronto with a requirement to come into office 2-3 days per week.

Why Wealthsimple?

🌸 Top-tier health benefits and life insurance

📈 Long-term group savings with employer match, through Wealthsimple for Business

🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year

✈️ 90 days away: work outside Canada for up to 90 days per year

👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS

🌎 We are a hybrid team with over 1,500 employees across North America. 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 Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve 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 well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, 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 make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.

AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.

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