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Senior Specialist, Margin Supervision

Remote, USA Full-time Posted 2025-07-27

Wealthsimple is looking for a Senior Specialist, Margin Supervision to join their team. The role involves monitoring and managing risk within margin accounts, implementing risk mitigation strategies, and creating policies and procedures to address complex derivatives.

Requirements

  • 3-5 years of experience in margin and complex derivatives working for an investment dealer in a similar capacity
  • Active registration with CIRO as an Investment Representative dealing with complex derivatives and as an Options Supervisor
  • Canadian Securities Course (CSC), Conduct and Practices and Handbook Course (CPH), Derivatives Fundamentals and Options Licensing Course (DFOL), Futures Licensing Course (FLC), Investment Dealer Supervisors Course (IDSC), and Canadian Commodity Supervisor’s Qualifying Exam (CCSE)

Benefits

  • Competitive salary
  • Top-tier health benefits and life insurance
  • Retirement savings matching plan using Wealthsimple for Business
  • 20 vacation days per year and unlimited sick and mental health days
  • Up to $1,500 per year towards wellness and professional development budgets respectively
  • 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
  • A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
  • Company-wide wellness days off scheduled throughout the year

Originally posted on Himalayas

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