Senior Tax Planner, Wealth Management

The role

You will review and optimize financial plans for high-net-worth clients to ensure tax efficiency. You will act as an internal liaison to the Advisor team and apply expertise to complex situations involving corporations, trusts, and estates.

What you will do

• Review and optimize financial plans across the $1MM–$3MM client segment
• Maximize tax alpha for wealth management clients
• Act as the internal liaison to the Advisor team on complex tax strategies
• Build and model tax strategies
• Apply expertise to complex situations involving corporations, trusts, and estates
• Support occasional client-facing conversations on sophisticated tax planning questions
• Contribute to the evolution of the CPA Designed financial planning offering
• Use AI tools to work faster and model strategies more efficiently

Required qualifications

• CPA designation required
• CFP designation required
• 5+ years of experience in tax planning, wealth management, or financial advisory roles
• Strong knowledge of Canadian tax law and financial planning strategies
• Proven track record of implementing effective tax optimization strategies for HNW clients
• Excellent communication skills
• A client-first mentality
• An AI-native mindset and enthusiasm for using AI tools

Nice to have

• Experience with Conquest
• Bilingual (English/French) capability

Benefits

• Top-tier health benefits and life insurance
• Long-term group savings with employer match
• 20 vacation days
• 4 wellness days
• Unlimited sick and mental health days per year
• 90 days away: work outside Canada for up to 90 days per year

About the company

Wealthsimple is Canada’s leading financial innovator, offering financial products across managed investing, trading, cryptocurrency, tax filing, spending and saving. The company is headquartered in Toronto, Canada.