Optimize high-net-worth financial plans with Canadian tax law expertise and CFP fluency at Wealthsimple’s hybrid Wealth Management team. Use AI tools to model strategies more efficiently.
As a Senior Tax Planner, you will refine sound plans for clients with $1MM–$3MM, with some exposure up to $5MM. You will identify tax strategies, maximize tax alpha, and connect tax expertise with broader financial planning. The work includes corporations, trusts, estates, and complex advisor collaboration.
Key Responsibilities:

Review and optimize financial plans across high-net-worth client segments
Identify applicable strategies and maximize tax alpha for clients
Model complex tax strategies for Advisor team partners
Apply expertise to corporations, trusts, and estates
Contribute to Wealthsimple’s CPA Designed planning offering
Requirements:

CPA and CFP designations required
Five or more years in tax planning, wealth management, or advisory
Strong Canadian tax law and financial planning knowledge
Proven tax optimization results for high-net-worth clients
Experience with Conquest strongly preferred
Bring tax planning, financial planning, and AI expertise to strengthen Wealthsimple’s high-net-worth client strategies.

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Senior Tax Planner Wealth Management