Senior Tax Planner — AI-Enabled Wealth Strategy (Toronto)

Senior Tax Planner — AI-Enabled Wealth Strategy (Toronto)

15 Sep
|
Wealthsimple
|
Toronto

15 Sep

Wealthsimple

Toronto

Wealthsimple Inc. seeks a Senior Tax Planner to optimize tax efficiency for high-net-worth clients within Wealth Management. You will enhance existing financial plans by identifying strategies and integrating tax optimization into broader planning.

Required CPA and CFP credentials, 5+ years in tax planning, and solid Canadian tax knowledge. The role emphasizes collaboration with advisors and AI-enabled workflows to deliver exceptional client outcomes.

📌 Senior Tax Planner — AI-Enabled Wealth Strategy (Toronto)
🏢 Wealthsimple
📍 Toronto

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