Optimize tax efficiency for high-net-worth clients as a Senior Tax Planner at Wealthsimple in Toronto. Blend your expertise in tax strategies and financial planning for maximum client impact. In the Wealth Management team, your role empowers financial plans for clients with $1MM–$5MM assets, enhancing tax strategies to unlock value.

This position demands a CPA and CFP certification, along with over 5 years in tax planning, wealth management, or financial advisory. Leverage AI tools to innovate and refine your strategies, contributing to advanced financial planning offerings. Key Responsibilities:

- Review and enhance financial plans for HNW clients
- Identify and implement optimal tax strategies
- Collaborate with the Advisor team on complex tax issues
- Model strategies for trusts, corporations, and estates
- Support advisors in client-facing conversations on tax matters Requirements:
- CPA and CFP designations required
- 5+ years in tax planning or wealth management
- Robust knowledge of Canadian tax law
- Experience with Conquest preferred
- Excellent communication skills for client interaction Maximize tax alpha for clients and bring innovation to Wealthsimple's wealth management services.

📌 Senior Tax Planner Wealthsimple Toronto
🏢 Jaide Health
📍 Toronto