Drive tax optimization for affluent clients as a Senior Tax Planner on Wealthsimple's Wealth Management team in Toronto. Utilize your dual expertise in tax and financial planning to enhance client outcomes.

This role focuses on optimizing financial plans for clients within the $1MM–$5MM range, delivering true tax efficiency and creating value where it's often overlooked. You'll need a CPA and CFP certification, alongside a solid 5 years in relevant positions.

Expect to use AI tools that ensure productivity and efficiency while collaborating with a agile advisor team.

Key Responsibilities:
Assess and optimize financial strategies for wealthy clients
Maximize tax savings through strategic planning




Work closely with Advisors on intricate tax strategies
Provide insights on trusts, estates, and corporate tax issues
Engage in client discussions on advanced planning aspects

Requirements:
Required CPA and CFP designations
Minimum 5 years in tax and wealth management roles
Deep understanding of Canadian tax regulations
Preferred experience with Conquest software
Solid communication abilities for transparent client interfacing

Elevate your career with Wealthsimple by driving tax strategy innovation and client success.

📌 Wealth Management Senior Tax Planner Toronto
🏢 Jaide Health
📍 Toronto