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 robust Canadian tax knowledge. The role emphasizes collaboration with advisors and AI-enabled workflows to deliver exceptional client outcomes.
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📌 Senior Tax Planner — Ai Enabled Wealth Strategy Toronto (Canada)
🏢 Wealthsimple
📍 Canada
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