Estate Planning Specialist to Build & Optimize HNW Plans (Ontario)

30 Sep

Wealthsimple

Ontario

30 Sep

Wealthsimple

Ontario

Wealthsimple Inc. is seeking an experienced Estate Planning Specialist in Canada to review and optimize clients’ wills, trusts, and broader estate plans. The role focuses on identifying gaps, aligning plans with client goals, and guiding resources without selling insurance or products.
You will design and build the estate review process, collaborate with Wealth Management leadership, and leverage AI tools to model scenarios and enhance client outcomes. This is a client‑first, non‑sales role.

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📌 Estate Planning Specialist to Build & Optimize HNW Plans (Ontario)
🏢 Wealthsimple
📍 Ontario

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