Wealthsimple Inc. in Canada is seeking an Estate Planning Specialist to build the foundation for reviewing and optimizing wealth-management estate plans for high-net-worth clients.
This role focuses on evaluating wills, trusts, and broader documents to identify misalignments with client goals, guiding changes without drafting legal instruments. The specialist will connect clients to our estate lawyer referral network or drafting partners, design the review process, and collaborate with Wealth