Optimize high-net-worth financial plans with Canadian tax law expertise and CFP fluency at Wealthsimple’s hybrid Wealth Management team. Use AI tools to model strategies more efficiently.
As a Senior Tax Planner, you will refine sound plans for clients with $1MM–$3MM, with some exposure up to $5MM. You will identify tax strategies, maximize tax alpha, and connect tax expertise with broader financial planning. The work includes corporations, trusts, estates, and complex advisor collaboration.

Key Responsibilities

Review and optimize financial plans across high-net-worth client segmentsIdentify applicable strategies and maximize tax alpha for clientsModel complex tax strategies for Advisor team partnersApply expertise to corporations, trusts, and estatesContribute to Wealthsimple’s CPA Designed planning offeringRequirements:
CPA and CFP designations requiredFive or more years in tax planning, wealth management, or advisoryStrong Canadian tax law and financial planning knowledgeProven tax optimization results for high-net-worth clientsExperience with Conquest strongly preferredBring tax planning, financial planning, and AI expertise to strengthen Wealthsimple’s high-net-worth client strategies.
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📌 Senior Tax Planner Wealth Management (Winnipeg)
🏢 Wealthsimple
📍 Winnipeg