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 segments
- Identify applicable strategies and maximize tax alpha for clients
- Model complex tax strategies for Advisor team partners
- Apply expertise to corporations, trusts,
and estates
- Contribute to Wealthsimple’s CPA Designed planning offering
Requirements:
- CPA and CFP designations required
- Five or more years in tax planning, wealth management, or advisory
- Solid Canadian tax law and financial planning knowledge
- Proven tax optimization results for high-net-worth clients
- Experience with Conquest strongly preferred
Bring tax planning, financial planning, and AI expertise to strengthen Wealthsimple’s high-net-worth client strategies.