The RoleAs a Senior Tax Planner on our Wealth Management team, you'll ensure that financial plans built for our high-net-worth clients are optimized for tax efficiency. Your job isn't to build a financial plan from scratch - it's to take an already sound plan and push it further: identifying every applicable strategy and maximizing tax alpha for each and every wealth management client we serve.
This is a role for someone who thinks like both a tax expert and a financial planner. You'll need the technical depth to spot the strategy, and the CFP-level fluency in financial planning to know how it fits into the bigger picture of a client's plan.
We move fast here, and we expect this role to move with us. Naive ambition is one of our core values - and this team pushes hard to find better, faster ways to do the work, including using AI as a genuine extension of how we operate.
Unlike traditional roles in this space, this position is fully salaried with no commission structure or sales targets.
What You'll Do- Review and optimize financial plans across our $1MM-$3MM client segment (with some exposure up to $5MM), ensuring every applicable tax strategy has been identified and applied
- Maximize tax alpha for every wealth management client - finding the incremental value that even a good plan misses
- Act as the internal liaison to our Advisor team on complex tax strategies, including building and modeling those strategies as needed
- Apply your expertise to complex situations involving corporations, trusts, and estates
- Support occasional client-facing conversations on sophisticated tax planning questions - note that you will not be providing specific tax advice directly to clients or acting in the capacity of their accountant
- Contribute to the ongoing evolution of our "CPA Designed" financial planning offering
- Bring an AI-native mindset to the role - using AI tools to work faster, model strategies more efficiently, and raise the bar on what the team can deliver
What You Bring- CPA designation required
- CFP designation required, with genuine comfort and fluency in financial planning - this isn't a tax-only role
- 5+ years of experience in tax planning, wealth management, or financial advisory roles
- Strong knowledge of Canadian tax law and financial planning strategies
- Proven track record of implementing effective tax optimization strategies for HNW clients
- Experience with Conquest strongly preferred
- Excellent communication skills, with the ability to explain complex tax concepts clearly to advisors and clients alike
- A client-first mentality in everything you do
- An AI-native mindset and enthusiasm for using AI tools to move faster and work smarter
- Bilingual (English/French) capability is a significant asset
Why You'll Love Working Here- A purpose-driven role focused on client outcomes, not sales targets
- The chance to challenge industry norms and put clients first, for real
- A fast-moving, ambitious team that isn't satisfied with the status quo
- Access to cutting-edge fintech tools and an AI-forward way of working
- Career growth in a rapidly expanding company
- Competitive salary and benefits package
- Be part of revolutionizing how wealth management is delivered in Canada
Why Wealthsimple?🌸 Top-tier health benefits and life insurance
Long-term group savings with employer match, through Wealthsimple for Business
20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
90 days away: work outside Canada for up to 90 days per year
Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
