Role overview

Wealthsimple, Canada’s leading financial innovator serving over 4 million Canadians with more than $169 billion in assets under administration, is seeking a Senior Tax Planner for its Wealth Management team. In this fully salaried role based remotely in Canada, you will optimize financial plans for high-net-worth clients by identifying tax strategies and maximizing tax efficiency across their wealth.

Key responsibilities

Review and optimize financial plans for clients in the $1 million to $3 million segment, with some exposure to clients up to $5 million, ensuring all applicable tax strategies are identified and implemented.
Identify and maximize tax alpha for wealth management clients, uncovering incremental value that standard planning approaches may miss.
Serve as the internal liaison to the 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 client-facing conversations on sophisticated tax planning questions, though not providing direct tax advice or acting as client accountants.
Contribute to the evolution of the company’s “CPA Designed” financial planning offering.
Leverage artificial intelligence tools to work more efficiently, model strategies effectively, and elevate team performance.

Requirements

CPA designation is required.
CFP designation is required, with genuine comfort and fluency in financial planning.
Minimum 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 high-net-worth clients.
Experience with Conquest software is strongly preferred.
Excellent communication skills with the ability to explain complex tax concepts clearly to advisors and clients.

What makes this role worth considering

This position offers a purpose-driven opportunity focused on client outcomes rather than sales targets, with no commission structure or sales performance requirements. You’ll work with a fast-moving, ambitious team that challenges industry norms while having access to cutting-edge fintech tools and an AI-forward approach to work. The company provides competitive benefits including top-tier health coverage, 20 vacation days plus 4 wellness days, unlimited sick and mental health days, the ability to work outside Canada for up to 90 days annually, and employee resource groups supporting diverse communities.