Senior Tax Planner, Wealth Management

Build something people loveWealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.

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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 i...