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Wealthsimple, Canada's leading financial innovator serving 4+ million Canadians with $155B+ in assets under administration, is seeking a Senior Advisor, Tax Planning for its Wealth Management team.
In this role, you will optimize financial plans for high-net-worth clients (primarily $1MM–$3MM segment, with some exposure to $5MM+) by identifying and implementing tax efficiency strategies. Your core responsibility is to take already sound financial plans and maximize tax alpha—finding incremental value that even good plans miss. You'll review plans across the portfolio, act as the internal liaison to the Advisor team on complex tax strategies, model sophisticated strategies as needed, and support occasional client-facing conversations on tax planning questions (though you will not provide direct tax advice or act as clients' accountant).
You'll work with complex situations involving corporations, trusts, and estates, contribute to the evolution of Wealthsimple's "CPA Designed" financial planning offering, and bring an AI-native mindset to the role—using AI tools to work faster, model strategies more efficiently, and raise the bar on team delivery. This is a fully salaried position with no commission structure or sales targets, reflecting a purpose-driven, client-first approach.
The role operates within a fast-moving, ambitious fintech environment where naive ambition is a core value. You'll collaborate with talented, curious teammates across North America in a hybrid setup, though this specific role is fully remote.
REQUIREMENTS:
- CPA designation (required)
- CFP designation (required), with genuine comfort and fluency in financial planning
- 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 ability to explain complex tax concepts clearly to advisors and clients
- Client-first mentality
- AI-native mindset and enthusiasm for using AI tools to move faster and work smarter
- Bilingual (English/French) capability (significant asset)
