Top Benefits
Retirement savings matching plan
Company equity for full-time employees
Top-tier health benefits
About the role
Who you are
- CPA/CMA designation required (CFP or CFA is a valuable asset)
- 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
- Excellent communication skills with the ability to explain complex tax concepts clearly
- Client-first mentality in all aspects of your work
- Passion for helping clients achieve their financial goals through tax-efficient planning
- Technology-minded with the ability to leverage digital tools to enhance client experience
- Bilingual (English/French) capability is a significant asset
What the job involves
- As a Tax Planning Specialist on our Wealth Management team, you'll ensure all financial plans for our high net worth clients ($500K+) incorporate optimal tax strategies
- You'll be the driving force behind our "CPA Designed" financial plans, providing specialized tax expertise that differentiates our wealth management offering
- Unlike traditional roles, this position is fully salaried with no commission structure or sales targets. Your performance will be evaluated on a balanced scorecard focused entirely on delivering world-class tax planning and client experiences
- Review and optimize all financial plans created by our advisors to maximize tax efficiency
- Develop comprehensive tax strategies tailored to each client's unique situation and goals
- Consult with Wealth Advisors on complex tax matters affecting client portfolios
- Engage with clients as required to address sophisticated tax planning questions
- Assist the team with tax filing preparation for clients as needed
- Create educational resources on tax optimization strategies for both clients and advisors
- Apply your financial and tax expertise to complex situations involving corporations, trusts, and estates
- Contribute your insights to improve our "CPA Designed" financial planning service offering
Benefits
- Retirement savings matching plan through Wealthsimple Work
- Company equity for full-time employees
- Access to Premium Client perks, including personal finance learning & advice and a boosted interest rate on deposits
- Paid parental leave (6 months topped up to 100% of salary)
- 20 vacation days per year
- 90 Days Away program
- Top-tier health benefits
- Life & disability insurance
- Generous sick and mental health days
- Employee resource plan including services like RMT, psychology, and physiotherapy
- Up to $5,000 per year for mental health supports
- Gender Affirmation benefits
- Up to $1,500 per year for professional development
- Up to $1,500 per year for wellness and home office expenses
- Employee resource groups
- Social impact hours
Top Benefits
Retirement savings matching plan
Company equity for full-time employees
Top-tier health benefits
About the role
Who you are
- CPA/CMA designation required (CFP or CFA is a valuable asset)
- 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
- Excellent communication skills with the ability to explain complex tax concepts clearly
- Client-first mentality in all aspects of your work
- Passion for helping clients achieve their financial goals through tax-efficient planning
- Technology-minded with the ability to leverage digital tools to enhance client experience
- Bilingual (English/French) capability is a significant asset
What the job involves
- As a Tax Planning Specialist on our Wealth Management team, you'll ensure all financial plans for our high net worth clients ($500K+) incorporate optimal tax strategies
- You'll be the driving force behind our "CPA Designed" financial plans, providing specialized tax expertise that differentiates our wealth management offering
- Unlike traditional roles, this position is fully salaried with no commission structure or sales targets. Your performance will be evaluated on a balanced scorecard focused entirely on delivering world-class tax planning and client experiences
- Review and optimize all financial plans created by our advisors to maximize tax efficiency
- Develop comprehensive tax strategies tailored to each client's unique situation and goals
- Consult with Wealth Advisors on complex tax matters affecting client portfolios
- Engage with clients as required to address sophisticated tax planning questions
- Assist the team with tax filing preparation for clients as needed
- Create educational resources on tax optimization strategies for both clients and advisors
- Apply your financial and tax expertise to complex situations involving corporations, trusts, and estates
- Contribute your insights to improve our "CPA Designed" financial planning service offering
Benefits
- Retirement savings matching plan through Wealthsimple Work
- Company equity for full-time employees
- Access to Premium Client perks, including personal finance learning & advice and a boosted interest rate on deposits
- Paid parental leave (6 months topped up to 100% of salary)
- 20 vacation days per year
- 90 Days Away program
- Top-tier health benefits
- Life & disability insurance
- Generous sick and mental health days
- Employee resource plan including services like RMT, psychology, and physiotherapy
- Up to $5,000 per year for mental health supports
- Gender Affirmation benefits
- Up to $1,500 per year for professional development
- Up to $1,500 per year for wellness and home office expenses
- Employee resource groups
- Social impact hours