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Wealthsimple

Senior Tax Planner, Wealth Management

  • Canada
  • Remote
  • Posted Sep 12, 2026
  • 1 position

$124,000–$155,000 / year

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Employment type
Full-time
Experience level
Senior · 5+ years
Minimum education
Professional degree
Posting language
English
Working hours
40 hours per week
Location requirements
Country, Canada

Job summary

The Senior Advisor will optimize financial plans for high-net-worth clients by identifying and applying advanced tax strategies. They will act as an internal liaison to the advisor team and utilize AI tools to enhance the efficiency and quality of financial modeling.

Job details

The Senior Advisor will optimize financial plans for high-net-worth clients by identifying and applying advanced tax strategies. They will act as an internal liaison to the advisor team and utilize AI tools to enhance the efficiency and quality of financial modeling. Candidates must hold both CPA and CFP designations with at least 5 years of experience in tax planning or wealth management. Proficiency in Canadian tax law and experience with financial planning software like Conquest are required.

What you’ll do

The Senior Advisor will optimize financial plans for high-net-worth clients by identifying and applying advanced tax strategies. They will act as an internal liaison to the advisor team and utilize AI tools to enhance the efficiency and quality of financial modeling.

Requirements

Candidates must hold both CPA and CFP designations with at least 5 years of experience in tax planning or wealth management. Proficiency in Canadian tax law and experience with financial planning software like Conquest are required.

Benefits

  • Health benefits
  • Life insurance
  • Long-term group savings with employer match
  • 20 vacation days
  • 4 wellness days
  • Unlimited sick and mental health days
  • 90 days away work program
  • Equity compensation

Listed skills

  • Financial planning · Preferred
  • Communication · Preferred
  • client relations · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

  • Tax planning
  • Wealth management
  • Financial advisory
  • Canadian tax law
  • Financial planning
  • Conquest
  • AI tools
  • Strategic modeling
  • Communication
  • Client relations
  • Corporate tax
  • Trusts
  • Estates
  • Tax optimization

Job areas

  • Finance & Accounting
  • Management & Leadership
  • Consulting
  • Technology

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