Senior Tax Planner — AI-Enabled Wealth Strategy

Wealthsimple Inc.; Toronto; Hybrid; CAD 110,000 - 170,000; Full time

Benefits offered by this job

Health benefits

Life insurance

Vacation days

Unlimited sick days

Mental health days

Hybrid work model

Job summary

Wealthsimple Inc. seeks a Senior Tax Planner to optimize tax efficiency for high-net-worth clients within Wealth Management. You will enhance existing financial plans by identifying strategies and integrating tax optimization into broader planning.

Required CPA and CFP credentials, 5+ years in tax planning, and strong Canadian tax knowledge. The role emphasizes collaboration with advisors and AI-enabled workflows to deliver exceptional client outcomes.

Qualifications

• CPA designation required.
• CFP designation required; fluent in financial planning.
• 5+ years of experience in tax planning, wealth management, or financial advisory.
• Strong knowledge of Canadian tax law and financial planning strategies.
• Proven track record of implementing tax optimization for high-net-worth clients.
• Experience with Conquest strongly preferred.
• Excellent communication skills; able to explain complex tax concepts clearly.
• Client-first mentality; AI-native mindset for faster, smarter work.
• Bilingual English/French is a significant asset.

Responsibilities

• Review and optimize financial plans across a $1MM–$3MM client segment (with exposure up to $5MM).
• Maximize tax alpha for every wealth management client.
• Act as internal liaison to Advisor team on complex tax strategies.
• Apply expertise to corporations, trusts, and estates.
• Support client conversations on sophisticated tax planning (not as their accountant).
• Contribute to evolving CPA-designed financial planning offering.
• Bring AI-native mindset to raise efficiency and model strategies more effectively.

Skills

CPA designation

CFP designation

5+ years experience

Canadian tax law

Tax optimization for HNW

Conquest experience

Communication skills

Client-first mentality

AI-native mindset

Bilingual EN/FR

Tools

Conquest

Job description

Wealthsimple Inc. seeks a Senior Tax Planner to optimize tax efficiency for high-net-worth clients within Wealth Management. You will enhance existing financial plans by identifying strategies and integrating tax optimization into broader planning.

Required CPA and CFP credentials, 5+ years in tax planning, and strong Canadian tax knowledge. The role emphasizes collaboration with advisors and AI-enabled workflows to deliver exceptional client outcomes.