Senior Tax Planner, Wealth Management

Build something people love

Wealthsimple 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 $155 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.

We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work .

The Role

As 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