Senior Advisor, Tax Planning

🔥 12 hours ago

🇨🇦 Canada – Remote

💵 CA$124k - CA$155k / year

⏰ Full Time

🟠 Senior

💰 Tax

👻 Ghost score 0%

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Wealthsimple

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2014

💼 Consulting

🛡️ Insurance

💳 Fintech

🔥 Funding within the last year

💰 $393M Series E - Wealthsimple on 2025-10

Consulting • Insurance • Fintech

Wealthsimple is a Canadian financial technology company that provides consumer banking, investing, and wealth management services. It offers chequing accounts, savings, credit cards, self-directed trading (stocks, ETFs, options), cryptocurrency trading, managed portfolios, tax services, and advisory wealth management for high-net-worth clients. Wealthsimple combines digital-first banking and low-fee investing products aimed at retail customers, along with tools and educational content to support personal finance.

📋 Description

• Review and optimize financial plans for the $1MM–$3MM client segment, with some exposure up to $5MM • Identify and apply applicable tax strategies • Maximize tax alpha for wealth management clients • Act as the internal liaison to the Advisor team on complex tax strategies • Build and model tax strategies as needed • Apply expertise to situations involving corporations, trusts, and estates • Support occasional client-facing conversations on sophisticated tax planning questions • Contribute to the evolution of the "CPA Designed" financial planning offering • Use AI tools to work faster and model strategies more efficiently • Collaborate with talented teammates across North America

🎯 Requirements

• CPA designation required • CFP designation required • 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 • A client-first mentality • An AI-native mindset and enthusiasm for using AI tools • Bilingual (English/French) capability is a significant asset • Must be legally eligible to work in Canada

🏖️ Benefits

• Equity compensation for permanent employees • Top-tier health benefits and life insurance • Long-term group savings with employer match, through Wealthsimple for Business • 20 vacation days • 4 wellness days • Unlimited sick and mental health days per year • Ability to work outside Canada for up to 90 days per year • Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS • Competitive salary and benefits package • Career growth in a rapidly expanding company • Access to cutting-edge fintech tools and an AI-forward way of working