Estate Planning Specialist, Wealth Management

🕒 September 28

🇨🇦 Canada – Remote

💵 CA$153.6k - CA$192k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 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 clients' existing wills, trust documents, and broader estate plans against their goals • Identify and explain estate-plan misalignments in plain language • Define concrete next steps and connect clients with appropriate resources • Apply trust expertise to identify opportunities and gaps across complex, multi-entity estates • Review insurance policies as part of the overall estate plan • Act as internal liaison to the Advisor team on complex estate-planning cases • Support client-facing conversations on sophisticated estate-planning questions • Build Wealthsimple's estate review and planning process from the ground up • Integrate the estate-planning process with existing tax and family-enterprise offerings • Use AI tools to review documents faster, model scenarios, and improve team delivery

🎯 Requirements

• 5+ years of experience in estate planning, trusts and estates law, or a related wealth management advisory function • Legal background with hands-on experience reviewing or drafting wills, trusts, and related estate documents • TEP designation strongly preferred • Deep understanding of trusts, including structures, taxation, and use cases across complex estates • Working understanding of insurance policies and ability to assess their role in an estate plan • Experience identifying gaps in estate plans and translating them into clear, actionable next steps • Excellent communication skills and ability to explain complex legal and estate concepts clearly • Comfort working without an established playbook • Client-first mentality • AI-native mindset and enthusiasm for using AI tools • Bilingual English/French capability is a significant asset • Legally eligible to work in Canada • Location of permanent residence must be provided • CIRO registration status must be verified

🏖️ 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 per year • 4 wellness days per year • Unlimited sick and mental health days per year (subject to role eligibility) • Work outside Canada for up to 90 days per year (subject to role eligibility) • 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 • Opportunity to shape a new team as it scales