Estate Planning Specialist, Wealth Management

This is a fully remote position, open to applicants in Canada.

📋 Description

• Evaluate clients' current wills, trust documents, and comprehensive estate plans in relation to their objectives.

• Identify and articulate estate-plan discrepancies in straightforward language.

• Outline specific next steps and link clients to suitable resources.

• Utilize trust expertise to uncover opportunities and gaps within intricate, multi-entity estates.

• Assess insurance policies as part of the holistic estate planning process.

• Serve as an internal liaison to the Advisor team on complex estate planning cases.

• Assist in client-facing discussions regarding advanced estate planning inquiries.

• Develop Wealthsimple's estate review and planning framework from the ground up.

• Seamlessly incorporate the estate planning process with current tax and family enterprise services.

• Leverage AI tools to expedite document reviews, model scenarios, and enhance team performance.

⛳️ Requirements

• Over 5 years of experience in estate planning, trusts and estates law, or a related wealth management advisory role.

• Legal expertise with practical experience in reviewing or drafting wills, trusts, and associated estate documents.

• TEP designation is strongly preferred.

• Profound knowledge of trusts, including their structures, taxation, and applications within complex estates.

• Familiarity with insurance policies and the ability to evaluate their significance in an estate plan.

• Experience in pinpointing gaps in estate plans and converting them into clear, actionable next steps.

• Exceptional communication skills with the ability to convey intricate legal and estate concepts clearly.

• Comfortable operating without a predefined playbook.

• A client-centric approach.

• An AI-native mindset with a passion for utilizing AI tools.

• Bilingual proficiency in English and French is a significant advantage.

• Legally authorized to work in Canada.

• Permanent residence location must be disclosed.

• CIRO registration status needs to be validated.

🏝️ Benefits

• Equity compensation available for permanent staff.

• Comprehensive health benefits and life insurance.

• Long-term group savings plan with employer matching through Wealthsimple for Business.

• 20 vacation days annually.

• 4 wellness days each year.

• Unlimited sick and mental health days per year (subject to role eligibility).

• Opportunity to work outside Canada for up to 90 days a year (subject to role eligibility).

• Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS.

• Competitive salary and benefits package.

• Opportunities for career advancement within a rapidly growing company.

• Access to state-of-the-art fintech tools and an AI-driven working environment.

• Chance to influence the development of a new team as it scales.