Senior Advisor, Tax Planning

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

📋 Description

• Assess and enhance financial plans for clients within the $1MM–$3MM range, with some engagement extending to $5MM

• Discover and implement relevant tax strategies

• Optimize tax alpha for clients in wealth management

• Serve as the internal point of contact for the Advisor team regarding intricate tax strategies

• Develop and simulate tax strategies as necessary

• Leverage expertise in matters concerning corporations, trusts, and estates

• Assist in occasional client-facing discussions on advanced tax planning inquiries

• Play a role in advancing the "CPA Designed" financial planning service

• Utilize AI tools to enhance efficiency and model strategies

• Collaborate with skilled colleagues across North America

⛳️ Requirements

• CPA designation is mandatory

• CFP designation is mandatory

• Over 5 years of experience in tax planning, wealth management, or financial advisory positions

• In-depth understanding of Canadian tax regulations and financial planning methodologies

• Demonstrated success in executing effective tax optimization strategies for high-net-worth clients

• Experience with Conquest is highly preferred

• Superior communication abilities, capable of articulating complex tax concepts clearly to both advisors and clients

• 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

• Must possess legal eligibility to work in Canada

🏝️ Benefits

• Equity compensation for permanent staff

• Comprehensive health benefits and life insurance

• Long-term group savings with employer matching, facilitated through Wealthsimple for Business

• 20 vacation days

• 4 wellness days

• Unlimited sick and mental health days annually

• Opportunity to work outside Canada for up to 90 days each year

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

• Competitive salary alongside a robust benefits package

• Opportunities for career advancement in a rapidly growing organization

• Access to innovative fintech tools and an AI-driven work environment