Senior Tax Planner, Wealth Management

📋 Description

• Review and optimize financial plans for high-net-worth clients, primarily within the $1M–$3M range
• Identify applicable tax planning strategies and maximize incremental tax value across each client's
• Act as an internal tax strategy resource for advisors, including developing, modeling, and
• Apply advanced knowledge of Canadian tax legislation and financial planning principles to
• Support occasional client-facing discussions involving complex tax planning topics while remaining
• Contribute to the continued development and enhancement of a high-quality, tax-focused financial

🎯 Requirements

• CPA designation is required.
• CFP designation is required, with genuine fluency in comprehensive financial planning; this is not
• 5+ years of experience in tax planning, wealth management, financial advisory, or a closely related
• Strong knowledge of Canadian tax legislation and advanced financial planning strategies.
• Demonstrated experience developing and implementing effective tax optimization strategies for
• Experience working with Conquest is strongly preferred.

🎁 Benefits

• Competitive base salary of CA$124,000–CA$155,000, with actual compensation based on skills
• Equity compensation for permanent employees.
• Potential for compensation above the stated range for exceptional candidates.
• Top-tier health benefits and life insurance.
• Employer-matched long-term group savings program.
• 20 vacation days per year.