Wealthsimple
Estate Planning Specialist, Wealth Management
Canada
UTC-8 to UTC-3.5 $112k to $140k per year Full time
Mid level
- Where you can live
- Remote (Canada)
- Working hours
- Overlap with UTC-8 to UTC-3.5
- Salary
- CAD 153,600 to 192,000 per year
- Posted
- September 28, 2026
Summary from the posting
This is the first role of its kind at Wealthsimple. As our Estate Planning Specialist, you'll build the foundation of how we review and optimize estate plans for our Wealth Management clients , an area that many HNW clients fail to properly address, even when the rest of their financial plan is sound.
You'll join a growing specialist bench that already includes our Tax Planning team and our Family Enterprise Advisor.
This is a short summary. The full description, requirements and the application form are on Wealthsimple's own career page.