Estate Planning Specialist, Wealth Management

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Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.

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THE ROLE

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. Like those functions, your job isn't to draft legal documents or sell products — it's to review clients' existing wills, trust documents, and broader estate plans, identify where they no longer align with (or never accounted for) the client's actual goals, and clearly explain in plain language what needs to change and who can help make that happen.

This is not a sales role and will not be selling insurance, or anything else. Your job is to advocate for the client's best interests — identifying gaps and misalignments, and connecting clients to the right resource to solve them, whether that's our estate lawyer referral network, our documentation-drafting partners.

As the newest Specialist to the team, you won't just be executing an established process — you'll be responsible for helping design and build the estate revi...