Estate Planning Specialist, Wealth Management

Wealthsimple

. Review clients' existing wills, trust documents, and broader estate plans against their goals .

Posted 9/28/2026full-timeRemote • CanadaMid-LevelSenior💰 CA$153,600 - CA$192,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in estate planning and trusts, with a strong ability to review and draft legal documents while providing actionable insights for clients. Proficient in integrating estate planning with tax and family enterprise considerations, utilizing AI tools to enhance efficiency.

Highest-signal resume keywords

Estate PlanningTrusts And Estates LawTEP DesignationClient-Facing CommunicationBilingual English/French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wills ReviewTrust DraftingEstate Document ReviewInsurance Policy AssessmentIdentifying Estate Plan GapsActionable Next Steps DevelopmentAI Tools UtilizationTax IntegrationMulti-Entity Estate ManagementComplex Estate Analysis

Soft Skills

Excellent CommunicationClient-First MentalityAdaptability

Tools & Technologies

AI Tools

Certifications & Qualifications

TEP DesignationCIRO Registration

Industry Keywords

Wealth ManagementEstate Planning ProcessFamily EnterpriseTrust StructuresEstate Taxation

About the role

Key responsibilities & impact

Review clients' existing wills, trust documents, and broader estate plans against their goals
Identify and explain estate-plan misalignments in plain language
Define concrete next steps and connect clients with appropriate resources
Apply trust expertise to identify opportunities and gaps across complex, multi-entity estates
Review insurance policies as part of the overall estate plan
Act as internal liaison to the Advisor team on complex estate-planning cases
Support client-facing conversations on sophisticated estate-planning questions
Build Wealthsimple's estate review and planning process from the ground up
Integrate the estate-planning process with existing tax and family-enterprise offerings
Use AI tools to review documents faster, model scenarios, and improve team delivery

Requirements

What you’ll need

5+ years of experience in estate planning, trusts and estates law, or a related wealth management advisory function
Legal background with hands-on experience reviewing or drafting wills, trusts, and related estate documents
TEP designation strongly preferred
Deep understanding of trusts, including structures, taxation, and use cases across complex estates
Working understanding of insurance policies and ability to assess their role in an estate plan
Experience identifying gaps in estate plans and translating them into clear, actionable next steps
Excellent communication skills and ability to explain complex legal and estate concepts clearly
Comfort working without an established playbook
Client-first mentality
AI-native mindset and enthusiasm for using AI tools
Bilingual English/French capability is a significant asset
Legally eligible to work in Canada
Location of permanent residence must be provided
CIRO registration status must be verified

Benefits

Comp & perks

Equity compensation for permanent employees
Top-tier health benefits and life insurance
Long-term group savings with employer match, through Wealthsimple for Business
20 vacation days per year
4 wellness days per year
Unlimited sick and mental health days per year (subject to role eligibility)
Work outside Canada for up to 90 days per year (subject to role eligibility)
Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
Competitive salary and benefits package
Career growth in a rapidly expanding company
Access to cutting-edge fintech tools and an AI-forward way of working
Opportunity to shape a new team as it scales