Estate Planning Specialist, Wealth Management
Core
Review and optimize estate plans for High Net Worth clients to ensure alignment with their goals, identifying gaps and connecting them to legal resources.
Role type
Estate Planning Specialist (Wealth Management)
Builds
Estate review and planning process from scratch for Wealthsimple's Wealth Management clients
Domain
Wealth Management / Estate Planning / Trusts and Estates
Deliverable
client delivery
Required skills
Estate planning expertise, Trusts and estates law knowledge, Will and trust document review, Insurance policy analysis, Gap identification in estate plans, Client communication, Process design, AI tool usage
Preferred skills
TEP designation, Bilingual (English/French), AI-native mindset
Technologies
AI tools for document review and scenario modeling
Responsibilities
Review existing wills, trust documents, and estate plans; Identify misalignments between estate plans and client goals; Connect clients to estate lawyers and documentation partners; Act as internal liaison for complex estate cases; Help design the estate planning process from the ground up; Support client-facing conversations on estate planning questions.
Seniority
Mid-Senior, hands-on IC