Estate Planning Specialist, Wealth Management

Accountabilities:

• • Review existing wills, trust documents, and broader estate plans to determine whether their structure and provisions align with clients' objectives.

  • Identify gaps, inconsistencies, and potential planning opportunities within complex estate arrangements and explain findings in clear, accessible language.

  • Translate estate-planning findings into practical next steps and connect clients with appropriate resources, including qualified legal professionals and documentation partners.

  • Apply advanced knowledge of trusts, including their structures, taxation considerations, and applications across complex, multi-entity estates.

  • Review existing insurance policies as part of the broader estate-planning assessment and evaluate how they support or interact with the client's estate objectives.

  • Serve as an internal subject-matter expert for advisors, providing guidance on complex estate-planning cases and supporting client discussions.

  • Participate in sophisticated client-facing conversations alongside advisors, helping clients understand estate-planning considerations and recommended next steps.

  • Build the estate review and planning function from the ground up, including processes, workflows, standards, and integration with existing tax and family-enterprise services.

  • Collaborate with wealth management leadership and other specialist teams to establish a scalable approach to estate planning for high-net-worth clients.

  • Use AI-enabled tools to accelerate document review, model scenarios, identify relevant planning considerations, and improve the quality and efficiency of client support.

  • Maintain a strong client-first approach, focusing on identifying needs and connecting clients with appropriate solutions rather than selling financial or insurance products.

  Requirements:

  • 5+ years of professional experience in estate planning, trusts and estates law, or a closely related wealth management advisory function.

  • Legal background with hands-on experience reviewing or drafting wills, trusts, and related estate-planning documents.

  • TEP designation is strongly preferred.

  • Deep practical understanding of trust structures, taxation, and use cases within complex estates.

  • Working knowledge of insurance policies and the ability to assess their relevance within an overall estate plan; this role does not involve insurance sales or insurance product advisory.

  • Demonstrated ability to identify estate-planning gaps and translate complex findings into clear, actionable recommendations for clients.

  • Excellent written and verbal communication skills, with the ability to explain legal, tax, trust, and estate concepts effectively to both advisors and clients.

  • Strong judgment and attention to detail when reviewing sophisticated estate structures and documentation.

  • Ability to operate effectively without an established playbook and contribute to building new processes and operating models.

  • Strong client-first mindset and commitment to acting in the client's best interests.

  • Comfortable collaborating across wealth management, tax, advisory, legal, and external partner teams.

  • AI-native mindset with enthusiasm for using emerging technology to improve document analysis, scenario modeling, research, and workflow efficiency.

  • English proficiency is required; bilingual English/French capability is a significant asset.

  Benefits:

  • Base salary range of CAD $153,600–$192,000, with actual compensation determined by skills, experience, and role level.

  • Equity compensation for permanent employees.

  • Market-based salary bands and structured job levels designed to support consistent compensation.

  • Comprehensive health benefits and life insurance.

  • Long-term group savings program with employer matching.

  • 20 vacation days per year.

  • 4 wellness days per year.

  • Unlimited sick and mental health days, subject to role eligibility.

  • Ability to work outside Canada for up to 90 days per year, subject to program eligibility.

  • Employee resource groups supporting community, inclusion, and connection.

  • Remote-friendly work environment with collaboration across North America.

  • Opportunity to build a new specialist function and establish estate-planning processes from the ground up.

  • Access to AI-enabled and fintech tools designed to support modern wealth management workflows.

  • Professional growth opportunities within a rapidly evolving financial technology environment.

  • An opportunity to contribute to a client-focused approach to estate planning within wealth management.