Senior Advisor, Advanced Planning

We’ve partnered with an established insurance brokerage that provides tailored life insurance solutions and strategic planning services for high-net-worth families and entrepreneurs. The firm focuses on optimizing intergenerational wealth transfer, estate planning, and legacy preservation within a broader financial context.

As a Senior Advisor in Advanced Planning, you will work closely with a dedicated group of clients, their legal and tax advisors, and other Centers of Influence (COIs) to support the implementation of sophisticated insurance-based strategies. This role involves ongoing review and refinement of planning structures to ensure they remain aligned with clients’ evolving personal and financial objectives.

Ideal for professionals with a background in tax, wealth management, or experience in a multi-disciplinary environment such as a family office, this position emphasizes collaborative advisory work, long-term relationship management, and technical insight over traditional sales. You’ll be a key resource in designing integrated solutions that complement broader estate and succession plans.

Compensation:  $160,000 to $190,000 base + discretionary bonus and benefits.

Key Responsibilities
Design smart, practical solutions

• Take the lead on strategy reviews to make sure clients have the right coverage at the right time
• Keep a close eye on financial changes to help adjust strategies as client needs evolve
• Make sure insurance plans stay aligned with clients’ bigger financial goals through regular check-ins
• Work closely with both internal teams and outside advisors to build personalized solutions
• See ideas through from planning to execution, making the process smooth for everyone involved.

Help grow the business

• Spot new opportunities within your client base and introduce ways we can add more value
• Bring in the right experts to deliver results that truly stand out
• Be the go-to advisor clients trust—someone who earns loyalty and drives referrals

Lead by example

• Share your knowledge and help mentor team members
• Set a high bar for service and follow-through
• Contribute ideas, big or small, that help us improve and win together

Requirements

• 5–10 years of experience in financial services, consulting, or a similar field, ideally with a focus on relationship building and business growth
• Designations like CPA, CFA, CLU, TEP, or legal expertise in corporate structuring (bonus if you’ve completed the In-Depth Tax course)
• Strong understanding of the Canadian insurance space and estate planning strategies
• Proven ability to manage and grow client relationships
• Comfortable with tech and highly proficient in Microsoft Office

David Aplin & Associates Inc., operating as Aplin, and its associated brands, CompuStaff and Impact Recruitment, is an award-winning employment agency connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and charge no fees to apply or engage with our recruiters. Our clients partner with us to help expand and diversify their teams. Please note that all applicants must be legally entitled to work in Canada, including holding any necessary work permits.