Senior Advisor – Advanced Planning

David Aplin Recruiting; Toronto; On-site; CAD 160,000 - 190,000; Full time

Job summary

An established insurance brokerage is seeking a Senior Advisor in Advanced Planning to drive business growth and develop tailored solutions for high-net-worth clients. This role involves managing client portfolios, leading strategic reviews, and collaborating with professional advisors to enhance service delivery. The ideal candidate will have a strong background in financial services, exceptional communication skills, and a strategic mindset. Join a dynamic team where your expertise will make a significant impact in optimizing wealth transfer and estate planning for clients.

Qualifications

• 5-10 years in financial services with a strong business development record.
• Professional designations like CPA, CFA, or legal experience are advantageous.

Responsibilities

• Generate business growth by identifying new opportunities.
• Manage a dedicated portfolio of clients with exceptional service.

Skills

Business Development

Client Relationship Management

Strategic Planning

Negotiation Skills

Communication Skills

Education

CPA

CFA

CLU

TEP

Job description

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We’ve partnered with an established insurance brokerage specializing in customized life insurance solutions and strategic advisory services for high-net-worth families and entrepreneurs. Their primary focus is on optimizing intergenerational wealth transfer, estate planning, and legacy preservation.

As a Senior Advisor in Advanced Planning, your primary responsibility is to generate business growth by identifying and capitalizing on new opportunities while strengthening connections with clients, their professional advisors, and Centres of Influence (COIs). You’ll manage a dedicated portfolio of clients, ensuring strong retention, satisfaction, and expansion through exceptional service and strategic insight.

You’ll also take a leadership role in shaping customized planning solutions, leading high-level client reviews, and maintaining outstanding service standards. In this capacity, you will guide policy implementations, support your team’s professional development, and champion the organization’s mission and values.

Salary: $160,000 to $190,000 base + discretionary bonus.

Key Responsibilities
Business Growth & Strategic Leadership

• Spearhead revenue growth by sourcing, pursuing, and securing new business through referrals, inbound leads, and personal networks.
• Take full ownership of the sales cycle, from prospecting to closing, and oversee the execution of planning strategies.
• Continuously build and refine sales expertise and the ability to craft effective client solutions.
• Help drive innovation in services and offerings to maintain market leadership.
• Represent the firm at industry and client events, enhancing brand visibility and credibility.
• Offer technical support and leadership, encouraging the team’s skill growth and focus on exceptional client service.
• Navigate competing priorities with a proactive and solution-focused mindset.

Opportunity Development & Follow-Through

• Identify ways to expand existing client relationships by understanding their shifting financial and business priorities.
• Collaborate across internal and external teams to build and implement best-in-class solutions.
• Leverage professional networks and partnerships with advisors to generate qualified leads.
• Deliver compelling presentations to key stakeholders, including accountants, COIs, family offices, and CFOs.
• Follow up rigorously on business development efforts to ensure effective conversion and engagement.

Client-Centered Planning & Execution

• Work closely with clients and their advisory teams to understand their unique goals, business contexts, and financial positions.
• Co-create tailored planning strategies and solutions aligned with their long-term needs.
• Lead the coordination and implementation of these plans, managing collaboration across all stakeholders.
• Conduct strategic reviews with clients to ensure continued alignment, service excellence, and evolving relevance.

Qualifications

• 5 to 10 years of experience in financial services, wealth management, or professional advisory, with a strong record in business development.
• Professional designations such as CPA, CFA, CLU, TEP, or legal experience in corporate structuring or completion of the In-Depth Tax Course are advantageous.
• Familiarity with Canada’s insurance industry, estate planning, banking, and financial structuring.
• Direct experience managing client portfolios and delivering consultative, high-touch service.

Core Attributes & Competencies

• Complete understanding of the corporate and personal tax/accounting cycle.
• Exceptional interpersonal and communication skills, with the ability to present technical and planning concepts clearly to diverse audiences.
• Strategic thinker with strong negotiation and closing skills.
• Deep technical acumen and familiarity with tools, systems, and best practices relevant to the planning and insurance space.
• Relationship-focused approach, able to connect with clients, partners, and internal teams alike.
• Driven, adaptable, and capable of managing multiple demands in a dynamic environment.

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.

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