Senior Advisor, Advanced Planning

The Targeted Strategies Group; Toronto; On-site; CAD 90,000 - 120,000; Full time

Job summary

Join a leading company as a Senior Advisor in Advanced Planning, where you'll design bespoke solutions for clients and grow business opportunities. With a focus on relationship management and strategic thinking, this role not only drives impact for the clients but also provides a clear pathway to an Associate Partner position. If you are passionate about navigating complex estate and succession planning challenges for successful entrepreneurs, this is the opportunity for you.

Qualifications

• 5–10 years in financial services, consulting, or professional services.
• Flair for business development and strong relationship management.
• Understanding of the Canadian insurance landscape.

Responsibilities

• Design smart solutions by partnering with advisors.
• Grow the business by uncovering opportunities with clients.
• Lead by example through mentoring and collaboration.

Skills

Business Development

Relationship Management

Strategic Thinking

Technical Communication

Education

CPA

CFA

CLU

TEP

Tools

MS Office

Job description

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Director, Human Resources at The Targeted Strategies Group

Drive sophisticated planning. Deliver impact. Grow with us.

At TTSG, strategy doesn't end at the white board—we help clients take action and get results. We're looking for a Senior Advisor, Advanced Planning to join our dynamic Advisor team and play a lead role in crafting and delivering high-value solutions to clients and their advisors. This role is about more than insurance—it's about understanding business owners, thinking holistically, and architecting smart, scalable strategies.

You’ll be at the center of our client relationships, guiding the development and execution of tailored solutions, nurturing Centres of Influence (COIs), and driving business growth. Your success will be measured not only by results, but also by the trust you build and the mentorship you provide to those around you.

What You’ll Do

Design smart solutions

• Partner with internal and external advisors to deeply understand client objectives.
• Co-create bespoke strategies and ensure seamless implementation with our internal teams.
• Engage in strategic reviews to keep clients ahead of the curve.

Grow the business

• Uncover new opportunities with existing clients and expand our value across their networks.
• Bring the right people to the table to deliver outstanding results.
• Be the trusted voice that drives both retention and acquisition.

Lead by example

• Mentor and collaborate across teams.
• Elevate service standards and ensure we’re always delivering with excellence.
• Consistently contribute to new ideas, new clients, and new wins.

What You Bring

• 5–10 years in financial services, consulting, or professional services with a flair for business development
• CPA, CFA, CLU, TEP or legal experience in corporate structuring (In-Depth Tax course is a bonus)
• Understanding of the Canadian insurance landscape and estate planning strategies
• Strong relationship management background—you know how to grow and retain a book
• A tech-savvy mindset with advanced MS Office skills

What Sets You Apart

• Natural communicator and presenter—especially when the content is technical
• Strategic thinker with judgment that extends beyond your task list
• Sense of urgency with a focus on results
• Collaborative team player who brings out the best in others
• Obsessed with delivering value—every time

Why Join Us?

At TTSG, we partner with Canada’s most successful entrepreneurs to navigate complex estate and succession planning challenges. We believe insurance is a powerful strategic tool. Our work is fast-paced, collaborative, and deeply rewarding.

We’re a team that values smart thinking, meaningful relationships, and real results. If you're driven to make a measurable impact and aspire to grow into an Associate Partner role, this is your opportunity to do just that.

Ready to help shape the future for high-value clients while accelerating your own career in a high-trust, high-performance environment?

Let’s connect. Apply now or reach out to start the conversation.

#AdvancedPlanning #SeniorAdvisor #InsuranceCareers #BusinessGrowth #ClientFirst #TTSG

At TTSG, we’re committed to equity, diversity, and inclusion. We welcome applicants from all backgrounds and walks of life.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing, Consulting, and Finance

• Industries

  Insurance

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