Senior Advisor, Advanced Planning

The Targeted Strategies Group; Toronto; On-site; CAD 80,000 - 120,000; Full time

Job summary

Join a dynamic Advisory team at a leading company, where you will craft and deliver tailored solutions for high-value clients. The Senior Advisor, Advanced Planning role focuses on developing business strategies, building client relationships, and mentoring teams. If you're ready to shape the future and grow into a leadership role, apply now!

Benefits

Equity and diversity commitment

Mentorship opportunities

Qualifications

• 5–10 years in financial services, consulting, or professional services.
• Strong relationship management background.
• Tech-savvy with advanced MS Office skills.

Responsibilities

• Partner with advisors to understand client objectives.
• Co-create bespoke strategies with internal teams.
• Mentor and collaborate across teams.

Skills

Business development

Relationship management

Communication

Strategic thinking

Technical presentation

Education

CPA

CFA

CLU

TEP

In-Depth Tax course

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

Insurance

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