Senior Associate Advisor
Share
Job Location:
Yearly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Senior Associate Advisor
Platform Financial Groupis dedicated to providing advanced life insurance advisory services with a strong focus on Tax & Estate Planning. Serving business owners high-net-worth families and individuals Platform Financial delivers tailored strategies that address complex ownership structures succession planning and multi-generational wealth transfer.
Platform Financial Group operates in close alignment with Platform Insurance Management serving as its dedicated advisory arm. PLATFORM Insurance Management is a national privately owned Canadian insurance brokerage that specializes in providing insurance surety and other risk management solutions particularly for the construction infrastructure and real estate industries. The company offers a wide range of services including global insurance and risk control claims advocacy and merger & acquisition liability with a focus on tailoring solutions to meet the specific needs of its clients.
About the Role
PLATFORM Financial is seeking a highly capableSenior Associate Advisorto join its estate and insurance planning team. This individual will lead client discussions assess needs develop planning recommendations and manage execution across a steady volume of small and mid-market files.
The ideal candidate brings strong communication skills financial-planning literacy and the professional maturity required to guide families and professionals through meaningful long-term planning decisions. This is a planning-centric advisory role.
Key Responsibilities
Planning & Advisory Leadership
- Lead and participate in client meetings to understand family goals financial context corporate structures and long-term objectives.
- Deliver clear needs-based recommendations rooted in financial planning principles estate considerations and risk-management fundamentals.
- Provide holistic advice incorporating:
- Life insurance within broader planning frameworks
- Disability and Critical Illness (living benefits)
- Protection and continuity planning for incorporated professionals
- Act as a trusted advisor offering clarity confidence and thoughtful guidance throughout the planning process.
- Identify and pursue new business opportunities with a focus on cultivating growth from Platforms existing client base broker network and books of business.
Case Stewardship & Execution
- Manage a consistent flow of planning engagements including:
- Family-market term planning
- Corporate-owned policies for incorporated professionals ($5K$50K annual premiums)
- Occasional shared mid-sized files such as $100K/year commitments or introductory leveraged strategies
- Oversee underwriting submissions documentation medical evidence and carrier communications.
- Prepare client-ready planning summaries recommendations projections and comparative analyses.
- Ensure documentation accuracy timely follow-up and compliance adherence on all files.
Collaboration & Technical Advisory Support
- Work closely with PLATFORMs internal advisory team contributing to planning strategy case analysis and execution.
- Leverage internal specialists to support client recommendations including:
- Tax Accountant for corporate/tax analysis and modeling
- Actuarial Support for illustration and projection review
- Underwriting & Case Management for medical/financial underwriting coordination
- Coordinate with clients external accountants lawyers and professional advisors to ensure alignment across all planning components.
- Act as a trusted resource for brokers and agents providing guidance on product positioning and sales support.
Market Strategy & Positioning
- Represent Platform Financial at conferences in tax estate planning and life insurance.
- Collaborate with senior leadership on initiatives to enhance Platforms brand visibility and market positioning in the Canadian tax and estate planning space.
- Ensure all activities meet compliance standards and adhere to industry regulations.
IDEAL Candidate Profile
- Strong communicator with the ability to guide families and professionals through planning decisions.
- Solid grounding in financial planning principles including risk management estate fundamentals and corporate basics.
- Demonstrates disciplined judgement and a proactive organized approach to client work.
- Motivated to lead small to mid-sized engagements independently.
- Thrives in a structured professional advisory environment focused on precision service and planning excellence.
Qualifications
- LLQP
- Progress toward CFP CLU or TEP is recommended
- Minimum 4 years of experience in insurance advisory financial planning client-facing roles.
- Strong understanding of:
- Financial and estate-planning fundamentals
- Term and permanent insurance
- Disability and Critical Illness
- Basic corporate structures and tax concepts (CDA shareholder considerations)
- Proven ability to lead or co-lead client meetings with professionalism.
- Strong writing and analytical capabilities.
Please visit our careers page to see more job opportunities.
Required Experience:
Senior IC
Key Skills
- Computer Hardware
- Loan Processing
- Sales Experience
- Continuous Integration
- Iis
- Risk Management
- Banking
- Strategic Planning
- Curriculum Development
- Administrative Experience
- Program Design
- negotiation
About Company
PLATFORM is a national, privately owned Canadian brokerage specializing in insurance, surety, sub-default insurance and benefit solutions. We are driven by...
