Senior Associate Advisor
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Job Summary
Senior Associate Advisor
Platform Financial Group is 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.
PLATFORM Financial is seeking a highly capable Senior Associate Advisor to 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.
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.
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.
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.
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
Experience Education 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...
