Advisor/Strategist
- Sherwood Park, AB, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Company Description Advico Financial Planning Group Inc. specializes in tailored insurance planning, recognizing that each client’s situation is unique and requires a customized strategy. The team focuses on serving business owners and professional corporations, helping them manage both current risks and future financial needs. Advico provides integrated corporate solutions that include insurance strategies, tax strategies, and financial and succession planning. The organization emphasizes strategic, long-term partnerships and collaborates closely with clients to support sustainable business and personal financial outcomes.
Role Description The Advisor/Strategist is a full-time, on-site role based in Sherwood Park, AB. In this position, the Advisor/Strategist works directly with business owners and professional corporations to assess their insurance, tax, and succession planning needs and develop tailored strategies. Daily responsibilities include meeting with clients, conducting detailed financial and insurance analyses, preparing recommendations and presentations, and implementing agreed-upon strategies. The role involves collaborating with internal team members and external partners (such as accountants and legal advisors), monitoring client plans over time, and proactively adjusting strategies as regulations, markets, and client circumstances change. The Advisor/Strategist is expected to maintain accurate documentation, uphold compliance standards, and provide clear, timely communication to clients and stakeholders.
Qualifications
Role Description The Advisor/Strategist is a full-time, on-site role based in Sherwood Park, AB. In this position, the Advisor/Strategist works directly with business owners and professional corporations to assess their insurance, tax, and succession planning needs and develop tailored strategies. Daily responsibilities include meeting with clients, conducting detailed financial and insurance analyses, preparing recommendations and presentations, and implementing agreed-upon strategies. The role involves collaborating with internal team members and external partners (such as accountants and legal advisors), monitoring client plans over time, and proactively adjusting strategies as regulations, markets, and client circumstances change. The Advisor/Strategist is expected to maintain accurate documentation, uphold compliance standards, and provide clear, timely communication to clients and stakeholders.
Qualifications
- Strong advisory skills in insurance planning, tax planning, and financial strategy, with the ability to create customized solutions for corporate and professional clients.
- Experience in succession planning and corporate financial structures, including understanding of business continuity and estate considerations.
- Excellent communication, presentation, and relationship-building skills, with the ability to explain complex concepts clearly and build long-term client trust.
- Solid analytical and problem-solving abilities, including comfort with data, financial modeling, and regulatory research.
- High level of professionalism, ethical judgment, and attention to detail, with strong organizational and time-management skills.
- Ability to work effectively on-site in a collaborative team environment and coordinate with external professionals (e.g., accountants, legal counsel).
- Relevant education in finance, business, accounting, economics, or a related field; professional designations such as CFP, CLU, CPA, or similar are considered an asset.
- Prior experience in financial services, insurance advisory, or corporate planning; familiarity with Canadian tax and regulatory frameworks is an advantage.
More about this job
Responsibilities
Assess the insurance, tax, and succession planning needs of business owners and professional corporations, then develop, present, and implement tailored strategies. Collaborate with internal teams and external professionals, monitor client plans, adjust them as circumstances change, and maintain accurate documentation and compliance.
Requirements
Candidates should have experience in financial services, insurance advisory, or corporate planning, with knowledge of succession planning, corporate financial structures, and preferably Canadian tax and regulatory frameworks. Relevant education in finance, business, accounting, economics, or a related field is expected; designations such as CFP, CLU, or CPA are considered an asset, alongside strong analytical, communication, organizational, and ethical judgment skills.
Skills
- Insurance Planning
- Tax Planning
- Financial Strategy
- Succession Planning
- Corporate Financial Structures
- Business Continuity Planning
- Estate Planning
- Financial Analysis
- Financial Modeling
- Regulatory Research
- Client Relationship Building
- Communication
- Presentation Skills
- Problem-Solving
- Compliance
- Stakeholder Coordination
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Consulting
- Management & Leadership
Keywords
- Insurance Planning
- Tax Strategies
- Financial Planning
- Succession Planning
- Corporate Financial Solutions
- Professional Corporations
- Business Owners
- Business Continuity
- Estate Considerations
- Financial Analysis
- Financial Modeling
- Regulatory Research
- Canadian Tax Framework
- Compliance
- Client Recommendations
- Client Presentations
- Accountants
- Legal Advisors
- CFP
- CLU
- CPA