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Added 20 mins ago
AW
Quality Assurance Specialist
Agilus Work Solutions
Toronto, ON
- $90 to $100 CAD / hour
- Contract
We're looking for a hands-on developer who enjoys solving complex production issues, supporting critical business applications, and delivering high-quality software solutions. The…
Added 20 mins ago
Back of House Manager
JD Sports / Livestock / Size?
Winnipeg, MB
Demonstrate a proactive and solutions-focused approach when responding to changing business needs and priorities
Added 1 hour ago
EP
Senior Logistics Manager
Export Packers Company Limited
Brampton, ON
- Full-time
…global food expert, providing exceptional service and innovative solutions to its industry partners. The company’s success is driven by its dedicated employees' professionalism and…
Added 1 hour ago
CO
Temporary Solutions Integration Specialist (up to 8 months)
City of Saint John
Saint John, NB
- Temporary
Plan and recommend information technology changes and or enhancements to the City’s software, applications, and databases to address specific problems or business requirements.
Added 1 hour ago
CO
Manager, Digital Solutions
City of Saint John
Saint John, NB
- Full-time
The Manager, Digital Solutions, is responsible for the delivery and ongoing management of the City’s enterprise applications, digital solutions, and data and information management…
Added 1 hour ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
…ensuring the reliability, scalability, and security of critical business systems. This role champions a portfolio of SaaS (i.e., cloud-based) and on-premise applications, modern ERP…
Added 1 hour ago
Conference Services Manager
Coast Hotels
Canmore, AB
Post-secondary education in Hospitality, Tourism, Event Management, Business, or a related field is considered an asset.
Added 1 hour ago
FL
Manager, Business Valuations
Fuller Landau LLP
Toronto, ON
- Full-time
Prepare expert reports for business valuations, damage claims or forensic accounting investigations
Added 1 hour ago
C
Temporary Sales Associate
Coach
Mississauga, ON
- Part-time
Maintain high energy on the floor, manage multiple customers, and adapt selling techniques to business needs.
Added 2 hours ago
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Software Development Manager
LawDepot
Remote, Canada
- Full-time
- Remote
Lead software developers, shape technical direction, and turn business goals into reliable software delivery.
Added 2 hours ago
KR
Solar PV Expert
Kuby Renewable Energy
Edmonton, AB
- Full-time
…full-service residential and commercial solar power and energy storage solutions. In this rapidly growing industry, Kuby is looking for someone with a strong desire to grow with us as a…
Added 2 hours ago
A
Allstate Sales Agent
Allstate
Ottawa, ON · Barrhaven Ottawa Agency
- Full-time
As an Allstate Sales Agent, you’ll grow your own book of business, build strong relationships in your community, and help people protect what matters most. This is a hybrid role, where…
Added 2 hours ago
C
Team Lead, Customer Service - Specialty
Cencora
ON
- Full-time
This role is in support of Cencora’s patient and provider support and pharma commercialization services in Canada marketed through our Innomar Strategies business.
Added 3 hours ago
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Product Operations Lead | Carrefour Laval
lululemon
Laval, QC
- Full-time
Added 4 hours ago
OR
Samsung Sales Associate - Bramalea City Centre - Part-Time
OSL Retail Services Inc
Brampton, ON
- Part-time
- Other
Who are we?OSL is a dynamic, inclusive people-first company providing outsourced sales solutions for some of North America’s biggest Fortune 500 companies. We believe in great people doing…
Added 4 hours ago
SM
RQ11822 – Systems Testing/QA Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11822
Added 4 hours ago
SM
RQ11743 – Systems Testing/QA Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
…management, and release-readiness assessment for complex digital solutions and enterprise platforms. The ideal candidate will have hands-on experience with functional, integration, system,…
Added 4 hours ago
SM
RQ11618 – UX Designer – Junior
S M Software Solutions Inc
Toronto, ON
- Internship
…The successful candidate will collaborate with stakeholders, business users, developers, and QA specialists to translate user needs into effective design solutions, facilitate UX workshops,…
Added 4 hours ago
SM
RQ11737 – Software Developer – Full Stack – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Software Developer – Full Stack with extensive experience designing and developing large-scale, multi-client web applications, Java-based enterprise solutions, REST…
Added 4 hours ago
SM
RQ00833 – Program Manager – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
…infrastructure in partnership with the Health and Human Services Solutions Division and the Ministry of Health. This infrastructure, called the Public Health Data Utility (PHDU), will…
Added 4 hours ago
SM
RQ11742 – Systems Testing/QA Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
…executing, and managing end-to-end testing for complex digital solutions, enterprise applications, cloud-based platforms, and system integrations. The ideal candidate will have strong…
Added 4 hours ago
SM
RQ10575 – Software Developer – ETL – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
We are seeking a Senior Software Developer – ETL with extensive experience in data migration, ETL development, data conversion, database technologies, and digital transformation…
Added 4 hours ago
SM
RQ11736 – Software Developer – Front End – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Working closely with UX, product, business analysis, architecture, backend development, QA, accessibility, security, and DevOps resources, the Senior Software Developer – Frontend…
Added 4 hours ago
SM
29954-RFR-DTS-071 – Project Manager
S M Software Solutions Inc
Winnipeg, MB
- Full-time
…planning, resource allocation, cost and schedule estimation, business case development, public sector project management, and managing multiple projects concurrently. The successful…
Added 5 hours ago
BT
Senior Audit and Assurance Accountant
Baker Tilly Canada
Kawartha Lakes, ON · Lindsay, ON
- Full-time
Collaborating to ensure we provide an integrated financial and business solution that meets our clients' need

Stone Owl Family Office

Senior Advanced Planning Advisor

Toronto, ON, Canada
Greater Toronto Area, Canada, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Oct 30, 2026
Posting language: English
Posted: Jul 10, 2026

Original job description

Description & Requirements

Stone Owl Family Office is a leading provider of strategic financial solutions for businesses and high-net-worth individuals. We specialize in corporate tax planning, insurance strategies, and financial structuring to help our clients grow and protect their wealth. As we continue to expand, we are looking for a Senior Advanced Planning Advisor to join our team and play a key role in delivering customized tax-efficient wealth strategies to our clients.

As a Senior Advanced Planning Advisor, you will work closely with our cross-disciplinary team to guide business owners and their families through complex estate, succession, and corporate planning challenges. This role is about more than product – it’s about leadership, relationships, and helping clients make decisions that stand the test of time.

Responsibilities

Partner with HNW clients and their advisors to uncover goals and architect bespoke insurance solutions aligned with succession, estate, and tax planning priorities.
Collaborate with Stone Owl’s specialists to structure advanced insurance-based strategies for long-term wealth protection and liquidity planning.
Lead implementation and client service reviews, ensuring strategies remain aligned with evolving needs and legislative changes.
Engage in continuous learning through real client engagements and contribute to the development of new planning ideas and frameworks.
Support growth initiatives by working with Principals and Associate Principals on strategic opportunities and client presentations.
Bring a network of professionals and a track record of establishing trust with clients and advisors alike.

Requirements

A seasoned professional with credentials such as CPA, CFP, CLU, TEP, FEA, or JD/LLB.
Deeply experienced in tax, estate, and corporate planning for business families and private enterprises.
A strong communicator who can translate technical recommendations into real-life value for clients.
A relationship builder who thrives in collaborative, high-stakes environments.
Self-motivated and detail-oriented with a problem-solving mindset.

What make us a great place to work

At Stone Owl, we offer a dynamic and growth-oriented environment where strategic thinking and client-focused solutions drive everything we do. As part of our team, you’ll collaborate with experienced professionals in tax planning, financial structuring, and corporate benefits, gaining valuable insights into high-level financial strategies. We provide opportunities for professional development, leadership, and the ability to make a meaningful impact on businesses across Canada. If you’re looking for a role where you can grow, innovate, and help clients navigate complex financial landscapes, Stone Owl is the place for you.

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More about this job

Responsibilities

Partner with high-net-worth clients and their advisors to develop and implement customized insurance-based strategies for succession, estate, tax, and long-term wealth planning. Lead client reviews, collaborate with internal specialists, contribute to new planning frameworks, and support strategic growth initiatives and presentations.

Requirements

Candidates should have substantial experience in tax, estate, and corporate planning for business families and private enterprises, along with a relevant credential such as CPA, CFP, CLU, TEP, FEA, or JD/LLB. They should be strong communicators and relationship builders who are self-motivated, detail-oriented, collaborative, and effective at solving complex problems.

Skills

Tax Planning
Estate Planning
Corporate Planning
Insurance Strategy
Wealth Protection
Succession Planning
Liquidity Planning
Strategic Planning
Financial Structuring
Client Presentations
Communication
Problem-Solving
Collaboration
Client Service
Leadership

Benefits

Professional Development Opportunities
Leadership Opportunities

Visa sponsorship

Not detected in the job text

Keywords

High-Net-Worth Clients
Tax Planning
Estate Planning
Corporate Planning
Insurance Strategies
Succession Planning
Wealth Protection
Liquidity Planning
Financial Structuring
Business Families
Private Enterprises
Client Service Reviews
Legislative Changes
Client Presentations
CPA
CFP
CLU
TEP
FEA
JD
LLB

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