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Added 22 hours ago
MD
Corporate Tax Auditor - Revenue Tax Specialist or Revenue Tax Specialist Intermediate or Revenue Tax Specialist Senior
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Job Class: Revenue Tax Specialist or Revenue Tax Specialist Intermediate or Revenue Tax Specialist Senior
Added 23 hours ago
IB
Manager, Development Communications
Ivey Business School at Western University
London, ON
- Full-time
Lead the development and ongoing evolution of Ivey's campaign materials including the case for support and related fundraising collateral working closely with faculty members and senior…
Added 1 day ago
Retail Operations Associate Maje, Royalmount, Montreal
SMCP NORTH AMERICA (US, CANADA)
Montreal, QC
…an exciting phase of growth, led by a strong and experienced senior leadership team. Our culture thrives on engagement, inclusivity, and corporate social responsibility, ensuring that our…
Added 1 day ago
S
Senior Customer Experience Associate - Mount Forest (22.5 hours/week)
Scotiabank
Mount Forest, ON
- Full-time
Our Senior Customer Experience Associates are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 day ago
WS
Senior Finance Analyst, Operations Finance & Analytics
Wolf Steel Ltd
Barrie, ON
- Full-time
Job Title: Senior Finance Analyst - Operations Finance & Analytics
Added 1 day ago
TU
Development Coordinator, Corporate & Foundation Relations
The University of British Columbia
Vancouver, BC
- $6,143.67 to $8,830.25 CAD / month
- Full-time
Reports to: One of: Advancement Officer, Associate Director, Manager, Director, Senior Director/Assistant Dean, or Executive Director of Development.
Added 1 day ago
R
Associate Managing Editor (French Services) (On Site)
Radio-Canada
Sherbrooke, QC
- Full-time
Radio-Canada Estrie is looking for an Associate Managing Editor who will work closely with and under the supervision of the Senior Manager of News and Programming. This position is based in…
Added 1 day ago
EP
Analyst/ Associate – Corporate Finance & M&A
ElkLake Partners
Calgary, AB
- Full-time
3-5 years of relevant experience in accounting, finance, investment banking, commercial / corporate banking, consulting, valuation, private equity, corporate development, or other similar…
Added 1 day ago
T
Data Analytics Associate, CIB Business Management
TD
Toronto, ON
- Full-time
This Associate role sits within the Corporate & Investment Banking Analytics team and uses data analysis, business intelligence, data science, automation, and AI-powered solutions to…
Added 1 day ago
Senior Policy Analyst
Government of Alberta
AB
Reporting to the Associate Director within the Statutory Director's Office (SDO), the Senior Policy Analyst leads the development and implementation of operational frameworks and processes…
Added 1 day ago
KK
Fund Development Coordinator
Kids Kottage Foundation
AB · Edmonton, AB
- Full-time
Reporting to the Senior Associate, Philanthropy & Partnerships, the Fund Development Coordinator will support donor relations, corporate partnerships, fundraising campaigns, events,…
Added 1 day ago
C
Associate Managing Editor (French Services) (On Site)
CBC/Radio-Canada
Sherbrooke, QC
- Full-time
Radio-Canada Estrie is looking for an Associate Managing Editor who will work closely with and under the supervision of the Senior Manager of News and Programming. This position is based in…
Added 1 day ago
WM
District Manager I
Waste Management, Inc. (WM)
Edmonton, AB
- Full-time
From drivers and technicians to analysts, managers and corporate professionals, every employee plays a role in delivering essential services that support communities across Canada.
Added 1 day ago
SC
Senior Financial Analyst FP&A
Sleep Country
Brampton, ON
- Full-time
This is an exciting opportunity for a Senior Financial Analyst, Financial Planning & Analysis, to play a key role in delivering financial insights and decision support that drive strategic…
Added 2 days ago
N
Senior Finance Analyst, Operations Finance & Analytics
Napoleon
Barrie, ON
- Full-time
Job Title: Senior Finance Analyst - Operations Finance & Analytics
Added 2 days ago
B
Mortgage Specialist Associate
BMO
Vaudreuil-Dorion, QC
- Full-time
…marketing and sales programs to drive business results. Follows corporate policies, operating directives, legal and regulatory…
Added 2 days ago
Senior Customer Experience Associate - Nordel Crossing, Surrey, BC(30Hours/Week)
Scotiabank
Surrey, BC
Our Senior Customer Experience Associates are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 2 days ago
UO
Development Coordinator, Corporate & Foundation Relations
University of British Columbia
Vancouver, BC · UBCV | David Strangway Building (STRG)
- $6,143.67 to $8,830.25 CAD / month
- Full-time
Reports to: One of: Advancement Officer, Associate Director, Manager, Director, Senior Director/Assistant Dean, or Executive Director of Development.
Added 2 days ago
Senior Consultant, Employee Relations
Canadian Blood Services
Calgary, AB · Edmonton, AB · Ottawa, ON
Reporting to the Associate Director, Employee Relations, the Senior Consultant will provide a wide range of labour and employee relations services, including negotiating collective…
Added 2 days ago
A
Communications Manager
ADP
Toronto, ON · Etobicoke, Ontario
- Full-time
…strategies that support ADP Canada's business objectives, strengthen associate engagement, and protect and enhance the company's…
Added 2 days ago
T
Compliance Associate Rotational Program
TD
Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 2 days ago
AS
Technical Lead - AI Delivery
Ardent SoftSol Inc.
Brampton, ON
- Contract
5+ years in solution architecture, technical lead, or senior development roles.
Added 2 days ago
SA
Senior Associate (m/f/d) Equity Index Client Operations
Solactive AG
Toronto, ON
- Full-time
The best client relationships are built on trust, responsiveness, and consistent execution. As a Senior Associate in Equity Index Client Operations (EICO), you will be a key partner to…
Added 2 days ago
Associate Director / Director, Financial Advisory
Teneo
Toronto, ON
Start to own elements of business development including actively supporting business development activities, building and expending your own contact network and supporting Director/…
Added 2 days ago
MC
Manager, Revenue Accounting & Reporting
Make-A-Wish Canada
Toronto, ON
- Full-time
Dr. Jeremy Friedman, Associate Paediatrician-in-Chief, SickKids Hospital & Medical Advisor for Make-A-Wish^® Canada

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
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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