Jobs in Canada

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Added 20 mins ago
C
Director, Operations
Clarity
Vancouver, BC
- $180,000 to $300,000 CAD / year
- Full-time
…diverse teams and turning operational needs into clear, scalable solutions. You will own the function, set priorities, shape the team, and build the foundation for its continued…
Added 20 mins ago
LC
Staff P&T Incident & Technology Risk Operations Manager
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
In this role, you will architect and drive the operating mechanisms that help Product & Technology respond effectively to incidents, reduce enterprise risk, and help provide leaders clear…
Added 35 mins ago
AC
Senior Consultant - ServiceNow HRSD
Avance Consulting
ON · Ontario, Canada
- Full-time
At least 6 years overall experience in designing and implementing complex HRSD, CSM, ITSM, ITOM, HR, SPM, APM solutions and ITIL processes.
Added 35 mins ago
Senior NetSuite Solution Architect
Volatus Aerospace
Vaughan, ON
Volatus Aerospace is seeking a Senior NetSuite Solution Architect to own the design and delivery of NetSuite solutions for operations and sales across Canada, the United States, the United…
Added 1 hour ago
AI
Pega Lead
Apptoza Inc.
Toronto, ON
- Full-time
Pega Certified Senior System Architect (PSSA)."
Added 1 hour ago
AC
Principal Technical Lead
Air Canada
Toronto, ON
- Full-time
15+ years of experience in software engineering, with a strong track record as a senior engineer, tech lead, solution architect or principal-level contributor.
Added 1 hour ago
Associate Solution Architect
Purolator
ON · Mississauga, ON
We’re looking for an Associate Solution Architect to help design and implement solutions within our AWS cloud-first technology team.
Added 1 hour ago
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Senior Azure & Databricks Platform Engineer / Solution Architect (Contract)
CUBEANGLE
Toronto, ON
- Full-time
We are looking for an experienced Senior Azure & Databricks Platform Engineer / Solution Architect for a contract engagement.
Added 1 hour ago
AC
Reopen-RQ11513 - Applications Architect - Senior
A.T. Consulting & Recruiting Inc.
Toronto, ON
- Contract
Education: Bachelor’s degree in Computer Science, Information Technology, or related field. Master’s degree or certifications (e.g., TOGAF, Azure Solutions Architect) are strongly preferred.
Added 1 hour ago
AI
Pega Technical Lead
Astra-North Infoteck Inc. ~ Conquering today’s challenges, achieving tomorrow’s vision!
Mississauga, ON
- Full-time
Pega Certified Senior System Architect (PSSA).
Added 1 hour ago
AI
Pega Technical Lead
Apptoza Inc.
Toronto, ON
- Full-time
Pega Certified Senior System Architect (PSSA).
Added 1 hour ago
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Head of Data Systems (Google Stack)
Stacktics
Toronto, ON
- Full-time
Migrating the delivery of the most common/universally applicable solutions from custom projects to formally productized software solutions
Added 2 hours ago
RT
Technology Architect
Russell Tobin
Toronto, ON
- $90 to $115 CAD / hour
- Contract
Demonstrated experience in delivering complex IT solutions and applications, managing systems integrations, and resolving technical and architectural issues. Proven track record in applying…
Added 2 hours ago
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Software Architect (Bilingue)
Highspring
Toronto, ON · Greater Toronto Area, Canada
- Contract
As a senior individual contributor, you will work closely with VP-level stakeholders while leading the architecture and delivery of complex enterprise solutions. This opportunity is well…
Added 2 hours ago
F
Senior Analytics Engineer
Fusemachines
Remote, Canada
- Contract
- Remote
We are seeking a talented and experienced Senior Data Analyst / Analytics Engineer with deep expertise in Tableau, Google BigQuery, Snowflake, and modern semantic data modeling (LookML /…
Added 3 hours ago
L
Chief Growth Officer (CGO)
Liferaft
Remote, Canada
- Full-time
- Remote
Architect the channel's commercial model. Pass-through pricing, revenue crediting and incentives across both organizations, contracting paths under existing group agreements, and cross-CRM…
Added 3 hours ago
M
RQ11119 - Applications Architect - Senior
Maarut
Toronto, ON
- Contract
requirements for new and existing business solutions.
Added 3 hours ago
A
AI/ML Software Engineer-Localization Engineering
Applicantz
Vancouver, BC
- $65 to $75 CAD / hour
- Contract
Top 3 Must haves:
Added 3 hours ago
ZS
Senior Salesforce Developer
Zodiac Solutions, Inc
Toronto, ON
- Full-time
Ability to define, architect and delivery business solutions to service contact center business cases·
Added 5 hours ago
MF
Solution Architect, Digital
Momentum Financial Services Group
Toronto, ON
- Full-time
…largest non-bank branch network - and a leader in financial solutions for underserved…
Added 5 hours ago
AC
Senior System Architect
Amphenol Communications Solutions
Markham, ON
- Full-time
The Senior System Architect is the senior technical authority responsible for the architecture, governance, integration, security, resilience, and lifecycle management of the company's…
Added 5 hours ago
MI
Business Analyst (Bilingual)
Maarut Inc
Montreal, QC
- Contract
The client is looking for a senior business analyst to work on projects of medium complexity within DSF, which may require coordination across multiple business areas. The person will be…
Added 5 hours ago
M
Senior Business Analyst
Maarut
Montréal-Est, QC · Montreal, Quebec
- Contract
The client is looking for a senior business analyst to work
Added 5 hours ago
Solution Architect, Digital
Momentum Financial Services Group
Toronto, ON
…largest non-bank branch network - and a leader in financial solutions for underserved…
Added 6 hours ago
UT
Site Reliability Engineer
US Tech Solutions
Toronto, ON
- $85 to $90 CAD / hour
- Contract
Location: Toronto, ON - Hybrid, 4 days per week onsite

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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Jobs in Canada