Senior Advisor, Advanced Planning

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Design the strategy. Build the relationships. Lead the growth.

At The Targeted Strategies Group
, we turn complex ideas into smart, executable strategies that create lasting impact. We're seeking a Senior Advisor, Advanced Planning — someone ready to combine deep technical expertise with an entrepreneurial mindset to lead client engagements, mentor rising talent, and shape the next era of our business.

This isn’t a typical advisory role. It’s a chance to build your own practice within a high-performing firm
—to lead a team, develop deep client relationships, and be rewarded for the results and growth you drive.

• Collaborate with internal and external advisors to design bespoke strategies that meet client objectives.
• Oversee seamless implementation and ensure plans evolve with clients’ needs.
• Integrate insurance, tax, and corporate structuring to deliver holistic outcomes.

• Expand and manage a high-value client base, strengthening trust with entrepreneurs and their advisory networks.
• Identify new opportunities through Centers of Influence and client referrals.
• Lead business development initiatives with an ownership mindset—your success drives your reward.

• Guide and inspire a talented advisory team.
• Share your expertise to strengthen TTSG’s culture of excellence and collaboration.
• Contribute ideas that elevate both our people and our client experience.

• 10–15 years in financial services, consulting, or professional services, with proven success in client management and business development.
• CPA, CFA, CLU, TEP
  , or legal/tax background (In-Depth Tax course an asset).
• Strong understanding of the Canadian insurance and estate planning landscape.
• Ability to grow and retain a book of business and lead with both strategy and empathy.
• Tech-forward approach with advanced MS Office proficiency.

• Trusted advisor with a passion for building meaningful, long-term relationships.
• Strategic, articulate, and confident communicator—able to simplify the complex.
• Natural leader with a strong sense of accountability and results orientation.
• Entrepreneurial mindset—you think like an owner, not an employee.

At TTSG
, we partner with Canada’s top entrepreneurs to solve complex estate and succession planning challenges. Our work is high-trust, fast-paced, and deeply rewarding.

We’re known for our dynamic, growth-minded culture
: a place where you can build something meaningful
, lead others
, and earn what you’re worth
. For the right candidate, this role offers a clear path toward Partnership.

Let’s start the conversation. Apply now or reach out to connect.

At TTSG, we’re committed to equity, diversity, and inclusion. We welcome applicants from all backgrounds and walks of life.