Senior Advanced Planning Advisor
3 weeks ago
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.ResponsibilitiesPartner 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.RequirementsA 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 workAt 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.Application formTo create a new online application account, enter your personal details below. Your e-mail address should be readily accessible since our main method of contact with you will be via e-mail. #J-18808-Ljbffr
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Senior Advanced Planning Advisor
2 weeks ago
Vancouver, Canada Stone Owl Family Office Inc. Full timeStone 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...
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Senior Advanced Planning Advisor
3 weeks ago
Vancouver, Canada Stone Owl Family Office Inc. Full timeStone 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...
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Senior IT Advisor
4 weeks ago
Vancouver, Canada BC Hydro Full timeSenior IT Advisor (Cybersecurity Planning Advisor) Join to apply for the Senior IT Advisor (Cybersecurity Planning Advisor) role at BC Hydro Get AI-powered advice on this job and more exclusive features. This range is provided by BC Hydro. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range...
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Senior IT Advisor
4 weeks ago
Vancouver, Canada BC Hydro Full timeSenior IT Advisor (Cybersecurity Planning Advisor) Join to apply for the Senior IT Advisor (Cybersecurity Planning Advisor) role at BC Hydro Get AI-powered advice on this job and more exclusive features. This range is provided by BC Hydro. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range...
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Senior IT Advisor
3 weeks ago
Vancouver, Canada BC Hydro Full timeSenior IT Advisor (Cybersecurity Planning Advisor) Join to apply for the Senior IT Advisor (Cybersecurity Planning Advisor) role at BC Hydro Get AI-powered advice on this job and more exclusive features. This range is provided by BC Hydro. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range...
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Senior Strategic Planning Advisor
4 weeks ago
North Vancouver, Canada ICBC (Insurance Corporation of British Columbia) Full timeSenior Strategic Planning Advisor Reference Number: 2767Posted Date: Oct 31, 2025Employment Type: Permanent Full TimeHours of Work: 7.5 hours per day – 5 day week (M‑F)Work Arrangement: Hybrid 8Salary Range: $116,300 – $165,000 Annually We welcome applications from all qualified job seekers. Should you require any accommodations, including alternative...
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Senior Strategic Planning Advisor
4 weeks ago
North Vancouver, Canada ICBC (Insurance Corporation of British Columbia) Full timeSenior Strategic Planning Advisor Reference Number: 2767Posted Date: Oct 31, 2025Employment Type: Permanent Full TimeHours of Work: 7.5 hours per day – 5 day week (M‑F)Work Arrangement: Hybrid 8Salary Range: $116,300 – $165,000 Annually We welcome applications from all qualified job seekers. Should you require any accommodations, including alternative...
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Senior Strategic Planning Advisor
3 weeks ago
North Vancouver, Canada ICBC (Insurance Corporation of British Columbia) Full timeSenior Strategic Planning Advisor Reference Number: 2767Posted Date: Oct 31, 2025Employment Type: Permanent Full TimeHours of Work: 7.5 hours per day – 5 day week (M‑F)Work Arrangement: Hybrid 8Salary Range: $116,300 – $165,000 Annually We welcome applications from all qualified job seekers. Should you require any accommodations, including alternative...
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Head of Sales
3 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Super Advisor Full timeHead of Sales (Wealth Platforms – Canada & U.S.) We’re looking for a Head of Sales who knows how to close. Someone who’s built and run a real pipeline — fast-moving, high-volume, and full of serious prospects — and can turn qualified leads into signed, multi-advisor deals. At Super Advisor, we’re building the operating system for wealth...
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Senior Cybersecurity Planning
3 weeks ago
Vancouver, Canada BC Hydro Full timeA major Canadian utility company is seeking a Senior IT Advisor (Cybersecurity Planning Advisor) to lead strategic planning and guide technical solutions implementation. The ideal candidate will have at least 7 years of experience in cybersecurity, with strong leadership and communication skills, and relevant certifications. This role offers competitive...
