Senior Associate Advisor

About PLATFORM Financial

Platform Financial Group is dedicated to providing advanced life insurance advisory services with a strong focus on Tax & Estate Planning. Serving business owners, high-net-worth families, and individuals, Platform Financial delivers tailored strategies that address complex ownership structures, succession planning, and multi-generational wealth transfer.

Platform Financial Group operates in close alignment with Platform Insurance Management, serving as its dedicated advisory arm. PLATFORM Insurance Management is a national, privately owned Canadian insurance brokerage that specializes in providing insurance, surety, and other risk management solutions, particularly for the construction, infrastructure, and real estate industries. The company offers a wide range of services, including global insurance and risk control, claims advocacy, and merger & acquisition liability, with a focus on tailoring solutions to meet the specific needs of its clients.

About the Role

PLATFORM Financial is seeking a highly capable Senior Associate Advisor to join its estate and insurance planning team. This individual will lead client discussions, assess needs, develop planning recommendations, and manage execution across a steady volume of small and mid-market files.

The ideal candidate brings strong communication skills, financial-planning literacy, and the professional maturity required to guide families and professionals through meaningful long-term planning decisions. This is a planning-centric advisory role.

Key Responsibilities

Planning & Advisory Leadership

- Lead and participate in client meetings to understand family goals, financial context, corporate structures, and long-term objectives.

- Deliver clear, needs-based recommendations rooted in financial planning principles, estate considerations, and risk-management fundamentals.

- Provide holistic advice incorporating:

- Life insurance within broader planning frameworks

- Disability and Critical Illness (living benefits)

- Protection and continuity planning for incorporated professionals

- Act as a trusted advisor, offering clarity, confidence, and thoughtful guidance throughout the planning process.

- Identify and pursue new business opportunities, with a focus on cultivating growth from Platform’s existing client base, broker network, and books of business.

Case Stewardship & Execution

- Manage a consistent flow of planning engagements including:

- Family-market term planning

- Corporate-owned policies for incorporated professionals ($5K–$50K annual premiums)

- Occasional shared mid-sized files such as $100K+/year commitments or introductory leveraged strategies

- Oversee underwriting submissions, documentation, medical evidence, and carrier communications.

- Prepare client-ready planning summaries, recommendations, projections, and comparative analyses.

- Ensure documentation accuracy, timely follow-up, and compliance adherence on all files.

Collaboration & Technical Advisory Support

- Work closely with PLATFORM’s internal advisory team, contributing to planning strategy, case analysis, and execution.

- Leverage internal specialists to support client recommendations, including:

- Tax Accountant– for corporate/tax analysis and modeling

- Actuarial Support– for illustration and projection review

- Underwriting & Case Management– for medical/financial underwriting coordination

- Coordinate with clients’ external accountants, lawyers, and professional advisors to ensure alignment across all planning components.

- Act as a trusted resource for brokers and agents, providing guidance on product positioning and sales support.

Market Strategy & Positioning

- Represent Platform Financial at conferences in tax, estate planning, and life insurance.

- Collaborate with senior leadership on initiatives to enhance Platform’s brand visibility and market positioning in the Canadian tax and estate planning space.

- Ensure all activities meet compliance standards and adhere to industry regulations.

IDEAL Candidate Profile

- Strong communicator with the ability to guide families and professionals through planning decisions.

- Solid grounding in financial planning principles, including risk management, estate fundamentals, and corporate basics.

- Demonstrates disciplined judgement and a proactive, organized approach to client work.

- Motivated to lead small to mid-sized engagements independently.

- Thrives in a structured, professional advisory environment focused on precision, service, and planning excellence.

Qualifications

- LLQP

- Progress toward CFP, CLU, or TEP is recommended

- Minimum 4 years of experience in insurance advisory, financial planning client-facing roles.

- Strong understanding of:

- Financial and estate-planning fundamentals

- Term and permanent insurance

- Disability and Critical Illness

- Basic corporate structures and tax concepts (CDA, shareholder considerations)

- Proven ability to lead or co-lead client meetings with professionalism.

- Strong writing and analytical capabilities.

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