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.
