First seen by our source: 3 hours ago
Advisor/Strategist
@ Advico Financial Planning Group Inc
Sherwood Park, Alberta
SIGNALS
Overview
Advico Financial Planning Group Inc. is hiring a full-time Advisor/Strategist in Sherwood Park, AB to advise business owners and professional corporations. The role covers insurance, tax and succession planning, with on-site work and client meetings. The posting asks for financial services or corporate planning experience and a finance or related degree, with CFP, CLU or CPA as an asset.
Responsibilities:
- Meet business owners and professional corporations to assess needs
- Develop and implement insurance, tax and succession strategies
- Prepare financial analyses and client presentations
- Coordinate with accountants and legal advisors
- Monitor and adjust client plans over time
Requirements summary:
- Advisory experience in insurance, tax and financial strategy
- Succession planning and corporate structures experience
- Strong communication and relationship-building skills
- Analytical skills with financial modelling
- Finance, business or related degree
- CFP, CLU or CPA an asset
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- Not provided
- First seen by our source
- 2026-11-14
- Source record updated
- 2026-11-14
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Department | Business development |
| Hours per week | 40 (estimated) |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | CFP, CLU, CPA |
| Education | Bachelor’s degree (preferred) |
| Fields of study | Finance, Business, Accounting, Economics |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Advico Financial Planning Group Inc
| Field | Value |
|---|---|
| Open jobs on Jobsy | 1 |
Job description
Company Description Advico Financial Planning Group Inc. specializes in tailored insurance planning, recognizing that each client’s situation is unique and requires a customized strategy. The team focuses on serving business owners and professional corporations, helping them manage both current risks and future financial needs. Advico provides integrated corporate solutions that include insurance strategies, tax strategies, and financial and succession planning. The organization emphasizes strategic, long-term partnerships and collaborates closely with clients to support sustainable business and personal financial outcomes.
Role Description The Advisor/Strategist is a full-time, on-site role based in Sherwood Park, AB. In this position, the Advisor/Strategist works directly with business owners and professional corporations to assess their insurance, tax, and succession planning needs and develop tailored strategies. Daily responsibilities include meeting with clients, conducting detailed financial and insurance analyses, preparing recommendations and presentations, and implementing agreed-upon strategies. The role involves collaborating with internal team members and external partners (such as accountants and legal advisors), monitoring client plans over time, and proactively adjusting strategies as regulations, markets, and client circumstances change. The Advisor/Strategist is expected to maintain accurate documentation, uphold compliance standards, and provide clear, timely communication to clients and stakeholders.
Qualifications
Role Description The Advisor/Strategist is a full-time, on-site role based in Sherwood Park, AB. In this position, the Advisor/Strategist works directly with business owners and professional corporations to assess their insurance, tax, and succession planning needs and develop tailored strategies. Daily responsibilities include meeting with clients, conducting detailed financial and insurance analyses, preparing recommendations and presentations, and implementing agreed-upon strategies. The role involves collaborating with internal team members and external partners (such as accountants and legal advisors), monitoring client plans over time, and proactively adjusting strategies as regulations, markets, and client circumstances change. The Advisor/Strategist is expected to maintain accurate documentation, uphold compliance standards, and provide clear, timely communication to clients and stakeholders.
Qualifications
- Strong advisory skills in insurance planning, tax planning, and financial strategy, with the ability to create customized solutions for corporate and professional clients.
- Experience in succession planning and corporate financial structures, including understanding of business continuity and estate considerations.
- Excellent communication, presentation, and relationship-building skills, with the ability to explain complex concepts clearly and build long-term client trust.
- Solid analytical and problem-solving abilities, including comfort with data, financial modeling, and regulatory research.
- High level of professionalism, ethical judgment, and attention to detail, with strong organizational and time-management skills.
- Ability to work effectively on-site in a collaborative team environment and coordinate with external professionals (e.g., accountants, legal counsel).
- Relevant education in finance, business, accounting, economics, or a related field; professional designations such as CFP, CLU, CPA, or similar are considered an asset.
- Prior experience in financial services, insurance advisory, or corporate planning; familiarity with Canadian tax and regulatory frameworks is an advantage.
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