Shape tailored insurance strategies for business owners and professional corporations at Advico Financial Planning Group Inc. in Sherwood Park, AB, on-site.
The full-time Advisor/Strategist assesses insurance, tax, and succession planning needs for corporate and professional clients. You develop customized solutions through financial analysis, financial modeling, and regulatory research. The work supports long-term client partnerships and clear communication.
Key Responsibilities:
- Meet business owners and professional corporations to assess planning needs
- Conduct detailed financial and insurance analyses
- Prepare recommendations and client presentations
- Implement agreed-upon insurance, tax, and succession strategies
- Monitor plans and adjust strategies as circumstances change
Requirements:
- Strong insurance, tax, and financial strategy advisory skills
- Experience with succession planning and corporate financial structures
- Excellent communication, presentation, and relationship-building abilities
- Comfort with data, financial modeling, and regulatory research
- Relevant finance, business, accounting, or economics education
Apply analytical advisory skills and corporate planning knowledge to support Advico clients through changing financial needs and regulations.
Corporate Insurance Planning Advisor in Sherwood Park employer: Advico Financial Planning Group Inc
Advico Financial Planning Group Inc. is an exceptional employer located in Sherwood Park, AB, offering a collaborative and supportive work culture that prioritizes employee growth and development. As an Advisor/Strategist, you will have the opportunity to work closely with business owners and professional corporations, crafting tailored financial strategies while benefiting from ongoing training and mentorship. The company values long-term partnerships and provides a dynamic environment where your contributions directly impact clients' financial success.
Contact Details:
Advico Financial Planning Group Inc Recruitment Team
