Platform Financial Group is a specialized life insurance advisory dedicated to providing advanced life insurance 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, a division of Platform Insurance Management, serves 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, energy, 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.With the continued growth of its advisory practice, Platform Financial is expanding its team by appointing a Director, Case Strategy & Planning Operations to strengthen execution capacity across complex business-owner and high-net-worth files.Platform Financial is seeking a highly motivated and strategic Director, Case Strategy & Planning Operations to join our growing team. This role is ideal for a professional who thrives on both technical excellence and relationship-building.



The Director will play a pivotal role in guiding complex client planning by:Owning the end-to-end flow of complex filesCoordinating multi-party executionProtecting quality and velocityReducing dependency on senior leadership for case managementKey ResponsibilitiesEnd‑to‑End Case OwnershipManage complex business‑owner and HNW files from intake through implementationCoordinate with clients, accountants, lawyers, carriers, and internal stakeholdersAnticipate bottlenecks and proactively resolve themEnsure documentation and underwriting packages are complete before escalationWrite smaller business as needed to support workflow continuityDevelop concise summary reports and internal presentation decks to broaden our library of case studies and documented strategies, supporting ongoing education and knowledge sharing across the organizationPlanning & Product FluencyUnderstand life insurance structures, corporate‑owned policies, and estate planning applicationsPrepare, review and compare illustrations and planning materials for completeness and logicTranslate strategy discussions into structured execution stepsSupport preparation of planning summaries and client‑ready materialsMaintain working knowledge of industry compliance requirements and best practicesChampion internal policies and procedures related to sales practices, underwriting standards, AML, and documentation disciplineOperational GovernanceMaintain file readiness standardsConduct full internal audits of files once the policy has been placedImprove workflow clarity and prioritizationReinforce documentation disciplineCreate repeatable execution processes across casesImprove workflows and standardization of processesProvide ongoing reporting to Senior Management on pipeline,



underwriting status and placed policies on an ongoing basisPlatform Support & Capacity ReliefFree senior leadership from day‑to‑day file navigationIncrease throughput without sacrificing qualityStrengthen internal visibility into pipeline and workloadSupport the development of scalable internal infrastructure as the practice growsServe as a systems champion for EPIC, HubSpot, and future technology tools, ensuring data integrity, process alignment, and consistent usage across the teamStrategic Marketing & Content EnablementDevelop, refine, and maintain a library of high quality marketing and educational materials that support client conversations and advisor enablement.Translate complex planning concepts into clear, compelling visual and written assets (e.G., one pagers, case studies, strategy summaries, explainer decks).Identify opportunities to introduce new marketing collateral as planning trends evolve, client needs shift, or recent strategies emerge.Collaborate with senior leadership to ensure all materials reflect current technical accuracy, brand voice, and compliance standards.Maintain version control, quality standards, and documentation discipline across all marketing assets.ExperienceLLQP licenseUnderstands product deeplyHas led or co‑led client discussions in the pastPrefers structured execution and problem‑solving over business developmentHas strong operational and organizational skills and attention to detailHas the ability to manage multiple priorities and deadlines with minimal supervisionHas experience with EPIC (required) and CRM systems such as HubSpot, with the ability to quickly learn and adopt additional applications as the platform expandsSalary Range $80,000 to $90,000 not including bonus#J-18808-Ljbffr

📌 Director, Case Strategy & Planning Operations - C$80,000 - C$90,000 A Year (Toronto)
🏢 Platform Financial Group
📍 Toronto