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 explicit 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.

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📌 Corporate Insurance Planning Advisor (Sherwood Park)
🏢 Advico Financial Planning Group
📍 Sherwood Park