Director of Advanced Planning

For our client, we are seeking a Director of Advanced Planning to join the team of a leader in the Finance & Insurance space. This leader will guide sophisticated advanced planning support that helps advisors and internal teams deliver thoughtful tax and financial planning solutions. The role focuses on resolving complex client cases, strengthening planning capabilities through education, and contributing specialized thought leadership to a center of excellence. The position will collaborate closely with advisors, field teams, and internal partners to identify opportunities and enhance the quality of planning conversations. Location: Remote - US based candidates only, no visa sponsorship available Compensation: $110,000 – $180,000 annually Responsibilities Promote and deliver advanced tax and financial planning advice to internal sales teams and field partners. Participate in joint field work with field teams and advisors to identify financial planning opportunities. Resolve complex cases and develop client solutions based on advanced research. Enhance team capabilities through seminars and workshops. Deliver tools supporting financial products and financial planning concepts. Conduct client seminars and create associated materials. Maintain up-to-date knowledge through industry research and participation in professional activities. Contribute to the Financial Planning Centre of Excellence through thought leadership. Qualifications Strong knowledge of personal and corporate tax and financial planning, including estate and trust dynamics. Excellent understanding of industry trends relevant to business goals. Strong analytical skills to evaluate financial scenarios. Exceptional communication skills for facilitation and clarifying complex topics. CPA, LL.B., M. Tax or FCIA designation required. University degree or equivalent business experience essential. Minimum of 7 years in financial services; CFP or Pl. fin. is a plus. Benefits Flexible hybrid work environment, allowing a mix of office and virtual work. Participation in incentive plans based on performance. Opportunities for ongoing professional development and education. Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.