Associate Principal – Client Service

December 22, 2022

Calgary or Saskatoon

As Associate Principal – Client Service you will have full P&L responsibility to retain and grow our existing book of business. You will prioritize client relationships, business growth, and operational excellence of the service department. You will lead the high-functioning service team to proactively identify opportunities and issues and utilize technical resources available to solve, while providing complementary services to the client.

You will be a leader, who demonstrates our vision and mission by example and by generating results, building processes and systems that contribute to our growth.

To be successful in this role, you need to be agile and thrive in a fast-paced, results oriented environment. If our values align with yours and this sounds like you, apply today.

What you will do:
  • Retain and grow the book of business managed and increase the associated revenue to grow sustainable business.
  • Identify opportunities and provide value-added solutions and ongoing support and education to clients to problem-solve complex client structural issues and financing issues.
  • Lead and develop a high-functioning team and leverage talent to achieve results.
It also helps if you are:
  • Highly driven, achievement oriented, and motivated to provide value-added solutions.
  • A quick learner, thirsty for knowledge and ongoing development.
  • Able to create clarity out of chaos – break down large ideas and sift through conflicting messages to come to a logical plan.
Your education and experience include:
  • CPA, CA, MBA, CFA or JD/LLB (business law background)
  • Experience in Estate and Tax planning for the Ultra High Net Worth market is considered an asset.
  • 5-10 years in a professional service firm at a minimum level of Associate Partner, or in a Financial Institution at a Senior Client Facing level in the area(s) of Tax and Estate Planning.
  • Expert knowledge of corporate structures, accounting, taxation, and/or insurance.
  • Experience managing and growing a book of business.
What you will get from us:
  • A truly collaborative work environment where your ideas will be heard by your colleagues and corporate leadership.
  • A professional team that is high energy, high achieving, were your success is celebrated and you are supported through challenges.
  • An industry-leading total compensation package that supports your financial, physical, and mental health.

The Targeted Strategies Group, Ltd. is an equal opportunity employer. We value Diversity and Inclusion in the workplace and encourage all qualified candidates to apply including, but not limited to, women, visible minorities, aboriginals, and persons with disabilities.

Call Now Buttoninfo@targetedstrategies.com