{"id":3072984,"url":"https://alion.io/job/aplin-customer-relations-executive-tax","title":"Customer Relations Executive – Tax","company":{"id":3860801,"name":"Aplin","domain":"aplin.com","url":"https://alion.io/company/aplin-2","size_band":null,"is_staffing_agency":true,"employer_type":"agency","is_intermediary":false,"listed_via":null,"ats_vendor":"Schema","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"staff","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"posting_text","remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["Canada"],"countries":["CA"],"hiring_countries":["CA"],"hiring_countries_total":1,"salary":{"min":140000,"max":160000,"currency":"CAD","period":"year","gross":null,"usd_annual":113742},"salary_estimate":null,"experience_years_min":10,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":true}],"status":"closed","first_seen_at":"2026-10-22T09:33:41Z","employer_posted_date":"2026-10-22","last_verified_at":"2026-10-23T04:44:16Z","board_verified":false,"closed_at":"2026-10-23T04:44:16Z","days_open":0,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":0},"description":"To Apply for this Job Click Here\nThe Client Relations Executive performs the central advice role for the client. The CRE builds valuable, long-term relationships with clients by seeking to understand their financial, business, personal, and estate goals to curate the appropriate insurance strategy.\nAlthough there will be opportunities to develop referral and self-sourced business, the focus is to align, develop, implement, and maintain comprehensive strategies with each client in the assigned portfolio. The CRE will work closely with internal partners as well as external client partners in tax, legal, and financial realms to bring the strategy to life. In so doing, the CRE will be supported by Business Development Executives and Client Relations Associates to provide a collaborative, efficient, and exceptional client experience. Given the heavy relationship component of the role, charisma, relatability, and authenticity are imperative in addition to the required functional skills.\nSalary expectations: $140,000 - $160,000 per annum\nResponsibilities:\nEngage clients in detailed discovery meetings following the internal Client Model. Seek to fully understand clients’ personal and business financials, family circumstances, goals, and objectives while building a lasting connection.\nCollaborate and navigate relationships with client partners, including but not limited to their banking, legal, tax, and accounting advisors to execute the client’s strategy. \nEmploy technical expertise and collaborate with internal partners to provide customized, accurate insurance/strategy illustrations.\nEfficiently and effectively manage the end-to-end client journey, utilizing the CRM system and other applicable tools, to guide the client from engagement to strategy completion.\nMaintain appropriate contact with the client post-strategy implementation and through the annual review process. Conduct annual review preparation and meetings with clients/partners to discuss progress, present revised modeling, and continue the client journey.\nWith the support of a Client Relations Associate, manage timelines and dedicated follow-up for multiple clients in an effective manner.\nLiaise with insurance companies and financial institutions to ensure client applications are processed effectively.\nIdentify referral opportunities through connections with executives, referral sources, and centers of influence from an array of industries including finance, agriculture, and professional sectors.\nprofessionally represent the organization to best reflect our reputation of integrity and excellence.\nPerform other related duties as assigned.\nQualifications/Education:\nTen plus years of business development or consulting experience in financial services, accounting, or wealth management.\nExperience in a relationship management role, having grown and developed a portfolio of clients delivering an exceptional client experience.\nHold or obtain LLQP License in all Provinces excluding Quebec.\nCPA or CFA designation and comprehensive tax course are an asset.\nExperience with the Canadian insurance market, banking, and estate planning.\nKnowledge of life insurance industry regulations, products, and trends is desirable.\nProficiency in MS Office Suite and HubSpot CRM systems.\nAttributes:\nAbility to establish effective rapport with clients and colleagues at all levels.\nAdept at working in a team-oriented, collaborative environment with a strong focus on the client experience.\nStrong communication and presentation skills with the ability to effectively connect with the audience.\nEntrepreneurial spirit balanced with a commitment to process. Proven problem-solving initiative, adaptability, and growth mindset.\nSelf-driven, capable of navigating multiple priorities, and results-oriented.\nExpress a positive and coachable attitude in a variety of situations.\nCompetencies:\nResults Orientation - Focus on the right activities and behaviors that will generate the preferred outcome. Employing an entrepreneurial spirit.\nEmpathy - Consideration of how all actions impact the client. Relating to everything from the client’s perspective to best formulate communication.\nAccountability - Taking personal responsibility for all work and interactions. Proactively assessing performance against expectations and taking the appropriate steps to achieve/grow.\nOrganization - Developing, implementing, and reporting on progress against plans and priorities for each client solution. Ensuring appropriate organization of documents, follow-up, and communications.\nCollaboration - Inviting perspectives from colleagues and partners at every interaction to ensure a seamless experience in the best interest of the client. Proactively sharing information, cooperating, and being a catalyst for the growth of all team members.\nInitiative - Proactively completing necessary components to produce the desired result. Thoroughly and accurately acting with responsiveness.\nCommunication - Clear and effective articulation in all forms of communication - verbal, written, non-verbal, presentation, etc. Inclusive of utilizing the proper mode of communication to suit the situation.\nStrategic Influence - Utilizing a thoughtful method of persuasion with clients, partners, and colleagues that tends to result in cooperation as opposed to compliance.\nGrowth Mindset - Operating with the belief that even the most experienced can continue to improve through effort, learning, and persistence. Understanding one’s abilities is not innate. Embracing a coachable attitude.\nIntegrity - Employing the above competencies without ever sacrificing honesty or principle.\nDavid Aplin & Associates Inc., operating as Aplin, and its associated brands, CompuStaff and Impact Recruitment, is an award-winning employment agency connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and charge no fees to apply or engage with our recruiters. Our clients partner with us to help expand and diversify their teams. Please note that all applicants must be legally entitled to work in Canada, including holding any necessary work permits.\nTo Apply for this Job Click Here","description_format":"text","description_chars":6205,"description_truncated":false,"requirements":{"experience_years_min":10,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Life insurance"],"hiring_locations":[{"name":"Canada","iso":"CA","kind":"country"}],"hiring_excludes":[{"name":"United States","iso":"US"},{"name":"Mexico","iso":"MX"},{"name":"Anguilla","iso":"AI"},{"name":"Antigua and Barbuda","iso":"AG"},{"name":"Aruba","iso":"AW"},{"name":"Bahamas","iso":"BS"},{"name":"Barbados","iso":"BB"},{"name":"Belize","iso":"BZ"},{"name":"Bermuda","iso":"BM"},{"name":"British Virgin Islands","iso":"VG"},{"name":"Bonaire, Sint Eustatius and Saba","iso":"BQ"},{"name":"Cayman Islands","iso":"KY"},{"name":"Costa Rica","iso":"CR"},{"name":"Cuba","iso":"CU"},{"name":"Curaçao","iso":"CW"},{"name":"Dominica","iso":"DM"},{"name":"Dominican Republic","iso":"DO"},{"name":"El Salvador","iso":"SV"},{"name":"Greenland","iso":"GL"},{"name":"Grenada","iso":"GD"},{"name":"Guadeloupe","iso":"GP"},{"name":"Guatemala","iso":"GT"},{"name":"Haiti","iso":"HT"},{"name":"Honduras","iso":"HN"},{"name":"Jamaica","iso":"JM"},{"name":"Martinique","iso":"MQ"},{"name":"Montserrat","iso":"MS"},{"name":"Nicaragua","iso":"NI"},{"name":"Panama","iso":"PA"},{"name":"Puerto Rico","iso":"PR"},{"name":"Saint Kitts and Nevis","iso":"KN"},{"name":"Saint Lucia","iso":"LC"},{"name":"Saint Vincent and the Grenadines","iso":"VC"},{"name":"Saint-Pierre and Miquelon","iso":"PM"},{"name":"Sint Maarten","iso":"SX"},{"name":"Trinidad and Tobago","iso":"TT"},{"name":"Turks and Caicos Islands","iso":"TC"},{"name":"United States Virgin Islands","iso":"VI"}],"relocation_offered":false,"industries":["Financial Services"],"lifecycle":[{"event":"open","at":"2026-10-22T09:58:25Z"},{"event":"close","at":"2026-10-23T04:44:16Z"}],"visa":[],"liveness":null,"pay":{"stated_usd_annual":113742,"is_top_pay":false},"html_url":"https://alion.io/job/aplin-customer-relations-executive-tax","json_url":"https://alion.io/job/aplin-customer-relations-executive-tax.json","meta":{"generated_at":"2026-10-25T12:10:31Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":17596,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-26T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":3860801},"rest":"https://alion.io/mcp/rest/get_company?id=3860801"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Faplin-customer-relations-executive-tax"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Faplin-customer-relations-executive-tax"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Faplin-customer-relations-executive-tax"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/aplin-customer-relations-executive-tax\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Faplin-customer-relations-executive-tax"}]}