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Aplin is partnering with a highly successful and well-established advisory team in Saskatoon to recruit a Senior Financial Planner who is passionate about delivering thoughtful, comprehensive wealth planning to clients.
This role is ideal for a planner who enjoys working deeply with clients to develop sophisticated financial strategies rather than focusing on sales or business development. You will work closely alongside experienced advisors who have built long-standing relationships with successful individuals, families, and business owners.
As the team continues to grow, they are looking for a planning professional who can play a key role in developing and delivering comprehensive wealth strategies, helping clients navigate complex financial decisions across investments, tax, retirement, and estate planning.
This is a rare opportunity to focus on the planning side of wealth management while being part of a collaborative and highly respected advisory team.
What You’ll Do
- Work closely with an Advisor to develop comprehensive financial plans for high-net-worth clients and families
- Participate in deep client discovery meetings to understand financial goals, family dynamics, and business interests
- Analyze complex financial scenarios and develop strategies related to retirement, tax, estate, and wealth planning
- Prepare and present detailed financial plans and planning recommendations
- Collaborate with internal specialists to implement sophisticated wealth strategies
- Support client meetings and ongoing relationship management
- Contribute to client education initiatives, including financial planning seminars and presentations
- Stay current on financial planning strategies, tax considerations, and industry developments
What You Bring
- CFP designation (required) or CPA/CA working toward CFP
- Experience developing or supporting comprehensive financial plans
- Strong technical understanding of retirement, tax, and estate planning strategies
- Experience working with financial planning software and scenario modeling tools
- Excellent interpersonal and communication skills
- A collaborative mindset and a genuine interest in helping clients achieve long-term financial success
Why This Opportunity Stands Out
- Work alongside a highly successful advisory team with an established client base
- Focus primarily on financial planning rather than sales or prospecting
- Exposure to complex planning strategies for successful families and business owners
- Collaborative and supportive team environment
- Competitive compensation and comprehensive benefits package
- Long-term career growth within a respected organization
At Aplin — together with our brands CompuStaff and Impact Recruitment — we connect great people with great organizations across North America. We believe diverse teams build stronger companies, and we welcome applicants from all backgrounds, experiences, and perspectives. We use AI tools to assist in a fair and efficient matching process, helping our recruiters connect the right people with the right opportunities. To be considered, applicants must be legally entitled to work in Canada, including holding any required permits. Our recruitment services are always free for job seekers.