Senior Financial Planner

As a Senior Financial Planner, you will partner closely with an Advisor to support clients through comprehensive, total-wealth planning. You will be joining a team of highly successful, well-established advisors who have decades of experience in the industry and are deeply committed to collaboration and shared success. From discovery through plan delivery and implementation, you’ll play a key role in creating thoughtful strategies that consider every aspect of a client’s life, family, and business—while being well supported, set up for success, and working alongside smart, hardworking people who genuinely enjoy what they do.

What You’ll Do
In this role, you will:

• Collaborate with an Advisor to deliver comprehensive financial plans through deep client discovery, analysis, and presentation
• Support the implementation of wealth strategies in partnership with a team of internal specialists
• Champion a client-focused approach that strengthens relationships and enhances the overall client experience
• Assist with the planning and delivery of client seminars on financial planning topics
• Maintain high professional standards while staying current on financial planning trends, tools, and best practices

What You Bring
We’d love to connect with you if you have:

• A CFP designation (required), or a CPA/CA with a commitment to completing the CFP, plus a minimum of 2 years of relevant experience
• Strong technical knowledge and comfort working with financial planning software and complex strategy modeling
• Experience supporting full wealth-planning engagements from discovery through plan presentation
• Excellent interpersonal and communication skills, with a collaborative and relationship-focused mindset

What’s In It for You

• Competitive compensation and a comprehensive benefits package, including incentive programs, paid time off, pension, and employee share ownership options
• The opportunity to work alongside a successful, supportive, and collaborative advisory team
• A positive, inclusive workplace that values curiosity, creativity, and shared success
• Ongoing learning and development opportunities through a robust internal training platform
• The chance to be part of an organization that is committed to making a meaningful impact — for clients, colleagues, and the community

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.