Job Detail
Position
Senior Financial Planner
Employment Terms: Full-Time
Job Description
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, youll play a key role in
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, youll play a key role in creating thoughtful strategies that consider every aspect of a clients life, family, and businesswhile being well supported, set up for success, and working alongside smart, hardworking people who genuinely enjoy what they do.
What Youll 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
Wed 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 modelling
Experience supporting full wealth-planning engagements from discovery through plan presentation
Excellent interpersonal and communication skills, with a collaborative and relationship-focused mindset
To review the full job description, please visit https://www.aplin.com/job/58827448-senior-financial-planner-saskatoon-saskatchewan/
How to Apply: If you are interested in this position and meet the above criteria,
please follow the link posted to apply on our website. We thank all
applicants; however, only those selected for an interview will be
contacted.
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