Senior Financial Planner

2 weeks ago

Saskatoon, Canada David Aplin Recruiting Full time

To Apply for this Job Click Here 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 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. To Apply for this Job Click Here #J-18808-Ljbffr

  • Senior Financial Planner

    2 weeks ago

    Saskatoon, Canada David Aplin Recruiting Full time

    A leading recruitment agency in Canada seeks a Senior Financial Planner to collaborate closely with an Advisor. You will support clients through comprehensive wealth planning, focusing on deep discovery, implementation of strategies, and enhancing client relationships. The ideal candidate has a CFP designation, strong technical knowledge, and excellent...

  • ScotiaMcLeod Senior Financial Planner

    7 days ago

    Saskatoon, Saskatchewan, Canada Scotiabank Full time

    Requisition ID: As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you'll be empowered to...

  • ScotiaMcLeod Senior Financial Planner

    4 days ago

    Saskatoon, Saskatchewan, Canada Scotiabank Full time

    Requisition ID: As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you'll be empowered to...

  • ScotiaMcLeod Senior Financial Planner

    3 weeks ago

    Saskatoon, Canada Scotiabank Full time

    Requisition ID: 240309. As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • ScotiaMcLeod Senior Financial Planner

    4 weeks ago

    Saskatoon, Canada Scotiabank Full time

    Requisition ID: 240309. As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Senior Wealth Planner – Total Wealth Strategy

    4 weeks ago

    Saskatoon, Canada Scotiabank Full time

    A leading financial services firm in Saskatoon is seeking a Senior Financial Planner to support Advisors in delivering comprehensive wealth management services. The ideal candidate will have a CFP designation or be a CA/CPA willing to obtain it, with at least 2 years of relevant experience. You will engage with clients to create Total Wealth Plans and...

  • Planner/Scheduler - Senior

    4 weeks ago

    Saskatoon, Canada Hatch Ltd. Full time

    Join a company that is passionately committed to the pursuit of a better world through positive change. With more than 65 years of business and technical expertise in mining, energy, and infrastructure, our 10,000 colleagues in 150 countries tirelessly work toward bettering the industries in which we operate. With practical solutions that are safe,...

  • Planner/Scheduler - Senior

    3 weeks ago

    Saskatoon, Canada Hatch Ltd. Full time

    Join a company that is passionately committed to the pursuit of a better world through positive change. With more than 65 years of business and technical expertise in mining, energy, and infrastructure, our 10,000 colleagues in 150 countries tirelessly work toward bettering the industries in which we operate. With practical solutions that are safe,...

  • Financial Planner, Scotia Financial Planning

    2 weeks ago

    Saskatoon, Canada Scotiabank Full time

    Title: Financial Planner, Scotia Financial Planning - Saskatoon and Surrounding Area Requisition ID: 243312 Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning...

  • Financial Planner, Scotia Financial Planning

    4 weeks ago

    Saskatoon, Canada Scotiabank Full time

    Title: Financial Planner, Scotia Financial Planning - Saskatoon and Surrounding Area Requisition ID: 243312 Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning...