Our client is seeking an experienced Senior Financial Planner to join their established private wealth practice in Saskatoon.

The Role

As a Senior Financial Planner, you will be responsible for preparing comprehensive financial plans for high-net-worth families, business owners, farm families, and incorporated specialists.

You Will
Prepare and analyze comprehensive financial plans for clients
Assess complex client situations to identify planning needs, gaps and opportunities .
Develop recommendations across retirement, tax, estate, insurance and intergenerational planning .
Support business transition, succession and wealth-transfer planning .
Integrate insurance, tax, estate and investment considerations into broader financial planning strategies.
Prepare insurance proposals, illustrations, comparisons and coverage analyses .
Review existing insurance coverage and identify needs and planning opportunities.
Work closely with Portfolio Managers, advisors and other professional advisors to develop client recommendations.




Prepare planning materials and recommendations for presentation by advisors and participate in client meetings where appropriate.
Manage ongoing insurance servicing, applications, underwriting coordination and related licensing requirements.

You Have
4+ years of hands-on experience preparing comprehensive financial plans .
Solid knowledge of retirement, tax, estate and insurance planning .
Experience working with HNW clients, business owners or other complex client situations.
CFP preferred; PFP considered with strong relevant experience.
Experience with financial planning software such as NaviPlan, Conquest or similar.
Advanced insurance knowledge and licensing is preferred.

You Are
Technically robust and analytical.
Highly organized and detail-oriented.
Comfortable working independently with complex financial situations.
Collaborative and able to work effectively with advisors and other professional partners.

📌 Senior Financial Planner Saskatoon
🏢 HiredUp
📍 Saskatoon