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Financial Planner Jobs in Saskatchewan (NOW HIRING)

Td

Financial Planner - Saskatoon

Saskatoon, SK · On-site

CA$60K - CA$70K/yr

The Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business ...

Td

Financial Planner - Swift Current, SK

Swift Current, SK · On-site

CA$60K - CA$70K/yr

The Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business ...

Co op

Manager, Financial Planning & Analysis

Regina, SK · Hybrid

Join our Financial Planning & Analysis team, where you'll serve as a Finance Business Partner to an assigned business unit, providing financial leadership, meaningful insights, and forward-looking ...

7shifts

Senior Financial Analyst

Saskatoon, SK · On-site

CA$100K - CA$140K/yr

As the Senior Financial Analyst (FP&A) at 7shifts, you'll own the operating expense side of the business. Reporting to the Manager, FP&A, you'll be a key member of our lean, two-person FP&A team ...

Conexus Credit Union

Financial Advisor, Lending

Regina, SK · On-site

CA$58K - CA$73K/yr

Proactively identify members' financial goals and provide advice and solutions to support their achievement through the provision of introductory financial planning * Provide account and lending ...

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Financial Planner information

What is a financial planner?

A Financial Planner is a professional who helps individuals and organizations manage their finances and plan for their financial future. They provide advice on topics such as budgeting, investing, retirement savings, tax strategies, and estate planning. Financial Planners work closely with clients to understand their financial goals and develop personalized plans to achieve them. Many Financial Planners hold certifications, such as Certified Financial Planner (CFP), which demonstrate their expertise and commitment to ethical standards.

What skills and qualifications are needed to be a financial planner?

To thrive as a Financial Planner, you need strong analytical skills, a solid understanding of financial products, and typically a bachelor's degree in finance, accounting, or a related field, often supplemented by certifications like CFP (Certified Financial Planner). Proficiency with financial planning software, portfolio management tools, and CRM systems is essential. Exceptional interpersonal communication, ethical judgment, and active listening set top performers apart in this role. These skills and qualifications are crucial for building client trust, developing effective financial strategies, and ensuring regulatory compliance.

What challenges do financial planners face when building a client base, and how can they be addressed?

Financial Planners often find that establishing a strong client base is an initial hurdle, as trust and credibility are critical in this field. Many planners overcome this by networking extensively, seeking referrals from existing clients, and consistently demonstrating value through tailored financial advice. Leveraging technology, participating in community events, and maintaining professional certifications can also help build reputation. Persistence, excellent communication skills, and a genuine interest in clients’ financial goals are key to long-term success.

What is the difference between Financial Planner vs Financial Advisor?

AspectFinancial PlannerFinancial Advisor
CertificationsCFP, ChFCCFP, Series 7, Series 66
Work EnvironmentIndependent or firm-based, comprehensive planningBank, brokerage, or independent, investment-focused
Primary FocusHolistic financial planning including retirement, estate, taxesInvestment management and product sales
Employer & Industry UsageFinancial planning firms, independentFinancial institutions, banks, brokerages

While both roles involve helping clients manage their finances, a Financial Planner provides comprehensive, long-term financial planning services, often holding CFP or ChFC certifications. A Financial Advisor may focus more on investment management and may hold additional licenses like Series 7 or 66. The roles often overlap, but the Financial Planner emphasizes holistic planning, whereas the Financial Advisor may concentrate on investment products and portfolio management.

How much do financial planners get paid?

Financial planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $200,000 depending on experience, location, and client base. Many financial planners also earn commissions or fees for their services and often hold certifications like the CFP to enhance earning potential.
More about Financial Planner jobs

What are popular job titles related to Financial Planner jobs in Saskatchewan?

For Financial Planner jobs in Saskatchewan, the most frequently searched job titles are:

What cities in Saskatchewan are hiring for Financial Planner jobs?

Cities in Saskatchewan with the most Financial Planner job openings:

What are popular job titles related to Financial Planner jobs in SK?

For Financial Planner jobs in SK, the most frequently searched job titles are:

Financial Planner jobs near you
Infographic showing various Financial Planner job openings in Saskatchewan as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 81% Physical, 3% Hybrid, and 16% Remote job distribution.

Financial Planner

Harbourfront Wealth Management

Saskatoon, SK • On-site

Full-time

Re-posted 14 days ago

Job description

Who we are:
Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $16 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core values start with the belief that great people make great companies.
Career opportunity:
Fundamental Wealth, a wealth team within the Harbourfront group, is seeking a CFP, CPA, PFP or planning-focused professional who is passionate about helping clients make better financial decisions and building a rewarding long-term career.
At Fundamental Wealth, we believe exceptional financial advice starts with meaningful relationships and comprehensive planning—not sales quotas, cold calling, administrative work, or building a business from scratch. This opportunity is ideal for someone working within a bank, credit union, accounting firm, or wealth management practice who wants to spend more time advising clients and less time prospecting, selling products, or managing paperwork.
Why this opportunity is different:
Many financial professionals are caught between two imperfect choices: remain an employee indefinitely or take on the risk and uncertainty of building their own practice.
At Fundamental Wealth, we've built a different path.
You will step into an established and growing retirement-focused practice with existing client relationships, a proven planning process, and a dedicated support team handling much of the administration, onboarding, compliance, and operational work.
Rather than spending your days prospecting, chasing sales targets, processing paperwork and submitting instructions, you'll focus on what you do best:
  • Building meaningful client relationships
  • Delivering comprehensive financial planning
  • Helping families make better financial decisions
  • Growing alongside a successful and expanding practice

You'll also benefit from a steady flow of prospective clients generated through our marketing initiatives, including educational content, seminars, and referral relationships.
As client relationships deepen and responsibilities expand, so will your compensation.  There will also be opportunities to participate more directly in the long-term growth and recurring revenue of the practice, creating alignment between your success, your clients' success, and the success of the firm.
You will be responsible for:
  • Build and maintain long-term client relationships through regular communication and trust-based advice
  • Deliver comprehensive, goals-based financial planning across retirement, tax, estate, and investment needs
  • Act as the primary advisor for an existing portfolio of clients transitioned into your care
  • Provide tailored recommendations aligned with each client’s financial goals and life stage
  • Guide clients through retirement income planning and wealth preservation strategies
  • Collaborate with internal teams (operations, compliance, onboarding) to ensure a seamless client experience
  • Utilize a structured planning process to develop and present financial plans
  • Review and update client plans on an ongoing basis to reflect life changes and market conditions
  • Support client decision-making with clear, thoughtful, and actionable advice
  • Stay current on financial planning best practices, tax considerations, and regulatory requirements
  • Participate in client meetings, reviews, and ongoing relationship management
  • Contribute to a team-oriented environment focused on delivering high-quality client outcomes
 
The ideal candidate for this position has:
  • Experience as a CFP® within a bank, credit union, or wealth management firm, or is an associate advisor seeking greater opportunity and growth
  • A CPA designation holder with interest in expanding beyond tax compliance into comprehensive financial planning.
  • A strong passion for client relationships and delivering thoughtful, goals-based advice rather than sales-driven targets
  • Proven ability to build trust and maintain long-term client relationships through clear, proactive communication
  • Experience developing and delivering financial plans across retirement, tax, investment, and estate planning
  • A client-first mindset, with a commitment to acting in clients’ best interests at all times
  • Strong interpersonal and communication skills, with the ability to explain complex concepts clearly and confidently
  • A collaborative, team-oriented approach, working effectively with operations and support teams
  • An interest in continuous learning and staying current on industry trends, tax considerations, and regulatory requirements
  • Securities licensing (or willingness to obtain it)

Diversity and Inclusion
Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.
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