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Aplin Logo Aplin · Finance

Senior Financial Planner

Canada, Manitoba · Job Posted March 01, 2026
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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, 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.

Job Responsibility

  • 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

Requirements

  • CFP designation (required), or a CPA/CA with a commitment to completing the CFP
  • 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
  • Collaborative and relationship-focused mindset

What we offer

  • Competitive compensation and a comprehensive benefits package
  • Incentive programs
  • Paid time off
  • Pension
  • Employee share ownership options
  • 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
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