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The Retiring Farmer assists Saskatchewan farm families in the areas of tax planning, retirement planning, and estate distribution. Supported by our professional advisory group, we specialize in reducing taxation on the sale of the family farm and the tax efficient transfer of the farm to the next generation, either during the lifetime of a farmer or through their estate.
The Retiring Farmer requires a Financial Planning Assistant for our Saskatoon location. As the successful candidate to join the team, will be responsible for assisting the Wealth Management Team by performing duties to ensure an efficient workflow. Daily activities will include: inputting data into financial planning software, communicating with existing clients and prospects on data collection, working with administration in ensuring the client data in the CRM software is update, as well as preparing written correspondence and processing client requests. This individual will also assist the team with maintaining deadlines and preparing reports for clients enrolled in government initiatives. The Financial Planning Assistant will be responsible for maintaining an organized filing system to ensure that the Wealth Management Team is able to provide outstanding service to his/her clients and will prepare required documentation in advance of client appointments so that the Financial Planning can be organized during the meeting. Other duties may be assigned as required.