Working Together
As a family business that’s grown to include many talented and knowledgeable associates, we believe in fostering a collaborative, supportive office culture built on strong relationships, stimulating work, and plenty of opportunities for growth. While each team member brings a unique set of skills and expertise to the table, we all share a commitment to doing what’s right for our clients.
Current Postings
Tax Specialist
Posting Date: 2025/04/01
Posting Closing Date: 2025/05/01
Job Location: Saskatoon, SK
COMPANY DESCRIPTION:
The Retiring Farmer is an independent, privately-owned firm with over 35 years of experience supporting farm families across Canada. We specialize in wealth management tailored specifically for Canadian farmers, helping them to create personalized and comprehensive financial plans. Our expertise lies in minimizing taxes related to the sale of family farms and ensuring a tax-efficient transfer to the next generation.
Purpose:
The Tax Specialist works with our CI Assante Private Client Investment Counsellor, focusing on clients with investable assets exceeding $1 million. You will meet with existing and prospective clients, fostering growth within and outside of the client base in partnership with a dedicated wealth management department. The role is part of a broader team of Wealth Planning professionals delivering a holistic investment and wealth planning experience to high net-worth farm families across Alberta, Saskatchewan, and Manitoba. The role requires an ability to provide a superior service level to High-Net-Worth clients in coordination with the Wealth Planning Group.
We are engaged by farm families as trusted, fiduciary consultants providing a valuable, integrated and comprehensive solution to the complex issues involved in today’s family farm business. Specialized tax advice is essential for every engagement, whether it consists of transitioning to the younger generation, transitioning from active farming to asset liquidation, or retirement and estate planning.
Research and preparation of tax-planning strategies for clients will take precedence over the preparation of personal tax returns. The ideal candidate enjoys being in the spotlight with clients, seeing themselves as the go-to resource for wealth planning.
Accountabilities:
The Tax Specialist’s accountabilities include, but are not limited to:
- Assist with the management of onboarding of new tax clients,
- Review personal income tax returns and CRA reviews.
- Review government remittance filings (T4, T5, CDA elections, GST).
- Manage and secure client files with confidentiality.
- Conduct discovery calls with prospective clients to discuss their affairs and explore potential tax and succession strategies.
- Preparation of tax and succession plans for corporations, partnerships and individuals.
- Preparation and review of annual corporate and personal tax plans
- Collaborate with senior staff to meet client deadlines.
- Develop and maintain client relationships.
- Request supporting documentation and respond to client queries.
- Track filing timelines for timely return completion.
- Stay updated on tax law changes, especially in agriculture.
- Research and apply the Income Tax Act for compliance and reorganization.
- Support and review of internal bookkeeping.
Job Requirements Summary:
- Degree in Accounting, Finance, or related field.
- The In-depth Tax course is beneficial but not mandatory.
- Experience in a similar role, preferably in agriculture.
- Strong attention to detail, organizational and communication skills.
- Proactive problem-solving and process improvement mindset.
- Ability to manage multiple priorities and meet deadlines.
- Legally entitled to work in Canada.
Knowledge and Technical Competencies:
- Excellent people management skills
- Excellent verbal and written communication skills
- Dedication and strong work ethic
- Ability to research and utilize electronic tax tools
- Encourages others to maintain a consistent and steady motivation or pace
- Provide others with opportunities to take on new challenges and responsibilities
- Implements processes and procedures to prevent problems from repeating themselves
- Negotiates effectively by identifying common ground and potential solutions that are beneficial to all parties
- Ability to manage conflicting demands and priorities
- Highly motivated with a desire for growth
- Excellent client service skills with the ability to understand clients’ needs
- Ability to establish and maintain strong client relationships
- Deliver quality service and value to clients
- Dedication and motivation to achieve high standards of client service and professionalism in the performance of duties
- Strong project management and organizational skills
- Ability to accurately record time and prepare billings for client engagements
- Proven leadership skills
Benefits:
At The Retiring Farmer, you’ll join a dedicated team making a meaningful impact on farm families across Canada. We offer competitive compensation, wellness credits, professional growth opportunities, and a supportive, innovative work environment. Enjoy work-life balance with perks like Fridays off in July and August, extra time off during Christmas, and flexible days off.
How to Apply:
If you are interested in learning more about this exciting opportunity, we would love to hear from you. Interested candidates are invited to submit their resume and a cover letter detailing their relevant experience to info@theretiringfarmer.com.
The Retiring Farmer is committed to a diverse and inclusive workplace. We are an equal opportunity employer and do not discriminate based on religion, creed, sex, disability, age, marital status, family status, colour, ancestry, place of origin or other legally protected status. We encourage you to contact us if you require accommodation in the recruitment process or need this job posting in an alternative format.
We thank all applicants for their interest, but only those selected for an interview will be contacted.
Investment Advisor
Posting Date: June 2nd, 2025
Posting Closing Date: June 23rd, 2025
Job Location: Saskatoon, SK
Reports To: Alex Runions
COMPANY DESCRIPTION:
The Retiring Farmer is an independent, privately-owned firm with over 35 years of experience supporting farm families across Canada. We specialize in wealth management tailored specifically for Canadian farmers, helping them to create personalized and comprehensive financial plans.
Our expertise lies in minimizing taxes related to the sale of family farms and ensuring a tax-efficient transfer to the next generation.
Purpose:
We are seeking a highly skilled and dedicated Investment Advisor to join our team. The ideal candidate will possess a comprehensive understanding of investment strategies and client financial management. As an Investment Advisor, you will play a pivotal role in guiding clients through the complexities of their investment options, ensuring alignment with their financial goals and risk tolerance. Your expertise will contribute significantly to our client’s success as you provide tailored advice in a dynamic financial environment.
In this role, you will work closely with a team of experienced professionals to provide insightful investment solutions tailored to meet the diverse needs of our clients. You will engage in thorough market analysis, support the development of customized investment strategies, and assist in managing client portfolios. Your role will be pivotal in delivering value-added services that enhance client satisfaction and contribute to the overall success of our firm. Ideal candidates possess a strong analytical mindset, exceptional communication skills, and a passion for the financial markets. This position offers a unique gateway to build a rewarding career in investment advising while making a meaningful impact on our clients and the organization.
Responsibilities:The Investment Associate accountabilities include, but are not limited to:
- Assist in analyzing clients’ financial situations and investment needs.
- Support senior advisors in developing tailored investment strategies.
- Conduct thorough research on market trends and investment opportunities.
- Prepare detailed reports and presentations for client meetings.
- Monitor and evaluate client portfolios, making recommendations as needed.
- Build and maintain strong client relationships through effective communication.
- Stay updated on financial regulations and compliance standards.
Knowledge and Technical Competencies:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- MFDA, IIROC license, and/or LLQP is an asset but not required.
- Excellent people management skills.
- Excellent verbal and written communication skills.
- Dedication and strong work ethic.
- Ability to research and utilize electronic tax tools.
- Encourages others to maintain a consistent and steady motivation or pace.
- Provide others with opportunities to take on new challenges and responsibilities.
- Implements processes and procedures to prevent problems from repeating themselves.
- Negotiates effectively by identifying common ground and potential solutions that benefit all parties.
- Ability to manage conflicting demands and priorities.
- Highly motivated with a desire for growth.
- Excellent client service skills with the ability to understand clients’ needs.
- Ability to establish and maintain strong client relationships.
- Deliver quality service and value to clients.
- Dedication and motivation to achieve high standards of client service and professionalism in the performance of duties.
- Strong project management and organizational skills.
- Ability to accurately record time and prepare billings for client engagements.
Benefits:
At The Retiring Farmer, you’ll join a dedicated team making a meaningful impact on farm families across Canada. We offer competitive compensation, wellness credits, professional growth opportunities, and a supportive, innovative work environment. Enjoy work-life balance with perks like Fridays off in July and August, extra time off during Christmas, and flexible days off.
How to Apply:
If you are interested in learning more about this exciting opportunity, we would love to hear from you. Interested candidates are invited to submit their resume and a cover letter detailing their relevant experience to info@theretiringfarmer.com.
The Retiring Farmer is committed to a diverse and inclusive workplace. We are an equal opportunity employer and do not discriminate based on religion, creed, sex, disability, age, marital status, family status, colour, ancestry, place of origin or other legally protected status. We encourage you to contact us if you require accommodation in the recruitment process or need this job posting in an alternative format.
We thank all applicants for their interest, but only those selected for an interview will be contacted.
Join the Team
If you’re interested in joining us, please submit your resume. Our team will review your submission and, if your experience aligns, we’ll reach out to schedule a meeting.