Financial Planner - Wealth Management

BDO is a firm that values positive relationships with its people and clients, offering an award-winning environment for personal and professional growth. We are looking for a Financial Planner to join our Wealth Management team.

Requirements

• Process client data and complete data entry in financial planning software
• Identify financial planning needs and solutions for clients
• Serve as a resource for clients with needs surrounding financial planning
• Develop recommendations and identify areas of opportunity to assist clients in achieving their financial goals
• Other Financial Planning tasks including, but not limited to; meeting preparation, RRSP, RESP and TFSA account tracking, research assignments, prepare report packages, other duties as assigned

Benefits

• Competitive total cash compensation
• Flexible benefits from day one
• Market leading personal time off policy
• Reimbursement for wellness initiatives
• Support for local and national charity initiatives
• Support for community events
• Diversity, Equity and Inclusion programs