Financial Planner - Wealth Management
BDO CanadaCalgary, Alberta, Canada • Edmonton, Alberta, Canada • Halifax, Nova Scotia, Canada • Winnipeg, Manitoba, Canada
Posted April 16, 2026
Full Time
About the Company
BDO is a firm built on a foundation of positive relationships with our people and our clients, providing exceptional service and a people-first culture.
Job Description
BDO is seeking a Financial Planner to join their Wealth Management team. The successful candidate will be responsible for providing exceptional service to clients with advice and insight they can trust, while also contributing to the growth and success of BDO in Canada.
Requirements
- Certified Financial Planner (CFP) designation
- 3+ years' experience in the wealth/financial planning industry
- Inquisitive and curious attitude
- Experience utilizing planning software and proficiency with Microsoft Office Suite
- Strong analytical and problem-solving abilities
- Ability to work well independently with minimal supervision
Benefits
- Flexible benefits from day one
- Market leading personal time off policy
- Reimbursement for wellness initiatives
- Support for local charity initiatives
- Total cash compensation that recognizes and rewards performance