Putting people first, every day
BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust.
In turn, we offer an award-winning environment that fosters a with a high priority on your personal and professional growth.
Your Opportunity
Our Wealth Management practice is looking for a Financial Planner to join the team and own the following responsibilities :
Responsibilities
Process client data and complete data entry in financial planning software
Identify financial planning needs and solutions for clients by considering the client’s wealth, life goals and other objectives
Serve as a resource for clients with needs surrounding financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy and business succession 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
Ad hoc duties and projects as required
How do we define success for your role?
You demonstrate BDO's core values through all aspect of your work : Integrity, Respect and Collaboration
You understand your client’s industry, challenges, and opportunities; client describe you as positive, professional, and delivering high quality work
You identify, recommend, and are focused on effective service delivery to your clients
You share in an inclusive and engaging work environment that develops, retains & attracts talent
You actively participate in the adoption of digital tools and strategies to drive an innovative workplace
You grow your expertise through learning and professional development.
Your experience and education
Be pursuant or have completed the Certified Financial Planner (CFP) designation
3+ years’ experience in the wealth / financial planning industry is preferred (in a banking, insurance, investment related workplace)
Inquisitive, curious attitude by continuously asking questions and looking for opportunities to make improvements
You ideally have experience utilizing planning software and are proficient with the Microsoft Office Suite
Strong analytical and problem solving abilities
Ability to work well independently with minimal supervision
Financial Planner, Wealth Management
Our Wealth Management practice is looking for a Financial Planner to join the team and own the following responsibilities:. Identify financial planning needs and solutions for clients by considering the client’s wealth, life goals and other objectives. Serve as a resource for clients with needs surr...
Internship Program-Financial Planner
You will be paired with an IG Wealth Management Financial Planner so you can experience the various career steps. Assist the Financial Planner in the personalized financial planning process. Today we deliver financial planning and wealth advice to more than one million Canadians coast to coast throu...
Senior Financial Planner, Wealth Management
Our Wealth Management practice is looking for a Senior Financial Planner to join the team and own the following responsibilities:. Identify complex financial planning needs and solutions for clients by considering the client's wealth, life goals and other objectives. Serve as a resource for clients ...
Wealth Associate
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. N...
Technical Account Manager- Western Canada (remote)
We are looking to add a Technical Account Manager to our Intrusion team that will be supporting our partners on all Qolsys & DSC products. As a Technical Account Manager for Western Canada, you will be providing technical training and support on the latest security technology to ensure the safety of...
Commercial Account Manager - E&O/D&O 9100
We are seeking a strong E&O/D&O Commercial Account Manager to work for a fabulous brokerage! This position will be in office full time, with the ability for a hybrid schedule after probation. Our client is a large independent BC based brokerage seeking to add a strong account manager to their team. ...
LATAM Administrative Assistant
We are looking for a part-time(up to 20 hours) Administrative Assistant for our LATAM region to support our mining operations. LATAM Administrative Assistant. Be prepared to handle various administrative tasks as needed. ...
Associate Wealth Advisor
An Associate Wealth Advisor will work alongside an experienced CC&L Private Capital Wealth Advisor for a three-year period of mentorship in sales and service. After the three-year mentorship term, the Associate Wealth Advisor will have the opportunity to advance to the Wealth Advisor role and contin...
Account Manager - Commercial
Reporting to the District Sales Manager, you will also prospect and onboard new accounts while managing relationships with key vendors. ...
Senior Financial Analyst
We're looking for Senior Financial Analysts (SFAs) and Financial Analysts (FAs) to join our Commercial Finance, Merchant Services, or Corporate Financial Planning & Analysis (FP&A) teams. Please note that this posting will be used to fill roles on the teams at both the Financial Analyst and Senior F...