Senior Financial Planner, Wealth Management

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 Senior Financial Planner to join the team and own the following responsibilities :

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 with complex needs surrounding financial planning, investments, insurance, tax management, retirement analysis, estate planning, succession planning, etc

Develop recommendations and identify areas of opportunity to assist clients in achieving their financial goals

Execute the financial planning cycle by creating, editing and proofing financial plans

Execute and manage the discovery and delivery process with clients

Liaise between investment dealers, accountants, lawyers and insurance professionals

Other Financial Planning tasks including but not limited to; meeting preparation, RRSP, RESP and TFSA account tracking, research assignments, preparing report packages and completing data entry in financial planning software

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; clients 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

You have completed your CFP designation; post-graduate diploma in Financial Planning or related discipline is considered a strong asset

You have completed your CPA designation; post-graduate diploma in accounting or related discipline is considered a strong asset

You have ideally 5-7 years of experience in the wealth / financial planning industry

You are inquisitive, have a curious attitude by continuously asking questions and looking for opportunities to make improvements

You have strong analytical and problem solving skills with the ability to work well independently with minimal supervision

You display strong communication and interpersonal skills with a natural ability to build rapport and trusting relationships with clients

You ideally have experience utilizing planning software and are proficient with MS Office programs (especially Word and Excel);

experience using TaxPrep software is an asset

You ideally have experience preparing financial plans with complex corporate and trust structures

Ability to work well independently with minimal supervision

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