Your Opportunity

We are looking for a Financial Planner to join our Wealth Management team.  This is a replacement position and the successful candidate will be responsible for:

• 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 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

The expected range of compensation for this role is $76,000 - $114,000 annually