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Senior Financial Planner – Wealth Management
BDO CanadaSenior Financial Planner identifying and providing complex financial solutions for clients at BDO. Collaborating with professionals to assist clients in achieving their financial goals while managing various financial planning tasks.
About the role
Key responsibilities & impact- Identify complex financial planning needs and solutions for clients
- Develop recommendations to assist clients in achieving their financial goals
- Execute the financial planning cycle and manage client delivery process
- Liaise with investment dealers, accountants, lawyers, and insurance professionals
Requirements
What you’ll need- CFP designation
- CPA designation
- 5-7 years of experience in wealth/financial planning industry
- Strong analytical and problem-solving skills
- Proficient with MS Office programs (especially Word and Excel)
- Experience utilizing planning software
Benefits
Comp & perks- Flexible benefits from day one
- Market leading personal time off policy
- Support for local and national events
- Wellness initiatives reimbursement
ATS Keywords
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Hard Skills & Tools
financial planninganalytical skillsproblem-solving skillsplanning software
Certifications
CFPCPA