Senior Financial Planner – Wealth Management
BDO Canada
full-time
Posted on:
Location Type: Hybrid
Location: Toronto • Canada
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Salary
💰 CA$92,000 - CA$138,000 per year
Job Level
About the role
- 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
- 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
- Flexible benefits from day one
- Market leading personal time off policy
- Support for local and national events
- Wellness initiatives reimbursement
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planninganalytical skillsproblem-solving skillsplanning software
Certifications
CFPCPA