Financial Planner – Wealth Management
BDO Canada
full-time
Posted on:
Location Type: Hybrid
Location: London • Canada
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Salary
💰 CA$76,000 - CA$114,000 per year
About the role
- Process client data and complete data entry in financial planning software
- Identify financial planning needs and solutions for clients
- Serve as a resource for clients regarding financial planning, investments, and more
- Develop recommendations and identify opportunities to assist clients
- Conduct other financial planning tasks such as meeting preparation and account tracking
Requirements
- Be pursuant or have completed the Certified Financial Planner (CFP) designation
- 3+ years’ experience in the wealth/financial planning industry
- Experience utilizing planning software
- Proficient with the Microsoft Office Suite
- Strong analytical and problem-solving abilities
- Ability to work well independently with minimal supervision
Benefits
- Flexible benefits from day one
- Market leading personal time off policy
- Reimbursement for wellness initiatives
- Opportunities for learning and development
- Involvement in community charity initiatives
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data entryfinancial planningaccount trackinganalytical skillsproblem-solving
Soft Skills
independenceclient resourcefulness
Certifications
Certified Financial Planner (CFP)