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Financial Planner – Wealth Management
BDO CanadaFinancial Planner handling client wealth management and financial planning needs. Process data and provide advice for investments, taxes, and retirement planning in a people-first firm.
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant 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)