Financial Planner, Wealth Advisory Services
BDO Canada
CA-ON-London
9h ago

Putting people first, every day

BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, we rely on our professionals to provide exceptional service, and help our clients by providing advice and insight they can trust.

In turn, we offer an environment that fosters a people-first culture with a high priority on your personal and professional growth.

Your opportunity

Our Wealth Management group is looking for a Financial Planner to join their team in either our London or Calgary office who will own the following responsibilities :

  • Identify complex 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 complex needs surrounding financial planning, investments, insurance, tax management, retirement analysis, estate planning, succession planning, etc
  • Develop recommendations and identify areas of opportunity to assist clients in achieving their financial goals
  • Execute the financial planning cycle by creating, editing and proofing financial plans
  • Liaise between investment dealers, accountants, lawyers and insurance professionals
  • Other Financial Planning tasks including but not limited to; meeting preparation, RRSP, RESP and TFSA account tracking, research assignments, preparing report packages and completing data entry in financial planning software
  • 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.
  • Y our experience and education

  • You have completed or are working toward your CFP designation; post-graduate diploma in Financial Planning or related discipline is considered a strong asset
  • You have ideally 2-3 years of experience in the wealth / financial planning industry
  • You are inquisitive, have a curious attitude by continuously asking questions and looking for opportunities to make improvements
  • You have strong analytical and problem solving skills with the ability to work well independently with minimal supervision
  • You display strong communication and interpersonal skills with a natural ability to build rapport and trusting relationships with clients
  • You ideally have experience utilizing FP Solutions software and are proficient with MS Office programs; experience using TaxPrep software is an asset
  • Why BDO?

    Our firm is committed to providing an environment where you can be successful in the following ways :

  • Firm success - We enable you to engage with the firm's strategic plan, and be a key contributor to the success and growth of the firm.
  • Professional success - We help you be the best professional you can be in our services, industries and markets.
  • Personal success - Achieve your personal goals outside of the office and make an impact on your community.
  • Giving back, it adds up : Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives.

    We support staff with local and national events where you will be given the opportunity to contribute to your community.

    Total rewards that matter : We pay for performance with competitive total cash compensation that recognizes and rewards your contribution.

    We provide flexible benefits from day one, and flexible time off through vacation, personal, and volunteer days. We are committed to supporting your overall wellness beyond working hours, and provide reimbursement for wellness initiatives that fit your lifestyle.

    Everyone counts : We believe every employee should have the opportunity to participate and succeed. Through leadership by our Chief Inclusion and Diversity Officer, we are committed to a workplace culture of respect, inclusion, and diversity.

    We recognize and celebrate the valuable differences among each of us, including race, religious beliefs, physical or mental disabilities, age, place of origin, marital status, family status, gender or gender identity and sexual orientation.

    If you require accommodation to complete the application process, please contact us.

    Ready to make your mark at BDO? Click Apply now to send your up-to-date resume to one of our Talent Acquisition Specialists.

    To explore other opportunities at BDO, check out our careers page.

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