Financial Planner - Wealth Management

BDO; Toronto; Hybrid; CAD 76,000 - 114,000; Full time

Benefits offered by this job

Competitive pay

Benefits from day one

Flexible personal time off

Wellbeing reimbursement

Job summary

BDO is seeking a Financial Planner to join our Wealth Management team in Toronto. This replacement role focuses on data entry, needs analysis, and delivering comprehensive financial planning solutions across investments, taxes, and estate planning.

The candidate will develop recommendations, prepare reports, and support RRSP/RESP/TFSA tracking. A CFP designation with 3+ years of wealth planning experience is preferred. Salary range reflects market in Canada.

Qualifications

• Be pursuing or have completed the CFP designation.
• 3+ years' experience in wealth/financial planning preferred.
• Inquisitive, curious attitude with continuous improvement.
• Experience using planning software and proficient with MS Office.

Responsibilities

• Process client data and data entry in financial planning software.
• Identify financial planning needs and develop client solutions.
• Support clients with investments, insurance, tax management, retirement analysis, estate planning, and succession planning.
• Develop recommendations and identify opportunities to help clients reach goals.
• Prepare report packages and other planning tasks; assist with ad hoc duties.

Skills

Analytical abilities

Independent work

Inquisitive mindset

Education

CFP designation

Tools

Planning software

Microsoft Office

Job description

Your Opportunity

We are looking for a Financial Planner to join our Wealth Management team. This is a replacement position and the successful candidate will be responsible for:

• Process client data and complete data entry in financial planning software
• Identify 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 needs surrounding financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy and business succession planning
• Develop recommendations and identify areas of opportunity to assist clients in achieving their financial goals
• Other Financial Planning tasks including, but not limited to:
  • meeting preparation
  • RRSP, RESP and TFSA account tracking
  • research assignments
  • prepare report packages
  • other duties as assigned
• Ad hoc duties and projects as required

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.

Your experience and education

• Be pursuant or have completed the Certified Financial Planner (CFP) designation
• 3+ years' experience in the wealth/financial planning industry is preferred (in banking, insurance, investment related workplace)
• Inquisitive, curious attitude by continuously asking questions and looking for opportunities to make improvements
• You ideally have experience utilizing planning software and are proficient with the Microsoft Office Suite
• Strong analytical and problem-solving abilities
• Ability to work well independently with minimal supervision

The expected range of compensation for this role is $76,000 - $114,000 annually

Why BDO?

Our people-first approach to talent has earned us a spot among Canada's Top 100 Employers for 2026. This recognition is a milestone we’re thrilled to add to our collection of awards for both experienced and student talent experiences. At BDO, our people experience is guided by three core pillars: Do work with genuine care, Do what matters with purpose, and Do what's next - shaping how we support our people, serve our clients, and grow together. Our firm is committed to providing an environment where you can be successful in the following ways: We enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada. We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development. We support your achievement of personal goals outside of the office and making an impact on your community. We foster a collaborative, inclusive environment where your ideas are valued, and you can do your best work with genuine care and purpose. We encourage innovation and forward thinking, empowering you to embrace what's next and help shape the future of our firm.

Total rewards that matter

• We pay for performance with competitive total cash compensation that recognizes and rewards your contribution.
• We provide comprehensive benefits from day one, and a flexible personal time off policy.
• We're committed to supporting your overall wellbeing and provide reimbursement for wellness initiatives that fit your lifestyle.

Everyone counts

We are committed to creating a workplace where employees can participate fully, contribute meaningfully and succeed without barriers. We are dedicated to fostering a workplace defined by respect, fairness, and a true sense of belonging for everyone. We recognize and celebrate the unique experiences, identities, and perspectives that each of us bring – and that these experiences strengthen how we work together.

Flexibility

All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place. Our model is a blended approach designed to support the flexible needs of our people, the firm and our clients. It's about creating work experiences that meet everyone's needs and providing flexibility to adjust when, where and how we work to meet the expectations of our role.

Code of Conduct

Our Code of Conduct sets clear standards for how we conduct business. It reflects our shared values and commitments and includes guiding principles to help us make ethical decisions and maintain trust with each other, our clients, and the public.

BDO may use artificial intelligence enabled tools to support certain aspects of the recruitment process. While these tools assist our teams, our use of AI does not replace human decision making, and all employment-related outcomes are made by BDO personnel.

More information on BDO's Privacy Policy can be found here: Privacy Policy | BDO Canada

Nous considérons qu'il est essentiel que nos gens puissent réaliser leur potentiel, nourrir leur passion et renforcer leur avantage concurrentiel. Qu'il s'agisse de notre vaste clientèle ou de notre bassin de talents en pleine croissance, nos gens sont au cœur des activités de BDO. Notre expérience talent primée continue de faire notre fierté. L’ouverture et la collaboration définissent notre culture. Nous favorisons l’inclusion et célébrons la diversité de tous nos collaborateurs. Nous prônons le respect de chacun, le maintien de l’intégrité et la possibilité d’être pleinement soi-même.