Financial Planner - Wealth Management

BDO Canada LLP; Toronto; On-site; CAD 76,000 - 114,000; Full time

Job summary

BDO Canada LLP in Toronto is seeking a Financial Planner to join our Wealth Management team on a replacement basis. You will process client data, identify needs, and develop recommendations to help clients reach their financial goals.

You will leverage financial planning software and the Microsoft Office Suite, collaborate with clients, and manage tasks from data entry to report packages. The role requires CFP designation or pursuit, and 3+ years of experience; compensation ranges from 76k to

Qualifications

• CFP designation or in progress.
• 3+ years of experience in wealth/financial planning preferred.
• Experience with planning software and Microsoft Office Suite.
• Strong analytical and problem-solving abilities.
• Ability to work independently with minimal supervision.

Responsibilities

• Process client data and complete data entry in financial planning software.
• Identify client needs and develop recommendations to help achieve financial goals.
• Serve as a resource on planning, investments, insurance, tax, retirement, estate planning, and business succession.
• Prepare report packages and assist with RRSP, RESP and TFSA tracking.
• Participate in ad hoc duties and projects as required.

Skills

Analytical thinking

Problem solving

Inquisitive mindset

Education

CFP designation

Tools

Planning software

Microsoft Office

Job description

Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth.

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.
• Giving back 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 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.

Our commitment extends to ensuring that our application process is both inclusive and accessible. If you require accommodation to complete the application process, please contact us.

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 Canada’s Privacy Policy can be found here: Privacy Policy | BDO Canada

When it comes to our people, we believe in helping you unlock possibilities, build your passions, and grow your competitive edge. From our expansive client base to growing talent pool, our people are the core of BDO. Our multi-award winning talent experience continues to make us proud. Our culture is open and collaborative. We foster inclusive ways to thinking and celebrate diversity among all contributors. We respect each other, do all things with integrity, and support our people to be their most authentic selves.