Wealth Management Financial Planner — Growth & Impact

BDO Canada; Oakville; Ibrido; CAD 76.000 - 114.000; Tempo pieno

Descrizione del lavoro

BDO Canada is seeking a Financial Planner to join our Wealth Management team in Canada. This replacement role focuses on data entry, client needs analysis, and delivering comprehensive financial planning solutions including investments, insurance, tax planning, retirement and estate considerations.

The role requires a CFP designation (or in progress) and 3+ years in wealth/financial planning, with proficiency in planning software and MS Office; effective analytical and independent work skills

Competenze

• CFP designation or in process; 3+ years of wealth/financial planning experience preferred.
• Experience using planning software and proficient with MS Office.

Mansioni

• Process client data and complete data entry in financial planning software.
• Identify financial planning needs and solutions based on client goals.
• Serve as a resource for clients on planning, investments, insurance, tax management, retirement and estate planning.
• Develop recommendations and identify opportunities to help clients achieve goals.
• Handle RRSP, RESP and TFSA tracking, prepare report packages and other duties.

Conoscenze

Analytical

Independent work

Inquisitive attitude

3+ years wealth/financial planning

Formazione

CFP designation

Strumenti

Planning software

Microsoft Office

Descrizione del lavoro

BDO Canada is seeking a Financial Planner to join our Wealth Management team in Canada. This replacement role focuses on data entry, client needs analysis, and delivering comprehensive financial planning solutions including investments, insurance, tax planning, retirement and estate considerations.

The role requires a CFP designation (or in progress) and 3+ years in wealth/financial planning, with proficiency in planning software and MS Office; effective analytical and independent work skills