Wealth Planning Advisor - Client-Focused Growth

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

Job summary

BDO Canada is seeking a Financial Planner to join our Wealth Management team in Windsor, Ontario. This replacement role focuses on data entry, needs analysis, and developing planning recommendations across investments, tax, retirement, estate planning, and business succession where appropriate.

The ideal candidate holds a CFP designation (or is pursuing it), brings at least 3 years of wealth planning experience, and is proficient with planning software and the Microsoft Office Suite.

Qualifications

• Be pursuing or have completed the CFP designation.
• 3+ years’ experience in wealth/financial planning preferred.
• Inquisitive and proactive attitude with continuous improvement mindset.
• Experience using planning software and Microsoft Office Suite.

Responsibilities

• Process client data and complete data entry in financial planning software.
• Identify client needs and propose financial planning solutions across wealth, life goals and objectives.
• Serve as a resource for clients on planning, investments, insurance, tax management, retirement and estate planning.
• Develop recommendations to help clients achieve financial goals.
• Handle additional planning tasks including RRSP, RESP and TFSA tracking and reporting.
• Participate in ad hoc duties and projects as needed.

Skills

Inquisitive mindset

Analytical skills

Independent work

Education

Certified Financial Planner (CFP) designation

Tools

Planning software

Microsoft Office Suite

Job description

BDO Canada is seeking a Financial Planner to join our Wealth Management team in Windsor, Ontario. This replacement role focuses on data entry, needs analysis, and developing planning recommendations across investments, tax, retirement, estate planning, and business succession where appropriate.

The ideal candidate holds a CFP designation (or is pursuing it), brings at least 3 years of wealth planning experience, and is proficient with planning software and the Microsoft Office Suite.