Financial Planner - Wealth Management

Overview

BDO is looking for a Financial Planner to join our Wealth Management team.

Responsibilities

• 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

Success Criteria

You demonstrate B...