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 BDO's core values through all aspects of your work: integrity, respec...