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Senior Financial Planner - Wealth Management

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BDO
πŸ“ Calgary, Canada
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Location Calgary
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Posted June 05, 2026
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Commute Local Area
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Job Description

Putting people first, every day
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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 with a high priority on your personal and professional growth.

Your Opportunity

Our Wealth Management team is looking for a Senior Financial Planner to join the team. The successful candidate will be responsible for:

  • Identify complex 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 complex needs surrounding financial planning, investments, insurance, tax management, retirement analysis, estate planning, succession planning, etc.
  • Develop recommendations and identify areas of opportunity to assist clients in achieving their...
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    πŸ“ Location Details

    πŸŒ†
    City
    Calgary
    πŸ—ΊοΈ
    Country
    Canada
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    Commute
    Local Area

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