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
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Wealth Management Financial Planner — Growth & Impact in Oakville employer: BDO Canada
At BDO, we pride ourselves on being an excellent employer by fostering a collaborative and supportive work culture that prioritizes employee growth and development. As a Senior Manager in our Bankruptcy Solutions team, you will benefit from ongoing training opportunities and the chance to lead impactful projects while working in a dynamic environment that values innovation and service excellence. Located in a vibrant community, BDO offers a unique opportunity to engage with diverse stakeholders and make a meaningful difference in clients' lives.
