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About the Role

We are looking for a Financial Planner to join our Wealth Management team. This role involves processing client data, identifying financial planning needs and solutions, and serving as a resource for clients on various financial matters.

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

Requirements

• Be pursuant or have completed the Certified Financial Planner (CFP) designation
• 3+ years’ experience in the wealth/financial planning industry is preferred (in banking, insurance, investment related workplace)
• Inquisitive, curious attitude by continuously asking questions and looking for opportunities to make improvements
• Ideally have experience utilizing planning software and are proficient with the Microsoft Office Suite
• Strong analytical and problem-solving abilities
• Ability to work well independently with minimal supervision

Skills

• Financial planning software utilization
• Microsoft Office Suite proficiency
• Analytical skills
• Problem-solving abilities

Location

• Virtual
• Client site
• Office

Work Type

• Hybrid

Experience Level

• 3+ years

Education Level

• Certified Financial Planner (CFP) designation

Salary/Compensations

• $76,000 - $114,000

Benefits

• Comprehensive benefits from day one
• Flexible personal time off policy
• Reimbursement for wellness initiatives

About the Company

• BDO is a firm built on a foundation of positive relationships with our people and our clients.
• BDO professionals provide exceptional service, helping clients with advice and insight they can trust.
• BDO offers an award-winning environment that fosters a people-first culture with a high priority on personal and professional growth.
• Our people-first approach to talent has earned us a spot among Canada’s Top 100 Employers for 2026.
• At BDO, our people experience is guided by three core pillars—Do work with genuine care, Do what matters with purpose, and Do what’s next - shaping how we support our people, serve our clients, and grow together.
• BDO is actively involved in our communities by supporting local charity initiatives.
• BDO may use artificial intelligence enabled tools to support certain aspects of the recruitment process.

Equal Opportunity

• We are committed to creating a workplace where employees can participate fully, contribute meaningfully and succeed without barriers.
• We are dedicated to fostering a workplace defined by respect, fairness, and a true sense of belonging for everyone.
• We recognize and celebrate the unique experiences, identities, and perspectives that each of us bring – and that these experiences strengthen how we work together.
• Our commitment extends to ensuring that our application process is both inclusive and accessible.
• If you require accommodation to complete the application process, please contact us.