Senior Financial Planner - Wealth Management (Calgary) (Winnipeg)

Overview

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 people‑first culture with a high priority on personal and professional growth.

Responsibilities

• 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 financial goals
• Execute the financial planning cycle by creating, editing, and proofing financial plans
• Execute and manage the discovery and delivery process with clients
• Liaise between investment dealers, accountants, lawyers and insurance professionals
• Other financial planning tasks, including but not limited to: meeting preparation, RRSP, RESP and TFSA account tracking, research assignments, preparing report packages and completing data entry in financial planning software

Success Criteria

You demonstrate BDO's core values through all aspects of your work: Integrity, Respect and Collaboration. You understand your client's industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high quality work. You identify, recommend, and focus on effective service delivery to your clients. You share in an inclusive and engaging work environment that develops, retains and attracts talent. You actively participate in the adoption of digital tools and strategies to drive an innovative workplace. You grow your expertise through learning and professional development.

Experience & Education

• Completed CFP designation; a post‑graduate diploma in Financial Planning or related discipline is considered a solid asset
• Completed CPA designation; a post‑graduate diploma in accounting or related discipline is considered a strong asset
• Ideally 5‑7 years of experience in the wealth/financial planning industry
• Inquisitive, with a curious attitude by continuously asking questions and looking for opportunities to make improvements
• Strong analytical and problem‑solving skills with the ability to work well independently with minimal supervision
• Strong communication and interpersonal skills with a natural ability to build rapport and trusting relationships with clients
• Ideally experienced in utilizing planning software and proficient with MS Office programs, especially Word and Excel; experience using TaxPrep software is an asset
• Ideally experienced in preparing financial plans with complex corporate and trust structures
• Ability to work well independently with minimal supervision

If you require accommodation to complete the application process, please contact us.