Senior Financial Planner at BDO
BDO
Elevate your career as a Senior Financial Planner with BDO's Wealth Management team. Leverage your expertise to provide comprehensive financial planning services tailored to clients' unique needs. BDO is seeking an experienced Senior Financial Planner who excels in identifying complex financial needs. You will serve as a critical resource for client investments, tax management, estate planning, and financial goals. Your role includes developing recommendations and managing the financial planning cycle from start to finish. Key Responsibilities:
• Identify comprehensive financial planning needs for clients
• Develop recommendations to achieve clients' financial goals
• Manage the financial planning cycle effectively
• Liaise with investment dealers and insurance professionals
• Handle various financial planning tasks and data entry Requirements:
• CFP designation required; CPA is an asset
• 5-7 years in wealth/financial planning
• Strong analytical and problem-solving skills
• Proven communication and interpersonal skills
• Proficient in planning and MS Office software Bring your financial planning expertise to BDO and make a meaningful impact on clients' financial futures.
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Vacancy posted 5 hours ago
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