Senior Financial Planner, Wealth Management

4 weeks ago

London Ontario KZ, Middlesex, Canada BDO Full time

Putting people first, every day

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 your personal and professional growth.

Your Opportunity

Our Wealth Management practice is looking for a Senior Financial Planner to join the team and own the following responsibilities:

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.

How do we define success for your role?

  • 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 are focused on effective service delivery to your clients.

  • You share in an inclusive and engaging work environment that develops, retains & 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.

Your experience and education:

  • You have completed your CFP designation; post-graduate diploma in Financial Planning or related discipline is considered a strong asset.

  • You have completed your CPA designation; post-graduate diploma in accounting or related discipline is considered a strong asset.

  • You have ideally 5-7 years of experience in the wealth/financial planning industry.

  • You are inquisitive, have a curious attitude by continuously asking questions and looking for opportunities to make improvements.

  • You have strong analytical and problem solving skills with the ability to work well independently with minimal supervision.

  • You display strong communication and interpersonal skills with a natural ability to build rapport and trusting relationships with clients.

  • You ideally have experience utilizing planning software and are proficient with MS Office programs (especially Word and Excel); experience using TaxPrep software is an asset.

  • You ideally have experience preparing financial plans with complex corporate and trust structures.

  • Ability to work well independently with minimal supervision.

Why BDO?

Our people-first approach to talent has earned us a spot among Canada's Top 100 Employers for 2024. This recognition is a milestone we're thrilled to add to our collection of awards for both experienced and student talent experiences.

Our firm is committed to providing an environment where you can be successful in the following ways:

  • We enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada.

  • We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development.

  • We support your achievement of personal goals outside of the office and making an impact on your community.

Giving back adds up: Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the opportunity to contribute to your community.

Total rewards that matter: We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. We provide flexible benefits from day one, and a market leading personal time off policy. We are committed to supporting your overall wellness beyond working hours and provide reimbursement for wellness initiatives that fit your lifestyle.

Everyone counts: We believe every employee should have the opportunity to participate and succeed. Through leadership by our Diversity, Equity and Inclusion Leader, we are committed to a workplace culture of respect, inclusion, and diversity. We recognize and celebrate the valuable differences among each of us, including race, religious beliefs, physical or mental disabilities, age, place of origin, marital status, family status, gender or gender identity and sexual orientation. If you require accommodation to complete the application process, please contact us.

Flexibility: All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place.

Our model is a blended approach designed to support the flexible needs of our people, the firm and our clients. It's about creating work experiences that meet everyone's needs and providing flexibility to adjust when, where and how we work to meet the expectations of our role.

Code of Conduct: Our Code of Conduct sets clear standards for how we conduct business. It reflects our shared values and commitments and includes guiding principles to help us make ethical decisions and maintain trust with each other, our clients, and the public.

Ready to make your mark at BDO? Click "Apply now" to send your up-to-date resume to one of our Talent Acquisition Specialists.

To explore other opportunities at BDO, check out our careers page.

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