Financial Planning Manager

7 days ago


Barrie, Ontario, Canada BDO Full time

BDO is a firm built on a foundation of positive relationships with our people and our clients. Our professionals provide exceptional service, helping clients with advice and insight they can trust.

Role Overview

We are seeking an experienced Wealth Advisor to join our team in Northern Ontario. The successful candidate will be responsible for developing and strengthening client relationships, identifying complex financial planning needs, and serving as a resource for clients with complex needs surrounding financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy, and business succession planning.

Responsibilities
  • Develop and strengthen client relationships focusing on clients with investable assets above minimum thresholds
  • 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, executive compensation, retirement analysis, estate planning, philanthropy, and business succession planning
  • Recognize solutions which are appropriate for each client's needs and situation by working with Wealth Advisors in designing, implementing, and managing the full wealth planning process
  • Assist with business development related initiatives to promote BDO's Wealth Advisory Services to support the acquisition of new clients
  • Oversee wealth staff - coaching, mentoring, technical
  • Ensure that wealth process and documentation adhere to firm policies
  • You actively participate in the adoption of digital tools and strategies to drive an innovative workplace
  • Quality in delivery and deliverables
Requirements
  • 3-5 years of accounting, complex financial planning, wealth management, and/or investment experience
  • Experience using FP software and/or experience with Tax preparation software is also considered an asset
  • Prior experience in the wealth/financial industry with managing the financial needs of high-net-worth clients
What We Offer

We offer a competitive total cash compensation package that recognizes and rewards your contribution. We provide flexible benefits from day one, and a market-leading personal time off policy. 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.

We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. Estimated salary: $80,000 - $120,000 per year, based on location and experience.



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