Financial Planner, Wealth Management Expert

3 weeks ago

Calgary, Alberta, Canada BDO Full time

Putting People First

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. We offer an award-winning environment that fosters personal and professional growth.

Your Opportunity

Our Wealth Management practice is seeking a Financial Planner to join the team and take on the following responsibilities:

Responsibilities

  • Process client data and complete data entry in financial planning software.
  • Identify financial planning needs and solutions for clients by considering their wealth, life goals, and 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 meeting preparation, RRSP, RESP, and TFSA account tracking, research assignments, and preparing report packages.
  • Ad hoc duties and projects as required.

Success Factors

  • You demonstrate BDO's core values through all aspects of your work: integrity, respect, and collaboration.
  • You understand your clients' industries, challenges, and opportunities, and 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.

Your Experience and Education

  • Be pursuing or have completed the Certified Financial Planner (CFP) designation.
  • 3+ years' experience in the wealth/financial planning industry is preferred (in a banking, insurance, investment-related workplace).
  • Inquisitive and curious attitude by continuously asking questions and looking for opportunities to make improvements.
  • You 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.

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