Senior Financial Planning Manager

1 week ago

Barrie, Ontario, Canada BDO Full time

BDO is a firm built on a foundation of positive relationships with our people and clients.

About Our Firm

We provide exceptional service, helping clients with advice and insight they can trust. Our national Wealth Management practice in Northern Ontario offices is looking for an experienced Financial Planning Professional to join the team and own the following responsibilities:

Job Description
  • 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
  • You have 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.
  • You have prior experience in the wealth/financial industry with managing the financial needs of high-net-worth clients.
What We Offer

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 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. 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.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.

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