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Financial Planner, Wealth Management

7 months ago

Calgary, 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 with a high priority on your personal and professional growth.

Your Opportunity

Our Wealth Management practice is looking for a Financial Planner to join the team and own 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 the client’s wealth, life goals and other 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, but not limited to; meeting preparation, RRSP, RESP and TFSA account tracking, research assignments, prepare report packages, other duties as assigned

Ad hoc duties and projects as required

How do we define success for your role?

You demonstrate BDO's core values through all aspect of your work: Integrity, Respect and Collaboration

You understand your client’s industry, challenges, and opportunities; client 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

Be pursuant 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, 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