![BDO](https://media.trabajo.org/img/noimg.jpg)
Financial Planner, Wealth Management
3 weeks ago
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
-
Senior Wealth Planner
2 weeks ago
Calgary, Canada Wellington-Altus Private Wealth Inc. Full timeLocation: This position will be based out of our Calgary, or Edmonton office.Our organization:Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth...
-
Senior Wealth Planner
2 weeks ago
Calgary, Canada Wellington-Altus Private Wealth Inc. Full timeLocation: This position will be based out of our Calgary, or Edmonton office.Our organization:Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth...
-
Advisor, IG Wealth Management, Corporate Channel
1 month ago
Calgary, Canada IG Wealth Management Full timeAdvisor, IG Wealth Management, Corporate Channel Location(s): Calgary We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now! ...
-
Advisor, IG Wealth Management, Corporate Channel
3 weeks ago
Calgary, Canada IG Wealth Management Full timeAdvisor, IG Wealth Management, Corporate Channel Location(s): Calgary We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now! ...
-
Financial Planner, Wealth Management
1 week ago
Calgary, Alberta, Canada BDO Full timePutting 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...
-
Senior Wealth Planner
1 month ago
Calgary, Canada Wellington-Altus Full timeSenior Wealth Planner Location: This position will be based out of our Calgary, or Edmonton office. Our organization : Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc.,...
-
Senior Wealth Planner
3 weeks ago
Calgary, Canada Wellington-Altus Full timeSenior Wealth Planner Location: This position will be based out of our Calgary, or Edmonton office. Our organization : Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc.,...
-
Senior Financial Planner, Wealth Management
1 month ago
Calgary, Canada BDO Full timePutting 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...
-
Senior Financial Planner, Wealth Management
3 weeks ago
Calgary, Canada BDO Full timePutting 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...
-
Wealth Planner
7 days ago
Calgary, Alberta, Canada Fidelity Investments Full timeWealth Planner Fidelity Investments Woodlands, United States Wealth Planner Fidelity Investments Woodlands, United States Posted 2 days ago Permanent Competitive Wealth Planner Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key...
-
Associate Advisor/Financial Planner
5 days ago
Calgary, Canada DGA Careers Full timeAssociate Advisor/Financial Planner About the Job Our client is seeking a driven Associate Advisor/Financial Planner to join their boutique financial services practice. They specialize in Wealth Management, Financial Planning, Insurance, and Group Benefits, offering their clients a comprehensive r
-
Wealth Planning Advisor
3 weeks ago
Calgary, Canada BMO Financial Group Full time525 8th Ave SW East Tower Calgary Alberta,T2P 1G1 **Wealth Planning Advisor** The Wealth Planning Support Team is a business unit within BMO Wealth Distribution and Advisory Services, a dedicated team of knowledgeable professionals with diverse expertise in wealth planning. We leverage a team approach to deliver innovative and customized wealth planning...
-
Calgary, Alberta, Canada IGM Financial Full timeRequisition ID 12925 - Posted - Location (1) - Canada - Province of Job Posting (1) - Career Site (2) IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services...
-
Associate
3 weeks ago
Calgary, Canada IG Wealth Management Full timeOur goal is to provide clients with financial freedom via sound, strategic and principled financial planning. We seek to hire a knowledgeable and experienced financial planner with a passion for unlocking freedom for clients, both existing and new. We want a person that is inspired and inspires; someone that gives you that awesome kind of energy! Why join...
-
Associate
3 weeks ago
Calgary, Canada IG Wealth Management Full timeOur goal is to provide clients with financial freedom via sound, strategic and principled financial planning. We seek to hire a knowledgeable and experienced financial planner with a passion for unlocking freedom for clients, both existing and new. We want a person that is inspired and inspires; someone that gives you that awesome kind of energy!Why join our...
-
Associate
1 month ago
Calgary, Canada IG Wealth Management Full timeOur goal is to provide clients with financial freedom via sound, strategic and principled financial planning. We seek to hire a knowledgeable and experienced financial planner with a passion for unlocking freedom for clients, both existing and new. We want a person that is inspired and inspires; someone that gives you that awesome kind of energy!Why join our...
-
Associate
1 month ago
Calgary, Canada IG Wealth Management Full timeOur goal is to provide clients with financial freedom via sound, strategic and principled financial planning. We seek to hire a knowledgeable and experienced financial planner with a passion for unlocking freedom for clients, both existing and new. We want a person that is inspired and inspires; someone that gives you that awesome kind of energy! Why join...
-
Senior Financial Planner, CFP
2 months ago
Calgary, Canada Blue Chip Recruiting Ltd. Full timeOur Wealth Management client is looking for a Senior Financial Planner (CFP) in the Calgary area to join them. The Team includes a diverse group of financial experts and industry veterans who strive every single day to achieve strong results for their clients. Besides growing their clients’ financial futures, this Firm looks beyond the numbers, offering a...
-
Senior Financial Planner, CFP
3 weeks ago
Calgary, Canada Blue Chip Recruiting Ltd. Full timeOur Wealth Management client is looking for a Senior Financial Planner (CFP) in the Calgary area to join them. The Team includes a diverse group of financial experts and industry veterans who strive every single day to achieve strong results for their clients. Besides growing their clients’ financial futures, this Firm looks beyond the numbers, offering a...
-
Associate Advisor/Financial Planner
7 days ago
Calgary, Alberta, Canada DGA Careers Full timeAssociate Advisor/Financial PlannerAbout the JobOur client is seeking a driven Associate Advisor/Financial Planner to join their boutique financial services practice. They specialize in Wealth Management, Financial Planning, Insurance, and Group Benefits, offering their clients a comprehensive range of services including in-house accounting, estate law,...