Apply on Kit Job: kitjob.ca/job/2g8m9t

Join a energetic Wealth Management team as a Senior Financial Planner. Deliver expert financial guidance and develop comprehensive solutions to meet clients’ needs and achieve their wealth goals.

In this role, you will identify complex financial planning requirements and opportunities for clients. With a focus on investments, tax management, retirement analysis, and estate planning, you will collaborate with various professionals to execute high-quality financial plans. Your goal is to deliver exceptional service while fostering strong relationships with clients and industry stakeholders.

Key Responsibilities:



• Identify complex financial planning needs and solutions • Develop comprehensive recommendations for clients • Execute financial planning cycles with precision • Manage client discovery and delivery process • Liaise with investment dealers, accountants, and lawyers

Requirements: • CFP designation; post-graduate diploma is a strong asset • 5-7 years of wealth/financial planning experience • Strong communication and interpersonal skills • Proficient in financial planning software • Ability to work independently and solve problems

Drive client success through innovative financial strategies and expert guidance while enhancing your professional growth. #J-18808-Ljbffr

Apply on Kit Job: kitjob.ca/job/2g8m9t

📌 Senior Wealth Management Financial Planner (Toronto)
🏢 BDO Canada
📍 Toronto