Apply on Kit Job: kitjob.ca/job/2g9htq

Become a Senior Financial Planner in Wealth Management, delivering tailored financial strategies to clients. Utilize your expertise in investments, tax management, and estate planning to help clients meet financial goals.

This senior role involves identifying complex needs and executing the financial planning cycle. Collaborate with clients and professionals across various disciplines to ensure optimal solutions. Responsibilities include managing client communication, preparing financial plans, and utilizing advanced software for efficient service delivery.

Key Responsibilities:



• Identify complex financial planning needs for clients • Develop and execute comprehensive financial plans • Manage client discovery and delivery processes • Collaborate with investment dealers, accountants, and lawyers • Prepare reports and track various financial accounts

Requirements: • CFP designation required; CPA is a solid asset • 5-7 years in wealth management or financial planning • Proficient in financial planning software • Strong analytical and communication skills • Ability to work independently and proactively

Leverage your financial planning expertise to deliver exceptional service and support clients in achieving their financial objectives effectively. #J-18808-Ljbffr

Apply on Kit Job: kitjob.ca/job/2g9htq

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