Wealth Planning Advisor - Client-Focused Growth (Ontario)

Wealth Planning Advisor - Client-Focused Growth (Ontario)

28 Aug
|
BDO Canada
|
Ontario

28 Aug

BDO Canada

Ontario

BDO Canada is seeking a Financial Planner to join our Wealth Management team in Windsor, Ontario. This replacement role focuses on data entry, needs analysis, and developing planning recommendations across investments, tax, retirement, estate planning, and business succession where appropriate.
The ideal candidate holds a CFP designation (or is pursuing it), brings at least 3 years of wealth planning experience, and is proficient with planning software and the Microsoft Office Suite.

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📌 Wealth Planning Advisor - Client-Focused Growth (Ontario)
🏢 BDO Canada
📍 Ontario

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