We are looking for a Financial Planner to join our Wealth Management team. This is a replacement position and the successful candidate will be responsible for:

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

Other Financial Planning tasks including, but not limited to: RRSP, RESP and TFSA account tracking

Ad hoc duties and projects as required client describe you as positive, professional, and delivering high quality work. You actively participate in the adoption of digital tools and strategies to drive an innovative workplace. Be pursuant or have completed the Certified Financial Planner (CFP) designation

3+ years' experience in the wealth/financial planning industry is preferred (in banking, insurance, investment related workplace)

You ideally have experience utilizing planning software and are proficient with the Microsoft Office Suite

Ability to work well independently with minimal supervision

This recognition is a milestone we’re thrilled to add to our collection of awards for both experienced and student talent experiences. Do work with genuine care, Do what matters with purpose, and Do what's next - shaping how we support our people, serve our clients, and grow together. We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development.





We support your achievement of personal goals outside of the office and making an impact on your community. We encourage innovation and forward thinking, empowering you to embrace what's next and help shape the future of our firm.

We pay for performance with competitive total cash compensation that recognizes and rewards your contribution.

We provide comprehensive perks from day one, and a flexible personal time off policy.

We recognize and celebrate the unique experiences, identities, and perspectives that each of us bring – and that these experiences strengthen how we work together.

All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place. Our model is a blended approach designed to support the flexible needs of our people, the firm and our clients. It's about creating work experiences that meet everyone's needs and providing flexibility to adjust when, where and how we work to meet the expectations of our role.

It reflects our shared values and commitments and includes guiding principles to help us make ethical decisions and maintain trust with each other, our clients, and the public.

BDO may use artificial intelligence enabled tools to support certain aspects of the recruitment process. While these tools assist our teams, our use of AI does not replace human decision making, and all employment-related outcomes are made by BDO personnel.

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📌 Financial Management Advisor (Financial Planning) (Toronto)
🏢 BDO
📍 Toronto