Elevate your career as a Financial Planner with BDO's Wealth Management team. You'll process client data, identify financial needs, and develop tailored solutions to help clients achieve their goals. In this replacement role, your main responsibilities will include data entry in financial planning software, assessing clients' life goals, and providing insights into investments, retirement, and estate planning.

You’ll be integral in forming recommendations that support financial success while embodying BDO's core values of integrity and collaboration. Key Responsibilities:

- Process client data efficiently in planning software
- Identify financial planning needs tailored to clients
- Provide insights on investment, retirement, and insurance




- Prepare reports and develop strategic recommendations
- Conduct research and assist with ad hoc duties Requirements:
- Completed or pursuing Certified Financial Planner (CFP) designation
- 3+ years of experience in financial planning or related fields
- Proficient in financial planning software and Microsoft Office
- Solid analytical skills and problem-solving abilities
- Ability to work independently with minimal supervision Drive client success and innovation at BDO while growing your expertise in wealth management.

📌 Wealth Management Financial Planner at BDO (Kitchener)
🏢 BDO Canada
📍 Kitchener