Wealth Management Financial Planner — Growth & Impact (Oakville)

Wealth Management Financial Planner — Growth & Impact (Oakville)

15 Sep
|
BDO Canada
|
Oakville

15 Sep

BDO Canada

Oakville

BDO Canada is seeking a Financial Planner to join our Wealth Management team in Canada. This replacement role focuses on data entry, client needs analysis, and delivering comprehensive financial planning solutions including investments, insurance, tax planning, retirement and estate considerations.

The role requires a CFP designation (or in progress) and 3+ years in wealth/financial planning, with proficiency in planning software and MS Office; effective analytical and independent work skills

📌 Wealth Management Financial Planner — Growth & Impact (Oakville)
🏢 BDO Canada
📍 Oakville

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