Elevate your career as a Financial Planner with BDO's Wealth Management team. Be the trusted advisor clients need for financial planning, investments, tax management, and more.

This role involves processing client data and identifying financial needs to develop tailored solutions. A solid understanding of wealth management, excellent analytical skills, and proficiency in financial planning software are crucial. You'll engage with clients on various aspects including retirement, estate planning, and business succession in a supportive, people-first workplace.

Key Responsibilities:
Process client data using financial planning software
Identify financial planning needs and propose solutions
Serve as a resource for clients in financial areas
Develop recommendations for achieving financial goals
Prepare report packages and support ad hoc projects

Requirements:
CFP designation or in progress
3+ years in wealth management or financial planning
Solid analytical and problem-solving skills
Proficient with Microsoft Office Suite
Ability to work independently with minimal supervision

Join a people-first culture that values growth, collaboration, and innovation at BDO.
J-18808-Ljbffr

📌 Wealth Management Financial Planner Bdo Windsor
🏢 BDO Canada
📍 Windsor