Your Opportunity 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 Develop recommendations and identify areas of prospect to assist clients in achieving their financial goals Other Financial Planning tasks including, but not limited to:meeting preparation RRSP, RESP and TFSA
📌 Financial Planner - Wealth Management (Toronto)
🏢 BDO
📍 Toronto