Financial Planner - Wealth Management

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 opportunity to assist clients in achieving their financial goals
• Other Financial Planning tasks including, but not limited to:
  • meeting preparation
  • RRSP, RESP and TFSA account tracking
  • research assignments
  • prepare report packages
  • other duties as assigned
• Ad hoc duties and projects as required

You demonstrate BDO's core values through all aspect of your work:
Integrity, Respect and Collaboration. You understand your client’s industry, challenges, and opportunities; client describe you as positive, professional, and delivering high quality work. You identify, recommend, and are focused on effective service delivery to your clients. You share in an inclusive and engaging work environment that develops, retains & attracts talent. You actively participate in the adoption of digital tools and strategies to drive an innovative workplace.

You grow your expertise through learning and professional development.

• 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)
• Inquisitive, curious attitude by continuously asking questions and looking for opportunities to make improvements
• You ideally have experience utilizing planning software and are proficient with the Microsoft Office Suite
• Strong analytical and problem-solving abilities
• Ability to work well independently with minimal supervision

The expected range of compensation for this role is $76,000 - $114,000 annually

Our people-first approach to talent has earned us a spot among Canada's Top 100 Employers for 2026. This recognition is a milestone we’re thrilled to add to our collection of awards for both experienced and student talent experiences. At BDO, our people experience is guided by three core pillars:
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. Our firm is committed to providing an environment where you can be successful in the following ways:
We enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada. 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 foster a collaborative, inclusive environment where your ideas are valued, and you can do your best work with genuine care and purpose. 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 benefits from day one, and a flexible personal time off policy.
• We're committed to supporting your overall wellbeing and provide reimbursement for wellness initiatives that fit your lifestyle.

We are committed to creating a workplace where employees can participate fully, contribute meaningfully and succeed without barriers. We are dedicated to fostering a workplace defined by respect, fairness, and a true sense of belonging for everyone. We recognize and celebrate the unique experiences, identities, and perspectives that each of us bring – and that these…