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Senior Financial Planner - Wealth Management

BDOHanlon Creek,Guelph
Temps plein

Putting people first, every day.BDO is a firm built on a foundation of positive relationships with our people and our clients.Each day, our professionals provide exceptional service, helping client... Voir plus

Acoustics Engineer

RWDIGuelph, Ontario, CA
65 000,00 $CA par an
Temps plein
Quick Apply

RWDI is a global climate and performance engineering consulting firm that helps its clients redefine what’s possible by overcoming design and operational challenges, while minimizing environmental,... Voir plus

Sales Representative - FD

AppleOneGUELPH, ON
70 000,00 $CA par an
Permanent

We are recruiting for a Sales Representative to manage and grow an assigned field sales territory covering Guelph, Hamilton, London, Windsor, and Newfoundland.This direct hire opportunity is ideal ... Voir plus

Social Media & Engagement Coordinator

DexterraGuelph, Ontario, Canada
Temps plein

Dana Hospitality (a part of Dexterra Group) is looking for a talented Social Media & Engagement Coordinator.This position will be primarily located in the city of Guelph.Proficient in creating ... Voir plus

Maintenance Electrician

Macpower Digital Assets Edge Private LimitedGuelph, ON
Temps plein

This Full-Time position is located in Guelph-Dunlop, ON; however please expect receiving telephone calls from a 204-area code in case you are considered.Relocation assistance is not provided.Perfor... Voir plus

Office Administrator

Bullet Trade ServicesGuelph, ON, CA
45 000,00 $CA par an
Temps plein +1
Quick Apply

Join a Growing Industrial Contractor With over 18 years of multi-trade expertise , Bullet Trade Services has earned a reputation as one of Ontario's leading non-union industrial contractors , deliv... Voir plus

Personal Banking Associate Trainee -R_1395994 Customer Experience Associate - Future Opportunities

The Toronto-Dominion Bank (Canada)Guelph, Ontario
Temps plein

Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking a.Personal Banking ... Voir plus

Senior Tax Manager

TalntGuelph, ON, Canada
Temps plein
Quick Apply

This role is responsible for managing a portfolio of tax clients, providing technical leadership, mentoring tax professionals, and partnering with senior leadership to deliver strategic tax solutio... Voir plus

Assistant Meat Manager

Farm BoyGuelph, ON, CA
Temps plein

If you’re looking for more, you’ve come to the right place.From the moment we opened our doors in 1981, we knew we wanted to be different.The people who work here are special, and that’s what makes... Voir plus

Senior Software Developer - API

Randstad CanadaGuelph, Ontario, CA
Temporaire
Quick Apply

We are seeking an experienced Senior Software Developer - API to design, build, and deploy high-performance RESTful API platforms, cloud services, and AI-driven applications.In this role, you will ... Voir plus

 • Nouvelle offre

Customer service manager - retail

MIMI IMPORTSGuelph, ON, Canada
Temps plein +1

Experience: 3 years to less than 5 years.Retail/wholesale establishment/distribution centre.Plan and organize daily operations.Manage staff and assign duties.Determine merchandise and services to b... Voir plus

Patient Care Coordinator/Treatment Coordinator

Maallah & Salam Dent Prof CorpRockwood, Ontario, Canada
20,00 $CA par heure
Temps partiel
Quick Apply

Make an Impact at Ridge Square Dental!.Ready to Elevate Patient Care?.Are you passionate about patient care and driven by results?.This is guiding smiles to success.We customize dental treatments s... Voir plus

Strategic Development Program Trainee

Mckeough SupplyGuelph, Ontario, Canada
Temps plein

As a Strategic Development Program Trainee, you will progress through a 4 phased program to learn every aspect of our business from shipping and receiving, to sales, operations, purchasin... Voir plus

Junior Accounting Analyst, Clean Energy

The Skyline Group of CompaniesGuelph, ON, CA
Temps plein
Quick Apply

We’re growing and looking for a passionate, driven and energetic candidate to join our team for the position of Junior Accounting Analyst  for the Skyline Clean Energy team located ... Voir plus

Payroll Specialist (Job 280)

Ontario Universities' Application CentreGuelph, Ontario, Canada
62 725,00 $CA par an
Temps plein +1
Quick Apply

Job Type: Full-time, permanent with benefits.Located in Guelph, the Ontario Universities’ Application Centre (OUAC) processes applications for admission to undergraduate, law, medical, rehabilitati... Voir plus

Finance Administrator

Envirosearch Operations Inc.Guelph, ON, CA
26,00 $CA par heure
Temps plein

Envirosearch Operations was created in 2001 to specialize in providing water and wastewater operations services to non-municipal owners of water and wastewater treatment facilities in the Province ... Voir plus

Automotive Service Technician (310S)

RLB PeopleGuelph, ON, CA
Temps plein
Quick Apply

If you’re a licensed 310S Automotive Service Technician who takes pride in quality work and values staying connected to customers and community, our client.Norm's Esso been serving the Guelph area ... Voir plus

Overnight Housekeeper- Delta Guelph Conference Centre, Guelph,ON

Hotel EquitiesGuelph, Ontario, Canada, N1G 5L3
19,55 $CA par heure
Temps plein
Quick Apply

Hotel Equities, a multi-award-winning hotel development and hospitality management company, is currently searching for a remarkable.Delta Guelph Conference Centre, Guelph, ON.TO CLEAN, STOCK, AND P... Voir plus

RQ00754 - Project Manager/Leader - Senior

Source CodeGuelph, ON, Canada
94,95 $CA par heure
Temps plein +1
Quick Apply

RQ00754 - Project Manager/Leader - Senior.Location: Guelph, ON (104 Cooper Dr.Demonstrated experience managing multi-disciplinary projects involving technology, operations, vendors, and executive s... Voir plus

Senior Full Stack Developer (Node.js + React.js)

STACK IT RecruitmentGuelph, ON, CA
110 000,00 $CA par an
Temps plein
Quick Apply

Build scalable SaaS solutions that make a real-world impact as a Senior Full Stack Developer (Node.We're partnering with an established software company looking for a.This role is ideal for someone... Voir plus

Senior Financial Planner - Wealth Management

Senior Financial Planner - Wealth Management

BDOHanlon Creek,Guelph
Il y a plus de 30 jours
Type de contrat
  • Temps plein
Description de poste

Putting people first, every day

BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a with a high priority on your personal and professional growth.

Your Opportunity

Our Wealth Management team is looking for a Senior Financial Planner to join the team. This is a replacement position and the successful candidate will be responsible for:

  • Identify complex 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 complex needs surrounding financial planning, investments, insurance, tax management, retirement analysis, estate planning, succession planning, etc.
  • Develop recommendations and identify areas of opportunity to assist clients in achieving their financial goals
  • Execute the financial planning cycle by creating, editing and proofing financial plans
  • Execute and manage the discovery and delivery process with clients
  • Liaise between investment dealers, accountants, lawyers and insurance professionals
  • Other Financial Planning tasks including but not limited to; meeting preparation, RRSP, RESP and TFSA account tracking, research assignments, preparing report packages and completing data entry in financial planning software

How do we define success for your role?

  • 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; clients 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.

Your experience and education

  • You have completed your CFP designation; post-graduate diploma in Financial Planning or related discipline is considered a strong asset
  • You have completed your CPA designation; post-graduate diploma in accounting or related discipline is considered a strong asset
  • You have ideally 5-7 years of experience in the wealth/financial planning industry
  • You are inquisitive, have a curious attitude by continuously asking questions and looking for opportunities to make improvements
  • You have strong analytical and problem solving skills with the ability to work well independently with minimal supervision
  • You display strong communication and interpersonal skills with a natural ability to build rapport and trusting relationships with clients
  • You ideally have experience utilizing planning software and are proficient with MS Office programs (especially Word and Excel); experience using TaxPrep software is an asset
  • You ideally have experience preparing financial plans with complex corporate and trust structures
  • Ability to work well independently with minimal supervision