Talent.com
BDO
Senior Financial Planner - Wealth ManagementBDO • Lacewood Dr,Halifax
Senior Financial Planner - Wealth Management

Senior Financial Planner - Wealth Management

BDO • Lacewood Dr,Halifax
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. 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
Créer une alerte emploi pour cette recherche

Senior Financial Planner - Wealth Management • Lacewood Dr,Halifax

Offres similaires

Wealth Planner: Flexible, Client‑Centric Advisor

ScotiabankNS, CA
Temps plein

Select how often (in days) to receive an alert:.Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Please note that Scotiabank offers various inve... Voir plus

 • Offre sponsorisée

Manager, Tax Retirement and Estate Planning Services - Empire Life

Empire Lifedartmouth, ns, ca
Temps plein +2

Manager, Tax Retirement and Estate Planning Services.Location: Hybrid - Anywhere in Canada.The total target compensation (TTC) range, including salary and target bonus, is $117,600 - $166,880.This ... Voir plus

 • Offre sponsorisée

Senior Financial Planner - Wealth Management

BDO CanadaHalifax, Nova Scotia, Canada
Temps plein

Your Opportunity Our Wealth Management team is looking for a Senior Financial Planner.The successful candidate will be responsible for:.Identify complex financial planning needs and solutions for c... Voir plus

 • Offre sponsorisée

CFP Advice-Only Financial Planner - dartmouth

Money Coaches Canada Inc.dartmouth, ns, ca
Temps plein

Build Your Practice — With Real Support Behind You.This role tends to resonate with CFP professionals who:.Love financial planning, not product sales.Take pride in doing thoughtful, high-quality wo... Voir plus

 • Offre sponsorisée • Nouvelle offre

Manager, Project Finance - NGen Canada

NGen Canadadartmouth, ns, ca
Temps plein

Next Generation Manufacturing Canada (NGen).Canada’s Global Innovation Cluster for Advanced Manufacturing.We connect industry, technology providers, researchers, and government to accelerate the ad... Voir plus

 • Offre sponsorisée • Nouvelle offre

Financial Planner - Yarmouth, NS

TDNS, CA
Temps plein

This role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues.Growth opportunities and skill development are defin... Voir plus

 • Offre sponsorisée

Wealth Planning Specialist

CI Financial Corp.Halifax, Nova Scotia, Canada
Temps plein

A leading financial services firm in Halifax is seeking a detail-oriented Investment Advisor to manage client portfolios and develop financial strategies.The ideal candidate will possess post-secon... Voir plus

 • Offre sponsorisée

Client-Focused Financial Planner Enhancing Investment Growth Opportunities

ScotiabankNS, CA
Temps plein

Transform client lives as a Financial Planner! You’ll deliver customized financial planning advice and foster connections that empower clients to realize their investment goals in a flexible work m... Voir plus

 • Offre sponsorisée

House Sitter Wanted - Seeking Reliable House Sitter In Mac Phees Corner, Nova Scotia $150 Daily Pay!

HouseSitter.comMacPhees Corner, Nova Scotia, Canada
150,00 $CA par jour
Temps plein

I am a home owner in MacPhees Corner, Nova Scotia, looking for a reliable house sitter to take care of my home while I am away.This position offers $150 daily.The responsibilities include pet feedi... Voir plus

 • Offre sponsorisée

Financial Planner — Build Client Wealth & Growth

TD BankNS, CA
Temps plein

A leading financial institution seeks a Financial Planner in Yarmouth, Nova Scotia.This role involves building client relationships, providing tailored investment advice, and driving business growt... Voir plus

 • Offre sponsorisée

Sap Financial Accounting Senior Consultant - PwC Canada

PwC Canadadartmouth, ns, ca
Temps partiel

Before applying to this posting, please review in detail and self-assess your eligibility.PwC Canada - SAP AMS (Application Management Services, Internal).SAP Financial Accounting Senior Consultant... Voir plus

 • Offre sponsorisée

Remote Financial Trading Specialist ($100/hr) - 75402 - halifax

Turinghalifax, ns, ca
Télétravail
Temps plein

Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing support... Voir plus

 • Offre sponsorisée

Senior Project Planner - The RTOC Group

The RTOC Groupdartmouth, ns, ca
Temps plein

Our client's Project Team is looking for a Senior Project Planner resource to support this Portfolio.This role will be based in Calgary, with project locations in Alberta and BC.Minimal travel may ... Voir plus

 • Offre sponsorisée

Financial Planner - Yarmouth, NS

TD BankNS, CA
Temps plein

Financial Planner - Yarmouth, NS page is loaded## Financial Planner - Yarmouth, NSremote type: On Sitelocations: Yarmouth, Nova Scotiatime type: Full timeposted on: Posted Todayjob requisit... Voir plus

 • Offre sponsorisée

Senior Strategic People Consultant

YOUR DREAM LIFE PIVOTdartmouth, NS, ca
Temps plein

Senior Strategic People Consultant</b></p><p>Remote | Global Leadership Education Sector</p><p><br></p><p><b>The Role</b></p><p&... Voir plus

 • Offre sponsorisée • Nouvelle offre

Financial Planner — Holistic Wealth Growth & Guidance

TDNS, CA
Temps plein

A leading financial institution in Nova Scotia is seeking a Financial Planner to empower clients through holistic financial planning.The role involves building client relationships, delivering expe... Voir plus

 • Offre sponsorisée

CFP Advice-Only Financial Planner - halifax

Money Coaches Canada Inc.halifax, ns, ca
Temps plein

Build Your Practice — With Real Support Behind You.This role tends to resonate with CFP professionals who:.Love financial planning, not product sales.Take pride in doing thoughtful, high-quality wo... Voir plus

 • Offre sponsorisée • Nouvelle offre

Senior Project Planner

The RTOC Groupdartmouth, ns, ca
Temps plein

Our client's Project Team is looking for a Senior Project Planner resource to support this Portfolio.This role will be based in Calgary, with project locations in Alberta and BC.Minimal travel may ... Voir plus

 • Offre sponsorisée

Remote Financial Consultant ($100/hr) - 75410 - dartmouth

Turingdartmouth, ns, ca
Télétravail
Temps plein

Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing support... Voir plus

 • Offre sponsorisée

Senior Client Experience & Wealth Lead

Summit Search GroupDartmouth, NS, CA
Temps plein

A professional services firm is seeking a Senior Client Relationship Manager in Dartmouth, NS.This role involves collaborating with wealth coaches to manage clients through the life insurance appli... Voir plus