Talent.com
BDO
Senior Financial Planner - Wealth ManagementBDO • Caroline St,Waterloo,Kitchener
Senior Financial Planner - Wealth Management

Senior Financial Planner - Wealth Management

BDO • Caroline St,Waterloo,Kitchener
30+ days ago
Job type
  • Full-time
Job description

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
Create a job alert for this search

Senior Financial Planner - Wealth Management • Caroline St,Waterloo,Kitchener

Similar jobs

Personal Support Worker (PSW)

CarePartnersAlma, ON, CA
CA$20.96 hourly
Full-time

Are you proud to contribute your skills to delivering quality health care? PSWs are an integral part of a health care team, and in this role, you will encourage, support, and promote independence f... Show more

 • Promoted

Global Remote Recruiter | Earn $3k-$11k per Placement

RecXchangeTillsonburg, ON, CA
Remote
Full-time

A global recruiter collaboration platform is seeking independent recruiters to work remotely and earn $3,000-$11,000 per successful candidate placement.Recruiters will have access to live client ro... Show more

 • Promoted

Online Survey Participant: Work Remote and Earn Up To $25 Per Survey

Earn HausWoolwich, ON, CA
Remote
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Senior Statistical Programmer

Warman O'Brienwaterloo, on, ca
Full-time

Senior/Principal Statistical Programmer | Small CRO | Remote/Hybrid.We're partnered with a small CRO who are experiencing a large amount of growth within Biometrics.As a Senior Statistical Programm... Show more

 • Promoted

Equity Partner & National Leader AI Business Solutions - People Machine

People Machinewaterloo, on, ca
Full-time

Equity Partner & National Leader, AI Business Solutions.This role can be located in any major city centre across Canada.Digital services within the firm.The role will focus on sales, delivery excel... Show more

 • Promoted

Intermediate Hydrogeologist - Skyline Recruitment Ltd

Skyline Recruitment Ltdwaterloo, on, ca
Full-time

Intermediate Hydrogeologist – Mining & Water Resources Consulting.Vancouver, BC (Remote options available within Canada for the right candidate).An established international consulting firm special... Show more

 • Promoted

Senior/ Lead - AI Engineer

FICOwaterloo, on, ca
Full-time

As a Senior Engineer on our Applied AI team, you will be at the forefront of building AI-powered software that transforms how our platform operates.You will design, build, and maintain production-g... Show more

 • Promoted

Principal Advisor Underground - Brunel

Brunelwaterloo, on, ca
Full-time

Position: Principal Advisor - Underground.Brunel is currently looking for a Principal Advisor – Underground for our mining client.The Principal Solutions Advisor - Underground is a strategic role w... Show more

 • Promoted

Manager, Tax Retirement and Estate Planning Services - Empire Life

Empire Lifewaterloo, on, ca
Full-time +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 ... Show more

 • Promoted

Finance Club Partner (Student Leadership Program) - Wall Street Oasis

Wall Street Oasiswaterloo, on, ca
Full-time

Club-Partnership-Application-LI-Job.This is a student leadership program designed to help finance and investment societies bring more value to their members.Wall Street Oasis (WSO) is offering a un... Show more

 • Promoted

Lead Small Animal DVM - Flexible Schedule & Great Benefits

P3 Veterinary PartnersWoodstock, Oxford County, CA
Full-time

A prominent veterinary clinic in Woodstock, Canada, is looking for a dedicated Veterinarian (DVM) to join their compassionate team.In this role, you will ensure high-quality care while enjoying a s... Show more

 • Promoted

Senior Financial Advisor - Client Growth & Mentorship

Thomson Allison Financial SolutionsSt. Jacobs, ON, CA
Full-time

A financial advisory practice in St.Jacobs is seeking a Mid-Senior level professional to enhance client relationships and provide financial planning.The role involves strengthening client ties, off... Show more

 • Promoted

Client Care Associate – Group Retirement Services (GRS) - PIB | Navacord (Programmed Insurance

PIB | Navacord (Programmed Insurance Brokers Inc.)elmira, on, ca
Full-time

Programmed Insurance Brokers Inc.PIB) is a leading full-service, multi-line insurance, and financial services agency, established in 1980.As a nationally licensedagency with accessto a diverse insu... Show more

 • Promoted

Residential Real Estate Broker - Grow Your Local Market

Coldwell Banker Venture RealtyElmira, ON, CA
Full-time

An established industry player is seeking motivated individuals for various real estate positions in the Kitchener area.This role offers a unique opportunity for both newcomers and experienced agen... Show more

 • Promoted

Senior Project Planner

The RTOC GroupWaterloo, Canada
Full-time

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 ... Show more

 • Promoted

Gestionnaire, Planif. fiscale et successorale - Empire Vie

Empire Viewaterloo, on, ca
Full-time

Lieu : Hybride - Partout au Canada.La fourchette de rémunération cible totale (RCT), qui comprend le salaire et la prime cible, est de $117,600 - $166,880.Cette fourchette de RCT ne s’applique qu’a... Show more

 • Promoted

Growth Lead - Lilo Social

Lilo Socialwaterloo, on, ca
Full-time

Lilo Social is a full-funnel eCommerce growth agency specializing in acquisition and retention for direct-to-consumer brands.With a team of over 75 professionals, we deliver best-in-class paid medi... Show more

 • Promoted • New!

Business Analyst - fintex

fintexwaterloo, on, ca
Full-time

Our founding team has built and shipped digital products at Canada's leading financial institutions—and now we're doing it faster, bolder, and entirely on our own terms.We're growing quickly and lo... Show more

 • Promoted

Compassionate PSW — Flexible Shifts & Meaningful Home Care

Senior Helpers Sarnia-LambtonArthur, ON, CA
Full-time

A local home care provider in Ontario is seeking a Personal Support Worker.This role involves assisting clients with daily living activities, including mobility support and preparing meals.The idea... Show more

 • Promoted

Woodstock FHO Opportunities

Southern Ontario Physician Recruitment AllianceWoodstock, Oxford County, Canada
Full-time

Woodstock, Canada | Posted on 12/11/2025.Patient Model Family Health Organization (FHO).Physician Specialty Family Practice.Region of Ontario Southern Ontario (SOPRA).The City of Woodstock is a rap... Show more