Senior Financial Planner - Wealth Management, Courtice

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. We offer an award‑winning environment that focuses on your personal and professional growth.

Our 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 their 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.

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.

Success Criteria

Demonstrate BDO’s core values (Integrity, Respect, Collaboration) in all aspects of your work.

Understand your client’s industry, challenges and opportunities; clients describe you as positive, professional and delivering high quality work.

Identify, recommend and focus on effective service delivery to your clients.

Share in an inclusive and engaging work environment that develops, retains and attracts talent.

Actively participate in the adoption of digital tools and strategies to drive an innovative workplace.

Grow your expertise through learning and professional development.

Experience and Education

Completed CFP designation; post‑graduate diploma in Financial Planning or a related discipline is a strong asset.

Completed CPA designation; post‑graduate diploma in accounting or a related discipline is a strong asset.

5-7 years of experience in the wealth/financial planning industry preferred.

Inquisitive, with a curious attitude; continuously asking questions and looking for improvement opportunities.

Strong analytical and problem‑solving skills with the ability to work independently with minimal supervision.

Strong communication and interpersonal skills; natural ability to build rapport and trusted relationships with clients.

Experience with planning software and proficiency in MS Office (especially Word and Excel); experience using TaxPrep software is an asset.

Experience preparing financial plans with complex corporate and trust structures preferred.

Ability to work well independently with minimal supervision.

Compensation The expected range of compensation for this role is $92,000– $138,000 annually.

Benefits

Competitive total cash compensation that recognizes and rewards your contribution.

Flexible benefits from day one and a market‑leading personal time‑off policy.

Well‑being program with reimbursement for wellness initiatives.

Opportunities for learning and development across services, industries and markets.

Community engagement initiatives and support for local and national charitable events.

EEO Statement We are an equal opportunity employer. If you require accommodation to complete the application process, please contact us.

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