Financial Planner Role in BDO Wealth Management
BDO Canada • edmonton, Canada
Role Description
Become a Financial Planner with BDO's Wealth Management team, focusing on client-centered financial solutions across investments and estate planning. Drive your career in a supportive and growth-oriented environment.
This position involves assessing clients’ financial needs and crafting tailored solutions that encompass various planning aspects. Participate in developing strategies that align with clients' wealth and life goals, all while adhering to BDO’s core values of integrity and collaboration.
Key Responsibilities:
• Enter and process client data in financial planning software
• Identify and address clients’ financial planning objectives
• Create tailored recommendations for wealth management
• Engage in research and support for financial projects
• Manage additional responsibilities as requested
Requirements:
• CFP designation or working towards it
• At least 3 years' relevant wealth planning experi...
This position involves assessing clients’ financial needs and crafting tailored solutions that encompass various planning aspects. Participate in developing strategies that align with clients' wealth and life goals, all while adhering to BDO’s core values of integrity and collaboration.
Key Responsibilities:
• Enter and process client data in financial planning software
• Identify and address clients’ financial planning objectives
• Create tailored recommendations for wealth management
• Engage in research and support for financial projects
• Manage additional responsibilities as requested
Requirements:
• CFP designation or working towards it
• At least 3 years' relevant wealth planning experi...