BDO Financial Planner Wealth Management Role
Location
calgary, ab
Job Type
Full-time
Category
Other-General
Posted
May 24, 2026
Discover your potential as a Financial Planner at BDO in our Wealth Management division. This position involves providing expert financial advice and solutions tailored to client needs.
In this role, you will be responsible for processing client data, identifying financial planning needs, and delivering recommendations in various areas including estate planning and investment management. By fostering positive relationships and practicing BDO's core values, you will contribute to our mission of client success and professional development.
Key Responsibilities: • Enter and process client data into planning software • Identify and address client financial needs • Prepare recommendations to meet financial goals • Track accounts like RRSPs and TFSAs • Manage research and other assigned projects
Requirements: • Completion or pursuit of CFP designation • At least 3 years' experience in related fields • Proficiency in planning software and Microsoft Office • Strong a...
In this role, you will be responsible for processing client data, identifying financial planning needs, and delivering recommendations in various areas including estate planning and investment management. By fostering positive relationships and practicing BDO's core values, you will contribute to our mission of client success and professional development.
Key Responsibilities: • Enter and process client data into planning software • Identify and address client financial needs • Prepare recommendations to meet financial goals • Track accounts like RRSPs and TFSAs • Manage research and other assigned projects
Requirements: • Completion or pursuit of CFP designation • At least 3 years' experience in related fields • Proficiency in planning software and Microsoft Office • Strong a...