Financial Planner - Wealth Management
Location
winnipeg, mb
Job Type
Full-time
Category
Other-General
Posted
May 30, 2026
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 people‑first culture with a high priority on your personal and professional growth.
Responsibilities
Process client data and complete data entry in financial planning software
Identify 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 needs surrounding financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy and business succession planning
Develop recommendations and identify areas of opportunity to assist clients in achieving their financial goals
Other...
Responsibilities
Process client data and complete data entry in financial planning software
Identify 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 needs surrounding financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy and business succession planning
Develop recommendations and identify areas of opportunity to assist clients in achieving their financial goals
Other...