Financial Planner

1 week ago
Job ID
# Positions
Job Type
Full Time
Years of Experience
Job Industry
Accounting and Auditing Services

About Us

BDO. Because relationships matter.
There are many world-class accounting firms. Far fewer that offer a culture so rich in professional opportunity, personal fulfillment, and long-term growth. At BDO, we understand that exceptional service to our clients begins – and ends – with exceptional regard for our people. Because at its core, our business is not about numbers or spreadsheets, dollars or pence, but about people working with, for, and in service of others. In short, because relationships matter.

Job Description (EN)

Position Summary:

The London Office of BDO Canada LLP has an opening for a full-time Financial Planner. This position serves as a fantastic opportunity for the selected candidate to further assist with the growth of Wealth Management services offered by BDO, and for continued career growth and exposure in the Wealth & Advisory profession. This is a new position within our Firm, giving the successful candidate the opportunity to grow and make this position their own. We are seeking an individual who has demonstrated abilities to deal with sensitive information, where strong analytical and attention to detail skills are critical. The successful candidate for the role must be adaptable to the various demands of the position, and be comfortable working independently. 

Key Accountabilities and Responsibilities:

  • Process client data and complete data entry in financial planning software
  • 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
  • Other Financial Planning tasks including, but not limited to; meeting preparation, RRSP, RESP and TFSA account tracking, research assignments, prepare report packages, other duties as assigned
  • Involvement in Tax and Estate planning including tax related research, advising clients on RRSPs and preparing tax estimates
  • Liaise between investment dealers, accountants, lawyers and insurance professionals
  • Ad hoc duties and projects as required

Education and Professional Skills/Knowledge:

  • Designated Certified Financial Planner (CFP) or in progress of completion is preferred
  • Post graduate diploma in Financial Planning is considered a strong asset 
  • Prior experience in the wealth/financial planning industry is preferred (in a banking, insurance, investment related workplace)
  • Inquisitive, curious attitude by continuously asking questions and looking for opportunities to make improvements
  • Developed communication and interpersonal skills
  • Natural ability to build rapport and trusting relationships with clients
  • Strong analytical and problem solving abilities
  • Ability to work well independently with minimal supervision
  • Experience utilizing FP Solutions software
  • Proficiency with the Microsoft Office Suite Experience using TaxPrep software is considered an asset

Our Vision:


One Firm engaged to make a difference through valued relationships with our people, clients and communities.





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