Financial Management Advisor (Financial Planning) (Edmonton)

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. We are looking for a Financial Planner to join our Wealth Management team. 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. 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. Ad hoc duties and projects as required. clients describe you as positive, professional, and delivering high quality work. You actively participate in the adoption of digital tools and strategies to drive an innovative workplace. Be pursuant or have completed the Certified Financial Planner (CFP) designation. 3+ years’ experience in the wealth/financial planning industry is preferred (in banking, insurance, investment related workplace). You ideally have experience utilizing planning software and are proficient with the Microsoft Office Suite. Ability to work well independently with minimal supervision. This recognition is a milestone we’re thrilled to add to our collection of awards for both experienced and student talent experiences. We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development. We support your achievement of personal goals outside of the office and making an impact on your community. Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the chance to contribute to your community. We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. We provide flexible benefits from day one, and a market leading personal time off policy. Through leadership by our Diversity, Equity and Inclusion Leader, we are committed to a workplace culture of respect, inclusion, and diversity. We recognize and celebrate the valuable differences among each of us, including race, religious beliefs, physical or mental disabilities, age, place of origin, marital status, family status, gender or gender identity and sexual orientation. All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place. Our model is a blended approach designed to support the flexible needs of our people, the firm and our clients. It’s about creating work experiences that meet everyone’s needs and providing flexibility to adjust when, where and how we work to meet the expectations of our role. It reflects our shared values and commitments and includes guiding principles to help us make ethical decisions and maintain trust with each other, our clients, and the public. Artificial Intelligence. BDO may use artificial intelligence enabled tools to support certain aspects of the recruitment process. While these tools assist our teams, our use of AI does not replace human decision making, and all employment‑related outcomes are made by BDO personnel. # Apply on Kit Job: kitjob.ca/job/2ps7gx