Financial Management Advisor (Financial Planning) (Halifax)

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. 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 meeting preparation, RRSP, RESP and TFSA account tracking, research assignments, and preparing report packages 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 creative workplace Be pursuant or have completed the Certified Financial Planner (CFP) designation 3+ years’ experience in the wealth/financial planning industry (in banking, insurance or investment‑related workplace) Proficiency in planning software and Microsoft Office Suite Ability to work well independently with minimal supervision Competitive total cash compensation and flexible benefits from day one Market‑leading personal time‑off policy Flexibility to work in office, client site or virtually with a blended approach Support for wellness initiatives and personal goals outside work Opportunity to contribute to community through local charity initiatives Through leadership by our Diversity, Equity and Inclusion Leader, we are committed to a workplace culture of respect, inclusion and diversity. Apply on Kit Job: kitjob.ca/job/2ps7h0