Senior Financial Planner - Wealth Management (Alberta)

Overview 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 Identify complex 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 complex needs surrounding financial planning, investments, insurance, tax management, retirement analysis, estate planning, succession planning, etc. 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. Execute and manage the discovery and delivery process with clients. Liaise between investment dealers, accountants, lawyers and insurance professionals. Perform other financial planning tasks including but not limited to: meeting preparation, RRSP, RESP and TFSA account tracking, research assignments, preparing report packages and completing data entry in financial planning software. Success Indicators & Core Values Demonstrate BDO’s core values—Integrity, Respect and Collaboration—in all aspects of work. Understand client’s industry, challenges, and opportunities; clients describe you as positive, skilled, and delivering high quality work. Identify, recommend, and focus on effective service delivery to clients. Participate in the adoption of digital tools and strategies to drive an creative workplace. Grow your expertise through continuous learning and professional development. Qualifications Completed CFP designation; post‑graduate diploma in Financial Planning or related discipline is a strong asset. Completed CPA designation; post‑graduate diploma in accounting or related discipline is a strong asset. Ideally 5–7 years of experience in the wealth/financial planning industry. Inquisitive, curious attitude with a continuous improvement mindset. Strong analytical and problem‑solving skills; ability to work autonomously with minimal supervision. Excellent communication and interpersonal skills; ability to build rapport and trust with clients. Experience utilizing planning software; proficient with MS Office programs (especially Word and Excel); experience with tax planning software is an asset. Experience preparing financial plans involving complex corporate and trust structures. Benefits & Work Environment Competitive total cash compensation that recognizes and rewards your contribution. Flexible benefits from day one and a market‑leading personal time off policy. Support for overall wellness beyond hours; reimbursement for wellness initiatives. Flexible working model: blended office, client site, and virtual work; accommodations for alternative arrangements. Diversity, Equity, Inclusion and Respect as core values; opportunity to participate in community initiatives. Legal / Accessibility Statement If you require accommodation to complete the application process, please contact us. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2pmuye