Accounting & Finance

CFP Wealth Planner — Client-Focused Financial Guidance

BDO Canada

Barrie · Ontario · Canada

BDO Canada is seeking a Financial Planner to join our Wealth Management team in Barrie, Ontario. This replacement role focuses on data processing, client needs assessment, and delivering comprehensive financial planning solutions.

The successful candidate will leverage planning software and MS Office to prepare reports and recommendations, with a goal of helping clients achieve their financial objectives and long-term wealth growth.

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Reference: WJ-291_11799700

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