Accounting & Finance

Wealth Management Financial Planner — Growth & Impact

BDO Canada

Oakville · On · Canada

BDO Canada is seeking a Financial Planner to join our Wealth Management team in Canada. This replacement role focuses on data entry, client needs analysis, and delivering comprehensive financial planning solutions including investments, insurance, tax planning, retirement and estate considerations.

The role requires a CFP designation (or in progress) and 3+ years in wealth/financial planning, with proficiency in planning software and MS Office; effective analytical and independent work skills

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Reference: WJ-291_10951536

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