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Financial Planner Role in BDO Wealth Management

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BDO Canada
📍 edmonton, Canada
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Location edmonton
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Posted June 05, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

Become a Financial Planner with BDO's Wealth Management team, focusing on client-centered financial solutions across investments and estate planning. Drive your career in a supportive and growth-oriented environment.

This position involves assessing clients’ financial needs and crafting tailored solutions that encompass various planning aspects. Participate in developing strategies that align with clients' wealth and life goals, all while adhering to BDO’s core values of integrity and collaboration.

Key Responsibilities:
• Enter and process client data in financial planning software
• Identify and address clients’ financial planning objectives
• Create tailored recommendations for wealth management
• Engage in research and support for financial projects
• Manage additional responsibilities as requested

Requirements:
• CFP designation or working towards it
• At least 3 years' relevant wealth planning experi...

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📍 Location Details

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City
edmonton
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Country
Canada
🚗
Commute
Local Area

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