{"id":3095574,"url":"https://alion.io/job/bdo-canada-financial-planner-wealth-management","title":"Financial Planner - Wealth Management","company":{"id":1049933,"name":"BDO Canada","domain":"bdo.ca","url":"https://alion.io/company/bdo-ca","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"middle","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Toronto, Canada","Barrie, Canada","Kitchener, Canada","Windsor, Canada","North Bay, Canada","Oakville, Canada","London, United Kingdom"],"countries":["CA","GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":76000,"max":114000,"currency":"USD","period":"year","gross":null,"usd_annual":114000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-08-24T00:00:00Z","employer_posted_date":"2026-08-24","last_verified_at":"2026-10-23T01:20:41Z","board_verified":true,"closed_at":null,"days_open":60,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":60},"description":"Putting people first, every day\nBDO 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.\nYour Opportunity\nWe are looking for a Financial Planner to join our Wealth Management team. This is a replacement position and the successful candidate will be responsible for:\nProcess client data and complete data entry in financial planning software\nIdentify financial planning needs and solutions for clients by considering the client’s wealth, life goals and other objectives\nServe 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;\nDevelop recommendations and identify areas of opportunity to assist clients in achieving their financial goals\nOther Financial Planning tasks including, but not limited to; meeting preparation, RRSP, RESP and TFSA account tracking, research assignments, prepare report packages, other duties as assigned\nAd hoc duties and projects as required\nHow do we define success for your role?\nYou demonstrate BDO's core values through all aspect of your work: Integrity, Respect and Collaboration\nYou understand your client’s industry, challenges, and opportunities; client describe you as positive, professional, and delivering high quality work\nYou identify, recommend, and are focused on effective service delivery to your clients\nYou share in an inclusive and engaging work environment that develops, retains & attracts talent\nYou actively participate in the adoption of digital tools and strategies to drive an innovative workplace\nYou grow your expertise through learning and professional development.\nYour experience and education\nBe pursuant or have completed the Certified Financial Planner (CFP) designation\n3+ years’ experience in the wealth/financial planning industry is preferred (in banking, insurance, investment related workplace)\nInquisitive, curious attitude by continuously asking questions and looking for opportunities to make improvements\nYou ideally have experience utilizing planning software and are proficient with the Microsoft Office Suite\nStrong analytical and problem-solving abilities\nAbility to work well independently with minimal supervision\nThe expected range of compensation for this role is $76,000 - $114,000 annually\nWhy BDO?\nOur people-first approach to talent has earned us a spot among Canada’s Top 100 Employers for 2026. This recognition is a milestone we’re thrilled to add to our collection of awards for both experienced and student talent experiences.\nAt BDO, our people experience is guided by three core pillars-Do work with genuine care, Do what matters with purpose, and Do what’s next - shaping how we support our people, serve our clients, and grow together.\nOur firm is committed to providing an environment where you can be successful in the following ways:\nWe enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada.\nWe help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development.\nWe support your achievement of personal goals outside of the office and making an impact on your community.\nWe foster a collaborative, inclusive environment where your ideas are valued, and you can do your best work with genuine care and purpose\nWe encourage innovation and forward thinking, empowering you to embrace what’s next and help shape the future of our firm\nGiving back adds up: Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the opportunity to contribute to your community.\nTotal rewards that matter: We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. We provide comprehensive benefits from day one, and a flexible personal time off policy. We’re committed to supporting your overall wellbeing and provide reimbursement for wellness initiatives that fit your lifestyle.\n\nEveryone counts: We are committed to creating a workplace where employees can participate fully, contribute meaningfully and succeed without barriers. We are dedicated to fostering a workplace defined by respect, fairness, and a true sense of belonging for everyone. We recognize and celebrate the unique experiences, identities, and perspectives that each of us bring - and that these experiences strengthen how we work together. Our commitment extends to ensuring that our application process is both inclusive and accessible. If you require accommodation to complete the application process, please contact us.\n\nFlexibility: All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place.\nOur model is a blended approach designed to support the flexible needs of our people, the firm and our clients. It’s about creating work experiences that meet everyone’s needs and providing flexibility to adjust when, where and how we work to meet the expectations of our role.\nCode of Conduct: Our Code of Conduct sets clear standards for how we conduct business. It reflects our shared values and commitments and includes guiding principles to help us make ethical decisions and maintain trust with each other, our clients, and the public.\nBDO may use artificial intelligence enabled tools to support certain aspects of the recruitment process. While these tools assist our teams, our use of AI does not replace human decision making, and all employment-related outcomes are made by BDO personnel.\nMore information on BDO Canada’s Privacy Policy can be found here:\nPrivacy Policy | BDO Canada\nReady to make your mark at BDO? Click “Apply now” to send your up-to-date resume to one of our Talent Acquisition Specialists.\nTo explore other opportunities at BDO, check out ourcareers page .","description_format":"text","description_chars":6347,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Professional development","Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Financial Advisory, Valuation & Restructuring","Accounting & Bookkeeping Services"],"lifecycle":[{"event":"open","at":"2026-10-22T16:02:46Z"}],"visa":[],"liveness":{"score":14,"band":"cold","label":"Long shot","p_open":1,"p_active":0.493,"p_room":0.28,"age_days":60,"expected_fill_days":30,"reasons":["conf:0","win:tail","crowd:brand"],"computed_at":"2026-10-23T01:32:01Z"},"pay":{"stated_usd_annual":114000,"is_top_pay":true},"html_url":"https://alion.io/job/bdo-canada-financial-planner-wealth-management","json_url":"https://alion.io/job/bdo-canada-financial-planner-wealth-management.json","meta":{"generated_at":"2026-10-23T01:32:01Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":2518,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-24T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1049933},"rest":"https://alion.io/mcp/rest/get_company?id=1049933"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fbdo-canada-financial-planner-wealth-management"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fbdo-canada-financial-planner-wealth-management"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fbdo-canada-financial-planner-wealth-management"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/bdo-canada-financial-planner-wealth-management\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fbdo-canada-financial-planner-wealth-management"}]}