Senior Financial Planner at BDO

Elevate your career as a Senior Financial Planner with BDO, where client-first values meet your expertise in wealth management and financial planning. Embrace a flexible work model and cultivate professional growth.

At BDO, you will identify complex financial planning needs, serving clients needing insights into investments, insurance, tax management, and estate planning. Your role requires developing tailored recommendations to meet clients' financial goals while executing all phases of the financial planning cycle. Collaborate closely with various professionals to provide comprehensive solutions.

Key Responsibilities: • Identify client financial planning needs and develop tailored solutions • Create, edit, and proof financial plans effectively • Manage the client discovery and delivery process • Liaise between accountants, investment professionals, and clients • Prepare reports, conduct research, and track accounts in financial software

Requirements: • CFP ...