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Senior Manager, Financial Planning

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BDO

Sep 11, 2024

  • Job
    Full-time
    Senior & Expert Level
  • Calgary
  • Quick Apply

AI generated summary

  • You must have CFP and CPA designations, 7-10 years in financial planning, strong analytical skills, communication abilities, and experience with planning software and complex structures.
  • You will assess client financial needs, develop tailored solutions, manage the financial planning process, coach staff, and ensure compliance with firm policies while liaising with various professionals.

Requirements

  • You have completed your CFP designation; post-graduate diploma in Financial Planning or related discipline is considered a strong asset
  • You have completed your CPA designation; post-graduate diploma in accounting or related discipline is considered a strong asset
  • You have ideally 7-10 years of experience in the wealth/financial planning industry
  • You are inquisitive, have a curious attitude by continuously asking questions and looking for opportunities to make improvements
  • You have strong analytical and problem solving skills with the ability to work well independently with minimal supervision
  • You display strong communication and interpersonal skills with a natural ability to build rapport and trusting relationships with clients
  • You ideally have experience utilizing planning software and are proficient with MS Office programs (especially Word and Excel); experience using TaxPrep software is an asset
  • You ideally have experience preparing financial plans with complex corporate and trust structures
  • Ability to work well independently with minimal supervision

Responsibilities

  • Identify complex financial planning needs and solutions for clients by considering the client's wealth, life goals and other objectives
  • Serve as a resource for clients with complex needs surrounding financial planning, investments, insurance, tax management, retirement analysis, estate planning, succession planning, etc
  • Develop recommendations and identify areas of opportunity to assist clients in achieving their financial goals
  • Execute the financial planning cycle by creating, editing and proofing financial plans
  • Execute and manage the discovery and delivery process with clients
  • Liaise between investment dealers, accountants, lawyers and insurance professionals
  • Oversee planning staff- coaching, mentoring, technical management
  • Ensure that planning process and documentation adheres to firm policies

FAQs

What is the primary focus of the Senior Manager, Financial Planning role?

The primary focus is to identify complex financial planning needs and solutions for clients while providing exceptional service in areas such as investments, insurance, tax management, retirement analysis, estate planning, and succession planning.

What qualifications are required for this position?

Candidates must have completed their CFP and CPA designations. A post-graduate diploma in Financial Planning or accounting is considered a strong asset.

How many years of experience are ideally required for this role?

Ideally, candidates should have 7-10 years of experience in the wealth/financial planning industry.

Will I be responsible for managing a team?

Yes, the role involves overseeing planning staff, which includes coaching, mentoring, and providing technical management.

What tools and software should I be proficient in for this job?

Candidates should ideally have experience utilizing financial planning software, be proficient with MS Office (especially Word and Excel), and experience with TaxPrep software is considered an asset.

Is BDO involved in community initiatives?

Yes, BDO is actively involved in supporting local charity initiatives and encourages staff participation in both local and national events.

What type of workplace culture does BDO promote?

BDO promotes a people-first culture that values integrity, respect, collaboration, and diversity, equity, and inclusion.

How does BDO support professional development?

BDO offers extensive opportunities for learning and development to help employees become better professionals within their services, industries, and markets.

What is BDO's stance on work-life balance?

BDO is committed to supporting the overall wellness of its employees beyond working hours, including offering flexible benefits, a market-leading personal time-off policy, and reimbursement for wellness initiatives.

How does BDO define success in this role?

Success is defined through demonstrating core values, delivering high-quality work, effective service delivery to clients, participating in an inclusive work environment, adopting digital tools, and engaging in continuous professional development.

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BDO

Accounting
Industry
10,001+
Employees
1963
Founded Year

Mission & Purpose

BDO is the leading provider of professional services within the mid-tier of our profession. We are proud to deliver seamless client service, from 1658 offices in 167 countries, across the world. Our 91K+ professionals continuously transform our approach by embracing future-oriented technology and focusing on quality. Strategic decisions and investments made in recent years have further equipped the organisation with the global infrastructure and innovative solutions needed to deliver long-term value for our clients.