Financial Planner - Wealth Management

Winnipeg, Manitoba, Canada • Posted May 30, 2026

Job Type: Full-time

Location: Winnipeg, Manitoba

Posted: May 30, 2026

Category: Financial Specialists

Application Deadline: July 09, 2026

Role Description

Putting people first, every day
 
BDO 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 with a high priority on your personal and professional growth.
Your Opportunity
We are looking for a Financial Planner to join our Wealth Management team. The successful candidate will be responsible for:
Process client data and complete data entry in financial planning software
Identify 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 needs surrounding financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy and business succession planning;
            

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