Your Opportunity
BDO Canada is looking for a Wealth Advisor to join our Wealth Management team. The successful candidate will be responsible for:
- Growth (new and existing clients)
- Ambassador for the wealth group
- Develop and strengthen client relationships focusing on clients with investable assets above minimum thresholds
- 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, executive compensation, retirement analysis, estate planning, philanthropy, and business succession planning
- Liaise and build relationships with external vendors such as investment dealers, accountants, lawyers, and insurance professionals
- Develop recommendations and identify areas of opportunity to assist clients in achieving their financial goals
- Recognize solutions which are appropriate for each client’s needs and situation by working with Wealth Advisor's in designing, implementing, and managing the full wealth planning process
- Assist with business development related initiatives to promote BDO’s Wealth Advisory Services to support the acquisition of new clients
- Oversee wealth staff - coaching, mentoring, technical
- Ensure that wealth process and documentation adheres to firm policies
- Oversight of outside partners and their preparation for meetings – ownership of process
How do we define success for your role?
- You demonstrate BDO's core values through all aspect of your work: Integrity, Respect and Collaboration
- You understand your client’s industry, challenges, and opportunities; client describe you as positive, professional, and delivering high-quality work
- You identify, recommend, and are focused on effective service delivery to your clients
- You share in an inclusive and engaging work environment that develops, retains & attracts talent
- You actively participate in the adoption of digital tools and strategies to drive an innovative workplace
- You grow your expertise through learning and professional development.
- You are self-motivated
- You have an ability to market, but also grow and close new business
- Quality in delivery and deliverables
Your experience and education
- You have 3-5 years of accounting, complex financial planning, wealth management and/or investment experience
- You have ideally completed post-secondary education with a concentration in Accounting, Finance or Business; completion of the CPA designation or a master’s level Business Program is considered an asset; completion of Canadian Securities Course (CSC), Chartered Investment Manager (CIM) considered an asset;
- You have completed Certified Financial Planner (CFP) designation, Personal Financial Planner (PFP) designation or equivalent
- Experience using FP software and/or experience with Tax preparation software is also considered an asset
- You have prior experience in the wealth/financial industry with managing the financial needs of high-net-worth clients
- You have an inquisitive and curious attitude by continuously asking questions and looking for opportunities to make improvements
- You display strong communication and interpersonal skills with a natural ability to build rapport and trusting relationships with clients
- You are comfortable with regular travel to meet with clients as required
Flexibility: 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.
Our 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.
Code of Conduct: Our 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.
BDO 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.
More information on BDO Canada’s Privacy Policy can be found here:
Ready to make your mark at BDO? Click “Apply now” to send your up-to-date resume to one of our Talent Acquisition Specialists.
To explore other opportunities at BDO, check out ourcareers page.
