BDO Canada is looking for a Wealth Advisor to join our Wealth Management team, responsible for growth through new and existing clients
Job Summary
BDO Canada is looking for a Wealth Advisor to join our Wealth Management team, responsible for growth through new and existing clients.
The role involves developing and strengthening client relationships, identifying complex financial planning needs, and serving as a resource for clients with diverse financial needs.
BDO offers an award-winning environment that fosters a people-first culture with a high priority on personal and professional growth, competitive compensation, and flexible benefits.
Matching Summary
BDO Canada is looking for a Wealth Advisor to join our Wealth Management team, responsible for growth through new and existing clients.
Skills & Requirements
Must-have
Develop and strengthen client relationships
Identify complex financial planning needs
Serve as a resource for clients
Develop recommendations and identify areas of opportunity
Assist with business development initiatives
Oversee wealth staff - coaching, mentoring
Nice-to-have
Demonstrate BDO's core values
Understand client's industry, challenges, and opportunities
Actively participate in the adoption of digital tools
Grow expertise through learning and professional development
Inquisitive and curious attitude
Strong communication and interpersonal skills
Key Requirements
3-5 years of accounting, complex financial planning, wealth management and/or investment experience
Post-secondary education in Accounting, Finance or Business
Completion of CFP designation or equivalent
Prior experience managing financial needs of high-net-worth clients