Competitive total cash compensation; flexible bene...
Hybrid
3-5 years of wealth management experience
Managing high-net-worth client portfolios
Complex financial planning and tax management
BDO Canada is seeking a Wealth Advisor to join their Wealth Management team, focusing on building client relationships and providing tailored financial solutions. The ideal candidate should have 3-5 years of experience in wealth management or financial planning, along with strong communication skills and a commitment to client service
Job Summary
The role involves developing and strengthening client relationships while identifying complex financial planning needs for clients with investable assets above minimum thresholds.
BDO offers an award-winning people-first culture that fosters personal and professional growth alongside competitive total cash compensation and flexible benefits.
Success in this position requires demonstrating core values of integrity, respect, and collaboration while actively participating in business development initiatives.
Matching Summary
Match Score: 85
BDO Canada is seeking a Wealth Advisor to join their Wealth Management team, focusing on building client relationships and providing tailored financial solutions. The ideal candidate should have 3-5 years of experience in wealth management or financial planning, along with strong communication skills and a commitment to client service.
Salary
Competitive total cash compensation; Flexible benefits from day one; Market leading personal time off policy
Skills & Requirements
Must-have
3-5 years of wealth management experience
Managing high-net-worth client portfolios
Complex financial planning and tax management
Strong communication and interpersonal skills
Ability to market and grow new business
Nice-to-have
Inquisitive and curious attitude
Self-motivated with professional growth focus
Experience with FP software tools
Comfortable with regular travel requirements
Adoption of digital tools for innovation
Key Requirements
CPA designation or master's level Business Program
Certified Financial Planner (CFP) or Personal Financial Planner (PFP) designation
Canadian Securities Course (CSC) or Chartered Investment Manager (CIM)
Prior experience managing financial needs of high-net-worth clients
Post-secondary education in Accounting, Finance, or Business