Wealth Advisor

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 workplace that fosters a with a high priority on your personal and professional growth.

Your Opportunity BDO Canada is looking for a Wealth Advisor to join our Wealth Management team.

• Growth of 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 Advisors 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

• You demonstrate BDO's core values through all aspects of your work:
  Integrity, Respect, and Collaboration
• You understand your clients’ industry, challenges, and opportunities; clients 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

• 3-5 years of accounting, complex financial planning, wealth management and/or investment experience
• Completed post‑secondary education with a concentration in Accounting, Finance or Business
• Completion of the CPA designation or a masters level Business Program is considered an asset
• Completion of Canadian Securities Course (CSC), Chartered Investment Manager (CIM) considered an asset
• 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
• Prior experience in the wealth/financial industry with managing the financial needs of high‑net‑worth clients
• Inquisitive and curious attitude by continuously asking questions and looking for opportunities to make improvements
• Strong communication and interpersonal skills with a natural ability to build rapport and trusting relationships with clients
• Comfortable with regular travel to meet with clients as required