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Wealth Management Associate
3 months ago
Prioritizing Client Relationships
BDO is a firm founded on strong connections with our team and our clients. Every day, our professionals deliver outstanding service, providing clients with reliable advice and insights. In return, we cultivate an award-winning workplace that emphasizes your personal and professional development.
Your Role
Key Responsibilities:
Support the Wealth Advisor with daily administrative tasks; Assist in preparing client meeting materials; Help coordinate the financial planning process by gathering necessary information; Respond promptly to daily client inquiries; Manage the account opening process for both new and existing clients; Ensure the integrity of client data and perform system updates; Prepare and schedule client packages, materials, and meetings; Undertake additional financial planning duties, including tracking RRSP, RESP, and TFSA accounts, conducting research, preparing report packages, and other assigned tasks;Defining Success in Your Role
You embody BDO's core values in every aspect of your work: Integrity, Respect, and Collaboration You possess a deep understanding of your client's industry, challenges, and opportunities; clients view you as positive, professional, and committed to delivering high-quality work You identify and recommend effective service delivery strategies for your clients You contribute to an inclusive and engaging workplace that attracts, retains, and develops talent You actively engage in adopting digital tools and strategies to foster an innovative work environment You enhance your expertise through continuous learning and professional development. You are self-motivated.Qualifications and Experience
A minimum of 2 years' experience in the wealth or financial planning sector is preferred (in banking, insurance, or investment-related environments) A Degree or Diploma in a relevant field Progress toward or completion of your CFP designation is advantageous You exhibit a curious mindset, consistently seeking opportunities for improvement You demonstrate strong problem-solving, analytical, and communication abilities. Proficiency in the Microsoft Office Suite is required You can work independently with minimal supervision Exceptional attention to detail is essential Strong organizational and administrative skills are necessaryCompensation Range: $49,000 - $75,000 per annum
