Wealth Coordinator, Financial Planning Specialist

2 months ago

Cranbrook, Kent, United Kingdom BDO Full time

About BDO

BDO is a leading professional services firm that provides exceptional service to our clients. Our professionals are dedicated to helping clients achieve their goals through expert advice and insight.

Your Opportunity

We are seeking a highly motivated and organized Wealth Coordinator to join our Wealth Management team. As a Wealth Coordinator, you will play a critical role in supporting our Wealth Advisors in delivering exceptional client service.

Key Responsibilities

  • Assist Wealth Advisors with daily administrative tasks, including preparing meeting packages and coordinating the financial planning process.
  • Ensure client data integrity and system updates are accurate and up-to-date.
  • Coordinate account opening processes for new and current clients.
  • Prepare and schedule client packages, materials, and meetings.
  • Perform other financial planning tasks, including RRSP, RESP, and TFSA account tracking, research assignments, and report package preparation.

What We're Looking For

  • You will demonstrate BDO's core values of integrity, respect, and collaboration in all aspects of your work.
  • You will understand your clients' industries, challenges, and opportunities, and deliver high-quality work that meets their needs.
  • You will identify, recommend, and implement effective service delivery strategies to drive client satisfaction.
  • You will contribute to an inclusive and engaging work environment that develops, retains, and attracts talent.
  • You will actively participate in the adoption of digital tools and strategies to drive innovation in the workplace.
  • You will grow your expertise through learning and professional development.
  • You will be self-motivated and able to work independently with minimal supervision.

Requirements

  • 2+ years of experience in the wealth/financial planning industry, preferably in a banking, insurance, or investment-related workplace.
  • Degree or diploma in a relevant field.
  • Completed or working towards CFP designation is considered an asset.
  • Strong problem-solving, analytical, and communication skills.
  • Proficiency in Microsoft Office Suite.
  • Ability to work well independently with minimal supervision.
  • Strong attention to detail and administration skills.

Compensation

The salary range for this position is $49,000 - $75,000 per annum.

  • Wealth Coordinator

    2 months ago

    Cranbrook, Kent, United Kingdom BDO Full time

    About the RoleBDO is a firm built on a foundation of positive relationships with our people and our clients. As a Wealth Coordinator, you will play a key role in supporting our Wealth Advisors in delivering exceptional service to our clients.ResponsibilitiesAssist Wealth Advisors with daily administrative tasks, ensuring seamless client service.Prepare...

  • Wealth Coordinator

    2 months ago

    Cranbrook, Kent, United Kingdom BDO Full time

    About the RoleBDO is a firm built on a foundation of positive relationships with our people and our clients. As a Wealth Coordinator, you will play a key role in supporting our Wealth Advisors in delivering exceptional service to our clients.ResponsibilitiesAssist Wealth Advisors with daily administrative tasks, ensuring seamless client service.Prepare...

  • Paraplanner Trainee

    1 month ago

    Cranbrook, Kent, United Kingdom Brook Street UK Full time

    Job Title: Trainee ParaplannerWe are seeking a passionate and experienced administrator to join our team as a Trainee Paraplanner. As a Trainee Paraplanner, you will be responsible for providing high-quality administrative support to our wealth management team.Key Responsibilities:Assist in the preparation of financial plans and reportsProvide administrative...

  • Paraplanner Trainee

    1 month ago

    Cranbrook, Kent, United Kingdom Brook Street UK Full time

    Job Title: Trainee ParaplannerWe are seeking a passionate and experienced administrator to join our team as a Trainee Paraplanner. As a Trainee Paraplanner, you will be responsible for providing high-quality administrative support to our wealth management team.Key Responsibilities:Assist in the preparation of financial plans and reportsProvide administrative...

  • Paraplanner Trainee

    1 month ago

    Cranbrook, Kent, United Kingdom Brook Street UK Full time

    Job Title: Trainee ParaplannerCompany: Brook Street UKLocation: CranbrookJob Type: Full-timeSalary: Up to £28,000 per annumHours: Monday to Friday, 9am to 5pmAbout the Role:We are seeking a passionate and experienced administrator to join our team as a Trainee Paraplanner. As a Trainee Paraplanner, you will be responsible for providing administrative...

  • Paraplanner Trainee

    1 month ago

    Cranbrook, Kent, United Kingdom Brook Street UK Full time

    Job Title: Trainee ParaplannerCompany: Brook Street UKLocation: CranbrookJob Type: Full-timeSalary: Up to £28,000 per annumHours: Monday to Friday, 9am to 5pmAbout the Role:We are seeking a passionate and experienced administrator to join our team as a Trainee Paraplanner. As a Trainee Paraplanner, you will be responsible for providing administrative...

  • Mental Health and Substance Use Specialist

    2 months ago

    Cranbrook, Kent, United Kingdom Interior Health Authority Full time

    About the RoleWe are seeking a highly skilled and compassionate Mental Health and Substance Use Specialist to join our team at Interior Health Authority. As a key member of our Intensive Case Management team, you will play a vital role in supporting adults experiencing severe substance use concerns and concurrent disorders.Key ResponsibilitiesProvide...

  • Mental Health and Substance Use Specialist

    2 months ago

    Cranbrook, Kent, United Kingdom Interior Health Authority Full time

    About the RoleWe are seeking a highly skilled and compassionate Mental Health and Substance Use Specialist to join our team at Interior Health Authority. As a key member of our Intensive Case Management team, you will play a vital role in supporting adults experiencing severe substance use concerns and concurrent disorders.Key ResponsibilitiesProvide...

  • Paraplanner Trainee

    2 months ago

    Cranbrook, Kent, United Kingdom Brook Street UK Full time

    Job Title: Trainee ParaplannerAbout the Role:We are seeking a passionate administrator with experience working in the financial services industry to join our team at Brook Street UK.As a Trainee Paraplanner, you will be responsible for providing high-quality administrative support to our wealth management team.Key Responsibilities:* Assist in the preparation...

  • Paraplanner Trainee

    2 months ago

    Cranbrook, Kent, United Kingdom Brook Street UK Full time

    Job Title: Trainee ParaplannerAbout the Role:We are seeking a passionate administrator with experience working in the financial services industry to join our team at Brook Street UK.As a Trainee Paraplanner, you will be responsible for providing high-quality administrative support to our wealth management team.Key Responsibilities:* Assist in the preparation...

  • Mental Health and Substance Use Specialist

    1 month ago

    Cranbrook, Kent, United Kingdom Interior Health Authority Full time

    Job OpportunityWe are seeking a skilled Mental Health and Substance Use Specialist to join our team at Interior Health Authority. This is a relief part-time opportunity for a 0.90 FTE position in our high-functioning and well-integrated MHSU Intensive Case Management team in Cranbrook, B.C.About the RoleThis relief position is until the return of the...

  • Mental Health and Substance Use Specialist

    1 month ago

    Cranbrook, Kent, United Kingdom Interior Health Authority Full time

    Job OpportunityWe are seeking a skilled Mental Health and Substance Use Specialist to join our team at Interior Health Authority. This is a relief part-time opportunity for a 0.90 FTE position in our high-functioning and well-integrated MHSU Intensive Case Management team in Cranbrook, B.C.About the RoleThis relief position is until the return of the...

  • Financial Operations Manager

    2 weeks ago

    Cranbrook, Kent, United Kingdom Reed Full time

    We are seeking a highly skilled Financial Operations Manager to oversee and manage our client's financial operations on behalf of Reed Accountancy & Finance, a leading specialist recruitment partner.Key Responsibilities:Oversee daily financial operations, including accounting, reporting, budgeting, and forecasting.Develop and implement financial controls and...

  • Financial Operations Manager

    2 weeks ago

    Cranbrook, Kent, United Kingdom Reed Full time

    We are seeking a skilled Financial Operations Manager to oversee and manage our client\u2019s financial operations on behalf of Reed Accountancy & Finance, a leading specialist recruitment partner.Key Responsibilities:Oversee daily financial operations, including accounting, reporting, budgeting, and forecasting.Develop and implement financial controls and...

  • Shift Coordinator

    4 weeks ago

    Cranbrook, Kent, United Kingdom Interior Health Authority Full time

    Job Title: Shift CoordinatorWe are seeking a highly skilled and experienced Shift Coordinator to join our team at East Kootenay Regional Hospital in Cranbrook, B.C. This is a Relief Part Time position that works rotating Days and Nights, with shift times from 07:15 to 19:15 and 19:15 to 07:15.Job Summary:The Shift Coordinator is responsible for patient...

  • Shift Coordinator

    4 weeks ago

    Cranbrook, Kent, United Kingdom Interior Health Authority Full time

    Job Title: Shift CoordinatorWe are seeking a highly skilled and experienced Shift Coordinator to join our team at East Kootenay Regional Hospital in Cranbrook, B.C. This is a Relief Part Time position that works rotating Days and Nights, with shift times from 07:15 to 19:15 and 19:15 to 07:15.Job Summary:The Shift Coordinator is responsible for patient...

  • Program Coordinator

    1 month ago

    Cranbrook, Kent, United Kingdom Interior Health Authority Full time

    About Our TeamWe are seeking a skilled and compassionate Program Coordinator to join our Adult Day Services Program at FW Green Home in Cranbrook, BC.Your RoleAs a Program Coordinator, you will be responsible for planning, developing, implementing, and evaluating a variety of recreational and leisure programs to enhance the health and well-being of our...

  • Program Coordinator

    1 month ago

    Cranbrook, Kent, United Kingdom Interior Health Authority Full time

    About Our TeamWe are seeking a skilled and compassionate Program Coordinator to join our Adult Day Services Program at FW Green Home in Cranbrook, BC.Your RoleAs a Program Coordinator, you will be responsible for planning, developing, implementing, and evaluating a variety of recreational and leisure programs to enhance the health and well-being of our...

  • Senior Financial Operations Manager

    2 weeks ago

    Cranbrook, Kent, United Kingdom Reed Full time

    We are seeking a highly skilled Senior Financial Operations Manager to oversee and manage our client\u0027s financial operations on behalf of Reed Accountancy & Finance, a leading specialist recruitment partner.Key Responsibilities:Oversee daily financial operations, including accounting, reporting, budgeting, and forecasting.Develop and implement financial...

  • Shift Coordinator

    3 weeks ago

    Cranbrook, Kent, United Kingdom Interior Health Authority Full time

    Job Title: Shift CoordinatorWe are seeking a skilled and experienced Registered Nurse to join our team as a Shift Coordinator at East Kootenay Regional Hospital in Cranbrook, B.C. This is a Relief Part Time position that requires rotating Days and Nights shifts, with hours from 07:15 to 19:15 and 19:15 to 07:15.Key Responsibilities:Provide clinical...