Wealth Management Expert

4 days ago


London, Greater London, United Kingdom BDO Canada LLP Full time

BDO Canada LLP is a leading accounting and advisory firm that provides innovative services to help businesses succeed. We are seeking a highly skilled and motivated individual to join our Wealth Management practice as a Wealth Management Expert.

Key Responsibilities:
  1. Process client data and complete data entry in financial planning software
  2. Identify financial planning needs and solutions for clients by considering their wealth, life goals, and other objectives
  3. Serve as a resource for clients with needs surrounding financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy, and business succession planning
  4. Develop recommendations and identify areas of opportunity to assist clients in achieving their financial goals
  5. Participate in meeting preparation, research assignments, and other duties as assigned

This is a fantastic opportunity for someone who is passionate about providing expert financial planning advice and guidance to clients. You will have the opportunity to work with a dynamic team and make a real impact on the lives of our clients.



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