Coordinator, Student Accounts

Found in: Jooble CA O C2 - 4 days ago

Moncton NB, Canada BDO Full time

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. Assist the Wealth Advisor with daily administrative needs;
Assist with coordinating the financial planning process, along with gathering the required information;
Coordinate the account opening process for new and current clients;
Responsible for client data integrity and system updates;
Other Financial Planning tasks including, but not limited to; RRSP, RESP and TFSA account tracking, research assignments, prepare report packages, other duties as assigned;
clients describe you as positive, professional, and delivering high quality work
You actively participate in the adoption of digital tools and strategies to drive an innovative workplace
2+ years’ experience in the wealth/financial planning industry is preferred (in a banking, insurance, investment related workplace)
~ Degree/Diploma in a relevant field
~ You have completed or are working toward your CFP designation is considered an asset
~ Proficiency with the Microsoft Office Suite
~ This recognition is a milestone we’re thrilled to add to our collection of awards for both experienced and student talent experiences.


We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development.


We support your achievement of personal goals outside of the office and making an impact on your community.


Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the opportunity to contribute to your community.


We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. We provide flexible benefits from day one, and a market leading personal time off policy. Through leadership by our Chief Inclusion and Diversity Officer, we are committed to a workplace culture of respect, inclusion, and diversity. We recognize and celebrate the valuable differences among each of us, including race, religious beliefs, physical or mental disabilities, age, place of origin, marital status, family status, gender or gender identity and sexual orientation. Flexibility: All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place.


Our model is a blended approach designed to support the flexible needs of our people, the firm and our clients. It’s about creating work experiences that meet everyone’s needs and providing flexibility to adjust when, where and how we work to meet the expectations of our role.


Our Wealth Management practice is looking for a Wealth Coordinator to join the team and own the following responsibilities: #

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