Advisor, Wealth Management

3 months ago

Barrie Ontario AN, Simcoe region, Canada BDO Canada Full time

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 environment that fosters a people-first culture with a high priority on your personal and professional growth.

Your Opportunity

Our national Wealth Management practice in our Northern Ontario offices is looking for an experienced Wealth Advisor to join the team and own the following responsibilities:

  • Growth (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 Advisor's 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 adhere to firm policies

  • Oversight of outside partners and their preparation for meetings - ownership of process

How do we define success for your role?

  • You demonstrate BDO's core values through all aspect of your work: Integrity, Respect and Collaboration

  • You understand your client’s industry, challenges, and opportunities; client 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

Your experience and education

  • You have 3-5 years of accounting, complex financial planning, wealth management and/or investment experience

  • You have ideally completed post-secondary education with a concentration in Accounting, Finance or Business; completion of the CPA designation or a master’s level Business Program is considered an asset; completion of Canadian Securities Course (CSC), Chartered Investment Manager (CIM) considered an asset;

  • You have 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

  • You have prior experience in the wealth/financial industry with managing the financial needs of high-net-worth clients

  • You have an inquisitive and curious attitude by continuously asking questions and looking for opportunities to make improvements

  • You display strong communication and interpersonal skills with a natural ability to build rapport and trusting relationships with clients

  • You are comfortable with regular travel to meet with clients as required


Why BDO?

Our people-first approach to talent has earned us a spot among Canada’s Top 100 Employers for 2024. This recognition is a milestone we’re thrilled to add to our collection of awards for both experienced and student talent experiences.

Our firm is committed to providing an environment where you can be successful in the following ways:

  • We enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada.

  • 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.

Giving back adds up: 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.


Total rewards that matter: 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. We are committed to supporting your overall wellness beyond working hours and provide reimbursement for wellness initiatives that fit your lifestyle.


Everyone counts: We believe every employee should have the opportunity to participate and succeed. Through leadership by our Diversity, Equity and Inclusion Leader, 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. If you require accommodation to complete the application process, please contact us.

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.

Code of Conduct: Our Code of Conduct sets clear standards for how we conduct business. It reflects our shared values and commitments and includes guiding principles to help us make ethical decisions and maintain trust with each other, our clients, and the public.

Ready to make your mark at BDO? Click “Apply now” to send your up-to-date resume to one of our Talent Acquisition Specialists.

To explore other opportunities at BDO, check out our careers page.

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