Advisor, Asset Management

6 days ago


Barrie, Canada BDO Full time
p>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. p>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:

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

Recognize solutions which are appropriate for each client's needs and situation by working with Wealth Advisors 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

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.
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