Client Services Associate, Wealth

4 months ago


Toronto, Canada Baker Tilly Canada Full time

**Client Services Associate, Wealth**
**Toronto, Ontario, Canada**:
Current Opportunities

If you are looking to progress your career, look no further than Baker Tilly.

Baker Tilly WM LLP is a leading midsize accounting and advisory firm based in Vancouver and Toronto. We provide value-added audit, tax and advisory solutions that support local businesses. We offer a full complement of professional services across every major industry sector, serving a broad range of clients, including large, publicly traded companies, emerging businesses, and owner-managed businesses.

Outside our two offices, we also draw on the specialty services provided by partners from across the Baker Tilly Canada network and also globally through our affiliation with Baker Tilly International.

At Baker Tilly, we foster a meaningful career and the opportunity to influence tomorrow for your clients, your profession and your community. Our professionals are encouraged to Be True to their values and ambitions, alongside our shared commitment to building great relationships, great conversations and great futures.

**Your primary responsibilities will include**:
**Your primary responsibilities will include**:

- Deliver high-quality financial planning services to clients
- Collaborate with our strategic partners & wealth management firms
- Assist in sourcing client opportunities and manage client relationships.
- Develop and foster referral source relationships
- Assist clients with their life insurance needs and work with brokers to place policies.
- Service high net-worth Family Office clients.
- CFP and CLU/LLQP holder
- Experience in a client-facing role at a bank or wealth management firm would be ideal
- Experience developing financial plans and strong knowledge of life insurance products
- Proven ability to develop business with an existing network of clients and/or referral sources.

**What’s in it for you?**
- Career growth opportunities
- Competitive total compensation package including extended health care, dental, and group life insurance benefits
- Vacation (4+ weeks/year)
- Continuing Professional Development courses are provided as well as numerous informal training and development opportunities. The Firm will also reimburse you for approved professional development fees and membership dues.
- An open-door culture promoting interaction with all staff levels, including partners
- A fully-stocked kitchen with breakfast foods, healthy snacks, and treats during tax season, plus coffee, tea, and drinks throughout the year
- Overtime meal and parking reimbursements
- A smart casual dress code (client/day specific)
- Client referral, employee referral, and vehicle purchase incentives
- Many entertaining social events throughout the year
- Baker Tilly WM LLP is a member of Baker Tilly Canada Cooperative, which is a member of the global network of Baker Tilly International Limited. All members of Baker Tilly Canada Cooperative and Baker Tilly International Limited are separate and independent legal entities._



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